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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gail Lowry ScurryA4 Wealth Advisors LLCPruco Securities, LLC.03-30-2016
Kimberly Louise JamiesonAdvance Capital Services, Inc.Pruco Securities, LLC.02-11-2013
Lesley R NoeAllstate Financial Services, LLCPruco Securities, LLC.10-24-2018
Riyaad Magnus KhanAllstate Financial Services, LLCPruco Securities, LLC.09-25-2018
Dennis Richard MurphyAllstate Financial Services, LLCPruco Securities, LLC.07-13-2018
Daniel Erik ComerAllstate Financial Services, LLCPruco Securities, LLC.01-12-2018
Pamela Ann MccloskeyAllstate Financial Services, LLCPruco Securities, LLC.11-28-2017
Jieheng ChenAllstate Financial Services, LLCPruco Securities, LLC.09-21-2017
Joseph Earl DegnanAllstate Financial Services, LLCPruco Securities, LLC.09-05-2017
Robert Bryan BurkeyAllstate Financial Services, LLCPruco Securities, LLC.$2508-18-2017
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.$105-24-2017
Anthony Nmn NigroAllstate Financial Services, LLCPruco Securities, LLC.$5002-16-2017
Charlton Ashlin MayleAllstate Financial Services, LLCPruco Securities, LLC.01-13-2017
Mircea CorchesAllstate Financial Services, LLCPruco Securities, LLC.11-23-2016
Michael Anthony PowersAllstate Financial Services, LLCPruco Securities, LLC.09-29-2016
Russell Evan TothAllstate Financial Services, LLCPruco Securities, LLC.09-14-2016
Andrew L SteatesAllstate Financial Services, LLCPruco Securities, LLC.08-05-2016
Reka Grajzel ReynaAllstate Financial Services, LLCPruco Securities, LLC.07-26-2016
Leslie Jennifer ShepardsonAllstate Financial Services, LLCPruco Securities, LLC.07-13-2016
Ladell Antone BanksAllstate Financial Services, LLCPruco Securities, LLC.06-10-2016
John Edward MurrayAllstate Financial Services, LLCPruco Securities, LLC.05-24-2016
Laurie Lynn VannurdenAllstate Financial Services, LLCPruco Securities, LLC.05-19-2016
Randy Lee WalkerAllstate Financial Services, LLCPruco Securities, LLC.05-16-2016
Matthew Sloan WelchAllstate Financial Services, LLCPruco Securities, LLC.05-09-2016
Jose Miguel Acevedo Jr.Allstate Financial Services, LLCPruco Securities, LLC.04-19-2016
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Showing 1 to 25 of 996 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.

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