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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Michael SpelkerMarathon Retirement And Pension Consulting, LLCMetLife Securities Inc.05-21-2013
Abdelmagid AlawadOneAmerica Securities, Inc.MetLife Securities Inc.03-18-2016
Adam BatemanFlagship Harbor Advisors, LLCMetLife Securities Inc.12-02-2013
Adam Michael HogueLPL Financial LLCMetLife Securities Inc.12-21-2012
Brad Mitchell CaplandLPL Financial LLCMetLife Securities Inc.11-09-2016
Brenden Matthew HagnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-20-2016
Brian Scott FalconerSecurian Financial Services, Inc.MetLife Securities Inc.04-12-2017
Christopher D. CaronFidelity Brokerage Services LLCMetLife Securities Inc.10-03-2011
Christopher WalkiewiczCitizens Securities, Inc.MetLife Securities Inc.$5012-12-2011
Daniel TinsleyCommonwealth Financial NetworkMetLife Securities Inc.02-01-2016
David Norton TinsleyCommonwealth Financial NetworkMetLife Securities Inc.$10002-01-2016
David Ronald HudsonLPL Financial LLCMetLife Securities Inc.$1006-05-2015
Dmitry FrenklakhNYLIFE Securities LLCMetLife Securities Inc.10-05-2010
Frank RosanoNYLIFE Securities LLCMetLife Securities Inc.01-05-2009
Gary R. SmithCantella & Co., Inc.MetLife Securities Inc.02-07-2014
Gerald F BonnerInvestors Capital Corp.MetLife Securities Inc.01-03-2014
Glenn M. CalvaneseMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.03-19-2012
Glenn William GallowayLincoln Financial Advisors CorporationMetLife Securities Inc.09-07-2016
Greg HopkinsSignator Investors, Inc.MetLife Securities Inc.09-06-2012
Hajra Nawel KhanMorgan StanleyMetLife Securities Inc.01-29-2014
Harold Robert HabermanSantander Securities LLCMetLife Securities Inc.$5006-09-2014
James Robert CoteHornor, Townsend & Kent, LLCMetLife Securities Inc.01-17-2014
Jeanine Marie BerattaInvestors Capital Corp.MetLife Securities Inc.01-03-2014
Jennifer LafranceCommonwealth Financial NetworkMetLife Securities Inc.10-30-2015
Jeremy Glenn CohenIndependent Financial Group, LLCMetLife Securities Inc.04-13-2015
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.