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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Robert FiorelloMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Christopher Ryan JohnsonPruco Securities, LLC.MetLife Securities Inc.11-29-2016
Cindy ShiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Claudia Frade FerreiraMML Investors Services, LLCMetLife Securities Inc.$17603-25-2017
Connie Lynn GilderhusMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Corey Robert MillerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Craig Douglas MellenthineMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Craig Frederick LevyPruco Securities, LLC.MetLife Securities Inc.08-03-2016
Damianos TheodorouMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-21-2011
Dandan WuMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel Clark PouporeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel Richard RohnkeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel Robert RyelCommonwealth Financial NetworkMetLife Securities Inc.08-05-2016
Daniel Steven Williams Jr.American Portfolios Financial Services, Inc.MetLife Securities Inc.06-20-2016
Daniel Vincent McCarthyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Danielle Nicole GuarinoAmeriprise Financial Services, Inc.MetLife Securities Inc.05-27-2016
Danielle RobertsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daryl Robert RoweAllstate Financial Services, LLCMetLife Securities Inc.05-17-2012
David Alonzo DisunnoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David ChoitCambridge Investment Research, Inc.MetLife Securities Inc.12-05-2014
David George SchillingMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David Gordon FellAllstate Financial Services, LLCMetLife Securities Inc.08-24-2012
David Jeffrey MossMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David KoberNYLIFE Securities LLCMetLife Securities Inc.08-31-2016
David Scott CarylMorgan StanleyMetLife Securities Inc.01-28-2015
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Showing 51 to 75 of 345 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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