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
Donnie Matthew PittsAllstate Financial Services, LLC1st Global Capital Corp.03-15-2012
James Patrick LeadererAllstate Financial Services, LLCAffordable Life Plans, LLC06-29-2015
David John AdamsAllstate Financial Services, LLCAmeriprise Financial Services, Inc.06-03-2019
Robert M. Adams Jr.Allstate Financial Services, LLCAXA Advisors, LLC07-20-2009
Jose G. Martinez Jr.Allstate Financial Services, LLCBBVA Securities Inc.11-21-2013
Danny Joe WakinAllstate Financial Services, LLCCarolina Financial Securities, LLC04-25-2012
Dat C TrinhAllstate Financial Services, LLCChase Investment Services Corp.12-01-2010
Michael J. HarveyAllstate Financial Services, LLCCherry Advisors05-22-2013
Bryan William BurrowsAllstate Financial Services, LLCDominion Investor Services, Inc.06-04-2015
Wendel N. WilsonAllstate Financial Services, LLCEdward Jones09-27-2011
Kam M. WalkerAllstate Financial Services, LLCEdward Jones08-04-2009
Ulpiano Ungria Juguilon Jr.Allstate Financial Services, LLCFarmers Financial Solutions, LLC01-21-2016
Giang T. DuongAllstate Financial Services, LLCFarmers Financial Solutions, LLC04-24-2015
Olukayode AjanakuAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-03-2014
Timothy S. WilsonAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-17-2011
Matthew T. KeenerAllstate Financial Services, LLCFidelity Brokerage Services LLC10-27-2017
Lori Jeanne FladelandAllstate Financial Services, LLCForesters Equity Services, Inc.03-18-2014
Jack Lorn ClineAllstate Financial Services, LLCForesters Financial Services, Inc.$10004-27-2009
Jonathan Mckinley CrislerAllstate Financial Services, LLCGreen Street Trading, LLC04-27-2009
Christopher Scott ObannerAllstate Financial Services, LLCGWFS Equities, Inc.10-30-2017
Virginia Pope AllwardtAllstate Financial Services, LLCHilltop Securities Inc.06-28-2017
Paul Edward Guerrero IIAllstate Financial Services, LLCHorace Mann Investors, Inc.08-07-2014
Hanh T. TranAllstate Financial Services, LLCJ.P. Morgan Securities LLC11-06-2018
Alfonso RodriguezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-28-2017
Christopher M. ReinceAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-23-2013
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Showing 1 to 25 of 75 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.


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