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
Andrea Marie KrupkaOneAmerica Securities, Inc.Farmers Financial Solutions, LLC12-21-2017
Ashlee Jay CandelariaFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-15-2020
Barbara Lee BiaettFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2020
Barry KaufmanTransamerica Financial Advisors, IncFarmers Financial Solutions, LLC01-09-2019
Carol BridgesFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-16-2017
Christine Marie MorrowAllstate Financial Services, LLCFarmers Financial Solutions, LLC06-01-2012
Cristina Carol EkholmSunStreet Securities, LLCFarmers Financial Solutions, LLC07-17-2017
Dawon A. ColemanBBVA Securities Inc.Farmers Financial Solutions, LLC02-22-2019
Eduardo J. SalidoJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC11-10-2017
Guy Corbett McThenySunStreet Securities, LLCFarmers Financial Solutions, LLC01-04-2010
Jack Allen DelangePlanMember Securities CorporationFarmers Financial Solutions, LLC06-13-2018
James R. WeinrichFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2020
Jason Charles BrandonFBL Marketing Services, LLCFarmers Financial Solutions, LLC05-23-2018
John Allen WhiteFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC05-29-2013
John Richard BuonicontiFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-08-2014
Jonathon Miller O'BrienFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2011
Joseph Peter SchmokerFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC07-11-2017
Mike R. VasquezFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2020
Nicole Anne KittelsonAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-23-2016
Robert Duane HeardFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2011
Robert William DaukWells Fargo Clearing Services, LLCFarmers Financial Solutions, LLC03-11-2019
Steven John LiebzeitThrivent Investment Management Inc.Farmers Financial Solutions, LLC$5011-11-2019
Thomas F PelliteriFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2020

Showing 1 to 23 of 23 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.