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
Bonnie PartinAllstate Financial Services, LLCTransamerica Financial Advisors, Inc04-03-2020
Michael Taylor JohnsonAllstate Financial Services, LLCSecurian Financial Services, Inc.01-27-2020
Shannon Kyl ShriverAllstate Financial Services, LLCOneAmerica Securities, Inc.11-11-2019
James Bates Pugh Jr.Allstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC08-09-2019
Christopher L. HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Whitney Medlen BatemanAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-22-2018
John Christian HollemanAllstate Financial Services, LLCPrudential Annuities Distributors, Inc10-10-2017
James E. BeddingfieldAllstate Financial Services, LLCCountry Capital Management Company$1010-04-2017
Marc Wendt MontgomeryAllstate Financial Services, LLCState Farm VP Management Corp.07-18-2017
Patrick R. RobinsonAllstate Financial Services, LLCEdward Jones04-12-2017
Stephen Richard RuffnerAllstate Financial Services, LLCScottrade, Inc.03-23-2017
Michael Christopher BentleyAllstate Financial Services, LLCFidelity Brokerage Services LLC03-09-2017
Morgan S. DensonAllstate Financial Services, LLCMetLife Securities Inc.03-07-2017
Roger Williams DubbleAllstate Financial Services, LLCState Farm VP Management Corp.01-23-2017
Richard Clendinning MasonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-23-2016
Paul H. AdamsAllstate Financial Services, LLCSagePoint Financial, Inc.01-13-2016
Charles Randall PlottAllstate Financial Services, LLCMorgan Stanley10-16-2015
Oliver Reeves IIIAllstate Financial Services, LLCNYLIFE Securities LLC07-06-2015
Frank C. Farnell Sr.Allstate Financial Services, LLCNYLIFE Securities LLC06-05-2015
Adam Nelson LauderdaleAllstate Financial Services, LLCMetLife Securities Inc.04-08-2015
William Chad WattsAllstate Financial Services, LLCCountry Capital Management Company09-23-2014
Kendra R. BrownAllstate Financial Services, LLCPFS Investments Inc.09-22-2014
Steven T. FikesAllstate Financial Services, LLCSagePoint Financial, Inc.07-31-2014
Luke G. StevensAllstate Financial Services, LLCCountry Capital Management Company05-07-2014
Don Bruner Stephenson Jr.Allstate Financial Services, LLCVALIC Financial Advisors, Inc.05-21-2013
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Showing 1 to 25 of 33 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.