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
Robert David HillAllstate Financial Services, LLCPruco Securities, LLC.$2508-13-2018
Sean Francis BelilesAllstate Financial Services, LLCPruco Securities, LLC.06-21-2018
Russell Evan TothAllstate Financial Services, LLCPruco Securities, LLC.09-14-2016
John Edward MurrayAllstate Financial Services, LLCPruco Securities, LLC.$105-24-2016
Jose Miguel Acevedo Jr.Allstate Financial Services, LLCPruco Securities, LLC.04-19-2016
Brian Kyle TomsAllstate Financial Services, LLCPruco Securities, LLC.02-01-2010
Brett C. LarsonAmeritas Investment Company, LLCPruco Securities, LLC.03-07-2018
Wesley Jay KeetonAmeritas Investment Company, LLCPruco Securities, LLC.01-02-2018
Mark BusbyAvantax Investment Services, Inc.Pruco Securities, LLC.02-15-2018
Dennis Scott HughesAvantax Investment Services, Inc.Pruco Securities, LLC.12-21-2017
Michelle Marie DillenburgAvantax Investment Services, Inc.Pruco Securities, LLC.08-05-2013
Kylle Duane LittleAvantax Investment Services, Inc.Pruco Securities, LLC.04-19-2012
Keith Edward JohnsonAvantax Investment Services, Inc.Pruco Securities, LLC.$1008-25-2009
James Paul HudsonAXA Advisors, LLCPruco Securities, LLC.04-02-2020
Daniel Martin HendricksBB&T Securities, LLCPruco Securities, LLC.08-01-2018
Latoya Nichelle OdemsBBVA Securities Inc.Pruco Securities, LLC.03-02-2018
Arthur Randolph DummBBVA Securities Inc.Pruco Securities, LLC.$1008-21-2014
Robert Lawrence ElliottChase Investment Services Corp.Pruco Securities, LLC.07-27-2010
Linda Ann SwansonChase Investment Services Corp.Pruco Securities, LLC.01-19-2010
Laura Deanna PeirsonCommonwealth Financial NetworkPruco Securities, LLC.12-02-2019
Venkatesh KurvariCUSO Financial Services, L.P.Pruco Securities, LLC.$105-25-2018
Charlie Alexander Wright IIIEdward JonesPruco Securities, LLC.06-29-2018
Tara Brooke HoweyEdward JonesPruco Securities, LLC.01-05-2015
Todd James IverstineFidelity Brokerage Services LLCPruco Securities, LLC.03-07-2019
Terry Everett Parham Jr.First Command Financial Planning, Inc.Pruco Securities, LLC.01-08-2013
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.