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
Julie Harkinshin BharwaniFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-06-2009
Anthony Wayne SueFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-06-2009
Adel Aziz HassanFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-07-2009
Hiromasa Robert NagaiFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-07-2009
Theresa Thuy NguyenFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2009
Jimmy Phillips Jacobs Jr.Farmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-15-2009
Olga ProctorFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC02-06-2009
Kenneth BesadaGirard Securities, Inc.Farmers Financial Solutions, LLC03-10-2009
Jeffrey Allen SundquistFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC05-04-2009
Pamela Jane HeathRaymond James Financial Services, Inc.Farmers Financial Solutions, LLC06-05-2009
Derek Joseph McLaughlinCommonwealth Financial NetworkFarmers Financial Solutions, LLC12-21-2009
Robert Aaron RodriguezChase Investment Services Corp.Farmers Financial Solutions, LLC01-04-2010
Jason Micheal SandsFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-07-2010
Michael Gerard PuhekFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-19-2010
Sheldon P. MaughanFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-20-2010
Natalie Ann ArolaFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-25-2010
Laurie Kay KyroAW SecuritiesFarmers Financial Solutions, LLC02-16-2010
Thomas Frederick MarowelliState Farm VP Management Corp.Farmers Financial Solutions, LLC06-03-2010
Billy Jay FrankFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-03-2011
Reet Mohinder SinghFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-04-2011
Jerry Dean SeagreavesFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-04-2011
David Chengyi ChengFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-11-2011
Devin Casey WozencraftFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-11-2011
Gearard Wayne Lefore Jr.Farmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-12-2011
Xiao Yue ZhuangChase Investment Services Corp.Farmers Financial Solutions, LLC03-01-2011
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Showing 1 to 25 of 164 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.