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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sangeeta MalikAllstate Financial Services, LLCNYLIFE Securities LLC03-07-2019
Gennaro CostigliolaAllstate Financial Services, LLCQuest Capital Strategies, Inc.$112-11-2018
Robert Irgens BlackAllstate Financial Services, LLCAXA Advisors, LLC11-01-2018
Craig C. EaglesonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2018
Lance Gregory KrigsmanAllstate Financial Services, LLCCutler Group, LP01-18-2018
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC$109-26-2017
Jane Tavares TierneyAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.09-15-2017
Joan L. CheckAllstate Financial Services, LLCFarmers Financial Solutions, LLC06-21-2017
Kasim Basil CarterAllstate Financial Services, LLCJ.P. Morgan Securities LLC$106-02-2017
Adam Colin DesimoneAllstate Financial Services, LLCTerranova Capital Equities, Inc06-01-2017
Steven David MooneyAllstate Financial Services, LLCPark Avenue Securities LLC03-24-2017
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Peter Joseph ZangrilliAllstate Financial Services, LLCFarmers Financial Solutions, LLC11-17-2016
Fred AbramsAllstate Financial Services, LLCAIG Capital Services, Inc.07-20-2016
Michael James WellsAllstate Financial Services, LLCSaybrus Equity Services, LLC03-01-2016
Vincent MiseoAllstate Financial Services, LLCMML Investors Services, LLC01-28-2016
William Daniel MaddenAllstate Financial Services, LLCPark Avenue Securities LLC$5011-24-2015
Mitchell Arthur GurlandAllstate Financial Services, LLCAXA Advisors, LLC08-26-2015
Michael Anthony TrabuccoAllstate Financial Services, LLCMML Investors Services, LLC08-13-2015
Kevin James GarciaAllstate Financial Services, LLCPFS Investments Inc.06-11-2015
Scott Albert MullerAllstate Financial Services, LLCPacific Select Distributors, LLC02-20-2015
Brian Edward BiehlAllstate Financial Services, LLCMeeder Advisory Services, Inc.12-22-2014
Dennis Michael DinsmoreAllstate Financial Services, LLCAmeritas Investment Corp.11-07-2014
Brian JefferyAllstate Financial Services, LLCPruco Securities, LLC.07-23-2014
Mark Alexander DavisAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-22-2013
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Showing 1 to 25 of 48 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.


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