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
Steven Gray DouglassAllstate Financial Services, LLCAllstate Financial Services, LLC10-03-2018
Eileen Hickey BloxomAllstate Financial Services, LLCAllstate Financial Services, LLC02-14-2018
Terence Vincent GallagherAllstate Financial Services, LLCAmeriprise Financial Services, LLC08-20-2020
Gayle Ward GruchowAllstate Financial Services, LLCAXA Advisors, LLC$1006-24-2015
Linda Marie Glantz-MurrayAllstate Financial Services, LLCAXA Advisors, LLC07-14-2014
Wayshak Edward HillAllstate Financial Services, LLCBB&T Investment Services, Inc.11-22-2011
Jeffrey Robert LayneAllstate Financial Services, LLCFarmers Financial Solutions, LLC10-12-2015
Cherisse Juuana ParryAllstate Financial Services, LLCFirst Command Financial Planning, Inc.05-06-2016
Robert Howard BurnsAllstate Financial Services, LLCGlobal Brokerage Services, Inc.01-09-2015
Patrick C. KincheloeAllstate Financial Services, LLCHorace Mann Investors, Inc.02-03-2014
James Glenn Halsey Jr.Allstate Financial Services, LLCLifeMark Securities Corp.10-04-2012
James Regis Esaw Jr.Allstate Financial Services, LLCLincoln Financial Advisors Corporation01-16-2014
Kent Emerson BondAllstate Financial Services, LLCLincoln Financial Securities Corporation05-10-2010
Robert Murray Dick IIIAllstate Financial Services, LLCLPL Financial LLC08-01-2013
Abbas A. RawootAllstate Financial Services, LLCLPL Financial LLC$1003-26-2012
Joseph W. FrielAllstate Financial Services, LLCMetLife Securities Inc.06-14-2013
Ryan Dean JenningsAllstate Financial Services, LLCMML Investors Services, LLC11-07-2016
Arun VermaniAllstate Financial Services, LLCMML Investors Services, LLC03-23-2010
Douglas Louis RobbinsAllstate Financial Services, LLCMML Investors Services, LLC09-03-2009
Neal Alan SticklesAllstate Financial Services, LLCNationwide Securities, LLC03-26-2012
Ronald Philip RubinAllstate Financial Services, LLCNew England Securities03-10-2014
David Martin McLaughlinAllstate Financial Services, LLCNfp Advisor Services$2503-17-2010
Brian Keith Seymour IIAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-15-2018
Donald Ellison WrightAllstate Financial Services, LLCNYLIFE Securities LLC11-30-2017
Andrew A. McFallsAllstate Financial Services, LLCNYLIFE Securities LLC01-24-2013
Next Page »

Showing 1 to 25 of 44 entries

Page 1 | 2

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.