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
Ziaul Islam KhondkerAllstate Financial Services, LLCPark Avenue Securities LLC$1012-03-2018
Zachary Paul LaakeAllstate Financial Services, LLCOneAmerica Securities, Inc.10-29-2018
William Todd DoranAllstate Financial Services, LLCEdward Jones$5001-24-2020
William Terry WinslettAllstate Financial Services, LLCNYLIFE Securities LLC10-16-2014
William Steele Swinford Jr.Allstate Financial Services, LLCAllstate Financial Services, LLC08-29-2018
William Steele Swinford Jr.Allstate Financial Services, LLCBBVA Securities Inc.02-10-2015
William Lee Hawkins IIIAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.10-21-2015
Wendel N. WilsonAllstate Financial Services, LLCEdward Jones09-28-2011
Warren Evan HolmesAllstate Financial Services, LLCVALIC Financial Advisors, Inc.01-20-2016
Wade Allen DavisAllstate Financial Services, LLCState Farm VP Management Corp.12-10-2016
Virginia Pope AllwardtAllstate Financial Services, LLCHilltop Securities Inc.06-28-2017
Victor Hugo FuentesAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-19-2016
Vibha Janarden RawalAllstate Financial Services, LLCPrincipal Securities, Inc.10-06-2016
Verna Cutter Corriveau-SchoenAllstate Financial Services, LLCRobertson Wealth Management, LLC$5005-05-2017
Ulpiano Ungria Juguilon Jr.Allstate Financial Services, LLCFarmers Financial Solutions, LLC01-21-2016
Timothy S. WilsonAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-17-2011
Thomas Earl NealAllstate Financial Services, LLCNYLIFE Securities LLC05-18-2017
Thao Phuong NguyenAllstate Financial Services, LLCNationwide Securities, LLC04-11-2019
Terrance James HutchinsAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-15-2015
Steven Todd RuelasAllstate Financial Services, LLCPrincipal Securities, Inc.07-20-2016
Stephen Carl Bransburg Jr.Allstate Financial Services, LLCMetLife Securities Inc.01-13-2010
Shirley Fenimore Anderson IIIAllstate Financial Services, LLCWaddell & Reed06-20-2017
Sherry X. EnglehornAllstate Financial Services, LLCNYLIFE Securities LLC12-13-2016
Shawn Marcell LawsonAllstate Financial Services, LLCVALIC Financial Advisors, Inc.04-12-2016
Seyed Reza Orazani ShojaeiAllstate Financial Services, LLCAllstate Financial Services, LLC08-30-2019
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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.