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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mary Beth FleuryJ.P. Morgan Securities LLCState Farm VP Management Corp.05-13-2019
Natisha Lynn JarvisRaymond James Financial Services, Inc.State Farm VP Management Corp.04-12-2019
Thomas E. Dolan IIFarmers Financial Solutions, LLCState Farm VP Management Corp.03-28-2019
Erin Jean LampLPL Financial LLCState Farm VP Management Corp.02-27-2019
Brian Devereux ArmstrongPruco Securities, LLC.State Farm VP Management Corp.08-27-2018
Brent Lee HunterFBL Marketing Services, LLCState Farm VP Management Corp.08-03-2018
Robert Charles ElyKey Investment Services LLCState Farm VP Management Corp.07-06-2018
Charles Wells JenkinsFarmers Financial Solutions, LLCState Farm VP Management Corp.06-26-2018
Benjamin L. ArndtAllstate Financial Services, LLCState Farm VP Management Corp.04-25-2018
Jaime Michelle LuebbeEdward JonesState Farm VP Management Corp.04-10-2018
Lyndsey Monahan RhodeNYLIFE Securities LLCState Farm VP Management Corp.03-23-2018
John T. JoynerEdward JonesState Farm VP Management Corp.02-22-2018
Chad Ray ErwinAllstate Financial Services, LLCState Farm VP Management Corp.02-05-2018
Gregory Lee WatchinskyFarmers Financial Solutions, LLCState Farm VP Management Corp.01-08-2018
John Michael MouselLPL Financial LLCState Farm VP Management Corp.12-04-2017
Garrett Michael NeesFarmers Financial Solutions, LLCState Farm VP Management Corp.12-01-2017
Jason Haynes ParrottAllstate Financial Services, LLCState Farm VP Management Corp.11-22-2017
Timothy P. RauschHorace Mann Investors, Inc.State Farm VP Management Corp.11-21-2017
Dustin Don SheurmanFarmers Financial Solutions, LLCState Farm VP Management Corp.11-20-2017
Claude C. Knight IIIFarmers Financial Solutions, LLCState Farm VP Management Corp.11-14-2017
Justin D. ParkerAllstate Financial Services, LLCState Farm VP Management Corp.09-20-2017
Michael J. OrmeHorace Mann Investors, Inc.State Farm VP Management Corp.09-20-2017
Matthew L. VoorheesFarmers Financial Solutions, LLCState Farm VP Management Corp.09-19-2017
Daniel W. ChapmanFarmers Financial Solutions, LLCState Farm VP Management Corp.08-15-2017
Marc Wendt MontgomeryAllstate Financial Services, LLCState Farm VP Management Corp.07-18-2017
Next Page »

Showing 1 to 25 of 222 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.

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