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
Daniel Erik ComerAllstate Financial Services, LLCPruco Securities, LLC.01-12-2018
Margaret M. WrightAllstate Financial Services, LLCMML Investors Services, LLC04-21-2017
Brian William CaseyAllstate Financial Services, LLCWaddell & Reed03-03-2017
Myron Lee NordinAllstate Financial Services, LLCGladstone Wealth Group02-14-2017
Carol Lynn BendikAllstate Financial Services, LLCPNC Investments08-24-2016
Fred E. ShearerAllstate Financial Services, LLCNationwide Securities, LLC04-06-2016
Bruce Wendell Carthon Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-26-2015
Kevin Bradley PalermoAllstate Financial Services, LLCThe Huntington Investment Company01-15-2015
Dennis Michael PellegrinoAllstate Financial Services, LLCMML Investors Services, LLC09-08-2014
Geetu MistryAllstate Financial Services, LLCCitizens Securities, Inc.08-06-2014
Jonathan R. ReesAllstate Financial Services, LLCNYLIFE Securities LLC07-16-2014
Michael David BulzoniAllstate Financial Services, LLCQuest Capital Strategies, Inc.06-23-2014
Ryan D. WhiteheadAllstate Financial Services, LLCState Farm VP Management Corp.03-10-2014
Ryan Edward NicholsAllstate Financial Services, LLCAllstate Distributors, L.L.C.03-03-2014
Jeffrey J. TrojanAllstate Financial Services, LLCThe O.N. Equity Sales Company10-21-2013
Brian William WrightAllstate Financial Services, LLCThe Huntington Investment Company10-09-2013
Cynthia Ann WalkerAllstate Financial Services, LLCAXA Advisors, LLC05-15-2013
Matthew John HoffmanAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-12-2012
Brendan Colin SchuckAllstate Financial Services, LLCPrudential Annuities Distributors, Inc08-10-2012
Robert Alan Fanell Sr.Allstate Financial Services, LLCLPL Financial LLC01-04-2012
Andrea Barfield BolgerAllstate Financial Services, LLCAllstate Distributors, L.L.C.12-09-2011
Michael Theodore ZelinskyAllstate Financial Services, LLCPruco Securities, LLC.10-01-2011
John Michael NorciaAllstate Financial Services, LLCProEquities, Inc.07-12-2011
Rajesh KhullarAllstate Financial Services, LLCNew England Securities02-11-2011
Michael L. ConwayAllstate Financial Services, LLCPNC Investments10-01-2010
Next Page »

Showing 1 to 25 of 37 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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