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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Yermis CastilloAllstate Financial Services, LLCAvantax Investment Services, Inc.11-14-2018
Victor Hugo PradenasAllstate Financial Services, LLCAXA Advisors, LLC11-19-2014
Troy Kalani WeinbergAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-06-2016
Timothy William BaierleinAllstate Financial Services, LLCUSAA Financial Advisors, Inc.05-13-2015
Timothy Jonathan BascomAllstate Financial Services, LLCState Farm VP Management Corp.01-26-2016
Suzie BrussardAllstate Financial Services, LLCM Holdings Securities, Inc.09-17-2015
Susan Claire FarverAllstate Financial Services, LLCMML Investors Services, LLC08-11-2017
Sheila B. BewleyAllstate Financial Services, LLCCetera Advisor Networks LLC$1012-04-2018
Scott Stephen CheesemanAllstate Financial Services, LLCVALIC Financial Advisors, Inc.03-12-2009
Scott Michael DiehlAllstate Financial Services, LLCSequoia Financial Group, L.L.C.10-11-2018
Sandra A. SambitoAllstate Financial Services, LLCWells Fargo Clearing Services, LLC08-29-2017
Robin Marie BryanAllstate Financial Services, LLCAllstate Financial Services, LLC07-08-2009
Robert Paul SowdenAllstate Financial Services, LLCAvantax Investment Services, Inc.08-31-2017
Robert Mark HardinAllstate Financial Services, LLCCetera Financial Specialists LLC01-04-2010
Robbie J. HusseinAllstate Financial Services, LLCCountry Capital Management Company02-01-2017
Richard Alan Desimone Jr.Allstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC$10005-28-2015
Ricardo J. ParladeAllstate Financial Services, LLCAllstate Financial Services, LLC10-24-2017
Rene Hernandez Jr.Allstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-23-2019
Rebeca Maria Brito RodriguezAllstate Financial Services, LLCAXA Advisors, LLC08-26-2019
Randall William FreitasAllstate Financial Services, LLCAmeriprise Financial Services, LLC$15009-04-2012
Prentice James SangerAllstate Financial Services, LLCEdward Jones09-19-2012
Peter Lawrence McClureAllstate Financial Services, LLCMetLife Securities Inc.06-23-2009
Patrick Boyd BryantAllstate Financial Services, LLCRaymond James & Associates, Inc.01-03-2014
Ortis M. PyronneauAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-08-2018
Orlando Kemaro SamuelsAllstate Financial Services, LLCSignator Investors, Inc.08-27-2014
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Showing 1 to 25 of 108 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.