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
Ziaul Islam KhondkerAllstate Financial Services, LLCPark Avenue Securities LLC$1012-03-2018
Zachary Paul LaakeAllstate Financial Services, LLCOneAmerica Securities, Inc.10-29-2018
Yermis CastilloAllstate Financial Services, LLCAvantax Investment Services, Inc.11-14-2018
Xiufeng YangAllstate Financial Services, LLCMML Investors Services, LLC07-17-2019
Xavier ZatizabalAllstate Financial Services, LLCChase Investment Services Corp.02-11-2011
William Todd DoranAllstate Financial Services, LLCEdward Jones$5001-24-2020
William Timothy PauleyAllstate Financial Services, LLCMWA Financial Services Inc.$106-11-2014
William Terry WinslettAllstate Financial Services, LLCNYLIFE Securities LLC10-16-2014
William Steele Swinford Jr.Allstate Financial Services, LLCAllstate Financial Services, LLC08-29-2018
William Steele Swinford Jr.Allstate Financial Services, LLCBBVA Securities Inc.02-10-2015
William Scott CombsAllstate Financial Services, LLCState Farm VP Management Corp.$103-18-2016
William Rodrick FielderAllstate Financial Services, LLCNYLIFE Securities LLC$5009-04-2013
William Paul EdingtonAllstate Financial Services, LLCWaddell & Reed02-07-2014
William Martin Johnson IIAllstate Financial Services, LLCState Farm VP Management Corp.02-17-2009
William Leon ParisotAllstate Financial Services, LLCAllstate Financial Services, LLC12-03-2019
William Lee Hawkins IIIAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.10-21-2015
William Keith Johnson Sr.Allstate Financial Services, LLCSynovus Securities, Inc.09-02-2009
William Joseph HoodyAllstate Financial Services, LLCPrincipal Securities, Inc.12-11-2012
William Jeffrey SpectorAllstate Financial Services, LLCNYLIFE Securities LLC$1009-26-2016
William James DervinAllstate Financial Services, LLCNationwide Securities, LLC08-25-2016
William Ira Kincaid Jr.Allstate Financial Services, LLCEquity Services, Inc.06-13-2011
William Henry GalarzaAllstate Financial Services, LLCAXA Advisors, LLC05-24-2018
William Francis CampbellAllstate Financial Services, LLCMML Investors Services, LLC05-17-2016
William F BrehenyAllstate Financial Services, LLCSignator Investors, Inc.06-20-2012
William Edwin Gore IIIAllstate Financial Services, LLCBB&T Investment Services, Inc.09-02-2009
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.