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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Parminder Singh SandharAllstate Financial Services, LLCAllstate Financial Services, LLC12-11-2012
David Randal GibsonAllstate Financial Services, LLCAllstate Financial Services, LLC09-07-2011
Thomas Bryan AlexanderAllstate Financial Services, LLCBankers Life Securities, Inc.06-27-2018
Matthew Douglas FleschAllstate Financial Services, LLCEdward Jones10-24-2012
Luis Guillermo CzerniakAllstate Financial Services, LLCEdward Jones06-01-2011
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
Kendall Wayne JonesAllstate Financial Services, LLCFirst Command Financial Planning, Inc.04-18-2017
Daniel Allen TaylorAllstate Financial Services, LLCHorace Mann Investors, Inc.$10007-19-2017
Timothy Wayne HicksAllstate Financial Services, LLCHorace Mann Investors, Inc.01-01-2016
Alan Judson Carpenter Jr.Allstate Financial Services, LLCLPL Financial LLC$15006-27-2019
Kevin Michael GodfreyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2010
Terry Patrick WallAllstate Financial Services, LLCMetLife Securities Inc.03-15-2016
Ricky Gray CrabtreeAllstate Financial Services, LLCMetLife Securities Inc.01-31-2014
Richard Alan CarrollAllstate Financial Services, LLCMML Investors Services, LLC11-20-2017
Michael David MaffeoAllstate Financial Services, LLCNationwide Securities, LLC03-26-2013
Eric Lee GornyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-26-2015
Bonnita Lee HargisAllstate Financial Services, LLCNYLIFE Securities LLC04-28-2009
Rea Samuel PtacinAllstate Financial Services, LLCPrincipal Securities, Inc.03-25-2019
John Dewalden EllerAllstate Financial Services, LLCPrincipal Securities, Inc.05-04-2016
Paul A. DowdAllstate Financial Services, LLCPrincipal Securities, Inc.12-08-2014
Jerry Robert CrouseAllstate Financial Services, LLCPruco Securities, LLC.07-03-2019
Reka Grajzel ReynaAllstate Financial Services, LLCPruco Securities, LLC.07-26-2016
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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.