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
Josef D. McCoyPruco Securities, LLC.Farmers Financial Solutions, LLC12-09-2019
Steven John LiebzeitThrivent Investment Management Inc.Farmers Financial Solutions, LLC$50011-11-2019
Lien T. DangLincoln Financial Securities CorporationFarmers Financial Solutions, LLC11-01-2019
Kenneth P. RichardsSecurities America, Inc.Farmers Financial Solutions, LLC11-01-2019
Alan D. SandersMutual of Omaha Investor Services, Inc.Farmers Financial Solutions, LLC$10010-29-2019
Gregory Reid DavisPruco Securities, LLC.Farmers Financial Solutions, LLC10-29-2019
Aaron Demond CampbellAllstate Financial Services, LLCFarmers Financial Solutions, LLC$15010-28-2019
Craig Andrew MillerMML Investors Services, LLCFarmers Financial Solutions, LLC10-22-2019
Dale W. WalkerFinancial Sense Securities, Inc.Farmers Financial Solutions, LLC10-01-2019
David Lloyd BrundageAllstate Financial Advisors, LLCFarmers Financial Solutions, LLC10-01-2019
John E. FadalLion Street Financial, LLCFarmers Financial Solutions, LLC10-01-2019
David James HarrisVoya Financial Advisors, Inc.Farmers Financial Solutions, LLC09-23-2019
Brent James ReedEdward JonesFarmers Financial Solutions, LLC09-11-2019
Douglas RoycePruco Securities, LLC.Farmers Financial Solutions, LLC09-10-2019
Maria A. MartinezTransamerica Financial Advisors, IncFarmers Financial Solutions, LLC09-09-2019
Fady Gabriel NahhasCitizens Securities, Inc.Farmers Financial Solutions, LLC09-04-2019
Thomas Edward BloemkeLPL Financial LLCFarmers Financial Solutions, LLC$50009-03-2019
Christopher Bernard LindenbuschWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Farmers Financial Solutions, LLC08-30-2019
Ryan S BradenOneAmerica Securities, Inc.Farmers Financial Solutions, LLC08-15-2019
Jorge M. MaderoLPL Financial LLCFarmers Financial Solutions, LLC$10008-12-2019
Andrew GoodwinBankers Life Securities, Inc.Farmers Financial Solutions, LLC08-12-2019
Sonny Truong HodacSupreme Alliance LLCFarmers Financial Solutions, LLC07-23-2019
John Patrick BoldenLPL Financial LLCFarmers Financial Solutions, LLC$15007-16-2019
Glenn Paul JohnsonMWA Financial Services Inc.Farmers Financial Solutions, LLC07-16-2019
Eda Janeth VelazquezJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC07-12-2019
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Showing 1 to 25 of 395 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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