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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrea J. BuschurPruco Securities, LLC.MetLife Securities Inc.06-25-2012
Anne Marie StottStephensMetLife Securities Inc.$1210-07-2016
April Marie ConklinMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Bing C. MichaelLincoln Financial Securities CorporationMetLife Securities Inc.02-01-2011
Brian Percy WillisMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Carl Steven MyersLincoln Financial Securities CorporationMetLife Securities Inc.04-27-2015
Carlos Santana StennisWells Fargo Clearing Services, LLCMetLife Securities Inc.07-13-2011
Charles Ray VenableMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Christopher Randolph StanleyWells Fargo Clearing Services, LLCMetLife Securities Inc.04-03-2017
Daniel P. PooleLPL Financial LLCMetLife Securities Inc.10-22-2015
Dara Elizabeth McMillanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David A. Wachter Jr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
David J. WeismanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David Joel JacobiusMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David Wayne BicklerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Dennis Wayne MumfordCambridge Investment Research, Inc.MetLife Securities Inc.$5001-31-2014
Douglas Scott GrantMML Investors Services, LLCMetLife Securities Inc.$1703-25-2017
Eric Allan BrandtMML Investors Services, LLCMetLife Securities Inc.03-25-2017
George Henley KitchenMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
Gerard Patrick CameloWoodbury Financial Services, Inc.MetLife Securities Inc.02-20-2015
Jeffrey Wilson Marquis Sr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
Joy Lynn RichardsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Julio C AllerMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Karl Justin StuppnigMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
Kenneth Clifton DavisMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 1 to 25 of 53 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.

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