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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Mckean Welty IIIPruco Securities, LLC.Allstate Financial Services, LLC07-14-2020
Thomas Samuel HaislopPruco Securities, LLC.Allstate Financial Services, LLC07-09-2020
Alberto CrespoPruco Securities, LLC.Allstate Financial Services, LLC07-01-2020
Philip Michael MeccaPruco Securities, LLC.Allstate Financial Services, LLC06-02-2020
Deborah Louise CookPruco Securities, LLC.Allstate Financial Services, LLC04-22-2020
Raymond Paul ArroyoPruco Securities, LLC.Allstate Financial Services, LLC04-14-2020
Richard James RugelPruco Securities, LLC.Allstate Financial Services, LLC04-02-2020
Brian Patrick SugruePruco Securities, LLC.Allstate Financial Services, LLC03-16-2020
Melanie Lane LumpkinPruco Securities, LLC.Allstate Financial Services, LLC03-10-2020
James William BlevinsPruco Securities, LLC.Allstate Financial Services, LLC02-20-2020
Douglas William WarstlerPruco Securities, LLC.Allstate Financial Services, LLC$5002-13-2020
James MotaPruco Securities, LLC.Allstate Financial Services, LLC01-09-2020
Steven Greg TrojanovPruco Securities, LLC.Allstate Financial Services, LLC12-10-2019
Shai HematianPruco Securities, LLC.Allstate Financial Services, LLC11-07-2019
James V ProsperiPruco Securities, LLC.Allstate Financial Services, LLC11-06-2019
Kip Flagler HoagPruco Securities, LLC.Allstate Financial Services, LLC$1110-23-2019
Mark Christopher ReisingerPruco Securities, LLC.Allstate Financial Services, LLC$5009-12-2019
Ellis Jay WeissPruco Securities, LLC.Allstate Financial Services, LLC$2509-04-2019
Robert James McNamaraPruco Securities, LLC.Allstate Financial Services, LLC08-28-2019
Keith LomenPruco Securities, LLC.Allstate Financial Services, LLC08-19-2019
Jeffrey William BelotPruco Securities, LLC.Allstate Financial Services, LLC08-12-2019
Christopher Scott HerrinPruco Securities, LLC.Allstate Financial Services, LLC07-11-2019
Thomas Anthony PughPruco Securities, LLC.Allstate Financial Services, LLC07-11-2019
Joseph Enrico Carbone JrPruco Securities, LLC.Allstate Financial Services, LLC$5007-09-2019
Nebil N Al-ShawafPruco Securities, LLC.Allstate Financial Services, LLC07-01-2019
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Showing 1 to 25 of 889 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.