Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Lane JohnstonWoodbury Financial Services, Inc.MetLife Securities Inc.04-10-2017
Ahmad Motallebi KashaniCommonwealth Financial NetworkMetLife Securities Inc.02-16-2017
Cameron S. KashaniCommonwealth Financial NetworkMetLife Securities Inc.02-16-2017
Lawrence Irvin TurowAmeriprise Financial Services, LLCMetLife Securities Inc.11-03-2016
Gary Preston BuddCommonwealth Financial NetworkMetLife Securities Inc.07-08-2016
Eric D. KieffnerCommonwealth Financial NetworkMetLife Securities Inc.07-08-2016
Fermon Lee OwensPruco Securities, LLC.MetLife Securities Inc.06-16-2016
Bryan Todd BakerAmeriprise Financial Services, LLCMetLife Securities Inc.05-10-2016
Paul Michael AckermannAmeriprise Financial Services, LLCMetLife Securities Inc.05-10-2016
Seth H. WinterIndependent Financial Group, LLCMetLife Securities Inc.09-02-2015
Michael Edward HarveyAllstate Financial Services, LLCMetLife Securities Inc.06-29-2015
Dennis John Andres Jr.TIAA-CREF Individual & Institutional Services, LLCMetLife Securities Inc.04-04-2013
James Robert Holt Jr.MetLife Securities Inc.MetLife Securities Inc.11-16-2009
Michael Richard SchultzAllstate Financial Services, LLCMetLife Securities Inc.10-13-2009
Bradley Vaughn HarroldAmeriprise Financial Services, LLCMetLife Securities Inc.$1005-12-2016
Mark Robert HayesLevel Four Advisory ServicesMetLife Securities Inc.$1004-28-2014
Bruce Edward HooverWoodbury Financial Services, Inc.MetLife Securities Inc.$1011-14-2011
Timothy Abner JohnstonWoodbury Financial Services, Inc.MetLife Securities Inc.$10003-03-2017

Showing 1 to 18 of 18 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.