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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Celestine ConyersAllstate Financial Services, LLCAllstate Financial Services, LLC08-13-2013
Christopher Richard RubyAllstate Financial Services, LLCLincoln Financial Advisors Corporation05-04-2017
Daniel Brian SmithAllstate Financial Services, LLCInfinex Investments, Inc.03-10-2017
David Richard HeanAllstate Financial Services, LLCState Farm VP Management Corp.06-25-2010
David Ryan BowenAllstate Financial Services, LLCMetLife Securities Inc.01-24-2017
David Scott GoldmanAllstate Financial Services, LLCChapin, Davis$2505-01-2014
Dawn M. BoorAllstate Financial Services, LLCM&T Securities, Inc.01-03-2018
Deborah Ann FreedAllstate Financial Services, LLCAllstate Financial Services, LLC05-14-2019
Deborah Ann FreedAllstate Financial Services, LLCHorace Mann Investors, Inc.04-25-2011
Duncan May IVAllstate Financial Services, LLCAllstate Financial Services, LLC08-24-2010
Edward Francis Toole Jr.Allstate Financial Services, LLCPark Avenue Securities LLC11-02-2015
Haughton Athol BowenAllstate Financial Services, LLCNYLIFE Securities LLC03-28-2012
Isikilu Dotun AkindeAllstate Financial Services, LLCPFS Investments Inc.09-19-2011
John Daniel SalanAllstate Financial Services, LLCNationwide Securities, LLC02-01-2013
John T. Watson Jr.Allstate Financial Services, LLCMetLife Securities Inc.12-07-2009
John William DixonAllstate Financial Services, LLCMML Investors Services, LLC01-02-2020
Jose D ConstantinoAllstate Financial Services, LLCPNC Investments11-03-2011
Katarina SteinAllstate Financial Services, LLCCharles Schwab & Co., Inc.04-18-2018
Mazen Samir MasriAllstate Financial Services, LLCAllstate Financial Services, LLC02-03-2011
Michael Andre WeaverAllstate Financial Services, LLCPFS Investments Inc.03-05-2013
Michael Andrew MasciaAllstate Financial Services, LLCAllstate Financial Services, LLC03-30-2017
Michael Anthony Augerinos Jr.Allstate Financial Services, LLCLPL Financial LLC06-05-2012
Michael Francis HutchisonAllstate Financial Services, LLCPruco Securities, LLC.$1005-18-2015
Michael J. WallachAllstate Financial Services, LLCNYLIFE Securities LLC02-22-2018
Patrice SiencheAllstate Financial Services, LLCPFS Investments Inc.01-27-2012
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Showing 1 to 25 of 34 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.