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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carey Lynn AlexanderAllstate Financial Services, LLCPrincipal Securities, Inc.01-12-2018
Daniel Erik ComerAllstate Financial Services, LLCPruco Securities, LLC.01-12-2018
Rob Lee MathesAllstate Financial Services, LLCOneAmerica Securities, Inc.01-17-2018
Lance Gregory KrigsmanAllstate Financial Services, LLCCutler Group, LP01-18-2018
Chad Ray ErwinAllstate Financial Services, LLCState Farm VP Management Corp.02-05-2018
Darrell Allen McLaughlinAllstate Financial Services, LLCParkland Securities, LLC02-09-2018
James D. HammerAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-22-2018
Lee Louise MackessyAllstate Financial Services, LLCWells Fargo Clearing Services, LLC03-02-2018
Coleton BooneAllstate Financial Services, LLCUBS Financial Services Inc.03-06-2018
Daniel F. DuvaAllstate Financial Services, LLCAdvisors Asset Management, Inc.04-03-2018
James Neil ArkinAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.$1004-19-2018
Roxana Esperanza SolorzanoAllstate Financial Services, LLCHaydel, Biel & Associates04-23-2018
Benjamin L. ArndtAllstate Financial Services, LLCState Farm VP Management Corp.04-25-2018
Alan Michael RomeroAllstate Financial Services, LLCBBVA Securities Inc.$6205-14-2018
Charles Oliver Pickett Jr.Allstate Financial Services, LLCCetera Advisor Networks LLC$1005-24-2018
Adam Joshua PaganettiAllstate Financial Services, LLCPFS Investments Inc.05-25-2018
Craig C. EaglesonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2018
Hilary Kate WilliamsAllstate Financial Services, LLCQuest Capital Strategies, Inc.06-12-2018
Jason Howell PoffAllstate Financial Services, LLCLPL Financial LLC06-15-2018
Arthur Allen BlairAllstate Financial Services, LLCSovereign Wealth Advisors LLC06-15-2018
Norberto Hurtado RuizAllstate Financial Services, LLCCetera Advisor Networks LLC06-20-2018
Eric Matthew SavacoolAllstate Financial Services, LLCTransamerica Financial Advisors, Inc06-27-2018
Fernando MoralesAllstate Financial Services, LLCW&S Brokerage Services, Inc.07-02-2018
Nicholas Justin DickinsonAllstate Financial Services, LLCInvestment Professionals, Inc.$15007-13-2018
Tyler Wayne EriksonAllstate Financial Services, LLCOneAmerica Securities, Inc.07-16-2018
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Showing 1 to 25 of 58 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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