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
You CaiFarmers Financial Solutions, LLCNYLIFE Securities LLC03-29-2017
Wesley Mckay ArnoldFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-31-2018
Ula May DodsonFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-24-2017
Trevor Kristianson SmithFarmers Financial Solutions, LLCRaymond James Financial Services, Inc.08-07-2019
Timothy S. WilsonFarmers Financial Solutions, LLCMetLife Securities Inc.07-02-2010
Thomas Marc HarrisFarmers Financial Solutions, LLCFidelity Brokerage Services LLC02-01-2017
Terry Ray MastersonFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-11-2017
Terrence BurneyFarmers Financial Solutions, LLCNationwide Securities, LLC12-17-2018
Tanner P. BorgerFarmers Financial Solutions, LLCJ.P. Morgan Securities LLC04-14-2014
Supriya Mary HarrisFarmers Financial Solutions, LLCState Farm VP Management Corp.10-13-2016
Steve Simoes AlmeidaFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-03-2019
Stavros Arthur MegasFarmers Financial Solutions, LLCWells Fargo Clearing Services, LLC$1007-01-2016
Sheri Ann WilsonFarmers Financial Solutions, LLCAmeriprise Financial Services, LLC12-14-2015
Shawn Marcell LawsonFarmers Financial Solutions, LLCAllstate Financial Services, LLC10-06-2017
Scot Joseph BabineauxFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-11-2010
Sara Ann WilhelmFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-16-2017
Russell Don MitchellFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC08-27-2019
Russell Don MitchellFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC04-16-2018
Ruben R. CastroFarmers Financial Solutions, LLCMutual of Omaha Investor Services, Inc.03-30-2017
Ronda AdkinsFarmers Financial Solutions, LLCAXA Advisors, LLC09-24-2015
Rodney Creig MatthewsFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2017
Robert Matthew HodgesFarmers Financial Solutions, LLCSouthern Farm Bureau Fund Distributor, Inc.10-28-2009
Robert Keith SandersFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-22-2014
Robert Hamilton Greenlee IIIFarmers Financial Solutions, LLCNYLIFE Securities LLC10-30-2019
Ricardo Rene VillarrealFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-23-2017
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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.