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
Clayton Alexander NashCommonwealth Financial NetworkMetLife Securities Inc.03-03-2017
Thinh Quoc NguyenNYLIFE Securities LLCMetLife Securities Inc.$501-20-2017
Chrystin Michelle BrackettMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-22-2016
Kenneth James RoysterLPL Financial LLCMetLife Securities Inc.$2512-09-2016
Charlene Renee GregoryLPL Financial LLCMetLife Securities Inc.11-09-2016
Kyle Robert ArcandLPL Financial LLCMetLife Securities Inc.$2511-09-2016
Kimberly Wooden WoodsonWells Fargo Clearing Services, LLCMetLife Securities Inc.12-22-2015
Sarala KattaVoya Financial Advisors, Inc.MetLife Securities Inc.$112-01-2015
Robert Patrick GerlMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.10-20-2015
David T. RobinsonSignator Investors, Inc.MetLife Securities Inc.10-02-2015
Eunhae WilfongGradient Securities, LLCMetLife Securities Inc.03-26-2015
Blake Edward FellowsWealthcare Advisory Partners LLCMetLife Securities Inc.03-06-2015
Jeffrey PerryLPL Financial LLCMetLife Securities Inc.$2503-03-2015
Mark Daniel ButlerNYLIFE Securities LLCMetLife Securities Inc.02-23-2015
Jeanne Elizabeth StanboroughLPL Financial LLCMetLife Securities Inc.02-06-2015
Hubert Franklin Ramey IIILincoln Financial Securities CorporationMetLife Securities Inc.08-04-2014
Michael Eugene MurphyLincoln Financial Securities CorporationMetLife Securities Inc.02-04-2014
Daniel Vincent McguireState Farm VP Management Corp.MetLife Securities Inc.10-01-2013
Michael David SobiloLPL Financial LLCMetLife Securities Inc.09-13-2013
Sam MukherjeePark Avenue Securities LLCMetLife Securities Inc.08-16-2013
Joseph Ward FrielAllstate Financial Services, LLCMetLife Securities Inc.06-14-2013
David Lee KunhardtHornor, Townsend & Kent, LLCMetLife Securities Inc.02-28-2013
Michael Wade HousdenMorgan StanleyMetLife Securities Inc.$101-02-2013
Owen Franklin Showalter IIILPL Financial LLCMetLife Securities Inc.12-14-2012
MICHAEL R. DANJCZEKPruco Securities, LLC.MetLife Securities Inc.10-16-2012
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Showing 1 to 25 of 35 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.


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