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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Hee HwangFarmers Financial Solutions, LLCMML Investors Services, LLC04-08-2020
David Robert NellFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC03-09-2020
David Lynn DickersonFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-21-2020
Courtney Leigh McManisFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-15-2020
Robert Hamilton Greenlee IIIFarmers Financial Solutions, LLCNYLIFE Securities LLC10-30-2019
Casey Dwayne ClaybornFarmers Financial Solutions, LLCFBL Marketing Services, LLC09-20-2019
Russell Don MitchellFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC08-27-2019
Trevor Kristianson SmithFarmers Financial Solutions, LLCRaymond James Financial Services, Inc.08-07-2019
Geoffrey Michael SmithFarmers Financial Solutions, LLCVALIC Financial Advisors, Inc.07-31-2019
Kevin Anthony CaballaroFarmers Financial Solutions, LLCSaybrus Equity Services, LLC06-28-2019
David Lloyd BrundageFarmers Financial Solutions, LLCMML Investors Services, LLC03-28-2019
Steve Simoes AlmeidaFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-03-2019
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
Henry Robert PhillipsFarmers Financial Solutions, LLCSecurian Financial Services, Inc.05-31-2018
Melissa Cazares BankardFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC05-25-2018
Michael Thomas HizerFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC05-22-2018
Russell Don MitchellFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC04-16-2018
Wesley Mckay ArnoldFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-31-2018
Garrett Michael NeesFarmers Financial Solutions, LLCState Farm VP Management Corp.12-01-2017
James Todd MayoFarmers Financial Solutions, LLCEdward Jones10-23-2017
Shawn Marcell LawsonFarmers Financial Solutions, LLCAllstate Financial Services, LLC10-06-2017
David A. RivasFarmers Financial Solutions, LLCState Farm VP Management Corp.10-04-2017
Kenya BateyFarmers Financial Solutions, LLCPFS Investments Inc.10-03-2017
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Showing 1 to 25 of 114 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.