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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cynthia V. AcostaThrivent Investment Management Inc.Allstate Financial Services, LLC03-01-2019
Irma Eliza AbrilFBL Marketing Services, LLCAllstate Financial Services, LLC02-01-2019
Chase A. KoesterW&S Brokerage Services, Inc.Allstate Financial Services, LLC08-07-2018
Steve Willis CooperFarmers Financial Solutions, LLCAllstate Financial Services, LLC06-05-2018
Michael CrupiBerthel, Fisher & Company Financial Services, Inc.Allstate Financial Services, LLC04-03-2018
James Robert Karberg1st Global Capital Corp.Allstate Financial Services, LLC01-25-2018
Tommy Walker WoodFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-16-2018
James Hilton MatthewsPruco Securities, LLC.Allstate Financial Services, LLC12-11-2017
Gregory Michael SidelMorgan StanleyAllstate Financial Services, LLC04-24-2017
Robert Soren LarsenAmeriprise Financial Services, LLCAllstate Financial Services, LLC03-03-2017
Hunter Travis GiboneyAmeriprise Financial Services, LLCAllstate Financial Services, LLC03-03-2017
Brad Eugene BakerBBVA Securities Inc.Allstate Financial Services, LLC12-15-2016
Susan Barbour RiedelMWA Financial Services Inc.Allstate Financial Services, LLC01-15-2016
Francisco Enrique SaenzUSAA Financial Advisors, Inc.Allstate Financial Services, LLC03-30-2015
Theodore Edward McGuireAllstate Financial Services, LLCAllstate Financial Services, LLC10-21-2014
Tyson Melbourn RichinsEdward JonesAllstate Financial Services, LLC04-25-2014
Norma Patricia ZamoraAllstate Financial Services, LLCAllstate Financial Services, LLC01-31-2014
Stanley Wayne StregeAllstate Financial Services, LLCAllstate Financial Services, LLC08-11-2011
Jorge Alberto GuayanteAllstate Financial Services, LLCAllstate Financial Services, LLC08-11-2011
Esteban HernandezUBS Financial Services Inc.Allstate Financial Services, LLC08-08-2011
Bill Hans PrattMWA Financial Services Inc.Allstate Financial Services, LLC01-06-2011
Darren Michael MonroeChase Investment Services Corp.Allstate Financial Services, LLC12-31-2010
Daniel A. CapoteChase Investment Services Corp.Allstate Financial Services, LLC11-15-2010
Cheryl M SteckoAllstate Financial Services, LLCAllstate Financial Services, LLC08-03-2010
Gary Carl GobbatoJ.P. Turner & Company, L.L.C.Allstate Financial Services, LLC06-25-2009
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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.