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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gilbert David Carreras Jr.Allstate Financial Services, LLCState Farm VP Management Corp.06-01-2009
Peter Lawrence McClureAllstate Financial Services, LLCMetLife Securities Inc.06-23-2009
Erik David MacmurrayAllstate Financial Services, LLCMetLife Securities Inc.11-04-2009
Robert Mark HardinAllstate Financial Services, LLCCetera Financial Specialists LLC01-04-2010
Alexander BlancoAllstate Financial Services, LLCMML Investors Services, LLC04-22-2010
Gretchan Leigh LangleyAllstate Financial Services, LLCPruco Securities, LLC.05-04-2010
Jeffrey Daniel CatoAllstate Financial Services, LLCState Farm VP Management Corp.08-27-2010
Julie Murphy PierceAllstate Financial Services, LLCState Farm VP Management Corp.06-02-2011
Denise Ann ParkerAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2011
Daniel Belzasar TerceroAllstate Financial Services, LLCWells Fargo Clearing Services, LLC04-27-2012
Randall William FreitasAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$15009-04-2012
John Vincent KellyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2013
Kelly Louise DavisAllstate Financial Services, LLCState Farm VP Management Corp.01-15-2013
Michael Angelo ArcentalesAllstate Financial Services, LLCState Farm VP Management Corp.01-15-2013
James Michael MurphyAllstate Financial Services, LLCNew England Securities$2504-19-2013
Maria L. MoralesAllstate Financial Services, LLCAXA Advisors, LLC05-30-2013
Ismael DelgadoAllstate Financial Services, LLCMML Investors Services, LLC11-15-2013
Deanna Chamagne WilliamsAllstate Financial Services, LLCBBVA Securities Inc.12-03-2013
Mariela Maite EmblidgeAllstate Financial Services, LLCWells Fargo Clearing Services, LLC04-28-2014
Kevin T. KlippAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-24-2014
Mark Joshua MenahemAllstate Financial Services, LLCW&S Brokerage Services, Inc.10-01-2014
Alexander AliceaAllstate Financial Services, LLCJ.P. Morgan Securities LLC02-25-2015
Julie Lynn RussellAllstate Financial Services, LLCMetLife Securities Inc.$2510-29-2015
Timothy Jonathan BascomAllstate Financial Services, LLCState Farm VP Management Corp.01-26-2016
Kyle Brandon BradshawAllstate Financial Services, LLCState Farm VP Management Corp.02-01-2016
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Showing 1 to 25 of 45 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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