Advisers on the Move TEST

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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Melinda Denell Lemoine1st Global Capital Corp.VALIC Financial Advisors, Inc.09-04-2014
Brian James SmithAcropolis Investment Management, L.L.C.VALIC Financial Advisors, Inc.09-18-2018
David Michael GundyAdvanced Trader Investment Advisors, LLC.VALIC Financial Advisors, Inc.02-04-2013
Catherine C ZainoAdvantage Investment Management, LLCVALIC Financial Advisors, Inc.09-12-2013
Scott RatajczakAegis Capital Corp.VALIC Financial Advisors, Inc.11-02-2017
Kenneth Gregory KlagesAllstate Financial Services, LLCVALIC Financial Advisors, Inc.$10004-30-2019
Daniel Mark RankinAllstate Financial Services, LLCVALIC Financial Advisors, Inc.04-18-2019
Joshua Joseph WeygandtAllstate Financial Services, LLCVALIC Financial Advisors, Inc.05-04-2018
Todd Joseph RichhartAllstate Financial Services, LLCVALIC Financial Advisors, Inc.11-30-2017
Donald Glenn CollinsAllstate Financial Services, LLCVALIC Financial Advisors, Inc.$50006-08-2017
Shawn Marcell LawsonAllstate Financial Services, LLCVALIC Financial Advisors, Inc.04-12-2016
Mark Wayne CraneAllstate Financial Services, LLCVALIC Financial Advisors, Inc.03-15-2016
Warren Evan HolmesAllstate Financial Services, LLCVALIC Financial Advisors, Inc.$10001-20-2016
Kenneth Thomas ShotsbergerAllstate Financial Services, LLCVALIC Financial Advisors, Inc.09-04-2014
Don Bruner Stephenson Jr.Allstate Financial Services, LLCVALIC Financial Advisors, Inc.05-21-2013
Robert Lamar YarbroughAllstate Financial Services, LLCVALIC Financial Advisors, Inc.01-05-2011
Charles Drake AguillardAllstate Financial Services, LLCVALIC Financial Advisors, Inc.12-10-2009
Scott Stephen CheesemanAllstate Financial Services, LLCVALIC Financial Advisors, Inc.03-12-2009
Hooman AltafiAlta Financial GroupVALIC Financial Advisors, Inc.01-06-2016
Darren Robert TurnerAPW Capital, Inc.VALIC Financial Advisors, Inc.$10009-06-2011
Peter V. FlemingAssociated Investment Services, Inc.VALIC Financial Advisors, Inc.08-26-2019
Kathleen Rose Marie BourikasAvantax Investment Services, Inc.VALIC Financial Advisors, Inc.$25012-01-2017
Paul Michael BakerAvantax Investment Services, Inc.VALIC Financial Advisors, Inc.$50010-18-2016
Elisa Deborah RamosAXA Advisors, LLCVALIC Financial Advisors, Inc.09-10-2019
Christopher David GreearAXA Advisors, LLCVALIC Financial Advisors, Inc.$10007-16-2018
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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.