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
Timothy John BlattnerLPL Financial LLCMetLife Securities Inc.$1001-04-2017
Kevin R FisherRaymond James Financial Services, Inc.MetLife Securities Inc.$1011-10-2016
Mark Edward OliverCambridge Investment Research, Inc.MetLife Securities Inc.11-10-2016
Paul Frederick HugoNYLIFE Securities LLCMetLife Securities Inc.10-17-2016
Jason P BergemannJ.P. Morgan Securities LLCMetLife Securities Inc.10-14-2016
Patrick James ModjeskiSignator Investors, Inc.MetLife Securities Inc.$1010-03-2016
James Paul KolfNYLIFE Securities LLCMetLife Securities Inc.$5005-25-2016
Jonathan Geoffrey MeadNYLIFE Securities LLCMetLife Securities Inc.05-04-2016
Kenneth William FlanneryRaymond James Financial Services, Inc.MetLife Securities Inc.03-11-2016
Nicholas Ryan BurgeAmeriprise Financial Services, LLCMetLife Securities Inc.12-02-2015
David Samuel LicaryCetera Advisor Networks LLCMetLife Securities Inc.10-30-2015
Scott David KindermanCambridge Investment Research, Inc.MetLife Securities Inc.$1008-18-2015
Daniel Ronald HalsteadJ.P. Morgan Securities LLCMetLife Securities Inc.06-12-2015
Paul Tomas TourvilleLPL Financial LLCMetLife Securities Inc.$5005-06-2015
Peter Tomas TourvilleLPL Financial LLCMetLife Securities Inc.$5005-05-2015
Andrew M. HouteLPL Financial LLCMetLife Securities Inc.05-05-2015
Timothy A ZenkerLPL Financial LLCMetLife Securities Inc.05-05-2015
Edward G DevingerLPL Financial LLCMetLife Securities Inc.05-05-2015
Joseph D MeyerPackerland Brokerage Services, Inc.MetLife Securities Inc.01-15-2015
Gregory Joseph HowellKCD Financial, Inc.MetLife Securities Inc.10-10-2014
John Joseph Lerose IIIMorgan StanleyMetLife Securities Inc.01-31-2014
Chad Joseph DuddyJ.P. Morgan Securities LLCMetLife Securities Inc.11-26-2013
David J MixH. Beck, Inc.MetLife Securities Inc.11-22-2013
Kyle SvetlikCountry Capital Management CompanyMetLife Securities Inc.09-26-2013
Kasey James KinneyMetLife Securities Inc.MetLife Securities Inc.01-24-2013
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Showing 1 to 25 of 48 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.