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
Craig Randall CokerCantella & Co., Inc.Allstate Financial Services, LLC03-21-2019
Cynthia M. MichelPruco Securities, LLC.Allstate Financial Services, LLC12-13-2018
Mark Perry KissingerNYLIFE Securities LLCAllstate Financial Services, LLC11-27-2018
Justin Jebamony RobertFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-11-2018
Harold Leon LoydFarmers Financial Solutions, LLCAllstate Financial Services, LLC06-07-2018
William Robert WhiteGradient Securities, LLCAllstate Financial Services, LLC10-26-2017
Jose Fernando RiosFarmers Financial Solutions, LLCAllstate Financial Services, LLC05-15-2017
Warren Evan HolmesThrivent Investment Management Inc.Allstate Financial Services, LLC02-09-2017
Shelley Lynn ConineMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC12-19-2016
Sean Paul PerezGradient Securities, LLCAllstate Financial Services, LLC09-07-2016
Brandon T. GreenGradient Securities, LLCAllstate Financial Services, LLC07-14-2016
Loc Phuc PhamFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-15-2016
Eric Joseph BlakeRaymond James Financial Services, Inc.Allstate Financial Services, LLC09-08-2014
Susan Elizabeth RomighBBVA Securities Inc.Allstate Financial Services, LLC08-21-2014
Robert S. BaileySaybrus Equity Services, LLCAllstate Financial Services, LLC06-30-2014
Brandon Chad RaineyEdward JonesAllstate Financial Services, LLC04-28-2014
Elisha J. PepperSaybrus Equity Services, LLCAllstate Financial Services, LLC11-04-2013
Stephen Woodrow CallahanHD Vest Investment ServicesAllstate Financial Services, LLC05-25-2010
Mitchell Troy SeabornUSAA Financial Advisors, Inc.Allstate Financial Services, LLC02-22-2010
Michael Paul CallahanFarmers Financial Solutions, LLCAllstate Financial Services, LLC$1009-14-2017
Cheryl Leigh SmithOneAmerica Securities, Inc.Allstate Financial Services, LLC$2503-27-2019
Paul Dewayne KelleyFortune Financial Services, Inc.Allstate Financial Services, LLC$2503-26-2019
Victoria Albaugh ReedWells Fargo Clearing Services, LLCAllstate Financial Services, LLC$5001-10-2019
Wesley Mckay ArnoldFarmers Financial Solutions, LLCAllstate Financial Services, LLC$5001-31-2018
Lafayette RandleNext Financial Group, Inc.Allstate Financial Services, LLC$5003-27-2013

Showing 1 to 25 of 25 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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