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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bradley Vint DehavenCentaurus Financial, Inc.Allstate Financial Services, LLC$4101-03-2017
Joshua Justun JonesNorthwestern Mutual Investment Services, LLCAllstate Financial Services, LLC10-10-2016
Peter Ybarra CeledonLincoln Financial Securities CorporationAllstate Financial Services, LLC$108-26-2016
Guillermo Antonio LarcoJ.P. Morgan Securities LLCAllstate Financial Services, LLC05-27-2016
Lorraine Gabrielle JordanUBS Financial Services Inc.Allstate Financial Services, LLC03-24-2016
Brent Allen RupnowAmeriprise Financial Services, Inc.Allstate Financial Services, LLC$5009-28-2015
Igor L AvanesovFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-16-2015
James Morgan VirgoCetera Investment Services LLCAllstate Financial Services, LLC07-08-2015
Derek ButlerHD Vest Investment ServicesAllstate Financial Services, LLC$104-23-2015
Eric Jon Kikuji OrdinarioMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC04-01-2015
Violet I RainwaterCUSO Financial Services, L.P.Allstate Financial Services, LLC02-03-2015
Robert Brennan DawsonAmeriprise Financial Services, Inc.Allstate Financial Services, LLC07-03-2014
Steven Andrew SanchezVALIC Financial Advisors, Inc.Allstate Financial Services, LLC07-01-2014
Gustavo Adolfo UribeSaybrus Equity Services, LLCAllstate Financial Services, LLC04-24-2014
Vanette WingTransamerica Financial Advisors, IncAllstate Financial Services, LLC02-26-2014
Catherine Lynne HeathAmeriprise Financial Services, Inc.Allstate Financial Services, LLC01-03-2014
Alan Bert ColdironLPL Financial LLCAllstate Financial Services, LLC12-01-2013
Richard Virgil GrantSaybrus Equity Services, LLCAllstate Financial Services, LLC10-11-2013
Jose Franciso Pinell GadeaLPL Financial LLCAllstate Financial Services, LLC10-09-2013
Stewart Mcmillan TaylorPruco Securities, LLC.Allstate Financial Services, LLC08-22-2013
Adel Tawfik MorganFarmers Financial Solutions, LLCAllstate Financial Services, LLC04-15-2013
Michael Wayne ArthursNew England SecuritiesAllstate Financial Services, LLC03-25-2013
Pedro CruzMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC02-06-2013
Salvador Trinidad MartinezStrategic Wealth Advisors GroupAllstate Financial Services, LLC11-09-2012
Xavier ZatizabalState Farm VP Management Corp.Allstate Financial Services, LLC11-06-2012
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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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