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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam John LogueAllstate Financial Services, LLCEdward Jones10-28-2014
Alan Bert ColdironAllstate Financial Services, LLCEdward Jones$10011-04-2009
Albert Maurice Omar JudsonAllstate Financial Services, LLCEdward Jones12-02-2019
Alexander F. AmoryAllstate Financial Services, LLCEdward Jones08-14-2019
Alford Perryman JrAllstate Financial Services, LLCEdward Jones07-26-2018
Bradley Duane HardmanAllstate Financial Services, LLCEdward Jones02-27-2009
Chad A SmithAllstate Financial Services, LLCEdward Jones09-03-2019
Chad Miachel LibuttiAllstate Financial Services, LLCEdward Jones10-25-2018
Christopher L. HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Daniel Lee ShuckAllstate Financial Services, LLCEdward Jones10-01-2012
Darren Thomas DavisAllstate Financial Services, LLCEdward Jones08-16-2019
Eron Niles ThomasAllstate Financial Services, LLCEdward Jones07-14-2015
George Ochora OpiraAllstate Financial Services, LLCEdward Jones07-11-2014
John Charles DarflerAllstate Financial Services, LLCEdward Jones08-01-2013
Kam M. WalkerAllstate Financial Services, LLCEdward Jones08-04-2009
Kristen S. TaylorAllstate Financial Services, LLCEdward Jones04-17-2018
Luis Guillermo CzerniakAllstate Financial Services, LLCEdward Jones06-01-2011
Mark Jeffrey MaydoleAllstate Financial Services, LLCEdward Jones11-11-2009
Matthew Douglas FleschAllstate Financial Services, LLCEdward Jones10-24-2012
Michael Paul CassaraAllstate Financial Services, LLCEdward Jones02-27-2015
Patrick Gerard DaresAllstate Financial Services, LLCEdward Jones12-05-2019
Patrick R. RobinsonAllstate Financial Services, LLCEdward Jones04-12-2017
Prentice James SangerAllstate Financial Services, LLCEdward Jones09-19-2012
Randal Young CokerAllstate Financial Services, LLCEdward Jones06-25-2019
Russell Sherman HamlinAllstate Financial Services, LLCEdward Jones08-06-2012
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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.