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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Patrick Joseph SheridanAllstate Financial Services, LLCMetLife Securities Inc.01-12-2009
Pratibha Kanakmal KatariyaAllstate Financial Services, LLCWells Fargo Clearing Services, LLC03-02-2009
Justin David DopplerAllstate Financial Services, LLCLombard International Distribution Company06-05-2009
Ronald Francis MurthaAllstate Financial Services, LLCAmeritas Investment Company, LLC08-10-2009
Stuart Harold LantzAllstate Financial Services, LLCSummit Equities, Inc.05-13-2010
James Michael DerosaAllstate Financial Services, LLCAmeritas Investment Company, LLC07-20-2010
James Edward FamulaAllstate Financial Services, LLCRoyal Alliance Associates, Inc.11-11-2010
Susan Nell LloydAllstate Financial Services, LLCChase Investment Services Corp.04-01-2011
Reuel Moore Sr.Allstate Financial Services, LLCAXA Advisors, LLC06-21-2011
David Robert LiebermanAllstate Financial Services, LLCPruco Securities, LLC.08-15-2011
Brendan T SheehanAllstate Financial Services, LLCPNC Investments01-24-2012
Keith MotuseskyAllstate Financial Services, LLCCapital Asset Advisory Services, LLC04-11-2012
Mark John UllmannAllstate Financial Services, LLCState Farm VP Management Corp.05-21-2012
Melissa Donati SmithAllstate Financial Services, LLCPuritan Brokerage Services, Inc.05-22-2012
Robert Thomas KnoxAllstate Financial Services, LLCPruco Securities, LLC.07-12-2012
James Uriel MarreroAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC08-10-2012
Andrew Beyer HeinzAllstate Financial Services, LLCNYLIFE Securities LLC11-08-2012
Gregory AdamoAllstate Financial Services, LLCNational Asset Management, Inc.$5001-02-2013
Karin Audra WesselAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC01-02-2013
Satinder K TuckerAllstate Financial Services, LLCPNC Investments08-15-2013
Bruce Michael ColesAllstate Financial Services, LLCState Farm VP Management Corp.08-21-2013
Berk DemirbulakliAllstate Financial Services, LLCCapital One Investment Services LLC09-05-2013
Ricardo A DuranAllstate Financial Services, LLCState Farm VP Management Corp.09-09-2013
Mark Alexander DavisAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC10-22-2013
Brian JefferyAllstate Financial Services, LLCPruco Securities, LLC.07-23-2014
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Showing 1 to 25 of 61 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.