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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
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
Riyaad Magnus KhanAllstate Financial Services, LLCPruco Securities, LLC.09-25-2018
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
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.05-24-2017
Russell Evan TothAllstate Financial Services, LLCPruco Securities, LLC.09-14-2016
Randy Lee WalkerAllstate Financial Services, LLCPruco Securities, LLC.05-16-2016
Jose Miguel Acevedo Jr.Allstate Financial Services, LLCPruco Securities, LLC.04-19-2016
Lawrence Steven CohenAllstate Financial Services, LLCPruco Securities, LLC.12-23-2015
Robert Donald MaxwellAllstate Financial Services, LLCPruco Securities, LLC.05-06-2015
Mark Sun June YangAllstate Financial Services, LLCPruco Securities, LLC.10-06-2014
Jinks Wilson Clary IIIAllstate Financial Services, LLCPruco Securities, LLC.09-11-2014
Cheryl MonemiAllstate Financial Services, LLCPruco Securities, LLC.08-15-2014
Brian JefferyAllstate Financial Services, LLCPruco Securities, LLC.07-23-2014
Alan Craig SpringerAllstate Financial Services, LLCPruco Securities, LLC.11-20-2013
Josephine Maria CazilasAllstate Financial Services, LLCPruco Securities, LLC.08-15-2013
Martin Lloyd BaileyAllstate Financial Services, LLCPruco Securities, LLC.01-08-2013
Michael Theodore ZelinskyAllstate Financial Services, LLCPruco Securities, LLC.10-01-2011
David Robert LiebermanAllstate Financial Services, LLCPruco Securities, LLC.08-15-2011
Mark Franklin SchwitzAllstate Financial Services, LLCPruco Securities, LLC.07-22-2010
Gretchan Leigh LangleyAllstate Financial Services, LLCPruco Securities, LLC.05-04-2010
Next Page »

Showing 1 to 25 of 28 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.