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
Bradley Alan Hoge1st Global Capital Corp.Pruco Securities, LLC.08-14-2018
Kent Edmund SipeAllstate Financial Services, LLCPruco Securities, LLC.01-08-2019
Adam M. NollAllstate Financial Services, LLCPruco Securities, LLC.11-09-2018
Riyaad Magnus KhanAllstate Financial Services, LLCPruco Securities, LLC.09-25-2018
Robert David HillAllstate Financial Services, LLCPruco Securities, LLC.$2508-13-2018
Lance StephensAllstate Financial Services, LLCPruco Securities, LLC.07-17-2018
Dennis R. MurphyAllstate Financial Services, LLCPruco Securities, LLC.07-13-2018
Sean Francis BelilesAllstate Financial Services, LLCPruco Securities, LLC.06-21-2018
Ram Krishna PurohitAllstate Financial Services, LLCPruco Securities, LLC.06-08-2018
Daniel Erik ComerAllstate Financial Services, LLCPruco Securities, LLC.01-12-2018
Michelle Sarah MeeganAmeriprise Financial Services, LLCPruco Securities, LLC.11-09-2018
Amanda Leigh TabachnickAmeriprise Financial Services, LLCPruco Securities, LLC.$1010-19-2018
Jonathan James DiricoAmeriprise Financial Services, LLCPruco Securities, LLC.10-19-2018
Terence Vincent GallagherAmeriprise Financial Services, LLCPruco Securities, LLC.04-25-2018
Michael Alan PowellAmeritas Investment Company, LLCPruco Securities, LLC.11-28-2018
Brett C. LarsonAmeritas Investment Company, LLCPruco Securities, LLC.03-07-2018
Mark BusbyAvantax Investment Services, Inc.Pruco Securities, LLC.02-15-2018
Tanya Marie AdamsAXA Advisors, LLCPruco Securities, LLC.09-27-2018
Barry Martin WeinsteinAXA Advisors, LLCPruco Securities, LLC.09-06-2018
Anthony Dean MazzeiAXA Advisors, LLCPruco Securities, LLC.04-27-2018
Deborah Jean DodsonAXA Advisors, LLCPruco Securities, LLC.$2501-29-2018
Richard AbarcaBancWest Investment Services, Inc.Pruco Securities, LLC.04-07-2018
Sanjeev KumarBankers Life Securities, Inc.Pruco Securities, LLC.07-31-2018
Susan T. GillespieBB&T Securities, LLCPruco Securities, LLC.09-27-2018
Daniel Martin HendricksBB&T Securities, LLCPruco Securities, LLC.08-01-2018
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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.