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.

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Recruiting Scoreboard (Q4 2020)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Hurong LouAllstate Financial Services, LLCPruco Securities, LLC.06-26-2020
David Lewis LevittAllstate Financial Services, LLCPruco Securities, LLC.03-31-2020
Bryan James BaccaroAllstate Financial Services, LLCEquitable Advisors, LLC06-03-2019
Sangeeta MalikAllstate Financial Services, LLCNYLIFE Securities LLC03-07-2019
Gennaro CostigliolaAllstate Financial Services, LLCQuest Capital Strategies, Inc.12-11-2018
John Ernest ValleAllstate Financial Services, LLCNYLIFE Securities LLC10-31-2018
Craig C EaglesonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2018
Lance Gregory KrigsmanAllstate Financial Services, LLCCutler Group, LP01-18-2018
Arthur Barry HenryAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-26-2017
Marybeth JulianaAllstate Financial Services, LLCWells Fargo Clearing Services, LLC03-16-2017
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Peter Joseph ZangrilliAllstate Financial Services, LLCFarmers Financial Solutions, LLC11-17-2016
Fred AbramsAllstate Financial Services, LLCAIG Capital Services, Inc.07-20-2016
Vincent MiseoAllstate Financial Services, LLCMML Investors Services, LLC01-28-2016
William Daniel MaddenAllstate Financial Services, LLCPark Avenue Securities LLC$5011-24-2015
Michael Anthony TrabuccoAllstate Financial Services, LLCMML Investors Services, LLC08-13-2015
Scott Albert MullerAllstate Financial Services, LLCPacific Select Distributors, LLC02-20-2015
Brian JefferyAllstate Financial Services, LLCPruco Securities, LLC.07-23-2014
Bruce Michael ColesAllstate Financial Services, LLCState Farm VP Management Corp.08-21-2013
Karin Audra WesselAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC01-02-2013
Andrew Beyer HeinzAllstate Financial Services, LLCNYLIFE Securities LLC11-08-2012
Mark John UllmannAllstate Financial Services, LLCState Farm VP Management Corp.$2505-21-2012
David Robert LiebermanAllstate Financial Services, LLCPruco Securities, LLC.08-15-2011
James Michael DerosaAllstate Financial Services, LLCAmeritas Investment Company, LLC$5007-20-2010
Ronald Francis MurthaAllstate Financial Services, LLCAmeritas Investment Company, LLC08-10-2009
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Showing 1 to 25 of 28 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.