Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles James ReimersLPL Financial LLCMetLife Securities Inc.$1011-04-2016
Daniel Paul StolfaCambridge Investment Research, Inc.MetLife Securities Inc.11-02-2016
Jocelyn Cookson KujalaLPL Financial LLCMetLife Securities Inc.10-31-2016
Ross Delmont LeonardSecurian Financial Services, Inc.MetLife Securities Inc.07-29-2016
Arif Hasnat KhanLincoln Financial Securities CorporationMetLife Securities Inc.05-26-2016
Adam Gabriel WolffINVEST Financial CorporationMetLife Securities Inc.02-16-2016
Tyler James KuskeEdward JonesMetLife Securities Inc.01-25-2016
Andrew James LatourelleCambridge Investment Research, Inc.MetLife Securities Inc.01-04-2016
Joshua Kyle WildeLPL Financial LLCMetLife Securities Inc.12-14-2015
Scott Wayne SorensonFirst Heartland Capital, Inc.MetLife Securities Inc.$112-10-2015
Tyler David HirthCetera Advisors LLCMetLife Securities Inc.05-07-2015
Dustin Tyler WoodParkland Securities, LLCMetLife Securities Inc.04-08-2015
Christopher D JordanCetera Investment Services LLCMetLife Securities Inc.09-30-2014
James Francis SirekEdward JonesMetLife Securities Inc.$15009-19-2014
Sandra Renee KadisakCetera Advisor Networks LLCMetLife Securities Inc.12-19-2013
David Thomas RoseCetera Investment Services LLCMetLife Securities Inc.06-12-2013
Donnas Edmond LandryCetera Investment Services LLCMetLife Securities Inc.04-12-2013
Mark JohnsonPruco Securities, LLC.MetLife Securities Inc.09-06-2012
Mike C DarringtonThrivent Investment Management Inc.MetLife Securities Inc.08-24-2012
Jay Allen WrightSII Investments, Inc.MetLife Securities Inc.05-07-2012
Brian Charles ForsethLPL Financial LLCMetLife Securities Inc.03-07-2012
Ann Marie WestRaymond James Financial Services, Inc.MetLife Securities Inc.$1812-01-2009
Roger Alan AndersonInvestors Capital Corp.MetLife Securities Inc.08-14-2009
Lance Nicholas JufferLPL Financial LLCMetLife Securities Inc.04-22-2009

Showing 1 to 24 of 24 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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