Advisers on the Move TEST

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
David Lewis LevittAllstate Financial Services, LLCPruco Securities, LLC.03-31-2020
Scott Joseph WojieAllstate Financial Services, LLCTradition Securities and Derivatives, Inc.08-22-2019
Bryan James BaccaroAllstate Financial Services, LLCAXA Advisors, LLC06-03-2019
James Michael FlanaganAllstate Financial Services, LLCTransamerica Financial Advisors, Inc05-08-2019
Rosa Bony HaroAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2019
Anthony FuccilliAllstate Financial Services, LLCAllstate Financial Services, LLC$2503-20-2019
Sangeeta MalikAllstate Financial Services, LLCNYLIFE Securities LLC03-07-2019
William Bruce Andersen Jr.Allstate Financial Services, LLCAllstate Financial Services, LLC$5012-13-2018
Gennaro CostigliolaAllstate Financial Services, LLCQuest Capital Strategies, Inc.12-11-2018
Robert Irgens BlackAllstate Financial Services, LLCAXA Advisors, LLC11-01-2018
John Ernest ValleAllstate Financial Services, LLCNYLIFE Securities LLC10-31-2018
Craig C. EaglesonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2018
Savas Nick ConstantinouAllstate Financial Services, LLCAXA Advisors, LLC04-18-2018
Lance Gregory KrigsmanAllstate Financial Services, LLCCutler Group, LP01-18-2018
John William KirkpatrickAllstate Financial Services, LLCNYLIFE Securities LLC01-04-2018
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC$1409-26-2017
Jane Tavares TierneyAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.09-15-2017
Kasim Basil CarterAllstate Financial Services, LLCJ.P. Morgan Securities LLC06-02-2017
Steven David MooneyAllstate Financial Services, LLCPark Avenue Securities LLC03-24-2017
Marybeth JulianaAllstate Financial Services, LLCWells Fargo Clearing Services, LLC03-16-2017
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Thomas Christian BirksAllstate Financial Services, LLCAllstate Financial Services, LLC$1001-03-2017
Jesse Maurice BransonAllstate Financial Services, LLCAllstate Financial Services, LLC$101-03-2017
Peter Joseph ZangrilliAllstate Financial Services, LLCFarmers Financial Solutions, LLC11-17-2016
Fred AbramsAllstate Financial Services, LLCAIG Capital Services, Inc.07-20-2016
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Showing 1 to 25 of 61 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.