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
Craig Pyott ConstableCitizens Securities, Inc.Allstate Financial Services, LLC12-19-2019
Steven Greg TrojanovPruco Securities, LLC.Allstate Financial Services, LLC12-10-2019
Juan L. Flacco EspinozaSantander Securities LLCAllstate Financial Services, LLC12-03-2018
Susan L. PainterLPL Financial LLCAllstate Financial Services, LLC09-24-2018
Dalton Lee BuddingtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC02-23-2018
Richard William McKeeEdward JonesAllstate Financial Services, LLC02-17-2017
Robert Carl Orbin Jr.Cetera Advisor Networks LLCAllstate Financial Services, LLC08-19-2016
Michael Anthony D'AvellaTucker Asset Management LLCAllstate Financial Services, LLC01-21-2016
Thomas Wesley RemmeyGirard Investment Services, LLCAllstate Financial Services, LLC10-29-2015
Howard Rod HiteCambridge Investment Research, Inc.Allstate Financial Services, LLC10-01-2015
Timothy C. RitcheyPruco Securities, LLC.Allstate Financial Services, LLC08-24-2015
Bethany Anne LezanicNYLIFE Securities LLCAllstate Financial Services, LLC10-06-2014
Robert Woodrow Archbald Jr.Beaconsfield Financial Services, Inc.Allstate Financial Services, LLC09-26-2014
Robert Edward RobinsonPNC InvestmentsAllstate Financial Services, LLC08-01-2014
Christopher Michael DavisonNationwide Securities, LLCAllstate Financial Services, LLC03-25-2014
Shawn David MullarkeyBrookstone Capital Management LLCAllstate Financial Services, LLC02-20-2014
Douglas John SteinerAllstate Financial Services, LLCAllstate Financial Services, LLC09-09-2013
Steven Mark VanarnamSignator Investors, Inc.Allstate Financial Services, LLC04-19-2013
David John MorganFarmers Financial Solutions, LLCAllstate Financial Services, LLC04-01-2013
Charles John PinchottiLincoln Financial Securities CorporationAllstate Financial Services, LLC03-01-2013
Edward F. GergAllstate Financial Services, LLCAllstate Financial Services, LLC03-19-2012
Michael Joseph Garofalo Jr.LifeMark Securities Corp.Allstate Financial Services, LLC01-01-2012
Eric Paul AposhianFSC Securities CorporationAllstate Financial Services, LLC09-15-2010
Daniel Paul OdonnellPNC InvestmentsAllstate Financial Services, LLC01-14-2010
Eric S. PasquiniCUNA Brokerage Services, Inc.Allstate Financial Services, LLC08-07-2009
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.