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
Marc Daniel HirshornCommonwealth Financial NetworkMetLife Securities Inc.$25003-03-2017
Billy Christopher MasonCommonwealth Financial NetworkMetLife Securities Inc.03-03-2017
Clayton Alexander NashCommonwealth Financial NetworkMetLife Securities Inc.03-03-2017
Thinh Quoc NguyenNYLIFE Securities LLCMetLife Securities Inc.$50001-20-2017
Chrystin M. WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-22-2016
Kenneth James RoysterLPL Financial LLCMetLife Securities Inc.$25012-09-2016
Danica J. RoysterLPL Financial LLCMetLife Securities Inc.12-09-2016
Kyle Robert ArcandLPL Financial LLCMetLife Securities Inc.$25011-09-2016
Charlene Renee GregoryLPL Financial LLCMetLife Securities Inc.11-09-2016
Artis Jermaine GarrettOneAmerica Securities, Inc.MetLife Securities Inc.08-08-2016
Bernard Justin HooglandSecurities Research, Inc.MetLife Securities Inc.$50006-29-2016
Kimberly W. WoodsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)MetLife Securities Inc.12-22-2015
Sarala KattaVoya Financial Advisors, Inc.MetLife Securities Inc.$10012-01-2015
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.$25003-03-2015
Mark Daniel ButlerNYLIFE Securities LLCMetLife Securities Inc.$50002-23-2015
Jeanne Elizabeth StanboroughLPL Financial LLCMetLife Securities Inc.$25002-06-2015
Hubert Franklin Ramey IIILincoln Financial Securities CorporationMetLife Securities Inc.08-04-2014
Michael Eugene MurphyLincoln Financial Securities CorporationMetLife Securities Inc.02-04-2014
Michael David SobiloLPL Financial LLCMetLife Securities Inc.$10009-13-2013
Sam MukherjeePark Avenue Securities LLCMetLife Securities Inc.08-16-2013
Joseph Ward FrielAllstate Financial Services, LLCMetLife Securities Inc.06-14-2013
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Showing 1 to 25 of 41 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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