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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ronald Mark GeurkinkHilltop Securities Independent Network Inc.1st Global Capital Corp.11-16-2017
Larry Vance ParmanMetLife Securities Inc.1st Global Capital Corp.01-17-2012
Angela Renee O'KeefeA-Team Financial InvestmentsAccess Financial Group, Inc.08-21-2018
Tracy Jon McCaryTRAC Advisor Group, Inc.Access Financial Group, Inc.$1012-22-2015
Michael Phillip DunhamCapstone Financial Group, IncAccess Financial Resources Inc.04-02-2019
James Joseph OplotnikAccess Advisory Group LLCAccess Financial Resources Inc.$2502-02-2009
Jared Clayton McCoyEdward JonesADP Broker-Dealer, Inc.01-12-2015
Robert Matthew MeredithAXA Advisors, LLCAdvantage Investment Strategies, Inc.06-24-2010
Steven Ross ConkinVoya Financial Advisors, Inc.Advised Assets Group, LLC01-24-2011
Richard Lee Adamson Jr.BancWest Investment Services, Inc.AE Wealth Management, LLC08-05-2019
Kristopher Joe JantzenCetera Investment Services LLCAllstate Financial Services, LLC$1008-02-2019
Michael R. SturmAmeriprise Financial Services, LLCAllstate Financial Services, LLC10-26-2018
Royse Lee McCaslandLPL Financial LLCAllstate Financial Services, LLC08-09-2018
Kathleen Radowicz NymanAmerican Fidelity Securities, Inc.Allstate Financial Services, LLC07-25-2018
Michael StuberFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-02-2018
John David CollisFarmers Financial Solutions, LLCAllstate Financial Services, LLC11-14-2016
Allen Coy RockFarmers Financial Solutions, LLCAllstate Financial Services, LLC05-20-2015
Randall Anthony BoldFSC Securities CorporationAllstate Financial Services, LLC09-23-2014
Rick Arlen EvansPrincipal Securities, Inc.Allstate Financial Services, LLC08-19-2013
Darren Budo PerryNYLIFE Securities LLCAllstate Financial Services, LLC11-09-2012
Matthew Benjamin SilversteinLPL Financial LLCAllstate Financial Services, LLC10-28-2011
Mark Todd MuseAllstate Financial Services, LLCAllstate Financial Services, LLC08-04-2011
Mark Todd MuseAllstate Financial Services, LLCAllstate Financial Services, LLC07-21-2010
Jeffrey M GortonBrookstone Capital Management LLCAlphaStar Capital Management, LLC05-19-2015
Mark Shannon AshworthUNITED TAX AND ESTATE PLANNINGAmerican Investment Services01-16-2013
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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.