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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel Allen TaylorAllstate Financial Services, LLCHorace Mann Investors, Inc.$10007-19-2017
Daniel Edward FitzgeraldAllstate Financial Services, LLCHorace Mann Investors, Inc.07-14-2015
Darrell Gifford CookeAllstate Financial Services, LLCHorace Mann Investors, Inc.08-12-2020
Deborah Ann FreedAllstate Financial Services, LLCHorace Mann Investors, Inc.04-25-2011
Frank Siu ChangAllstate Financial Services, LLCHorace Mann Investors, Inc.10-27-2017
John Robert HarvesterAllstate Financial Services, LLCHorace Mann Investors, Inc.06-06-2012
Kari Lynn EisenacherAllstate Financial Services, LLCHorace Mann Investors, Inc.08-20-2018
Kathi J. ArbuesAllstate Financial Services, LLCHorace Mann Investors, Inc.06-28-2013
Kirt Olin TaylorAllstate Financial Services, LLCHorace Mann Investors, Inc.01-03-2018
Melissa Mechelle WilsonAllstate Financial Services, LLCHorace Mann Investors, Inc.10-05-2015
Nedia B. NettersAllstate Financial Services, LLCHorace Mann Investors, Inc.02-26-2014
Patrick C. KincheloeAllstate Financial Services, LLCHorace Mann Investors, Inc.02-03-2014
Paul Edward Guerrero IIAllstate Financial Services, LLCHorace Mann Investors, Inc.08-07-2014
Shelly Marie SmithAllstate Financial Services, LLCHorace Mann Investors, Inc.04-23-2019
Steven SantiagoAllstate Financial Services, LLCHorace Mann Investors, Inc.02-04-2014
Susan L. PainterAllstate Financial Services, LLCHorace Mann Investors, Inc.08-29-2017
Susan Lynne CardilloAllstate Financial Services, LLCHorace Mann Investors, Inc.07-11-2012
Timothy Wayne HicksAllstate Financial Services, LLCHorace Mann Investors, Inc.01-01-2016

Showing 1 to 18 of 18 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.