Advisers on the Move TEST

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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alberto CrespoAllstate Financial Services, LLCAXA Advisors, LLC10-22-2019
Rebeca Maria Brito RodriguezAllstate Financial Services, LLCAXA Advisors, LLC08-26-2019
Gabriel RakowerAllstate Financial Services, LLCTransamerica Financial Advisors, Inc07-10-2019
Jeffrey Morris GaterAllstate Financial Services, LLCEnvoy Advisory, Inc.$15005-08-2019
Jeffrey Andrew BowenAllstate Financial Services, LLCCalton & Associates, Inc.04-29-2019
Rene Hernandez Jr.Allstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-23-2019
Nathan PenhaAllstate Financial Services, LLCAIG Capital Services, Inc.03-22-2019
Kimberly Nicole DonaldsonAllstate Financial Services, LLCJ.W. Cole Financial, Inc.02-06-2019
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Sheila B. BewleyAllstate Financial Services, LLCCetera Advisor Networks LLC$1012-04-2018
Dariush Samuel SnyderAllstate Financial Services, LLCPlanMember Securities Corporation12-04-2018
Yermis CastilloAllstate Financial Services, LLCAvantax Investment Services, Inc.11-14-2018
Hilda Maria MillerAllstate Financial Services, LLCPark Avenue Securities LLC11-08-2018
Mark Edward NorciaAllstate Financial Services, LLCAllstate Financial Services, LLC$2511-05-2018
Scott Michael DiehlAllstate Financial Services, LLCSequoia Financial Group, L.L.C.10-11-2018
Ortis M. PyronneauAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-08-2018
Lance StephensAllstate Financial Services, LLCPruco Securities, LLC.07-17-2018
Eduardo ParedesAllstate Financial Services, LLCNYLIFE Securities LLC$2504-12-2018
James Duncan McGaryAllstate Financial Services, LLCMML Investors Services, LLC02-28-2018
John Michael ClementsAllstate Financial Services, LLCCetera Investment Services LLC01-16-2018
Lori Denise SummersAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.10-30-2017
Ricardo J. ParladeAllstate Financial Services, LLCAllstate Financial Services, LLC10-24-2017
Eric Orlando RiveraAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2017
Justin D. ParkerAllstate Financial Services, LLCState Farm VP Management Corp.09-20-2017
Jeffrey M. NicholsAllstate Financial Services, LLCState Farm VP Management Corp.09-15-2017
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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.