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
Bonnita Lee HargisAllstate Financial Services, LLCNYLIFE Securities LLC04-28-2009
Jerry Robert CrouseAllstate Financial Services, LLCState Farm VP Management Corp.07-27-2010
Kevin Michael GodfreyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2010
Luis Guillermo CzerniakAllstate Financial Services, LLCEdward Jones06-01-2011
William Ira Kincaid Jr.Allstate Financial Services, LLCEquity Services, Inc.06-13-2011
David Randal GibsonAllstate Financial Services, LLCAllstate Financial Services, LLC09-07-2011
James Knox Ashford Jr.Allstate Financial Services, LLCSunset Financial Services, Inc.11-14-2011
Chasty Laws BaileyAllstate Financial Services, LLCFirst Citizens Investor Services, Inc.06-01-2012
Robert Tyler HunterAllstate Financial Services, LLCVoya Financial Advisors, Inc.09-18-2012
Matthew Douglas FleschAllstate Financial Services, LLCEdward Jones10-24-2012
Parminder Singh SandharAllstate Financial Services, LLCAllstate Financial Services, LLC12-11-2012
Michael David MaffeoAllstate Financial Services, LLCNationwide Securities, LLC03-26-2013
Henry Joseph TaylorAllstate Financial Services, LLCSunTrust Investment Services, Inc.10-04-2013
Charles C HitchcockAllstate Financial Services, LLCThe Leaders Group, Inc.01-30-2014
Ricky Gray CrabtreeAllstate Financial Services, LLCMetLife Securities Inc.01-31-2014
Paul A. DowdAllstate Financial Services, LLCPrincipal Securities, Inc.12-08-2014
Eric Richard BohmanAllstate Financial Services, LLCState Farm VP Management Corp.03-17-2015
Robert Michael ChesterAllstate Financial Services, LLCFifth Third Securities, Inc.$5003-23-2015
Eric Lee GornyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC06-26-2015
John Fitzgerald ColeAllstate Financial Services, LLCW&S Brokerage Services, Inc.10-15-2015
Timothy Wayne HicksAllstate Financial Services, LLCHorace Mann Investors, Inc.01-01-2016
Terry Patrick WallAllstate Financial Services, LLCMetLife Securities Inc.03-15-2016
Jacob Douglas MorseAllstate Financial Services, LLCState Farm VP Management Corp.04-15-2016
John Dewalden EllerAllstate Financial Services, LLCPrincipal Securities, Inc.05-04-2016
Herbert L. BrinskelleAllstate Financial Services, LLCWells Fargo Clearing Services, LLC07-21-2016
Next Page »

Showing 1 to 25 of 42 entries

Page 1 | 2

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.