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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffery Clay DillonAllstate Financial Services, LLCNYLIFE Securities LLC10-09-2019
Chad A SmithAllstate Financial Services, LLCEdward Jones09-03-2019
James Russell MitchellAllstate Financial Services, LLCNYLIFE Securities LLC06-13-2019
Daniel Mark RankinAllstate Financial Services, LLCVALIC Financial Advisors, Inc.04-18-2019
Hardee David JerrelsAllstate Financial Services, LLCSecurities Management & Research, Inc.10-25-2017
Patrick A. PraterAllstate Financial Services, LLCSt. Bernard Financial Services, Inc.07-27-2017
Robert Gregory HubbardAllstate Financial Services, LLCRaymond James & Associates, Inc.05-23-2017
Beverly Dawn LaneAllstate Financial Services, LLCState Farm VP Management Corp.01-04-2017
Louis Benjamin Moore Jr.Allstate Financial Services, LLCLPL Financial LLC12-14-2015
Daniel Lucus DickersonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-16-2015
Waylon V. BiggsAllstate Financial Services, LLCMML Investors Services, LLC06-26-2014
Jana Lee CowgillAllstate Financial Services, LLCVoya Financial Advisors, Inc.12-16-2013
Alan Craig SpringerAllstate Financial Services, LLCPruco Securities, LLC.11-20-2013
Lloyd E. WallaceAllstate Financial Services, LLCAmeriprise Financial Services, LLC$2504-01-2013
Lisa Lawanda AdamsAllstate Financial Services, LLCNYLIFE Securities LLC01-23-2012
Shawn D. EvansAllstate Financial Services, LLCSouthern Farm Bureau Fund Distributor, Inc.01-26-2010

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.