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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Derrick Scott KellyAllstate Financial Services, LLCBankers Life Securities, Inc.11-01-2018
Stephen PetersenAllstate Financial Services, LLCInteractive Financial Advisors09-21-2018
Kole Jeffery StrothmannAllstate Financial Services, LLCCountry Capital Management Company02-13-2018
Tyler Drew BrandonAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-11-2018
Pamela Ann MccloskeyAllstate Financial Services, LLCPruco Securities, LLC.11-28-2017
Robert Charles MoriartyAllstate Financial Services, LLCInvestment Professionals, Inc.04-05-2017
Audrone RothmeyerAllstate Financial Services, LLCCountry Capital Management Company03-29-2017
Michael Joseph CluckAllstate Financial Services, LLCFarmers Financial Solutions, LLC03-23-2017
David Eric StutzAllstate Financial Services, LLCCountry Capital Management Company02-28-2017
Anthony Errol LevyAllstate Financial Services, LLCWorld Choice Securities, Inc.10-12-2016
Farrukh NasimAllstate Financial Services, LLCCountry Capital Management Company06-28-2016
Ryan Michael WilkinsonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC05-27-2016
Ronald Alan SchammertAllstate Financial Services, LLCSignator Investors, Inc.02-12-2016
Daniel Edward FitzgeraldAllstate Financial Services, LLCHorace Mann Investors, Inc.07-14-2015
Jose Anthony ValenciaAllstate Financial Services, LLCSecurities America, Inc.04-15-2015
Jeffrey Charles WatersAllstate Financial Services, LLCPark Avenue Securities LLC03-03-2015
Bradley Phillip KobitterAllstate Financial Services, LLCLPL Financial LLC$102-04-2015
Brian Thomas ConnorAllstate Financial Services, LLCCountry Capital Management Company12-24-2014
Kenneth Thomas ShotsbergerAllstate Financial Services, LLCVALIC Financial Advisors, Inc.09-04-2014
Jody L PulliumAllstate Financial Services, LLCPNC Investments$19110-31-2013
Scott David PuigAllstate Financial Services, LLCMetLife Securities Inc.09-23-2013
Nicholas A FritchenAllstate Financial Services, LLCState Farm VP Management Corp.09-06-2013
Jason Gregory EricksonAllstate Financial Services, LLCWaddell & Reed08-16-2013
Kevin J TaalmanAllstate Financial Services, LLCTIAA-CREF Individual & Institutional Services, LLC$104-19-2013
Michael Richard RobertsAllstate Financial Services, LLCLincoln Investment02-27-2013
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Showing 1 to 25 of 41 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.


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