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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Rietz MangoldAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-21-2015
Alex Robert JohnsonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-11-2016
Brian Keith Seymour IIAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-15-2018
Brian Todd KaaneheAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-19-2014
Bruce David HinshawAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-07-2011
Charles H. BeckAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-27-2011
Cole J. TurleyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-01-2011
Daniel Edward DalinAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-08-2016
Daniel Lucus DickersonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-16-2015
Eric Lee GornyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-26-2015
Gabe Ian LinehanAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-13-2019
Gary Stephen RoeAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC$2508-03-2017
Georgia Martin AdamsAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-26-2019
Gerald M. TaylorAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-13-2015
Hermann Widmer TrochaAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC03-04-2009
James Bates Pugh Jr.Allstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC08-09-2019
James Uriel MarreroAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC08-10-2012
Jeffrey Thomas BoneAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-19-2019
Jon William MunroAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-19-2015
Karin Audra WesselAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC01-02-2013
Kevin Leslie GaraskyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-20-2017
Mark Alexander DavisAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-22-2013
Nicholas Aaron WardAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-31-2019
Richard Alan Desimone Jr.Allstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC$10005-28-2015
Richard Francis PachaAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-23-2013
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Showing 1 to 25 of 32 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.