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
Anthony Joseph Spena Sr.Allstate Financial Services, LLCKey Investment Services LLC12-05-2017
George Andrew BuellAllstate Financial Services, LLCThe Huntington Investment Company08-11-2017
Barry Ira MorrisAllstate Financial Services, LLCPruco Securities, LLC.05-24-2017
Tina Louise BaileyAllstate Financial Services, LLCState Farm VP Management Corp.02-22-2017
Jonathan A. GaudioAllstate Financial Services, LLCThe Huntington Investment Company01-11-2017
Linus Thomas Grogan Jr.Allstate Financial Services, LLCOneAmerica Securities, Inc.08-23-2016
Phillip William HolstromAllstate Financial Services, LLCPNC Investments07-15-2016
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC$5005-13-2016
Kenneth Tyson FankhauserAllstate Financial Services, LLCNationwide Securities, LLC03-21-2016
Eric J. WalterAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2015
Carlo T. DuranAllstate Financial Services, LLCLPL Financial LLC07-20-2015
James Allen McGloneAllstate Financial Services, LLCNationwide Securities, LLC02-07-2014
Marcus Scott StricklingAllstate Financial Services, LLCCapital City Securities, LLC01-14-2014
Ronald A. GillilandAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2013
Albert Noble DonaheyAllstate Financial Services, LLCPrincipal Securities, Inc.03-22-2013
Robin Barry OttAllstate Financial Services, LLCFarmers Financial Solutions, LLC03-05-2013
Jamie Lee BennettAllstate Financial Services, LLCPNC Investments02-11-2013
Brian Eugene SharpAllstate Financial Services, LLCState Farm VP Management Corp.10-19-2012
Ryan C. ColeAllstate Financial Services, LLCPNC Investments06-06-2012
Mark William EismaAllstate Financial Services, LLCPark Avenue Securities LLC04-25-2012
Eric S. ThompsonAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2012
Douglas Allen BodkinAllstate Financial Services, LLCNYLIFE Securities LLC05-20-2011
Christopher Stockvis CowlinAllstate Financial Services, LLCNationwide Securities, LLC02-10-2011
Edward Allen KolankoAllstate Financial Services, LLCSecurities America, Inc.$2506-25-2010
Michael Robert ValenteAllstate Financial Services, LLCAmfin Investment Services, Inc.05-07-2010
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Showing 1 to 25 of 26 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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