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
Terrence BurneyFarmers Financial Solutions, LLCNationwide Securities, LLC12-17-2018
Justin Jebamony RobertFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-11-2018
Harold Leon LoydFarmers Financial Solutions, LLCAllstate Financial Services, LLC06-07-2018
Christopher Gerard AbelFarmers Financial Solutions, LLCAmeriprise Financial Services, Inc.$5003-23-2018
Wesley Mckay ArnoldFarmers Financial Solutions, LLCAllstate Financial Services, LLC$5001-31-2018
Garrett Michael NeesFarmers Financial Solutions, LLCState Farm VP Management Corp.12-01-2017
David Alejandro RivasFarmers Financial Solutions, LLCState Farm VP Management Corp.10-04-2017
Kenya BateyFarmers Financial Solutions, LLCPFS Investments Inc.10-03-2017
Michael Paul CallahanFarmers Financial Solutions, LLCAllstate Financial Services, LLC$109-14-2017
James Kyle CraddockFarmers Financial Solutions, LLCNorthwestern Mutual Investment Services, LLC09-12-2017
Jeremiah Skie O-MahoneyFarmers Financial Solutions, LLCJ.P. Morgan Securities LLC06-08-2017
Jose Fernando RiosFarmers Financial Solutions, LLCAllstate Financial Services, LLC05-15-2017
Ruben Raul CastroFarmers Financial Solutions, LLCMutual of Omaha Investor Services, Inc.03-30-2017
You David CaiFarmers Financial Solutions, LLCNYLIFE Securities LLC03-29-2017
David Allen EiknerFarmers Financial Solutions, LLCAllstate Financial Services, LLC03-15-2017
Bernard Eugene RyanFarmers Financial Solutions, LLCCountry Capital Management Company01-18-2017
Randall Joseph RubeisFarmers Financial Solutions, LLCState Farm VP Management Corp.01-11-2017
Supriya Mary HarrisFarmers Financial Solutions, LLCState Farm VP Management Corp.10-13-2016
Ricardo Isaac ElizondoFarmers Financial Solutions, LLCBBVA Securities Inc.09-27-2016
Stavros Arthur MegasFarmers Financial Solutions, LLCWells Fargo Clearing Services, LLC$107-01-2016
Kathy Latisha PhillipsFarmers Financial Solutions, LLCJ.P. Morgan Securities LLC06-17-2016
Matthew Wayne SudderthFarmers Financial Solutions, LLCEdward Jones05-23-2016
Robert Bruce WallaceFarmers Financial Solutions, LLCVoya Financial Advisors, Inc.05-02-2016
Tami Aaron RamzinskiFarmers Financial Solutions, LLCNYLIFE Securities LLC02-26-2016
Bobbie Jo BeslerFarmers Financial Solutions, LLCState Farm VP Management Corp.01-21-2016
Next Page »

Showing 1 to 25 of 64 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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