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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Xiufeng YangAllstate Financial Services, LLCMML Investors Services, LLC07-17-2019
Brian Ray ParkerAllstate Financial Services, LLCAllstate Financial Services, LLC07-16-2019
Robert William McGlinchyAllstate Financial Services, LLCAllstate Financial Services, LLC07-12-2019
Gigi Christine HershAllstate Financial Services, LLCKey Investment Services LLC07-11-2019
Gabriel RakowerAllstate Financial Services, LLCTransamerica Financial Advisors, Inc07-10-2019
Courdney Lynnere WilliamsAllstate Financial Services, LLCMML Investors Services, LLC07-09-2019
Jerry Robert CrouseAllstate Financial Services, LLCPruco Securities, LLC.07-03-2019
Alan Judson Carpenter Jr.Allstate Financial Services, LLCLPL Financial LLC$15006-27-2019
Randal Young CokerAllstate Financial Services, LLCEdward Jones06-25-2019
Mark Wesley BakerAllstate Financial Services, LLCMML Investors Services, LLC06-20-2019
James Russell MitchellAllstate Financial Services, LLCNYLIFE Securities LLC06-13-2019
Tracy Thomas MartinoAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-10-2019
Matthew Thomas OelschlagerAllstate Financial Services, LLCEquity Services, Inc.06-07-2019
Bryan James BaccaroAllstate Financial Services, LLCAXA Advisors, LLC06-03-2019
David John AdamsAllstate Financial Services, LLCAmeriprise Financial Services, LLC06-03-2019
John Cody SaulpawAllstate Financial Services, LLCFBL Marketing Services, LLC05-31-2019
Jonathan Jed MeyersAllstate Financial Services, LLCLPL Financial LLC05-30-2019
Timothy Paul FinneganAllstate Financial Services, LLCAllstate Financial Services, LLC05-23-2019
David Alain DuquetteAllstate Financial Services, LLCNYLIFE Securities LLC05-17-2019
Aaron Matthew MondsAllstate Financial Services, LLCAllstate Financial Services, LLC05-17-2019
Rodney Charles BrewerAllstate Financial Services, LLCBrewer Financial Life Advisors, LLC05-16-2019
Donald Craig RogersAllstate Financial Services, LLCOneAmerica Securities, Inc.05-14-2019
Deborah Ann FreedAllstate Financial Services, LLCAllstate Financial Services, LLC05-14-2019
Michael A. AshtonAllstate Financial Services, LLCPruco Securities, LLC.05-14-2019
Maurice Bernard SpringerAllstate Financial Services, LLCPruco Securities, LLC.05-10-2019
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Showing 1 to 25 of 36 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.