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
Michael Paul WilliamsAllstate Financial Services, LLCW&S Brokerage Services, Inc.04-16-2020
Jowanna WilliamsAllstate Financial Services, LLCLPL Financial LLC04-13-2020
Donald James Bonnet Jr.Allstate Financial Services, LLCJ.P. Morgan Securities LLC04-07-2020
Bonnie PartinAllstate Financial Services, LLCTransamerica Financial Advisors, Inc04-03-2020
David Lewis LevittAllstate Financial Services, LLCPruco Securities, LLC.03-31-2020
Gary Hiromi NakamuraAllstate Financial Services, LLCTownSquare Capital, LLC03-27-2020
Max Lane DockstaderAllstate Financial Services, LLCTransamerica Financial Advisors, Inc03-26-2020
Marco CabezasAllstate Financial Services, LLCState Farm VP Management Corp.03-24-2020
Matthew Trahan GoelzerAllstate Financial Services, LLCAXA Advisors, LLC03-12-2020
Min S. HanAllstate Financial Services, LLCJ.P. Morgan Securities LLC03-11-2020
Travis Scott TurnerAllstate Financial Services, LLCAllstate Financial Services, LLC03-11-2020
Robert Lawrence ElsenpeterAllstate Financial Services, LLCState Farm VP Management Corp.02-27-2020
Alan T. ZorneAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.02-27-2020
Charles Larry Bender Jr.Allstate Financial Services, LLCAllstate Financial Services, LLC02-26-2020
Terrence Hill Hill IAllstate Financial Services, LLCPruco Securities, LLC.02-18-2020
Sia John MinjaAllstate Financial Services, LLCAllstate Financial Services, LLC02-13-2020
John Bryan KnightAllstate Financial Services, LLCTransamerica Financial Advisors, Inc02-07-2020
Richard EspositoAllstate Financial Services, LLCPark Avenue Securities LLC01-29-2020
Nathan Ryan PetersenAllstate Financial Services, LLCAllstate Financial Services, LLC01-29-2020
Michael Taylor JohnsonAllstate Financial Services, LLCSecurian Financial Services, Inc.01-27-2020
William Todd DoranAllstate Financial Services, LLCEdward Jones$5001-24-2020
David K PhamAllstate Financial Services, LLCAllstate Financial Services, LLC01-16-2020
Douglas Andrew HuffAllstate Financial Services, LLCAllstate Financial Services, LLC01-15-2020
John William DixonAllstate Financial Services, LLCMML Investors Services, LLC01-02-2020
Jeffrey Thomas BoneAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-19-2019
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Showing 1 to 25 of 1,465 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.