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
Albert Digiulio Jr.Allstate Financial Services, LLCDigiulio Financial Services, Inc.10-17-2016
Alberto CrespoAllstate Financial Services, LLCAXA Advisors, LLC10-22-2019
Alexander AliceaAllstate Financial Services, LLCJ.P. Morgan Securities LLC02-25-2015
Alexander BlancoAllstate Financial Services, LLCMML Investors Services, LLC04-22-2010
Alton Ryan LumpkinAllstate Financial Services, LLCFidelity Brokerage Services LLC04-19-2017
Andre St Lawrence CampbellAllstate Financial Services, LLCFinancial West Group08-27-2014
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Anthony J MendezAllstate Financial Services, LLCW&S Brokerage Services, Inc.11-30-2016
Anthony NigroAllstate Financial Services, LLCPruco Securities, LLC.02-16-2017
Brent Robert FergusonAllstate Financial Services, LLCSunTrust Investment Services, Inc.02-11-2016
Charles Alexis FabienAllstate Financial Services, LLCJ.P. Morgan Securities LLC$104-28-2015
Charles W. WrightAllstate Financial Services, LLCTransamerica Financial Advisors, Inc$104-06-2017
Christine HughesAllstate Financial Services, LLCJ.P. Morgan Securities LLC05-20-2015
Chukwuemeka Christian NwasikeAllstate Financial Services, LLCWells Fargo Clearing Services, LLC02-26-2015
Cinda Sue MerselAllstate Financial Services, LLCMetLife Securities Inc.01-01-2012
Corbett E. Yarbrough Sr.Allstate Financial Services, LLCSecurian Financial Services, Inc.08-04-2017
Danese Michelle TrembleAllstate Financial Services, LLCState Farm VP Management Corp.12-21-2016
Daniel Belzasar TerceroAllstate Financial Services, LLCWells Fargo Clearing Services, LLC04-27-2012
Daniel V. McGuireAllstate Financial Services, LLCState Farm VP Management Corp.09-28-2016
Dariush Samuel SnyderAllstate Financial Services, LLCPlanMember Securities Corporation12-04-2018
David A. StatemanAllstate Financial Services, LLCAXA Advisors, LLC02-21-2014
David Leslie Pedersen Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-22-2016
Deanna Chamagne WilliamsAllstate Financial Services, LLCBBVA Securities Inc.12-03-2013
Deborah Ann EvesonAllstate Financial Services, LLCMorgan Stanley11-11-2009
Dee Loyde HendonAllstate Financial Services, LLCInternational Assets Advisory, LLC10-27-2010
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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.