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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kevin Phillip MoellerAllstate Financial Services, LLCNext Financial Group, Inc.08-07-2019
Sherri Yvonne ThomasAllstate Financial Services, LLCCUNA Brokerage Services, Inc.12-13-2018
Jeffrey S. JeterAllstate Financial Services, LLCOneAmerica Securities, Inc.09-26-2018
John Webster BeardAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-10-2018
Benjamin L. Wright Jr.Allstate Financial Services, LLCMML Investors Services, LLC09-20-2017
Hilton Leonardo HorneAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2015
Samuel David GeeAllstate Financial Services, LLCNYLIFE Securities LLC06-08-2015
Gerald M. TaylorAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-13-2015
Marcus T. TurnerAllstate Financial Services, LLCMML Investors Services, LLC04-03-2014
Nedia B. NettersAllstate Financial Services, LLCHorace Mann Investors, Inc.02-26-2014
Barrett R. DelkAllstate Financial Services, LLCCW Securities, LLC08-30-2013
Daniel Hatley BrownAllstate Financial Services, LLCFarmers Financial Solutions, LLC01-16-2013
Joshua Matthew RomanAllstate Financial Services, LLCFidelity Brokerage Services LLC10-26-2011
David Elliott ErbAllstate Financial Services, LLCCape Securities Inc.07-16-2010
Bradley Duane HardmanAllstate Financial Services, LLCEdward Jones02-27-2009
Jonathan Adam BarrackAllstate Financial Services, LLCSilver Oak Securities, Incorporated$5004-13-2012

Showing 1 to 16 of 16 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.

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