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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amber Lynn Patch-TroxellFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-11-2017
Amy Norris CorbinState Farm VP Management Corp.Farmers Financial Solutions, LLC09-15-2015
Anthony Joseph MunnoCountry Capital Management CompanyFarmers Financial Solutions, LLC09-06-2012
Anzhela Aleksandrovna BerezovskayaPrincipal Securities, Inc.Farmers Financial Solutions, LLC12-02-2015
Brent A. ZurbriggenHorace Mann Investors, Inc.Farmers Financial Solutions, LLC11-06-2017
Catherine Eva PerezFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2020
Christopher John FrizziSecurities America, Inc.Farmers Financial Solutions, LLC12-03-2009
Clyde L. GroomsOneAmerica Securities, Inc.Farmers Financial Solutions, LLC10-11-2018
Deborah Lynn HerrmannTransamerica Financial Advisors, IncFarmers Financial Solutions, LLC02-26-2018
Eric Lynn EssexOneAmerica Securities, Inc.Farmers Financial Solutions, LLC$5006-05-2018
Ernesto Lizalde PachecoTransamerica Financial Advisors, IncFarmers Financial Solutions, LLC05-02-2016
Francisco Javier PonceFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-10-2019
Jacob M. HainsfurtherFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC08-20-2019
James Patrick CotterWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC11-21-2017
Jason Allen WrightChase Investment Services Corp.Farmers Financial Solutions, LLC08-01-2009
Jeffrey Robert MauritzenFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC02-18-2009
John R. JohnstonCambridge Investment Research, Inc.Farmers Financial Solutions, LLC01-27-2020
Loren Nicholas BurkeyForesters Financial Services, Inc.Farmers Financial Solutions, LLC05-09-2018
Louie J. WilliamsNYLIFE Securities LLCFarmers Financial Solutions, LLC12-06-2018
Magdalena WoronieckiUnited Planners' Financial Services of America A Limited PartnerFarmers Financial Solutions, LLC09-10-2018
Margaret Mae WardFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC11-12-2013
Matthew Thomas HolmState Farm VP Management Corp.Farmers Financial Solutions, LLC10-31-2013
Michael Joseph CluckAllstate Financial Services, LLCFarmers Financial Solutions, LLC03-23-2017
Natalie Lisa BarnesTransamerica Financial Advisors, IncFarmers Financial Solutions, LLC03-01-2018
Olumide K Olu-AkintomideMML Investors Services, LLCFarmers Financial Solutions, LLC03-28-2019
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Showing 1 to 25 of 34 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.