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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Fred AbramsAllstate Financial Services, LLCAIG Capital Services, Inc.07-20-2016
James Michael DerosaAllstate Financial Services, LLCAmeritas Investment Company, LLC$5007-20-2010
Ronald Francis MurthaAllstate Financial Services, LLCAmeritas Investment Company, LLC08-10-2009
Lance Gregory KrigsmanAllstate Financial Services, LLCCutler Group, LP01-18-2018
Bryan James BaccaroAllstate Financial Services, LLCEquitable Advisors, LLC06-03-2019
Peter Joseph ZangrilliAllstate Financial Services, LLCFarmers Financial Solutions, LLC11-17-2016
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-26-2017
Justin David DopplerAllstate Financial Services, LLCLombard International Distribution Company$2506-05-2009
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Craig C EaglesonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2018
Patrick Joseph SheridanAllstate Financial Services, LLCMetLife Securities Inc.01-12-2009
Vincent MiseoAllstate Financial Services, LLCMML Investors Services, LLC01-28-2016
Michael Anthony TrabuccoAllstate Financial Services, LLCMML Investors Services, LLC08-13-2015
Karin Audra WesselAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC01-02-2013
Sangeeta MalikAllstate Financial Services, LLCNYLIFE Securities LLC03-07-2019
John Ernest ValleAllstate Financial Services, LLCNYLIFE Securities LLC10-31-2018
Andrew Beyer HeinzAllstate Financial Services, LLCNYLIFE Securities LLC11-08-2012
Scott Albert MullerAllstate Financial Services, LLCPacific Select Distributors, LLC02-20-2015
William Daniel MaddenAllstate Financial Services, LLCPark Avenue Securities LLC$5011-24-2015
Hurong LouAllstate Financial Services, LLCPruco Securities, LLC.06-26-2020
David Lewis LevittAllstate Financial Services, LLCPruco Securities, LLC.03-31-2020
Brian JefferyAllstate Financial Services, LLCPruco Securities, LLC.07-23-2014
David Robert LiebermanAllstate Financial Services, LLCPruco Securities, LLC.08-15-2011
Gennaro CostigliolaAllstate Financial Services, LLCQuest Capital Strategies, Inc.12-11-2018
Bruce Michael ColesAllstate Financial Services, LLCState Farm VP Management Corp.08-21-2013
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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.