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
Joanna Jane BartholomewAllstate Financial Services, LLCPFS Investments Inc.01-28-2019
Darren Vincent PattonAllstate Financial Services, LLCVoya Financial Advisors, Inc.12-18-2018
David Lee WernerAllstate Financial Services, LLCCadaret, Grant & Co., Inc.$5012-06-2018
Scott Sullivan DelaneyAllstate Financial Services, LLCState Farm VP Management Corp.05-29-2018
Daniel Erik ComerAllstate Financial Services, LLCPruco Securities, LLC.01-12-2018
Robert Michael CormellAllstate Financial Services, LLCPark Avenue Securities LLC$1009-14-2017
Susan L. PainterAllstate Financial Services, LLCHorace Mann Investors, Inc.08-29-2017
Margaret M. WrightAllstate Financial Services, LLCMML Investors Services, LLC04-21-2017
Greg Lawrence TeetzelAllstate Financial Services, LLCPNC Investments04-11-2017
Brian William CaseyAllstate Financial Services, LLCWaddell & Reed03-03-2017
Myron Lee NordinAllstate Financial Services, LLCGladstone Wealth Group02-14-2017
Salvatore Michael ScudieroAllstate Financial Services, LLCPrudential Annuities Distributors, Inc02-03-2017
Paul Ronald ReedAllstate Financial Services, LLCAXA Advisors, LLC11-22-2016
Alexander Edward TreeceAllstate Financial Services, LLCPrincipal Securities, Inc.11-09-2016
Carol Lynn BendikAllstate Financial Services, LLCPNC Investments08-24-2016
Fred E. ShearerAllstate Financial Services, LLCNationwide Securities, LLC04-06-2016
Michael Thomas Dipuppo Jr.Allstate Financial Services, LLCMetLife Securities Inc.03-30-2016
Jeffrey Lynn SmithAllstate Financial Services, LLCPFS Investments Inc.01-27-2016
Joseph M. WillseAllstate Financial Services, LLCNYLIFE Securities LLC04-23-2015
Bruce Wendell Carthon Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-26-2015
Thomas Wesley RemmeyAllstate Financial Services, LLCRaymond James Financial Services, Inc.02-05-2015
Scott Payton SprouseAllstate Financial Services, LLCThrivent Investment Management Inc.01-20-2015
Kevin Bradley PalermoAllstate Financial Services, LLCThe Huntington Investment Company01-15-2015
Matthew Wayne RiggsAllstate Financial Services, LLCWaddell & Reed11-21-2014
Christopher Michael McKeeAllstate Financial Services, LLCPark Avenue Securities LLC$1009-19-2014
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Showing 1 to 25 of 57 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.