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
Quan Tan HuynhAllstate Financial Services, LLCState Farm VP Management Corp.09-11-2015
Shelby L. IversonAllstate Financial Services, LLCState Farm VP Management Corp.09-03-2015
Kerry Sullivan ShepherdAllstate Financial Services, LLCState Farm VP Management Corp.07-16-2015
Heather Lea BowieAllstate Financial Services, LLCState Farm VP Management Corp.05-18-2015
Don EspinozaAllstate Financial Services, LLCState Farm VP Management Corp.05-13-2015
Eric G. GarciaAllstate Financial Services, LLCState Farm VP Management Corp.04-06-2015
Eric Richard BohmanAllstate Financial Services, LLCState Farm VP Management Corp.03-17-2015
Bruce Wendell Carthon Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-26-2015
Nathan Graham ChaneyAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2014
Susan Gay SnyderAllstate Financial Services, LLCState Farm VP Management Corp.09-12-2014
Shawn P. CoffeyAllstate Financial Services, LLCState Farm VP Management Corp.04-15-2014
Ryan D. WhiteheadAllstate Financial Services, LLCState Farm VP Management Corp.03-10-2014
Matthew Edward DziedzicAllstate Financial Services, LLCState Farm VP Management Corp.01-23-2014
Ricardo A DuranAllstate Financial Services, LLCState Farm VP Management Corp.09-09-2013
Nicholas A FritchenAllstate Financial Services, LLCState Farm VP Management Corp.09-06-2013
Bruce Michael ColesAllstate Financial Services, LLCState Farm VP Management Corp.08-21-2013
John Anthony Del-Zio Jr.Allstate Financial Services, LLCState Farm VP Management Corp.07-31-2013
David KassalaAllstate Financial Services, LLCState Farm VP Management Corp.01-28-2013
Kelly Louise DavisAllstate Financial Services, LLCState Farm VP Management Corp.01-15-2013
Michael Angelo ArcentalesAllstate Financial Services, LLCState Farm VP Management Corp.01-15-2013
Brian Eugene SharpAllstate Financial Services, LLCState Farm VP Management Corp.10-19-2012
Mark John UllmannAllstate Financial Services, LLCState Farm VP Management Corp.05-21-2012
Eric S. ThompsonAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2012
Jay Michael ChavezAllstate Financial Services, LLCState Farm VP Management Corp.12-01-2011
Denise Ann ParkerAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2011
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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.