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
James Roe SharabbaMetLife Securities Inc.Allstate Financial Services, LLC02-20-2015
Maria Victoria PortalesMetLife Securities Inc.Allstate Financial Services, LLC04-12-2010
David PoupardMetLife Securities Inc.Ameriprise Financial Services, LLC$2507-01-2014
Mickey Guy EltingMetLife Securities Inc.Ameritas Investment Company, LLC08-15-2014
Christopher Salvatore GuerrieriMetLife Securities Inc.AXA Advisors, LLC05-04-2015
Meghan Carey KinskyMetLife Securities Inc.Buckman, Buckman & Reid, Inc.04-07-2015
David Michael WallaceMetLife Securities Inc.Capitol Securities Management, Inc.11-30-2015
Conor John EganMetLife Securities Inc.CBIZ Financial Solutions, Inc.08-20-2012
Isabel Maria RodriguesMetLife Securities Inc.Cetera Investment Services LLC05-29-2015
Darrin Michael BradleyMetLife Securities Inc.Cetera Investment Services LLC08-15-2014
Christopher AlbertiMetLife Securities Inc.Chase Investment Services Corp.06-06-2011
Edwin L Culin IIIMetLife Securities Inc.Citizens Securities, Inc.$1002-05-2016
Gary M LallyMetLife Securities Inc.Citizens Securities, Inc.10-29-2015
Richard James JansonMetLife Securities Inc.David Lerner Associates, Inc.08-28-2015
Tammy KernerMetLife Securities Inc.David Lerner Associates, Inc.08-28-2015
Anthony NovelloMetLife Securities Inc.David Lerner Associates, Inc.$1010-19-2011
Vincent Charles CommoretoMetLife Securities Inc.David Lerner Associates, Inc.08-01-2011
Scott J FrancisMetLife Securities Inc.David Lerner Associates, Inc.08-01-2011
Paul Anthony MoscickiMetLife Securities Inc.Edward Jones08-11-2015
Greg Norman BayvelMetLife Securities Inc.Enclave Capital LLC02-01-2009
James Paul CooneyMetLife Securities Inc.Equity Services, Inc.09-05-2014
Christopher Mark JustinoMetLife Securities Inc.G.F. Investment Services, LLC01-20-2016
Ryan Daniel LynchMetLife Securities Inc.Garden State Securities, Inc.12-17-2009
Ghazi Z NweiranMetLife Securities Inc.J.H. Darbie & Co., Inc.05-26-2015
Ottilia Boechat SturaMetLife Securities Inc.J.P. Morgan Securities LLC10-30-2015
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Showing 1 to 25 of 62 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.