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
Kevin Eric VanegdomAllstate Financial Services, LLCCountry Capital Management Company03-05-2019
Christopher Craig KautAllstate Financial Services, LLCCountry Capital Management Company10-30-2018
Robert Dean YoungAllstate Financial Services, LLCMML Investors Services, LLC10-30-2018
Lee Louise MackessyAllstate Financial Services, LLCWells Fargo Clearing Services, LLC$103-02-2018
James Donald HammerAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-22-2018
Chad Ray ErwinAllstate Financial Services, LLCState Farm VP Management Corp.02-05-2018
Dennis Albert KaiserAllstate Financial Services, LLCPrudential Annuities Distributors, Inc11-24-2017
Christopher WalkerAllstate Financial Services, LLCKey Investment Services LLC10-05-2017
Kevin Leslie GaraskyAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC09-20-2017
Colin Francis JohnsonAllstate Financial Services, LLCStira Capital Markets Group, LLC$2510-04-2016
Tracy Allan SchaffAllstate Financial Services, LLCM Holdings Securities, Inc.06-01-2016
Jed Albert FisherAllstate Financial Services, LLCPFS Investments Inc.03-28-2016
Casey James WassellAllstate Financial Services, LLCCountry Capital Management Company$2509-23-2015
Shelby Layne IversonAllstate Financial Services, LLCState Farm VP Management Corp.09-03-2015
Don EspinozaAllstate Financial Services, LLCState Farm VP Management Corp.05-13-2015
Nancy Sue RussellAllstate Financial Services, LLCNYLIFE Securities LLC01-16-2015
Laurence Eugene DevallAllstate Financial Services, LLCLincoln Financial Advisors Corporation10-27-2014
Mark Sun June YangAllstate Financial Services, LLCPruco Securities, LLC.$2510-06-2014
Gary Douglas BlatterAllstate Financial Services, LLCHornor, Townsend & Kent, LLC$102-05-2014
Kevin Paul SharmanAllstate Financial Services, LLCKey Investment Services LLC$106-06-2013
David KassalaAllstate Financial Services, LLCState Farm VP Management Corp.01-28-2013
Aaron Christopher MesarosAllstate Financial Services, LLCU.S. Bancorp Investments, Inc.10-05-2011
Mark Lee JacobsonAllstate Financial Services, LLCFarmers Financial Solutions, LLC07-08-2011
Lynn Ross Van HoutenAllstate Financial Services, LLCSymetra Investment Services, Inc.$5006-30-2011
Jay Phillip HillAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-24-2011
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Showing 1 to 25 of 35 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.

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