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.

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

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cherisse Juuana ParryAllstate Financial Services, LLCFirst Command Financial Planning, Inc.05-06-2016
Cheryl MonemiAllstate Financial Services, LLCPruco Securities, LLC.08-15-2014
Christine Maria WardAllstate Financial Services, LLCAmeriprise Financial Services, Inc.05-04-2017
Christine Marie MorrowAllstate Financial Services, LLCFarmers Financial Solutions, LLC06-01-2012
Christopher Bailey PriceAllstate Financial Services, LLCSagePoint Financial, Inc.01-27-2010
Christopher C. KautAllstate Financial Services, LLCCountry Capital Management Company10-30-2018
Christopher Croy SpragueAllstate Financial Services, LLCPark Avenue Securities LLC03-29-2019
Christopher J. ZuaroAllstate Financial Services, LLCNYLIFE Securities LLC05-11-2016
Christopher John KinskyAllstate Financial Services, LLCWaddell & Reed03-11-2013
Christopher Kevin LeeAllstate Financial Services, LLCState Farm VP Management Corp.02-12-2016
Christopher L. HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Christopher M. ReinceAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-23-2013
Christopher Michael McKeeAllstate Financial Services, LLCPark Avenue Securities LLC$1009-19-2014
Christopher Ryan KinneyAllstate Financial Services, LLCWaddell & Reed$1006-17-2011
Christopher Scott ObannerAllstate Financial Services, LLCGWFS Equities, Inc.10-30-2017
Christopher Stockvis CowlinAllstate Financial Services, LLCNationwide Securities, LLC02-10-2011
Clark Allen AndersonAllstate Financial Services, LLCForesters Equity Services, Inc.11-17-2016
Cole J. TurleyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-01-2011
Coleton BooneAllstate Financial Services, LLCUBS Financial Services Inc.03-06-2018
Colin Francis JohnsonAllstate Financial Services, LLCStira Capital Markets Group, LLC$2510-04-2016
Conor B. McMenamyAllstate Financial Services, LLCAXA Distributors, LLC01-07-2015
Corbett E. Yarbrough Sr.Allstate Financial Services, LLCSecurian Financial Services, Inc.08-04-2017
Craig Alanson PapkeAllstate Financial Services, LLCState Farm VP Management Corp.04-12-2017
Craig C. EaglesonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2018
Craig Michael PretzingerAllstate Financial Services, LLCBancWest Investment Services, Inc.$1003-23-2009
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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