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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Arthur Allen BlairAllstate Financial Services, LLCSovereign Wealth Advisors LLC06-15-2018
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC$1409-26-2017
Arthur Frank TestaniAllstate Financial Services, LLCWorld Equity Group, Inc.08-17-2016
Arthur Todd StoverAllstate Financial Services, LLCAllstate Financial Services, LLC01-02-2018
Arthur Wayne PotterAllstate Financial Services, LLCMetLife Securities Inc.$1005-27-2016
Arun VermaniAllstate Financial Services, LLCMML Investors Services, LLC03-23-2010
Ashley Marie BrownAllstate Financial Services, LLCChase Investment Services Corp.03-03-2011
Audrone RothmeyerAllstate Financial Services, LLCCountry Capital Management Company03-29-2017
Barrett R. DelkAllstate Financial Services, LLCCW Securities, LLC08-30-2013
Barry Alaric SaturdayAllstate Financial Services, LLCMCF Advisors, LLC11-30-2017
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.$105-24-2017
Beatriz ZaragozaAllstate Financial Services, LLCAllstate Financial Services, LLC04-30-2013
Benjamin L. ArndtAllstate Financial Services, LLCState Farm VP Management Corp.04-25-2018
Benjamin L. Wright Jr.Allstate Financial Services, LLCMML Investors Services, LLC09-20-2017
Benjamin Navarro Jr.Allstate Financial Services, LLCSecurian Financial Services, Inc.06-24-2014
Benjamin S. HoisingtonAllstate Financial Services, LLCNYLIFE Securities LLC07-25-2016
Berk DemirbulakliAllstate Financial Services, LLCCapital One Investment Services LLC09-05-2013
Betty J. SkinnerAllstate Financial Services, LLCAllstate Financial Services, LLC08-05-2010
Beverly Dawn LaneAllstate Financial Services, LLCState Farm VP Management Corp.01-04-2017
Bobby Yau LauAllstate Financial Services, LLCAvantax Investment Services, Inc.01-03-2017
Bonnie PartinAllstate Financial Services, LLCTransamerica Financial Advisors, Inc04-03-2020
Bonnita Lee HargisAllstate Financial Services, LLCNYLIFE Securities LLC04-28-2009
Bradford Albert LosekeAllstate Financial Services, LLCThrivent Investment Management Inc.09-01-2014
Bradley Duane HardmanAllstate Financial Services, LLCEdward Jones02-27-2009
Bradley Steven CouchAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.09-29-2016
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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.