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
Tony KangAllstate Financial Services, LLCNational Securities Corporation03-08-2019
Todd Matthew RenihanAllstate Financial Services, LLCAXA Advisors, LLC01-28-2009
Stephen PetersenAllstate Financial Services, LLCInteractive Financial Advisors09-21-2018
Scott David PuigAllstate Financial Services, LLCMetLife Securities Inc.09-23-2013
Scott Charles SebestinAllstate Financial Services, LLCCountry Capital Management Company06-16-2011
Ryan Michael WilkinsonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC05-27-2016
Robert Dean KribbsAllstate Financial Services, LLCPark Avenue Securities LLC03-10-2009
Nicholas A FritchenAllstate Financial Services, LLCState Farm VP Management Corp.09-06-2013
Michael Joseph CluckAllstate Financial Services, LLCFarmers Financial Solutions, LLC03-23-2017
Michael J La ChapelleAllstate Financial Services, LLCAXA Advisors, LLC04-18-2019
Matthew Donald EllingsonAllstate Financial Services, LLCCountry Capital Management Company08-25-2011
Larry Michael TomaszewskiAllstate Financial Services, LLCAXA Advisors, LLC01-20-2010
Kristoffer Urbano NequinAllstate Financial Services, LLCAllstate Distributors, L.L.C.01-09-2013
Kevin J. TaalmanAllstate Financial Services, LLCTIAA-CREF Individual & Institutional Services, LLC$10004-19-2013
John Julius PaciorekAllstate Financial Services, LLCCountry Capital Management Company01-30-2009
John Joseph PiotrowiczAllstate Financial Services, LLCNYLIFE Securities LLC06-04-2010
Jody L. PulliumAllstate Financial Services, LLCPNC Investments10-31-2013
Jason Gregory EricksonAllstate Financial Services, LLCWaddell & Reed08-16-2013
Gregory Howard KampAllstate Financial Services, LLCMML Investors Services, LLC03-19-2012
Diana Marie GrableAllstate Financial Services, LLCU.S. Bancorp Investments, Inc.11-20-2012
Derrick Scott KellyAllstate Financial Services, LLCBankers Life Securities, Inc.11-01-2018
David Charles Mace Jr.Allstate Financial Services, LLCCountry Capital Management Company05-07-2012
Daniel Edward FitzgeraldAllstate Financial Services, LLCHorace Mann Investors, Inc.07-14-2015
Brian Edward StreemAllstate Financial Services, LLCAllstate Distributors, L.L.C.04-08-2016
Anthony Mario CarielloAllstate Financial Services, LLCW&S Brokerage Services, Inc.01-12-2011
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Showing 1 to 25 of 26 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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