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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Victor Hugo FuentesAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-19-2016
Tyler Drew BrandonAllstate Financial Services, LLCJ.P. Morgan Securities LLC01-11-2018
Sean Lamont DaughtryAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-09-2012
Saul Ivan MachadoAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-25-2015
Ronald A. SosaAllstate Financial Services, LLCJ.P. Morgan Securities LLC03-24-2017
Ricardo RamirezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-11-2019
Ortis Milfort PyronneauAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-08-2018
Michael KhouryAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-17-2018
Melissa Anne EdmondsAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-21-2015
Kimra Gayle ManionAllstate Financial Services, LLCJ.P. Morgan Securities LLC07-18-2017
Kasim Basil CarterAllstate Financial Services, LLCJ.P. Morgan Securities LLC$10006-02-2017
John Joseph CampioneAllstate Financial Services, LLCJ.P. Morgan Securities LLC06-18-2015
Hanh T. TranAllstate Financial Services, LLCJ.P. Morgan Securities LLC11-06-2018
Guillermo Antonio LarcoAllstate Financial Services, LLCJ.P. Morgan Securities LLC08-28-2015
Felix SanchezAllstate Financial Services, LLCJ.P. Morgan Securities LLC$25009-30-2014
Evelyn Spahalic PolstonAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-13-2017
Christopher M. ReinceAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-23-2013
Christine HughesAllstate Financial Services, LLCJ.P. Morgan Securities LLC05-20-2015
Charles Alexis FabienAllstate Financial Services, LLCJ.P. Morgan Securities LLC$50004-28-2015
Carlos RochaAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-25-2016
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC$14009-26-2017
Alfonso RodriguezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-28-2017
Alexander AliceaAllstate Financial Services, LLCJ.P. Morgan Securities LLC02-25-2015

Showing 1 to 23 of 23 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.

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