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
Kevin Marcel McWhorterAllstate Financial Services, LLCFarmers Financial Solutions, LLC09-16-2015
Kevin Michael GodfreyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1010-22-2010
Kevin P. SharmanAllstate Financial Services, LLCKey Investment Services LLC06-06-2013
Kevin Phillip MoellerAllstate Financial Services, LLCNext Financial Group, Inc.08-07-2019
Kevin Robert CancroftAllstate Financial Services, LLCMetLife Investors Distribution Company04-20-2017
Kevin T. KlippAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-24-2014
Keysha Diane DavisAllstate Financial Services, LLCState Farm VP Management Corp.02-03-2016
Kimberly Nicole DonaldsonAllstate Financial Services, LLCJ.W. Cole Financial, Inc.02-06-2019
Kirk Jeffrey SegarsAllstate Financial Services, LLCFirst Command Financial Planning, Inc.11-12-2014
Kristin Gail McLaughlinAllstate Financial Services, LLCGWFS Equities, Inc.04-18-2013
Kristine Marie Kiefer-VikAllstate Financial Services, LLCCountry Capital Management Company09-26-2012
Kristoffer Urbano NequinAllstate Financial Services, LLCAllstate Distributors, L.L.C.01-09-2013
Kyle Brandon BradshawAllstate Financial Services, LLCState Farm VP Management Corp.02-01-2016
Kyle R. RhodesAllstate Financial Services, LLCNYLIFE Securities LLC01-05-2018
Kyle Robert WooddellAllstate Financial Services, LLCK. W. Chambers & Co.03-20-2014
Lambert Nicholas CarabitsesAllstate Financial Services, LLCFidelity Investments Institutional Services Company, Inc.01-11-2011
Lance Gregory KrigsmanAllstate Financial Services, LLCCutler Group, LP01-18-2018
Lance StephensAllstate Financial Services, LLCPruco Securities, LLC.07-17-2018
Landon Blake EldredgeAllstate Financial Services, LLCPlanMember Securities Corporation02-13-2017
Larry Michael TomaszewskiAllstate Financial Services, LLCAXA Advisors, LLC01-20-2010
Lawrence Dale NicholsonAllstate Financial Services, LLCRaymond James & Associates, Inc.12-01-2017
Lawrence Steven CohenAllstate Financial Services, LLCPruco Securities, LLC.12-23-2015
Leca Bradley HarrisAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-15-2015
Lee Louise MackessyAllstate Financial Services, LLCWells Fargo Clearing Services, LLC03-02-2018
Leo Joseph BensonAllstate Financial Services, LLCProEquities, Inc.11-10-2017
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Showing 351 to 375 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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