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
Albert Stanley MosherNYLIFE Securities LLCMetLife Securities Inc.03-21-2014
Anna ChuNYLIFE Securities LLCMetLife Securities Inc.05-26-2015
Cai Kui ChenNYLIFE Securities LLCMetLife Securities Inc.02-19-2009
Choddie Toi BryantNYLIFE Securities LLCMetLife Securities Inc.$1005-06-2015
Christopher Neal AldersonNYLIFE Securities LLCMetLife Securities Inc.04-06-2017
David KoberNYLIFE Securities LLCMetLife Securities Inc.08-31-2016
Lawrence Rex PanarielloNYLIFE Securities LLCMetLife Securities Inc.10-21-2013
Michelle Moore GriffithNYLIFE Securities LLCMetLife Securities Inc.11-03-2011
Mohammad NasirNYLIFE Securities LLCMetLife Securities Inc.04-16-2010
Muhammad UsmanNYLIFE Securities LLCMetLife Securities Inc.10-02-2012
Nakiya N. DansoNYLIFE Securities LLCMetLife Securities Inc.05-05-2016
Nancy DongNYLIFE Securities LLCMetLife Securities Inc.01-07-2010
Sandy Bhagwandai WilbertNYLIFE Securities LLCMetLife Securities Inc.07-15-2015
Wilson ImasogieNYLIFE Securities LLCMetLife Securities Inc.12-17-2014
Xiaomao Chinese WangNYLIFE Securities LLCMetLife Securities Inc.08-04-2010
Zhang LinNYLIFE Securities LLCMetLife Securities Inc.02-12-2009

Showing 1 to 16 of 16 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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