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.

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
Teresa Dianne GrahamAllstate Financial Services, LLCAllstate Financial Services, LLC10-27-2016
Jimmy Stacey BowenAllstate Financial Services, LLCAmeritas Investment Company, LLC08-05-2010
Michael David CurtisAllstate Financial Services, LLCBroker Dealer Financial Services Corp.$2604-25-2017
Alexander F. AmoryAllstate Financial Services, LLCEdward Jones08-14-2019
Randal Young CokerAllstate Financial Services, LLCEdward Jones06-25-2019
Alford Perryman JrAllstate Financial Services, LLCEdward Jones07-26-2018
Tywanna Denise SmithAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2009
Russell Kyle NaborsAllstate Financial Services, LLCMetLife Securities Inc.03-23-2017
Ray A. BallAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.02-26-2013
Joshua C. BurnsAllstate Financial Services, LLCPark Avenue Securities LLC06-16-2015
Bura Claiborne Stringer Jr.Allstate Financial Services, LLCProEquities, Inc.08-29-2019
Laurie Lynn VannurdenAllstate Financial Services, LLCPruco Securities, LLC.05-19-2016
Tracy Dewayne WoodruffAllstate Financial Services, LLCState Farm VP Management Corp.07-31-2017
Nathan Graham ChaneyAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2014
Jerry Parks MooreheadAllstate Financial Services, LLCVoya Financial Advisors, Inc.08-25-2016
Claiborne Brunot LagroneAllstate Financial Services, LLCVoya Financial Advisors, Inc.$1004-21-2016
Paul David KeysAllstate Financial Services, LLCWells Fargo Advisors Financial Network, LLC$2504-15-2009
Paul Eric DunkleeAllstate Financial Services, LLCWoodmen Financial Services, Inc.11-10-2016

Showing 1 to 18 of 18 entries

Page 1

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.