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
Michael J. MelvinAllstate Financial Services, LLCState Farm VP Management Corp.12-21-2016
Wade Allen DavisAllstate Financial Services, LLCState Farm VP Management Corp.12-10-2016
Annette Roberts-RathwickAllstate Financial Services, LLCState Farm VP Management Corp.11-23-2016
Miranda R. ScogginAllstate Financial Services, LLCState Farm VP Management Corp.11-22-2016
Eric W. SpencerAllstate Financial Services, LLCState Farm VP Management Corp.11-09-2016
Sepehrdad SalarAllstate Financial Services, LLCState Farm VP Management Corp.10-04-2016
Daniel V. McGuireAllstate Financial Services, LLCState Farm VP Management Corp.09-28-2016
Jennifer Ryan ClarkeAllstate Financial Services, LLCState Farm VP Management Corp.08-16-2016
Shaun Michael LanzaAllstate Financial Services, LLCState Farm VP Management Corp.08-12-2016
Dale Robert SandsAllstate Financial Services, LLCState Farm VP Management Corp.08-03-2016
Brian Todd MoreauAllstate Financial Services, LLCState Farm VP Management Corp.07-05-2016
Jacob Douglas MorseAllstate Financial Services, LLCState Farm VP Management Corp.04-15-2016
Jeremy Michael WhaleyAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2016
William Scott CombsAllstate Financial Services, LLCState Farm VP Management Corp.$103-18-2016
David Leslie Pedersen Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-22-2016
Michael James DelauneAllstate Financial Services, LLCState Farm VP Management Corp.02-18-2016
Christopher Kevin LeeAllstate Financial Services, LLCState Farm VP Management Corp.02-12-2016
Keysha Diane DavisAllstate Financial Services, LLCState Farm VP Management Corp.02-03-2016
Kyle Brandon BradshawAllstate Financial Services, LLCState Farm VP Management Corp.02-01-2016
Timothy Jonathan BascomAllstate Financial Services, LLCState Farm VP Management Corp.01-26-2016
Steve Hiroshi FukunagaAllstate Financial Services, LLCState Farm VP Management Corp.11-05-2015
Eric J. WalterAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2015
Hilton Leonardo HorneAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2015
Jeremy B. DixonAllstate Financial Services, LLCState Farm VP Management Corp.10-06-2015
Robert Daniel OcchiAllstate Financial Services, LLCState Farm VP Management Corp.09-18-2015
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Showing 26 to 50 of 94 entries

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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.