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
Michael J. SpehnAllstate Financial Services, LLCThrivent Investment Management Inc.09-23-2019
Shelly Marie SmithAllstate Financial Services, LLCHorace Mann Investors, Inc.04-23-2019
Darrell Allen McLaughlinAllstate Financial Services, LLCParkland Securities, LLC02-09-2018
David Allen BogartAllstate Financial Services, LLCSpectrum Financial Resources05-08-2017
John Alexander OgrodnickAllstate Financial Services, LLCSummit Brokerage Services, Inc.11-11-2016
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
Brandon R. BeeryAllstate Financial Services, LLCMML Investors Services, LLC02-29-2016
Mohammed D. AounAllstate Financial Services, LLCPNC Investments02-18-2016
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
Antonio P. GagnonAllstate Financial Services, LLCPFS Investments Inc.09-10-2014
Ciara Corine MerrimanAllstate Financial Services, LLCHornor, Townsend & Kent, LLC08-01-2014
Thomas Joseph CraneAllstate Financial Services, LLCEdward Jones12-11-2013
Richard F. TurfeAllstate Financial Services, LLCLPL Financial LLC10-03-2012
Bruce David HinshawAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-07-2011
Michael James BarrettAllstate Financial Services, LLCNew England Securities02-04-2011
Steven Michael PakeAllstate Financial Services, LLCThe Huntington Investment Company09-14-2010
Jeffrey William BelotAllstate Financial Services, LLCMichigan Securities, Inc.07-30-2010
Charles Andrew KaschalkAllstate Financial Services, LLCNatcity Investments, Inc.10-20-2009
Steven Michael LynchAllstate Financial Services, LLCAllstate Financial Services, LLC01-26-2009
Jeffrey Len BabiszAllstate Financial Services, LLCState Farm VP Management Corp.01-12-2009
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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.