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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Levern HansenAllstate Financial Services, LLCTransamerica Financial Advisors, Inc01-23-2019
Gregory William LundAllstate Financial Services, LLCAllstate Financial Services, LLC12-14-2009
James Scott BlackAllstate Financial Services, LLCFarmers Financial Solutions, LLC04-14-2009
John Cody SaulpawAllstate Financial Services, LLCFBL Marketing Services, LLC05-31-2019
Joseph Ray EvansAllstate Financial Services, LLCNew England Securities04-15-2011
Landon Blake EldredgeAllstate Financial Services, LLCPlanMember Securities Corporation02-13-2017
Leonard Charles LewisAllstate Financial Services, LLCAllstate Financial Services, LLC10-29-2018
Leonard Charles LewisAllstate Financial Services, LLCPruco Securities, LLC.05-06-2013
Max Lane DockstaderAllstate Financial Services, LLCTransamerica Financial Advisors, Inc03-26-2020
Terrance Dean BexellAllstate Financial Services, LLCSecurian Financial Services, Inc.10-28-2010
Tyler Wayne EriksonAllstate Financial Services, LLCOneAmerica Securities, Inc.07-16-2018

Showing 1 to 11 of 11 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.