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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Stephen SandosAllegis Investment Services, LLCCapital Financial Services, Inc.06-10-2016
Shane Allen JensenAllegis Investment Services, LLCCetera Advisor Networks LLC10-29-2014
Alan Russell HodgsonAllegis Investment Services, LLCCommonwealth Financial Network$15005-01-2015
Justin Thomas PasseyAllegis Investment Services, LLCHornor, Townsend & Kent, LLC$10011-24-2017
Levi Brad LarsonAllegis Investment Services, LLCHornor, Townsend & Kent, LLC06-09-2016
James Michael RomeraAllegis Investment Services, LLCJHS Capital Advisors, LLC02-25-2015
Jeffrey Carl IngersollAllegis Investment Services, LLCKCG Securities, LLC$50004-27-2016
Stevan Heninger GatesAllegis Investment Services, LLCLincoln Financial Advisors Corporation05-15-2014
David Scott BunnellAllegis Investment Services, LLCMutual Securities, Inc.$10007-01-2016
Trevor Christian StaufferAllegis Investment Services, LLCMutual Securities, Inc.$10007-01-2016
Steven William HendricksonAllegis Investment Services, LLCMutual Securities, Inc.$25007-01-2016
David King EatonAllegis Investment Services, LLCMutual Securities, Inc.$25007-01-2016
Paul Bryson HolbrookAllegis Investment Services, LLCMutual Securities, Inc.$50007-01-2016
Mark Harold BurgonAllegis Investment Services, LLCMutual Securities, Inc.$50007-01-2016
Jerry Lynn FordAllegis Investment Services, LLCMutual Securities, Inc.07-01-2016
Michael Brandon RileyAllegis Investment Services, LLCMutual Securities, Inc.07-01-2016
Korey FarrAllegis Investment Services, LLCMutual Securities, Inc.07-01-2016
Raymond Wilhelm JohnsAllegis Investment Services, LLCOneAmerica Securities, Inc.07-29-2015
Charles Ryan DunnAllegis Investment Services, LLCPark Avenue Securities LLC$10008-03-2016
Jeremy Rich JohnstonAllegis Investment Services, LLCPark Avenue Securities LLC$15005-20-2015
David Daniel HarrisAllegis Investment Services, LLCParkland Securities, LLC$10001-04-2016
Michael John StevensAllegis Investment Services, LLCRetirement Wealth Advisors, Inc.$50001-04-2016
Joseph Earl PondAllegis Investment Services, LLCSecurian Financial Services, Inc.03-01-2017
Trent Lewis JohnsonAllegis Investment Services, LLCSecurian Financial Services, Inc.10-20-2015
Rodney Austin WalkerAllegis Investment Services, LLCSmedley Financial Services Inc05-23-2016
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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.