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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Troy Kalani WeinbergAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-06-2016
Timothy Jonathan BascomAllstate Financial Services, LLCState Farm VP Management Corp.01-26-2016
Robert Paul SowdenAllstate Financial Services, LLCHD Vest Investment Services08-31-2017
Robert Mark HardinAllstate Financial Services, LLCCetera Financial Specialists LLC01-04-2010
Robbie J. HusseinAllstate Financial Services, LLCCountry Capital Management Company02-01-2017
Rene Hernandez Jr.Allstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-23-2019
Randall William FreitasAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$15009-04-2012
Peter Lawrence McClureAllstate Financial Services, LLCMetLife Securities Inc.06-23-2009
Michael J. MelvinAllstate Financial Services, LLCState Farm VP Management Corp.12-21-2016
Michael Angelo ArcentalesAllstate Financial Services, LLCState Farm VP Management Corp.01-15-2013
Mark Joshua MenahemAllstate Financial Services, LLCW&S Brokerage Services, Inc.10-01-2014
Mariela Maite EmblidgeAllstate Financial Services, LLCWells Fargo Clearing Services, LLC04-28-2014
Maria L. MoralesAllstate Financial Services, LLCAXA Advisors, LLC05-30-2013
Lance StephensAllstate Financial Services, LLCPruco Securities, LLC.07-17-2018
Kyle Brandon BradshawAllstate Financial Services, LLCState Farm VP Management Corp.02-01-2016
Kimberly Nicole DonaldsonAllstate Financial Services, LLCJ.W. Cole Financial, Inc.02-06-2019
Kevin T. KlippAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-24-2014
Kennister Ulesley DaleyAllstate Financial Services, LLCDawson James Securities, Inc.$2503-29-2016
Kelly Louise DavisAllstate Financial Services, LLCState Farm VP Management Corp.01-15-2013
Justin D. ParkerAllstate Financial Services, LLCState Farm VP Management Corp.09-20-2017
Julie Murphy PierceAllstate Financial Services, LLCState Farm VP Management Corp.06-02-2011
Julie Lynn RussellAllstate Financial Services, LLCMetLife Securities Inc.$2510-29-2015
John Vincent KellyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2013
Jeremy Michael WhaleyAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2016
Jeffrey Daniel CatoAllstate Financial Services, LLCState Farm VP Management Corp.08-27-2010
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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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