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
Ross Levi SadoffAdvised Assets Group, LLCSignator Investors, Inc.12-02-2015
Scott Martin StephanAllegis Investment Services, LLCSignator Investors, Inc.05-09-2016
Raymond Leighton AdamsAllegis Investment Services, LLCSignator Investors, Inc.$101-22-2016
Frederick William TimmAllstate Financial Services, LLCSignator Investors, Inc.10-04-2018
Ronald A. SchammertAllstate Financial Services, LLCSignator Investors, Inc.02-12-2016
Anthony Joseph MorinAllstate Financial Services, LLCSignator Investors, Inc.04-20-2015
Orlando Kemaro SamuelsAllstate Financial Services, LLCSignator Investors, Inc.08-27-2014
Mark Andrew CubicAllstate Financial Services, LLCSignator Investors, Inc.12-10-2013
Christopher John GaddisAllstate Financial Services, LLCSignator Investors, Inc.08-02-2012
William F BrehenyAllstate Financial Services, LLCSignator Investors, Inc.06-20-2012
Robert James OgnarAllstate Financial Services, LLCSignator Investors, Inc.04-11-2012
Andrew K. HuynhAllstate Financial Services, LLCSignator Investors, Inc.11-04-2011
Kabirudeen SalamiAllstate Financial Services, LLCSignator Investors, Inc.06-24-2011
William Alfred Simkins IIIAllstate Financial Services, LLCSignator Investors, Inc.05-23-2011
Robert Dewayne Olsen Jr.Allstate Financial Services, LLCSignator Investors, Inc.$10008-01-2010
Caryn Elizabeth KennedyAmerican Portfolios Financial Services, Inc.Signator Investors, Inc.02-18-2011
Brendan John BeaulieuAmeriprise Financial Services, LLCSignator Investors, Inc.02-22-2019
Robert Charles RedelAmeriprise Financial Services, LLCSignator Investors, Inc.$1011-05-2018
Jennifer Lee EmblerAmeriprise Financial Services, LLCSignator Investors, Inc.06-19-2018
Christopher Scott McCrillisAmeriprise Financial Services, LLCSignator Investors, Inc.$2505-09-2018
Don A. WilliamsAmeriprise Financial Services, LLCSignator Investors, Inc.$5002-02-2018
Adam Jay RudikoffAmeriprise Financial Services, LLCSignator Investors, Inc.$1009-06-2016
David James DominiciAmeriprise Financial Services, LLCSignator Investors, Inc.$1005-15-2015
Raymond Martin NowakAmeriprise Financial Services, LLCSignator Investors, Inc.$105-15-2015
Paula KinseyAmeriprise Financial Services, LLCSignator Investors, Inc.05-15-2015
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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.