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
David BaitelM&T Securities, Inc.MetLife Securities Inc.02-03-2017
David Ryan BowenAllstate Financial Services, LLCMetLife Securities Inc.01-24-2017
Meylin J. MauldinVoya Financial Advisors, Inc.MetLife Securities Inc.12-20-2016
Keith George PratherPlanMember Securities CorporationMetLife Securities Inc.12-19-2016
Kevin Thomas ApplegateM&T Securities, Inc.MetLife Securities Inc.10-28-2016
Christopher M. StudnickyNYLIFE Securities LLCMetLife Securities Inc.10-28-2016
Donald Alfred LewisHornor, Townsend & Kent, LLCMetLife Securities Inc.10-20-2016
Michael R. LentzM&T Securities, Inc.MetLife Securities Inc.10-05-2016
Berhane KassahunAXA Advisors, LLCMetLife Securities Inc.$20007-12-2016
Patrick Thomas SerioMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-28-2016
Tykiem Michael BookerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-23-2016
John Daniel SalanFarmers Financial Solutions, LLCMetLife Securities Inc.06-16-2016
Charles Harold SpachMetLife Securities Inc.MetLife Securities Inc.03-18-2016
Gail Pyne BrownPNC InvestmentsMetLife Securities Inc.10-16-2015
Andrew Robert FletcherM&T Securities, Inc.MetLife Securities Inc.07-09-2015
Torian Bills ErkerSanders Morris Harris LLCMetLife Securities Inc.03-30-2015
Richard Lee WalkerH. Beck, Inc.MetLife Securities Inc.03-25-2015
David Robert LabricciosaHornor, Townsend & Kent, LLCMetLife Securities Inc.$15011-26-2014
Sarah Laurene SanteufemioPNC InvestmentsMetLife Securities Inc.$1001-28-2014
Brian Paul JarosinskiKestra Investment Services, LLCMetLife Securities Inc.$1012-02-2013
Chester Hopes Wortham IIIFidelity Brokerage Services LLCMetLife Securities Inc.06-04-2013
Mark David JoyceWells Fargo Clearing Services, LLCMetLife Securities Inc.02-21-2013
Jeremy Steven DvorakM&T Securities, Inc.MetLife Securities Inc.07-11-2012
Jenny Lynn LogsdonM&T Securities, Inc.MetLife Securities Inc.07-06-2011
Yevette Marie SeayWells Fargo Clearing Services, LLCMetLife Securities Inc.05-02-2011
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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.