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
Alexander AliceaAllstate Financial Services, LLCJ.P. Morgan Securities LLC02-25-2015
Alexander BlancoAllstate Financial Services, LLCMML Investors Services, LLC04-22-2010
Anthony NigroAllstate Financial Services, LLCPruco Securities, LLC.$5002-16-2017
Corbett E. Yarbrough Sr.Allstate Financial Services, LLCSecurian Financial Services, Inc.08-04-2017
Danese Michelle TrembleAllstate Financial Services, LLCState Farm VP Management Corp.12-21-2016
Daniel Belzasar TerceroAllstate Financial Services, LLCWells Fargo Clearing Services, LLC04-27-2012
Daniel V. McGuireAllstate Financial Services, LLCState Farm VP Management Corp.09-28-2016
David Leslie Pedersen Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-22-2016
Deanna Chamagne WilliamsAllstate Financial Services, LLCBBVA Securities Inc.12-03-2013
Denise Ann ParkerAllstate Financial Services, LLCState Farm VP Management Corp.10-14-2011
Donald Michael JankowskiAllstate Financial Services, LLCFifth Third Securities, Inc.$6511-09-2016
Eric Orlando RiveraAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2017
Erik David MacmurrayAllstate Financial Services, LLCMetLife Securities Inc.11-04-2009
Evelyn Spahalic PolstonAllstate Financial Services, LLCJ.P. Morgan Securities LLC04-13-2017
Gilbert David Carreras Jr.Allstate Financial Services, LLCState Farm VP Management Corp.06-01-2009
Gretchan Leigh LangleyAllstate Financial Services, LLCPruco Securities, LLC.05-04-2010
Ismael DelgadoAllstate Financial Services, LLCMML Investors Services, LLC11-15-2013
James Michael MurphyAllstate Financial Services, LLCNew England Securities$2504-19-2013
Jason GrahamAllstate Financial Services, LLCPark Avenue Securities LLC02-28-2017
Jeffrey Andrew BowenAllstate Financial Services, LLCCalton & Associates, Inc.04-29-2019
Jeffrey Daniel CatoAllstate Financial Services, LLCState Farm VP Management Corp.08-27-2010
Jeremy Michael WhaleyAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2016
John Vincent KellyAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2013
Julie Lynn RussellAllstate Financial Services, LLCMetLife Securities Inc.$2510-29-2015
Julie Murphy PierceAllstate Financial Services, LLCState Farm VP Management Corp.06-02-2011
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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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