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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jimmy ChengFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-10-2019
Rodrick Kevin SullivanVALIC Financial Advisors, Inc.Allstate Financial Services, LLC01-08-2019
Peter Andrew HeidenreichVALIC Financial Advisors, Inc.Allstate Financial Services, LLC12-26-2018
Cynthia M. MichelPruco Securities, LLC.Allstate Financial Services, LLC12-13-2018
Juan L. Flacco EspinozaSantander Securities LLCAllstate Financial Services, LLC12-03-2018
Ryan Andrew FrankEdward JonesAllstate Financial Services, LLC11-28-2018
Mark Perry KissingerNYLIFE Securities LLCAllstate Financial Services, LLC11-27-2018
Dominic Andrew RussoThrivent Investment Management Inc.Allstate Financial Services, LLC11-03-2018
Michael R. SturmAmeriprise Financial Services, Inc.Allstate Financial Services, LLC10-26-2018
Timothy Michael AnneeOneAmerica Securities, Inc.Allstate Financial Services, LLC10-25-2018
Susan L. PainterLPL Financial LLCAllstate Financial Services, LLC09-24-2018
Lisa Marie PaoliSummit Brokerage Services, Inc.Allstate Financial Services, LLC09-19-2018
Royse Lee McCaslandLPL Financial LLCAllstate Financial Services, LLC08-09-2018
Susiani Djauhari TanFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-25-2018
Justin Jebamony RobertFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-11-2018
Daniel Lucus DickersonVeritas Independent Partners, LLCAllstate Financial Services, LLC06-29-2018
Harold Leon LoydFarmers Financial Solutions, LLCAllstate Financial Services, LLC06-07-2018
Steve Willis CooperFarmers Financial Solutions, LLCAllstate Financial Services, LLC06-05-2018
Robert Benjamin ZantPruco Securities, LLC.Allstate Financial Services, LLC05-30-2018
James Gregory GoupilMML Investors Services, LLCAllstate Financial Services, LLC05-22-2018
Todd Curtis AllenThe O.N. Equity Sales CompanyAllstate Financial Services, LLC05-11-2018
Ronald A. SchammertEdward JonesAllstate Financial Services, LLC05-10-2018
Michael Thad CorbinFBL Marketing Services, LLCAllstate Financial Services, LLC02-26-2018
Dalton Lee BuddingtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC02-23-2018
John Alexander OgrodnickPruco Securities, LLC.Allstate Financial Services, LLC02-01-2018
Next Page »

Showing 1 to 25 of 38 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.