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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michele Lynne LosapioState Farm VP Management Corp.State Farm VP Management Corp.04-21-2020
Jon Brad BollierState Farm VP Management Corp.State Farm VP Management Corp.04-16-2020
Theresa Marlene PetskaState Farm VP Management Corp.Raymond James Financial Services, Inc.04-06-2020
Robert Henry MashburnState Farm VP Management Corp.State Farm VP Management Corp.03-04-2020
Jeremy Brian SimpsonState Farm VP Management Corp.Thrivent Investment Management Inc.02-21-2020
Hank Cecil SkaggsState Farm VP Management Corp.Midwestern Securities Trading Company, LLC02-20-2020
Bobbi J. IngramState Farm VP Management Corp.Farmers Financial Solutions, LLC02-19-2020
Dante Alexander TrimbleState Farm VP Management Corp.Waddell & Reed02-10-2020
Patricia Outlaw SoutherState Farm VP Management Corp.State Farm VP Management Corp.02-06-2020
Dustin Lee TheboState Farm VP Management Corp.Wells Fargo Clearing Services, LLC01-22-2020
Samuel D MartinState Farm VP Management Corp.State Farm VP Management Corp.01-16-2020
James Michael FeickState Farm VP Management Corp.LPL Financial LLC12-18-2019
Amad SultanState Farm VP Management Corp.State Farm VP Management Corp.11-15-2019
Roy Daniel HottelState Farm VP Management Corp.CUNA Brokerage Services, Inc.11-13-2019
Thomas O'Dell HanrahanState Farm VP Management Corp.NYLIFE Securities LLC10-11-2019
Kenneth N RatliffState Farm VP Management Corp.Edward Jones10-09-2019
Charles Nicholas Miramon Jr.State Farm VP Management Corp.State Farm VP Management Corp.09-27-2019
Colt Anthony SchumakerState Farm VP Management Corp.J.P. Morgan Securities LLC09-26-2019
Keri Aleta ElkinsState Farm VP Management Corp.First Command Financial Planning, Inc.09-18-2019
Li HuangState Farm VP Management Corp.Citigroup Global Markets Inc.07-24-2019
Gregory Alan Harbin JrState Farm VP Management Corp.Vanguard Marketing Corporation05-23-2019
Kim Aaron KringenState Farm VP Management Corp.State Farm VP Management Corp.05-15-2019
George Michael BroschartState Farm VP Management Corp.State Farm VP Management Corp.04-02-2019
Jill Adaire FreyState Farm VP Management Corp.Horace Mann Investors, Inc.03-27-2019
Timothy Ray JonesState Farm VP Management Corp.State Farm VP Management Corp.02-26-2019
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Showing 1 to 25 of 456 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.