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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nathan Alexander PenhaAllstate Financial Services, LLCAIG Capital Services, Inc.$103-22-2019
Ortis Milfort PyronneauAllstate Financial Services, LLCJ.P. Morgan Securities LLC10-08-2018
James Duncan McgaryAllstate Financial Services, LLCMML Investors Services, LLC02-28-2018
William Ambrose DugganAllstate Financial Services, LLCFisher Investments$5002-20-2018
John Michael ClementsAllstate Financial Services, LLCCetera Investment Services LLC$2501-16-2018
Eric Orlando RiveraAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2017
Justin Douglas ParkerAllstate Financial Services, LLCState Farm VP Management Corp.09-20-2017
Robert Paul SowdenAllstate Financial Services, LLCHD Vest Investment Services08-31-2017
Sandra Ann SambitoAllstate Financial Services, LLCWells Fargo Clearing Services, LLC08-29-2017
Susan Claire FarverAllstate Financial Services, LLCMML Investors Services, LLC08-11-2017
Corbett Edward Yarbrough Sr.Allstate Financial Services, LLCSecurian Financial Services, Inc.08-04-2017
Jason Wayne HollingsworthAllstate Financial Services, LLCSecurities America, Inc.07-31-2017
Donald Eugene OggAllstate Financial Services, LLCVoya Financial Advisors, Inc.07-17-2017
Alton Ryan LumpkinAllstate Financial Services, LLCFidelity Brokerage Services LLC04-19-2017
Evelyn Spahalic PolstonAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-13-2017
Charles Wilmette WrightAllstate Financial Services, LLCTransamerica Financial Advisors, Inc04-06-2017
Jason GrahamAllstate Financial Services, LLCPark Avenue Securities LLC02-28-2017
Anthony Nmn NigroAllstate Financial Services, LLCPruco Securities, LLC.$5002-16-2017
Mimi Yvette BlairAllstate Financial Services, LLCState Farm VP Management Corp.02-16-2017
Robbie Jamal HusseinAllstate Financial Services, LLCCountry Capital Management Company02-01-2017
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
Anthony J MendezAllstate Financial Services, LLCW&S Brokerage Services, Inc.11-30-2016
Mircea CorchesAllstate Financial Services, LLCPruco Securities, LLC.11-23-2016
Donald Michael JankowskiAllstate Financial Services, LLCFifth Third Securities, Inc.$6511-09-2016
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Showing 1 to 25 of 85 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.

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