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
David Leslie Pedersen Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-22-2016
David Levern HansenAllstate Financial Services, LLCTransamerica Financial Advisors, Inc01-23-2019
David Martin McLaughlinAllstate Financial Services, LLCNfp Advisor Services$2503-17-2010
David NguyenAllstate Financial Services, LLCNYLIFE Securities LLC07-18-2012
David Richard HeanAllstate Financial Services, LLCState Farm VP Management Corp.06-25-2010
David Robert LiebermanAllstate Financial Services, LLCPruco Securities, LLC.08-15-2011
David W. PenceAllstate Financial Services, LLCCountry Capital Management Company01-26-2015
Deanna Chamagne WilliamsAllstate Financial Services, LLCBBVA Securities Inc.12-03-2013
Denise Ann ParkerAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2011
Dennis Albert KaiserAllstate Financial Services, LLCPrudential Annuities Distributors, Inc11-24-2017
Dennis Michael MunroeAllstate Financial Services, LLCPark Avenue Securities LLC06-08-2011
Dennis Michael PellegrinoAllstate Financial Services, LLCMML Investors Services, LLC09-08-2014
Derek Tomi SuzukiAllstate Financial Services, LLCBancWest Investment Services, Inc.$5005-04-2010
Derrick Scott KellyAllstate Financial Services, LLCBankers Life Securities, Inc.11-01-2018
Devanand Doobay GaymesAllstate Financial Services, LLCNYLIFE Securities LLC08-06-2015
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC$5005-13-2016
Diana Marie GrableAllstate Financial Services, LLCU.S. Bancorp Investments, Inc.11-20-2012
Domenick Joseph SocciAllstate Financial Services, LLCAmeritas Investment Corp.07-26-2011
Donald Craig RogersAllstate Financial Services, LLCOneAmerica Securities, Inc.05-14-2019
Donald Ellison WrightAllstate Financial Services, LLCNYLIFE Securities LLC11-30-2017
Donald Howard HartAllstate Financial Services, LLCOneAmerica Securities, Inc.12-20-2018
Donald Michael JankowskiAllstate Financial Services, LLCFifth Third Securities, Inc.$6511-09-2016
Donald SewellAllstate Financial Services, LLCHSBC Securities (USA) Inc.10-07-2011
Donna Lynn PetriAllstate Financial Services, LLCMML Investors Services, LLC08-24-2017
Donnie Matthew PittsAllstate Financial Services, LLC1st Global Capital Corp.03-15-2012
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Showing 126 to 150 of 678 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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