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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brycen Edward WiseAllstate Financial Services, LLCPruco Securities, LLC.09-14-2020
George A Marshall IIAllstate Financial Services, LLCPruco Securities, LLC.08-14-2020
Hurong LouAllstate Financial Services, LLCPruco Securities, LLC.06-26-2020
Gregory Reid DavisAllstate Financial Services, LLCPruco Securities, LLC.06-11-2020
Christopher William AdamsAllstate Financial Services, LLCPruco Securities, LLC.06-01-2020
David Lewis LevittAllstate Financial Services, LLCPruco Securities, LLC.03-31-2020
Terrence Hill Hill IAllstate Financial Services, LLCPruco Securities, LLC.02-18-2020
Jerry Robert CrouseAllstate Financial Services, LLCPruco Securities, LLC.07-03-2019
Michael A AshtonAllstate Financial Services, LLCPruco Securities, LLC.05-14-2019
Maurice Bernard SpringerAllstate Financial Services, LLCPruco Securities, LLC.05-10-2019
Kent Edmund SipeAllstate Financial Services, LLCPruco Securities, LLC.01-08-2019
Adam M NollAllstate Financial Services, LLCPruco Securities, LLC.11-09-2018
Riyaad Magnus KhanAllstate Financial Services, LLCPruco Securities, LLC.09-25-2018
Robert David HillAllstate Financial Services, LLCPruco Securities, LLC.$2508-13-2018
Lance StephensAllstate Financial Services, LLCPruco Securities, LLC.07-17-2018
Daniel Erik ComerAllstate Financial Services, LLCPruco Securities, LLC.01-12-2018
Jieheng ChenAllstate Financial Services, LLCPruco Securities, LLC.09-21-2017
Victor Manuel Alfaro SrAllstate Financial Services, LLCPruco Securities, LLC.09-19-2017
Robert Bryan BurkeyAllstate Financial Services, LLCPruco Securities, LLC.$2508-18-2017
Javier Martinez HernandezAllstate Financial Services, LLCPruco Securities, LLC.06-12-2017
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.05-24-2017
Jaime R Paz SoldanAllstate Financial Services, LLCPruco Securities, LLC.05-11-2017
Anthony NigroAllstate Financial Services, LLCPruco Securities, LLC.02-16-2017
Russell Evan TothAllstate Financial Services, LLCPruco Securities, LLC.09-14-2016
Lawrence Steven CohenAllstate Financial Services, LLCPruco Securities, LLC.12-23-2015
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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.