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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Robert ValenteAllstate Financial Services, LLCAmfin Investment Services, Inc.05-07-2010
Robin Barry OttAllstate Financial Services, LLCFarmers Financial Solutions, LLC03-05-2013
David Martin McLaughlinAllstate Financial Services, LLCKestra Investment Services, LLC03-17-2010
Ronald A GillilandAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2013
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC05-13-2016
Jeffery Scott EllisAllstate Financial Services, LLCNationwide Securities, LLC01-11-2019
Kenneth Tyson FankhauserAllstate Financial Services, LLCNationwide Securities, LLC03-21-2016
Jamilynn Emerson FoxAllstate Financial Services, LLCNationwide Securities, LLC10-14-2014
James Allen McGloneAllstate Financial Services, LLCNationwide Securities, LLC02-07-2014
Christopher Stockvis CowlinAllstate Financial Services, LLCNationwide Securities, LLC02-10-2011
Douglas Allen BodkinAllstate Financial Services, LLCNYLIFE Securities LLC05-20-2011
Linus Thomas Grogan JrAllstate Financial Services, LLCOneAmerica Securities, Inc.08-23-2016
Mark William EismaAllstate Financial Services, LLCPark Avenue Securities LLC$5004-25-2012
Kevin H GayAllstate Financial Services, LLCPNC Investments09-20-2019
Phillip William HolstromAllstate Financial Services, LLCPNC Investments07-15-2016
Jamie Lee BennettAllstate Financial Services, LLCPNC Investments02-11-2013
Albert Noble DonaheyAllstate Financial Services, LLCPrincipal Securities, Inc.03-22-2013
Richard Donald KoethAllstate Financial Services, LLCProEquities, Inc.06-03-2009
Brycen Edward WiseAllstate Financial Services, LLCPruco Securities, LLC.09-14-2020
Gregory Reid DavisAllstate Financial Services, LLCPruco Securities, LLC.06-11-2020
Christopher William AdamsAllstate Financial Services, LLCPruco Securities, LLC.06-01-2020
Adam M NollAllstate Financial Services, LLCPruco Securities, LLC.11-09-2018
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.05-24-2017
Edward Allen KolankoAllstate Financial Services, LLCSecurities America, Inc.$4706-25-2010
Tina Louise BaileyAllstate Financial Services, LLCState Farm VP Management Corp.02-22-2017
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Showing 1 to 25 of 32 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.