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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Allan ConanAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2013
Christopher Stephen O'DellAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-08-2012
Craig C. EaglesonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2018
Dana John LarsonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-08-2019
Eric Orlando RiveraAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2017
Eric Thor GudmundsonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-04-2010
George Beal Wood IIIAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2509-01-2012
George Joseph CarrollAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1005-31-2012
Gregory Michael SidelAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2016
Jay Phillip HillAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-24-2011
Jesse Gil IIIAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-24-2016
John Edward PattersonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2019
John Vincent KellyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2013
Joseph Anthony SotoAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-09-2012
Joshua J. JonesAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-19-2012
Kevin Michael GodfreyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2010
Kevin T. KlippAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-24-2014
Matthew John HoffmanAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-12-2012
Rene Hernandez Jr.Allstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-23-2019
Reynaldo CamachoAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-01-2015
Richard Albert NasdeoAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1006-09-2016
Richard Clendinning MasonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-23-2016
Robert Scott FrostAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-05-2015
Roman GonzalezAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-14-2019
Ronald A. GillilandAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2013
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Showing 1 to 25 of 34 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.