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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Lloyd BrundageAllstate Financial Advisors, LLCFarmers Financial Solutions, LLC$5010-01-2019
Aaron Demond CampbellAllstate Financial Services, LLCFarmers Financial Solutions, LLC10-28-2019
Amber M. SandhoffAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-22-2018
John Webster BeardAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-10-2018
Veronica Ruby JaureguiAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-09-2018
Mariah Mae GatesAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-06-2018
James D. HammerAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-22-2018
Justin Richard EvansAllstate Financial Services, LLCFarmers Financial Solutions, LLC11-15-2017
Randy Michael SagastumeAllstate Financial Services, LLCFarmers Financial Solutions, LLC10-17-2017
Stephanie Sue RowleyAllstate Financial Services, LLCFarmers Financial Solutions, LLC07-13-2017
Michael Joseph CluckAllstate Financial Services, LLCFarmers Financial Solutions, LLC03-23-2017
Shohreh Moalej-TabriziAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-22-2017
Peter Joseph ZangrilliAllstate Financial Services, LLCFarmers Financial Solutions, LLC11-17-2016
Jason Nathaniel BraineAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-18-2016
Patrick Michael ConawayAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-17-2016
Theodore Broy BrownAllstate Financial Services, LLCFarmers Financial Solutions, LLC04-11-2016
Nicole Anne KittelsonAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-23-2016
Ulpiano Ungria Juguilon Jr.Allstate Financial Services, LLCFarmers Financial Solutions, LLC01-21-2016
Lorenzo Giovanni SerafiniAllstate Financial Services, LLCFarmers Financial Solutions, LLC01-21-2016
Robert Lee McKinneyAllstate Financial Services, LLCFarmers Financial Solutions, LLC11-02-2015
Jeffrey Robert LayneAllstate Financial Services, LLCFarmers Financial Solutions, LLC10-12-2015
Hien Am NguyenAllstate Financial Services, LLCFarmers Financial Solutions, LLC09-29-2015
Kevin Marcel McWhorterAllstate Financial Services, LLCFarmers Financial Solutions, LLC09-16-2015
Lan Huynh NiknejadAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-19-2015
Giang T. DuongAllstate Financial Services, LLCFarmers Financial Solutions, LLC04-24-2015
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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.