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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jowanna WilliamsAllstate Financial Services, LLCLPL Financial LLC04-13-2020
Donald James Bonnet Jr.Allstate Financial Services, LLCJ.P. Morgan Securities LLC04-07-2020
Joseph Barnes DeloachAllstate Financial Services, LLCWoodmen Financial Services, Inc.09-16-2019
Joseph Brian KirklandAllstate Financial Services, LLCCountry Capital Management Company04-03-2019
George Christopher Jenkins IIAllstate Financial Services, LLCCountry Capital Management Company02-11-2019
Heather Rogers HollowayAllstate Financial Services, LLCNationwide Securities, LLC10-19-2018
John Calhoun DanielAllstate Financial Services, LLCMML Investors Services, LLC02-27-2018
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, LLC01-05-2017
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
Derek Ray HuffAllstate Financial Services, LLCAllstate Financial Services, LLC04-17-2015
David W. PenceAllstate Financial Services, LLCCountry Capital Management Company01-26-2015
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.07-30-2013
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Showing 1 to 25 of 39 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.