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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ali Hanny AbdallahAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-21-2015
Bryan Eugene BrownfieldAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10008-27-2013
Charles Thomas WimerAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25006-18-2010
Chukwuemeka Christian NwasikeAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10002-26-2015
Cody Allen DebusAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-22-2017
Daniel Belzasar TerceroAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)04-27-2012
Herbert L. BrinskelleAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-21-2016
Jaime MoralesAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-26-2012
Jaime SantillanAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25004-01-2009
Joseph Brian McDonoughAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-23-2017
Juliana Lynn HartAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25001-22-2009
Julio Alejandro GalindoAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50011-15-2011
Mariela Maite EmblidgeAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25004-28-2014
Marybeth JulianaAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)03-16-2017
Matthew Jonathan MurphyAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-05-2011
Melissa Hatfield FlemingAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25009-29-2010
Michael William KneipAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-14-2015
Peter William AmelingmeierAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)03-03-2014
Pratibha Kanakmal KatariyaAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25003-02-2009
Ryan Christopher ColeAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-21-2010
Sandra Ann SambitoAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-29-2017
Scott E PorterAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-24-2017
Stephen Douglas HaywoodAllstate Financial Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-21-2011

Showing 1 to 23 of 23 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.