Advisers on the Move

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.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Lester Picou IIIAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-17-2020
Patrick Gerard DaresAllstate Financial Services, LLCEdward Jones12-05-2019
Albert Maurice Omar JudsonAllstate Financial Services, LLCEdward Jones12-02-2019
Victoria DickersonAllstate Financial Services, LLCRoyal Alliance Associates, Inc.11-30-2018
Adam S LevanwayAllstate Financial Services, LLCState Farm VP Management Corp.02-10-2017
Miranda R ScogginAllstate Financial Services, LLCState Farm VP Management Corp.11-22-2016
Eric W SpencerAllstate Financial Services, LLCState Farm VP Management Corp.11-09-2016
Shaun Michael LanzaAllstate Financial Services, LLCState Farm VP Management Corp.08-12-2016
Brady WattsAllstate Financial Services, LLCHancock Whitney Investment Services Inc.11-12-2015
Robert Daniel OcchiAllstate Financial Services, LLCState Farm VP Management Corp.09-18-2015
Quan Tan HuynhAllstate Financial Services, LLCState Farm VP Management Corp.09-11-2015
Eron Niles ThomasAllstate Financial Services, LLCEdward Jones07-14-2015
Jon David DixonAllstate Financial Services, LLCThe Strategic Financial Alliance, Inc.05-21-2015
Shawn P CoffeyAllstate Financial Services, LLCState Farm VP Management Corp.04-15-2014

Showing 1 to 14 of 14 entries

Page 1

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.