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
Logan Michelle LupiaMetLife Securities Inc.MetLife Securities Inc.01-18-2017
Jeffrey Paul ClarkeMetLife Securities Inc.Voya Financial Advisors, Inc.$1009-09-2016
Tillman Ralph Meetze Jr.MetLife Securities Inc.LPL Financial LLC04-08-2016
Logan Michelle LupiaMetLife Securities Inc.Wells Fargo Clearing Services, LLC02-27-2015
Sebastiano Carl Lisi IVMetLife Securities Inc.Securian Financial Services, Inc.01-23-2015
Jeffrey Grady LottMetLife Securities Inc.NYLIFE Securities LLC09-26-2014
Lynn Marie CarneyMetLife Securities Inc.Voya Financial Advisors, Inc.09-05-2014
Erwin Bohlen Jr.MetLife Securities Inc.MetLife Securities Inc.01-06-2014
Melinda Ann McdonaldMetLife Securities Inc.Edward Jones$1011-08-2012
Jamie Lynn MinsterMetLife Securities Inc.Edward Jones01-20-2012
Timothy Brett GoldmanMetLife Securities Inc.Wells Fargo Clearing Services, LLC02-01-2011
Garry Eugene Tapler Jr.MetLife Securities Inc.Edward Jones07-02-2010
Jesse Lee LempesisMetLife Securities Inc.Signator Investors, Inc.10-30-2009
Gregory Glenn DownsMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1001-20-2009

Showing 1 to 14 of 14 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.