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
Alan Nelson BarnesAllstate Financial Services, LLCLPL Financial LLC$1004-08-2010
Anna Lynn LautenbachAllstate Financial Services, LLCPackerland Brokerage Services, Inc.06-23-2015
Charles John KraftAllstate Financial Services, LLCThrivent Investment Management Inc.06-08-2018
David Robert McNurlenAllstate Financial Services, LLCFBL Investment Management Services, Inc.11-30-2018
Gregory Andrew BartaszewiczAllstate Financial Services, LLCMetLife Securities Inc.07-10-2012
Joseph Patrick HoellAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-07-2014
Kaleb Nathaniel WidmierAllstate Financial Services, LLCValMark Securities, Inc.07-17-2018
Matthew Trahan GoelzerAllstate Financial Services, LLCAXA Advisors, LLC03-12-2020
Patrick Frank McCabeAllstate Financial Services, LLCNYLIFE Securities LLC01-17-2014
Robert Dewayne Olsen Jr.Allstate Financial Services, LLCSignator Investors, Inc.$10008-01-2010
Robert Lee McKinneyAllstate Financial Services, LLCFarmers Financial Solutions, LLC11-02-2015
Scott Reginald CampbellAllstate Financial Services, LLCAmeritas Investment Company, LLC06-09-2010
Stephen Patrick HessAllstate Financial Services, LLCMorgan Stanley04-16-2018
Thomas J KiernanAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC04-08-2019
Thomas John GordyAllstate Financial Services, LLCAllstate Financial Services, LLC09-04-2019
William Paul EdingtonAllstate Financial Services, LLCWaddell & Reed02-07-2014

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.