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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jinks Wilson Clary IIIAllstate Financial Services, LLCPruco Securities, LLC.09-11-2014
Jody L. PulliumAllstate Financial Services, LLCPNC Investments10-31-2013
Joe Cephus Colvin Jr.Allstate Financial Services, LLCCetera Investment Services LLC10-02-2012
John Anthony BallewAllstate Financial Services, LLCFifth Third Securities, Inc.01-15-2014
John Anthony Del-Zio Jr.Allstate Financial Services, LLCState Farm VP Management Corp.07-31-2013
John Charles DarflerAllstate Financial Services, LLCEdward Jones08-01-2013
John Charles VasuAllstate Financial Services, LLCSaybrus Equity Services, LLC09-15-2014
John Christian HollemanAllstate Financial Services, LLCPrudential Annuities Distributors, Inc10-10-2017
John Cody SaulpawAllstate Financial Services, LLCFBL Marketing Services, LLC05-31-2019
John Dewalden EllerAllstate Financial Services, LLCPrincipal Securities, Inc.05-04-2016
John Joseph KlossAllstate Financial Services, LLCPNC Investments01-05-2015
John Joseph PiotrowiczAllstate Financial Services, LLCNYLIFE Securities LLC06-04-2010
John Julius PaciorekAllstate Financial Services, LLCCountry Capital Management Company01-30-2009
John Mark CastroAllstate Financial Services, LLCPrincipal Securities, Inc.05-17-2016
John Michael EzerAllstate Financial Services, LLCUnited Planners' Financial Services of America A Limited Partner10-12-2015
John Michael NorciaAllstate Financial Services, LLCProEquities, Inc.07-12-2011
John P. MurphyAllstate Financial Services, LLCNYLIFE Securities LLC06-11-2012
John Robert HarvesterAllstate Financial Services, LLCHorace Mann Investors, Inc.06-06-2012
John Vincent KellyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2013
John Webster BeardAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-10-2018
John William DixonAllstate Financial Services, LLCFirst State Securities, Inc.11-03-2009
John Winston McGilchristAllstate Financial Services, LLCPrincipal Securities, Inc.$5007-30-2013
Jon David DixonAllstate Financial Services, LLCThe Strategic Financial Alliance, Inc.05-21-2015
Jon Howard CalkinsAllstate Financial Services, LLCWRP Investments, Inc.01-29-2009
Jon P. EmmittAllstate Financial Services, LLCFBL Marketing Services, LLC08-24-2010
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Showing 276 to 300 of 678 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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