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.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Haynes ParrottAllstate Financial Services, LLCState Farm VP Management Corp.11-22-2017
Oscar Issac Machado UnzuetaAllstate Financial Services, LLCPFS Investments Inc.07-20-2017
Rodrick Kevin SullivanAllstate Financial Services, LLCNYLIFE Securities LLC04-20-2017
Clinton De Shawn WardAllstate Financial Services, LLCCapital Asset Advisory Services, LLC$2501-05-2017
Melanie Lane LumpkinAllstate Financial Services, LLCPrincipal Securities, Inc.12-06-2016
Sylvester WashingtonAllstate Financial Services, LLCTransamerica Financial Advisors, Inc08-08-2016
James Alan BolfikAllstate Financial Services, LLCNYLIFE Securities LLC02-19-2016
Keysha Diane DavisAllstate Financial Services, LLCState Farm VP Management Corp.02-03-2016
Jonathan Flint AbryAllstate Financial Services, LLCTransamerica Financial Advisors, Inc01-26-2016
Gregory David CollingwoodAllstate Financial Services, LLCVoya Financial Advisors, Inc.04-17-2015
David Wayne PenceAllstate Financial Services, LLCCountry Capital Management Company01-26-2015
Teresa KimAllstate Financial Services, LLCPFS Investments Inc.07-26-2014
Michael L HinesAllstate Financial Services, LLCBrokers International Financial Services, LLC.06-23-2014
Jason Edward BarnesAllstate Financial Services, LLCINVEST Financial Corporation06-16-2014
Peter William AmelingmeierAllstate Financial Services, LLCWells Fargo Clearing Services, LLC03-03-2014
Steven SantiagoAllstate Financial Services, LLCHorace Mann Investors, Inc.02-04-2014
Gregory MorganAllstate Financial Services, LLCProEquities, Inc.09-13-2013
John Winston McgilchristAllstate Financial Services, LLCPrincipal Securities, Inc.$3607-30-2013
Matthew Daniel GreeneAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$6105-02-2013
Opal Louise Dela EspriellaAllstate Financial Services, LLCEdward Jones03-25-2013
Tracy Shane FalagradyAllstate Financial Services, LLCCountry Capital Management Company02-27-2013
Richard Craig JacobsAllstate Financial Services, LLCPrincipal Securities, Inc.01-24-2013
Joseph Alexander McmichaelAllstate Financial Services, LLCCountry Capital Management Company10-09-2012
Sean Lamont DaughtryAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-09-2012
Emmet Nels Nelson IIIAllstate Financial Services, LLCNYLIFE Securities LLC08-16-2012
Next Page »

Showing 1 to 25 of 32 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.