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.

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Recruiting Scoreboard (Q4 2020)

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Recruiting Losses

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Net Gains

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Net Losses

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Veronica Ruby JaureguiAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-09-2018
Kevin Marcel McWhorterAllstate Financial Services, LLCFarmers Financial Solutions, LLC09-16-2015
David John PintoAmeriprise Financial Services, LLCFarmers Financial Solutions, LLC04-20-2018
Kevin William CrowleyAvantax Investment Services, Inc.Farmers Financial Solutions, LLC07-11-2018
Mark Boun LauAvantax Investment Services, Inc.Farmers Financial Solutions, LLC08-30-2016
Laurie Kay KyroAW SecuritiesFarmers Financial Solutions, LLC$1,00002-16-2010
Andrew GoodwinBankers Life Securities, Inc.Farmers Financial Solutions, LLC08-12-2019
Sneha Dhar KarihalooCharles Schwab & Co., Inc.Farmers Financial Solutions, LLC03-29-2018
Derek Joseph McLaughlinCommonwealth Financial NetworkFarmers Financial Solutions, LLC12-21-2009
Alexis Leon AldazEdward JonesFarmers Financial Solutions, LLC02-28-2020
Virginia Louise NelsonEdward JonesFarmers Financial Solutions, LLC05-07-2019
James E StruttEdward JonesFarmers Financial Solutions, LLC02-05-2019
Jason Stuart PolkEdward JonesFarmers Financial Solutions, LLC$15007-29-2014
Dale W WalkerFinancial Sense Securities, Inc.Farmers Financial Solutions, LLC10-01-2019
Cynthia A HernandezHorace Mann Investors, Inc.Farmers Financial Solutions, LLC01-13-2020
David Scott PeckHorace Mann Investors, Inc.Farmers Financial Solutions, LLC09-17-2018
Samaneh AnahidJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC09-14-2017
Michael PetriJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC09-21-2016
John Richard AliJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC08-05-2016
Michael G ChungJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC09-08-2009
Lien T DangLincoln Financial Securities CorporationFarmers Financial Solutions, LLC11-01-2019
Jordan M JurowLincoln Financial Securities CorporationFarmers Financial Solutions, LLC06-23-2017
John Patrick BoldenLPL Financial LLCFarmers Financial Solutions, LLC07-16-2019
Saphia Dahal-BakerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFarmers Financial Solutions, LLC09-19-2011
Joanne Vanessa BarriosMML Investors Services, LLCFarmers Financial Solutions, LLC08-31-2020
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Showing 1 to 25 of 36 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.