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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abraham James KaltsasAllstate Financial Services, LLCAmeriprise Financial Services, Inc.$15003-10-2016
Adam Joshua PaganettiAllstate Financial Services, LLCPFS Investments Inc.05-25-2018
Adam Steven RibackAllstate Financial Services, LLCNational Securities Corporation$10001-13-2016
Alaine Danielle MacdougallAllstate Financial Services, LLCNYLIFE Securities LLC12-09-2016
Alex Robert JohnsonAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-11-2016
Amos GeviliAllstate Financial Services, LLCMML Investors Services, LLC03-28-2019
Andrew Anthony CambriaAllstate Financial Services, LLCMetLife Securities Inc.12-02-2011
Andrew David SikoraAllstate Financial Services, LLCPaychex Securities Corporation$10011-29-2010
Andrew L SteatesAllstate Financial Services, LLCPruco Securities, LLC.08-05-2016
Anthony Joseph Pullinzi Jr.Allstate Financial Services, LLCMML Investors Services, LLC10-02-2019
Arslanamin ShahAllstate Financial Services, LLCMML Investors Services, LLC03-27-2019
Brian Scott SurafAllstate Financial Services, LLCKey Investment Services LLC01-25-2018
Brian William SextonAllstate Financial Services, LLCPHX Financial, Inc.10-16-2019
Carl David HelbigAllstate Financial Services, LLCState Farm VP Management Corp.$50012-15-2009
Charles Jason NoonanAllstate Financial Services, LLCState Farm VP Management Corp.03-14-2017
Christopher Stephen O'DellAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-08-2012
Craig Alanson PapkeAllstate Financial Services, LLCState Farm VP Management Corp.04-12-2017
Daniel Edward DalinAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-08-2016
Darren Randall SetAllstate Financial Services, LLCCitigroup Global Markets Inc.11-15-2010
Darwin Tak WongAllstate Financial Services, LLCState Farm VP Management Corp.$10007-01-2009
Daryl Robert RoweAllstate Financial Services, LLCMetLife Securities Inc.$25005-17-2012
David Gordon FellAllstate Financial Services, LLCMetLife Securities Inc.$10008-24-2012
Dennis Richard MurphyAllstate Financial Services, LLCPruco Securities, LLC.07-13-2018
Donald Clark MarriottAllstate Financial Services, LLCHazard & Siegel, Inc.03-19-2014
Earl Keith CoyAllstate Financial Services, LLCAvantax Investment Services, Inc.$25006-11-2009
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Showing 1 to 25 of 123 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.


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