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
Jeffery Scott EllisAllstate Financial Services, LLCNationwide Securities, LLC01-11-2019
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Shawna Dorsia Anderson ReevesAllstate Financial Services, LLCPrincipal Securities, Inc.01-10-2019
Kent Edmund SipeAllstate Financial Services, LLCPruco Securities, LLC.01-08-2019
Amaryllis Gaye MullinsAllstate Financial Services, LLCAllstate Financial Services, LLC01-04-2019
William D. PritchardAllstate Financial Services, LLCAXA Advisors, LLC12-20-2018
Donald Howard HartAllstate Financial Services, LLCOneAmerica Securities, Inc.12-20-2018
Darren Vincent PattonAllstate Financial Services, LLCVoya Financial Advisors, Inc.12-18-2018
Larry TopolanskiAllstate Financial Services, LLCLPL Financial LLC12-14-2018
William Bruce Andersen Jr.Allstate Financial Services, LLCAllstate Financial Services, LLC$5012-13-2018
Sherri Yvonne ThomasAllstate Financial Services, LLCCUNA Brokerage Services, Inc.12-13-2018
Gennaro CostigliolaAllstate Financial Services, LLCQuest Capital Strategies, Inc.12-11-2018
Kenneth Arthur CormierAllstate Financial Services, LLCNYLIFE Securities LLC12-10-2018
David Lee WernerAllstate Financial Services, LLCCadaret, Grant & Co., Inc.$5012-06-2018
Elizabeth Marie BiehlerAllstate Financial Services, LLCM&T Securities, Inc.$2512-06-2018
Brian Andrew MitchumAllstate Financial Services, LLCClient One Securities LLC12-06-2018
James Delis Simmons Jr.Allstate Financial Services, LLCThe Leaders Group, Inc.12-05-2018
Sheila B. BewleyAllstate Financial Services, LLCCetera Advisor Networks LLC$1012-04-2018
Dariush Samuel SnyderAllstate Financial Services, LLCPlanMember Securities Corporation12-04-2018
Ziaul Islam KhondkerAllstate Financial Services, LLCPark Avenue Securities LLC$1012-03-2018
Victoria DickersonAllstate Financial Services, LLCRoyal Alliance Associates, Inc.11-30-2018
David Robert McNurlenAllstate Financial Services, LLCFBL Investment Management Services, Inc.11-30-2018
Richard Michael FerauloAllstate Financial Services, LLCAmeriprise Financial Services, LLC11-15-2018
Yermis CastilloAllstate Financial Services, LLCAvantax Investment Services, Inc.11-14-2018
Adam M. NollAllstate Financial Services, LLCPruco Securities, LLC.11-09-2018
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.