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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard EspositoAllstate Financial Services, LLCPark Avenue Securities LLC01-29-2020
Christopher Croy SpragueAllstate Financial Services, LLCPark Avenue Securities LLC03-29-2019
Ziaul Islam KhondkerAllstate Financial Services, LLCPark Avenue Securities LLC$1012-03-2018
Hilda Maria MillerAllstate Financial Services, LLCPark Avenue Securities LLC11-08-2018
Michael Louis RichardtAllstate Financial Services, LLCPark Avenue Securities LLC$1,00005-16-2018
Paul Robert SteckAllstate Financial Services, LLCPark Avenue Securities LLC11-08-2017
Robert Matthew GillenAllstate Financial Services, LLCPark Avenue Securities LLC10-25-2017
Robert Michael CormellAllstate Financial Services, LLCPark Avenue Securities LLC$1009-14-2017
Michael EllerAllstate Financial Services, LLCPark Avenue Securities LLC08-29-2017
Steven David MooneyAllstate Financial Services, LLCPark Avenue Securities LLC03-24-2017
Jason GrahamAllstate Financial Services, LLCPark Avenue Securities LLC02-28-2017
Michael D. KimAllstate Financial Services, LLCPark Avenue Securities LLC02-13-2017
Todd A. SeesmanAllstate Financial Services, LLCPark Avenue Securities LLC02-08-2016
William Daniel MaddenAllstate Financial Services, LLCPark Avenue Securities LLC11-24-2015
Edward Francis Toole Jr.Allstate Financial Services, LLCPark Avenue Securities LLC11-02-2015
Charles H. Blacknall Sr.Allstate Financial Services, LLCPark Avenue Securities LLC07-27-2015
Joshua C. BurnsAllstate Financial Services, LLCPark Avenue Securities LLC06-16-2015
Jeffrey Charles WatersAllstate Financial Services, LLCPark Avenue Securities LLC03-03-2015
Christopher Michael McKeeAllstate Financial Services, LLCPark Avenue Securities LLC$1009-19-2014
Evelyn ButlerAllstate Financial Services, LLCPark Avenue Securities LLC02-22-2013
Mark William EismaAllstate Financial Services, LLCPark Avenue Securities LLC04-25-2012
Marlon G. CarterAllstate Financial Services, LLCPark Avenue Securities LLC08-10-2011
Dennis Michael MunroeAllstate Financial Services, LLCPark Avenue Securities LLC06-08-2011
Robert Dean KribbsAllstate Financial Services, LLCPark Avenue Securities LLC03-10-2009

Showing 1 to 24 of 24 entries

Page 1

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.