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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Bert ColdironPruco Securities, LLC.Allstate Financial Services, LLC02-27-2012
Albert Arthur Duplace Jr.Pruco Securities, LLC.Allstate Financial Services, LLC$25010-19-2016
Antonio Patrick GagnonPruco Securities, LLC.Allstate Financial Services, LLC10-15-2015
Archester Lee NeilPruco Securities, LLC.Allstate Financial Services, LLC$10005-05-2015
Arlan Howard CohenPruco Securities, LLC.Allstate Financial Services, LLC$25008-25-2017
Brandie Becker OsburnPruco Securities, LLC.Allstate Financial Services, LLC$10002-07-2018
Brent Kristopher McNittPruco Securities, LLC.Allstate Financial Services, LLC$10001-05-2018
Calvin James PerryPruco Securities, LLC.Allstate Financial Services, LLC08-30-2017
Charles Harvey Blacknall Sr.Pruco Securities, LLC.Allstate Financial Services, LLC04-04-2019
Christopher Brandon AyersPruco Securities, LLC.Allstate Financial Services, LLC01-13-2014
Christopher Lee MaxwellPruco Securities, LLC.Allstate Financial Services, LLC$25008-29-2016
Christopher Scott HerrinPruco Securities, LLC.Allstate Financial Services, LLC07-11-2019
Cynthia M. MichelPruco Securities, LLC.Allstate Financial Services, LLC12-13-2018
Daniel Micheal HarleyPruco Securities, LLC.Allstate Financial Services, LLC02-13-2017
David Gary KronstatPruco Securities, LLC.Allstate Financial Services, LLC$10006-28-2016
Edward Jay GreenblattPruco Securities, LLC.Allstate Financial Services, LLC07-17-2014
Ellis Jay WeissPruco Securities, LLC.Allstate Financial Services, LLC$25009-04-2019
Esther Bernadette LathamPruco Securities, LLC.Allstate Financial Services, LLC$50003-19-2015
George Joseph CarrollPruco Securities, LLC.Allstate Financial Services, LLC$10002-03-2015
Gerald Wayne Childs Sr.Pruco Securities, LLC.Allstate Financial Services, LLC03-22-2018
Henry David Hodge Jr.Pruco Securities, LLC.Allstate Financial Services, LLC11-30-2015
How Mee HuongPruco Securities, LLC.Allstate Financial Services, LLC06-10-2019
Isikilu Larry AkindePruco Securities, LLC.Allstate Financial Services, LLC06-02-2016
James Hilton MatthewsPruco Securities, LLC.Allstate Financial Services, LLC12-11-2017
James Richard McleodPruco Securities, LLC.Allstate Financial Services, LLC05-26-2016
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Showing 1 to 25 of 83 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.

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