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Advisers on the Move - InvestmentNews

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kevin H. GayAllstate Financial Services, LLCPNC Investments09-20-2019
Greg Lawrence TeetzelAllstate Financial Services, LLCPNC Investments04-11-2017
Carol Lynn BendikAllstate Financial Services, LLCPNC Investments08-24-2016
Phillip William HolstromAllstate Financial Services, LLCPNC Investments$107-15-2016
Mohammed D. AounAllstate Financial Services, LLCPNC Investments02-18-2016
John Joseph KlossAllstate Financial Services, LLCPNC Investments01-05-2015
Robert Woodrow Archbald Jr.Allstate Financial Services, LLCPNC Investments11-13-2013
Jody L. PulliumAllstate Financial Services, LLCPNC Investments$15010-31-2013
Satinder K TuckerAllstate Financial Services, LLCPNC Investments08-15-2013
Eric James PalomoAllstate Financial Services, LLCPNC Investments04-01-2013
Robin Vail PlattAllstate Financial Services, LLCPNC Investments02-28-2013
Jamie Lee BennettAllstate Financial Services, LLCPNC Investments02-11-2013
Ryan C. ColeAllstate Financial Services, LLCPNC Investments06-13-2012
Brendan T SheehanAllstate Financial Services, LLCPNC Investments01-24-2012
Jose D ConstantinoAllstate Financial Services, LLCPNC Investments11-03-2011
Michael L. ConwayAllstate Financial Services, LLCPNC Investments10-01-2010
Scott Brian MakowskiAlly Invest Securities LLCPNC Investments05-20-2016
Joseph F. GrimsicAlphaStar Capital Management, LLCPNC Investments10-23-2019
Gregory Wade GobbleAlton Securities Group Inc.PNC Investments05-27-2011
Jeffrey Nicholas HemsathAmeriprise Financial Services, LLCPNC Investments02-14-2020
Nicklaus R SerafiniAmeriprise Financial Services, LLCPNC Investments06-19-2019
Christopher D. SchalkAmeriprise Financial Services, LLCPNC Investments11-14-2018
Katrina Marie GeisAmeriprise Financial Services, LLCPNC Investments07-06-2018
Dan Daniel GillespieAmeriprise Financial Services, LLCPNC Investments05-02-2017
Joseph David BanishAmeriprise Financial Services, LLCPNC Investments03-10-2017
Next Page »

Showing 1 to 25 of 2,090 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.