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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Andrew BowenAllstate Financial Services, LLCCalton & Associates, Inc.04-29-2019
Rene Hernandez Jr.Allstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-23-2019
Kimberly Nicole DonaldsonAllstate Financial Services, LLCJ.W. Cole Financial, Inc.02-06-2019
Lance StephensAllstate Financial Services, LLCPruco Securities, LLC.07-17-2018
Eric Orlando RiveraAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2017
Justin D. ParkerAllstate Financial Services, LLCState Farm VP Management Corp.09-20-2017
Robert Paul SowdenAllstate Financial Services, LLCHD Vest Investment Services08-31-2017
Corbett E. Yarbrough Sr.Allstate Financial Services, LLCSecurian Financial Services, Inc.08-04-2017
Evelyn Spahalic PolstonAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-13-2017
Jason GrahamAllstate Financial Services, LLCPark Avenue Securities LLC02-28-2017
Anthony NigroAllstate Financial Services, LLCPruco Securities, LLC.$5002-16-2017
Robbie J. 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
Donald Michael JankowskiAllstate Financial Services, LLCFifth Third Securities, Inc.$6511-09-2016
Daniel V. McGuireAllstate Financial Services, LLCState Farm VP Management Corp.09-28-2016
Troy Kalani WeinbergAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-06-2016
Kennister Ulesley DaleyAllstate Financial Services, LLCDawson James Securities, Inc.$2503-29-2016
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
Julie Lynn RussellAllstate Financial Services, LLCMetLife Securities Inc.$2510-29-2015
Alexander AliceaAllstate Financial Services, LLCJ.P. Morgan Securities LLC02-25-2015
Mark Joshua MenahemAllstate Financial Services, LLCW&S Brokerage Services, Inc.10-01-2014
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Showing 1 to 25 of 45 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.

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