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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kent Edmund SipeAllstate Financial Services, LLCPruco Securities, LLC.01-08-2019
Mark Franklin SchwitzAllstate Financial Services, LLCPruco Securities, LLC.$5007-22-2010
Eric David Robinson SrAmeriprise Financial Services, LLCPruco Securities, LLC.$2505-20-2020
Seth Alan ParkerBanker Investment GroupPruco Securities, LLC.01-10-2017
Joshua Michael LogginsBanker Investment GroupPruco Securities, LLC.$2511-29-2016
Ashley C BenefielCetera Advisors LLCPruco Securities, LLC.07-26-2017
David Norman BrownCetera Investment Services LLCPruco Securities, LLC.06-01-2020
Michael W ReynoldsEdward JonesPruco Securities, LLC.02-01-2019
Paul M LammEdward JonesPruco Securities, LLC.08-29-2017
Dustin DakeEdward JonesPruco Securities, LLC.10-14-2016
Clay Jackson YeoFBL Marketing Services, LLCPruco Securities, LLC.04-16-2018
Fermon L OwensJ.P. Morgan Securities LLCPruco Securities, LLC.$10012-17-2019
Jonathan David OwensJ.P. Morgan Securities LLCPruco Securities, LLC.11-08-2019
Kyle Aaron MetzgerJ.P. Morgan Securities LLCPruco Securities, LLC.01-21-2014
Tanner Shaffer CoulterLJI Wealth Management, LLCPruco Securities, LLC.08-12-2020
Terry Lee BearmanNorthwestern Mutual Investment Services, LLCPruco Securities, LLC.02-22-2017
Barrett Michael FisherOneAmerica Securities, Inc.Pruco Securities, LLC.11-09-2016
Nicole D TateOneAmerica Securities, Inc.Pruco Securities, LLC.07-07-2015
Brandon S WillettOneAmerica Securities, Inc.Pruco Securities, LLC.04-07-2015
Samuel KnightOxinas Partners Wealth ManagementPruco Securities, LLC.05-08-2019
Benjamin Daniel SeefeldtPark Avenue Securities LLCPruco Securities, LLC.06-16-2020
Brian David FenstermakerSecurities Management & Research, Inc.Pruco Securities, LLC.$5001-29-2020
Matthias MackayTD Ameritrade Investment Management, LLCPruco Securities, LLC.04-12-2018
Darryl Andre MckinleyVoya Financial Advisors, Inc.Pruco Securities, LLC.07-01-2019
Gerald Wayne Childs SrW&S Brokerage Services, Inc.Pruco Securities, LLC.07-01-2019

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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.