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
Matthew Douglas FleschAllstate Financial Services, LLCEdward Jones$10010-24-2012
Luis Guillermo Gonzalez CzerniakAllstate Financial Services, LLCEdward Jones06-01-2011
Forrest Coy GalyeanAllstate Financial Services, LLCEquity Services, Inc.04-29-2013
William Ira Kincaid Jr.Allstate Financial Services, LLCEquity Services, Inc.06-13-2011
Jennifer Owens WhittakerAllstate Financial Services, LLCFifth Third Securities, Inc.04-14-2017
Robert Michael ChesterAllstate Financial Services, LLCFifth Third Securities, Inc.$5003-23-2015
Chasty Laws BaileyAllstate Financial Services, LLCFirst Citizens Investor Services, Inc.06-01-2012
Timothy Wayne HicksAllstate Financial Services, LLCHorace Mann Investors, Inc.01-01-2016
Donnie Ray AndrewsAllstate Financial Services, LLCInvestors Capital Corp.01-27-2014
Alan Judson Carpenter Jr.Allstate Financial Services, LLCLPL Financial LLC$15006-27-2019
Leca Bradley HarrisAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$107-15-2015
Kevin Michael GodfreyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$110-22-2010
Terry Patrick WallAllstate Financial Services, LLCMetLife Securities Inc.$103-15-2016
Ricky Gray CrabtreeAllstate Financial Services, LLCMetLife Securities Inc.01-31-2014
Richard Alan CarrollAllstate Financial Services, LLCMML Investors Services, LLC$111-20-2017
Christopher Alan McclayAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.03-16-2016
Michael David MaffeoAllstate Financial Services, LLCNationwide Securities, LLC03-26-2013
Bonnita Lee HargisAllstate Financial Services, LLCNYLIFE Securities LLC04-28-2009
Rea Samuel PtacinAllstate Financial Services, LLCPrincipal Securities, Inc.03-25-2019
John Dewalden Eller IIIAllstate Financial Services, LLCPrincipal Securities, Inc.05-04-2016
Paul Andrew DowdAllstate Financial Services, LLCPrincipal Securities, Inc.$2512-08-2014
Reka Grajzel ReynaAllstate Financial Services, LLCPruco Securities, LLC.07-26-2016
James Anthony DallesandroAllstate Financial Services, LLCSecurities America, Inc.01-20-2017
Jennifer Ryan Clarke DrennonAllstate Financial Services, LLCState Farm VP Management Corp.08-16-2016
Jacob Douglas MorseAllstate Financial Services, LLCState Farm VP Management Corp.04-15-2016
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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.


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