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
Keith Dean FlennerAllstate Financial Services, LLCBankers Life Securities, Inc.12-16-2019
David Paul HeathAllstate Financial Services, LLCCapital Investment Group, Inc.$5005-17-2018
Brent Thomas OwensAllstate Financial Services, LLCBB&T Investment Services, Inc.$2501-08-2018
Peter Steven FrontieroAllstate Financial Services, LLCPeople's Securities, Inc.$10010-05-2017
Richard Steven CharochakAllstate Financial Services, LLCW&S Brokerage Services, Inc.08-10-2017
Terrishinski Harkness JrAllstate Financial Services, LLCPFS Investments Inc.04-05-2017
Susan Elizabeth VigarAllstate Financial Services, LLCEdward Jones02-19-2016
Kirk Jeffrey SegarsAllstate Financial Services, LLCFirst Command Financial Planning, Inc.11-12-2014
James Davis TrentAllstate Financial Services, LLCAXA Advisors, LLC06-04-2014
Shanda Marie JeffriesAllstate Financial Services, LLCVoya Financial Advisors, Inc.03-07-2014
Russell Allen PadgettAllstate Financial Services, LLCAXA Advisors, LLC02-10-2014
William Darren HensleyAllstate Financial Services, LLCNYLIFE Securities LLC$2506-18-2013
Evelyn ButlerAllstate Financial Services, LLCPark Avenue Securities LLC02-22-2013
Terry Allen BentonAllstate Financial Services, LLCEdward Jones01-04-2013
Christopher John GaddisAllstate Financial Services, LLCSignator Investors, Inc.08-02-2012
Robert James JaraAllstate Financial Services, LLCPFS Investments Inc.04-03-2012
Jeffrey Kim TalbottAllstate Financial Services, LLCInvestors Capital Corp.09-08-2011
Sarah D. BensonAllstate Financial Services, LLCNYLIFE Securities LLC07-30-2010
William Edwin Gore IIIAllstate Financial Services, LLCBB&T Investment Services, Inc.09-02-2009
Robert Gail DullAllstate Financial Services, LLCSecurities America, Inc.01-07-2009

Showing 1 to 20 of 20 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.