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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Li HuangState Farm VP Management Corp.Citigroup Global Markets Inc.07-24-2019
Brian Alexander CarswellState Farm VP Management Corp.J.P. Morgan Securities LLC05-20-2016
Kent Allen WeigelState Farm VP Management Corp.CUNA Brokerage Services, Inc.03-14-2016
Anthony Paris PearceState Farm VP Management Corp.PFS Investments Inc.03-04-2016
John K. WongState Farm VP Management Corp.Key Investment Services LLC02-25-2016
Jason B. KennedyState Farm VP Management Corp.First Financial Securities of America, Inc.02-17-2016
Ryan J. WalkerState Farm VP Management Corp.Fisher Investments02-11-2016
Meghan Leah CorbettState Farm VP Management Corp.People's Securities, Inc.01-28-2016
Kathleen E. MurphyState Farm VP Management Corp.Wells Fargo Clearing Services, LLC12-07-2015
Justine L Ramsdell KenneyState Farm VP Management Corp.Woodbury Financial Services, Inc.$5010-29-2015
Robert G. HendricksonState Farm VP Management Corp.Waddell & Reed09-30-2015
Patricia Clare GardnerState Farm VP Management Corp.Prospera Financial Services, Inc.09-22-2015
Amy Norris CorbinState Farm VP Management Corp.Farmers Financial Solutions, LLC09-15-2015
Nataliya Valeriyevna AvanesovState Farm VP Management Corp.Allstate Financial Services, LLC08-12-2015
Justin W. PalmerState Farm VP Management Corp.ProEquities, Inc.08-12-2015
Kyle HaleState Farm VP Management Corp.Cambridge Investment Research, Inc.08-07-2015
Richard Brandon MillerState Farm VP Management Corp.J.P. Morgan Securities LLC08-05-2015
Luis F. GarciaState Farm VP Management Corp.J.P. Morgan Securities LLC07-29-2015
Edward Thomas LynchState Farm VP Management Corp.Aegis Capital Corp.07-28-2015
Peter T. FuszardState Farm VP Management Corp.Pruco Securities, LLC.07-14-2015
David Thomas JonesState Farm VP Management Corp.Concord Wealth Brokerage, Inc.$5007-07-2015
Eliot Wayne ResterState Farm VP Management Corp.Investment Professionals, Inc.05-07-2015
Dimetrius Alonzo HatcherState Farm VP Management Corp.Lincoln Financial Distributors, Inc.04-27-2015
Heather Ann EberlinState Farm VP Management Corp.PFS Investments Inc.04-21-2015
Shawn R. ThackerState Farm VP Management Corp.W&S Brokerage Services, Inc.03-11-2015
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Showing 1 to 25 of 177 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.


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