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
Donnie Matthew PittsAllstate Financial Services, LLC1st Global Capital Corp.03-27-2012
Christopher Scott ObannerAllstate Financial Services, LLCAdvised Assets Group, LLC10-30-2017
Daniel F. DuvaAllstate Financial Services, LLCAdvisors Asset Management, Inc.04-03-2018
James Patrick LeadererAllstate Financial Services, LLCAffordable Life Plans, LLC06-29-2015
Nathan PenhaAllstate Financial Services, LLCAIG Capital Services, Inc.03-22-2019
Michael Todd WyattAllstate Financial Services, LLCAIG Capital Services, Inc.08-03-2017
Fred AbramsAllstate Financial Services, LLCAIG Capital Services, Inc.07-20-2016
Travis Scott TurnerAllstate Financial Services, LLCAllstate Financial Services, LLC03-11-2020
Charles Larry Bender Jr.Allstate Financial Services, LLCAllstate Financial Services, LLC02-26-2020
Sia John MinjaAllstate Financial Services, LLCAllstate Financial Services, LLC02-13-2020
Nathan Ryan PetersenAllstate Financial Services, LLCAllstate Financial Services, LLC01-29-2020
David K PhamAllstate Financial Services, LLCAllstate Financial Services, LLC01-16-2020
Douglas Andrew HuffAllstate Financial Services, LLCAllstate Financial Services, LLC01-15-2020
William Leon ParisotAllstate Financial Services, LLCAllstate Financial Services, LLC12-03-2019
Thomas John GordyAllstate Financial Services, LLCAllstate Financial Services, LLC09-04-2019
Seyed Reza Orazani ShojaeiAllstate Financial Services, LLCAllstate Financial Services, LLC08-30-2019
Jon Scott RechenbergAllstate Financial Services, LLCAllstate Financial Services, LLC08-07-2019
Kevin P. SharmanAllstate Financial Services, LLCAllstate Financial Services, LLC07-26-2019
Brian Ray ParkerAllstate Financial Services, LLCAllstate Financial Services, LLC07-16-2019
Robert William McGlinchyAllstate Financial Services, LLCAllstate Financial Services, LLC07-12-2019
Timothy Paul FinneganAllstate Financial Services, LLCAllstate Financial Services, LLC05-23-2019
Aaron Matthew MondsAllstate Financial Services, LLCAllstate Financial Services, LLC05-17-2019
Deborah Ann FreedAllstate Financial Services, LLCAllstate Financial Services, LLC05-14-2019
Jawad Mohammed HaidariAllstate Financial Services, LLCAllstate Financial Services, LLC04-26-2019
Anthony FuccilliAllstate Financial Services, LLCAllstate Financial Services, LLC$2503-20-2019
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Showing 1 to 25 of 1,465 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.