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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Justin D. ParkerAllstate Financial Services, LLCState Farm VP Management Corp.09-20-2017
Jeffrey Mark NicholsAllstate Financial Services, LLCState Farm VP Management Corp.09-15-2017
Danese Michelle TrembleAllstate Financial Services, LLCState Farm VP Management Corp.12-21-2016
Michael J. MelvinAllstate Financial Services, LLCState Farm VP Management Corp.12-21-2016
Daniel Vincent McguireAllstate Financial Services, LLCState Farm VP Management Corp.09-28-2016
Jeremy Michael WhaleyAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2016
David Leslie Pedersen Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-22-2016
Kyle Brandon BradshawAllstate Financial Services, LLCState Farm VP Management Corp.02-01-2016
Timothy Jonathan BascomAllstate Financial Services, LLCState Farm VP Management Corp.01-26-2016
Kelly Louise DavisAllstate Financial Services, LLCState Farm VP Management Corp.01-15-2013
Michael Angelo ArcentalesAllstate Financial Services, LLCState Farm VP Management Corp.01-15-2013
Denise Ann ParkerAllstate Financial Services, LLCState Farm VP Management Corp.$50010-14-2011
Julie Murphy PierceAllstate Financial Services, LLCState Farm VP Management Corp.06-02-2011
Jeffrey Daniel CatoAllstate Financial Services, LLCState Farm VP Management Corp.08-27-2010
Gilbert David Carreras Jr.Allstate Financial Services, LLCState Farm VP Management Corp.$25006-01-2009

Showing 1 to 15 of 15 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.