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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Robert NellFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC03-09-2020
Bobbi J. IngramState Farm VP Management Corp.Farmers Financial Solutions, LLC02-19-2020
David Lynn DickersonFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-21-2020
Courtney Leigh McManisFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-15-2020
Anne ArroyoJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC01-13-2020
Monica Anne MontalvoCambridge Investment Research, Inc.Farmers Financial Solutions, LLC01-03-2020
Bradley Kent GreeneCharles Schwab & Co., Inc.Farmers Financial Solutions, LLC10-29-2019
Craig Andrew MillerMML Investors Services, LLCFarmers Financial Solutions, LLC10-22-2019
John E. FadalLion Street Financial, LLCFarmers Financial Solutions, LLC10-01-2019
David Lloyd BrundageAllstate Financial Advisors, LLCFarmers Financial Solutions, LLC$5010-01-2019
Russell Don MitchellFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC08-27-2019
Jorge M. MaderoLPL Financial LLCFarmers Financial Solutions, LLC08-12-2019
Laurin Dale WainwrightRoyal Alliance Associates, Inc.Farmers Financial Solutions, LLC07-09-2019
Jamie Michael JohnsonCetera Advisors LLCFarmers Financial Solutions, LLC06-18-2019
Aziz Joe ShoweryCambridge Investment Research, Inc.Farmers Financial Solutions, LLC06-03-2019
Steve Simoes AlmeidaFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-03-2019
Dana L. HodgesVALIC Financial Advisors, Inc.Farmers Financial Solutions, LLC12-10-2018
James K. CraddockPersonal Capital Advisors CorporationFarmers Financial Solutions, LLC11-06-2018
Nicholas Brett GormanMML Investors Services, LLCFarmers Financial Solutions, LLC10-16-2018
Edward LicciardiAvantax Investment Services, Inc.Farmers Financial Solutions, LLC10-03-2018
Kevin William CrowleyAvantax Investment Services, Inc.Farmers Financial Solutions, LLC07-11-2018
Melissa Cazares BankardFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC05-25-2018
Michael Thomas HizerFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC05-22-2018
Kathy Latisha PhillipsBBVA Securities Inc.Farmers Financial Solutions, LLC04-17-2018
Russell Don MitchellFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC04-16-2018
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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.