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
Gabe Ian LinehanAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-13-2019
Eva L. BowmanAllstate Financial Services, LLCState Farm VP Management Corp.03-10-2017
Jason James RenskersAllstate Financial Services, LLCWaddell & Reed03-15-2016
Timothy J. CiullaAllstate Financial Services, LLCMML Investors Services, LLC01-01-2014
John Charles DarflerAllstate Financial Services, LLCEdward Jones08-01-2013
Joseph Stewart LivesayAllstate Financial Services, LLCWells Investment Securities, Inc.02-01-2013
Timothy J. CiullaAllstate Financial Services, LLCWells Fargo Investments, LLC11-29-2010
Sheldon Haruo KuwanaAllstate Financial Services, LLCCetera Advisor Networks LLC$2508-24-2015
Frank Eugene Carollo Jr.Allstate Financial Services, LLCAmeriprise Financial Services, LLC$2504-01-2015
William Rodrick FielderAllstate Financial Services, LLCNYLIFE Securities LLC$5009-04-2013

Showing 1 to 10 of 10 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.