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
Darrell Allen McLaughlinAllstate Financial Services, LLCParkland Securities, LLC02-09-2018
Robert Joseph LaneyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-04-2016
Randy Lee WalkerAllstate Financial Services, LLCPruco Securities, LLC.05-16-2016
Scott Alan SedoreAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC05-02-2016
Gerard Michael HowardAllstate Financial Services, LLCLPL Financial LLC01-28-2016
Robert Donald MaxwellAllstate Financial Services, LLCPruco Securities, LLC.05-06-2015
Ali Hanny AbdallahAllstate Financial Services, LLCWells Fargo Clearing Services, LLC01-21-2015
Jinks Wilson Clary IIIAllstate Financial Services, LLCPruco Securities, LLC.09-11-2014
Richard F. TurfeAllstate Financial Services, LLCLPL Financial LLC10-03-2012
Bruce David HinshawAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-07-2011
Steven Michael PakeAllstate Financial Services, LLCThe Huntington Investment Company09-03-2010
Jeffrey William BelotAllstate Financial Services, LLCMichigan Securities, Inc.07-22-2010
Jeffrey Len BabiszAllstate Financial Services, LLCState Farm VP Management Corp.01-12-2009
Robert Bryan BurkeyAllstate Financial Services, LLCPruco Securities, LLC.$2508-18-2017
Nicholas Justin DickinsonAllstate Financial Services, LLCInvestment Professionals, Inc.$15007-13-2018

Showing 1 to 15 of 15 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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