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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Irma TsikhiseliWells Fargo Clearing Services, LLCFarmers Financial Solutions, LLC04-16-2020
Timothy Leith NealFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC03-03-2020
Jesus Daniel CortesFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC02-05-2020
Joey M. OlivasFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-21-2020
Roy Chester Redman IIIFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-15-2020
Saeda TurkFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-15-2020
Cynthia A. HernandezHorace Mann Investors, Inc.Farmers Financial Solutions, LLC01-13-2020
Lien T. DangLincoln Financial Securities CorporationFarmers Financial Solutions, LLC11-01-2019
Dale W. WalkerFinancial Sense Securities, Inc.Farmers Financial Solutions, LLC10-01-2019
Andrew GoodwinBankers Life Securities, Inc.Farmers Financial Solutions, LLC08-12-2019
Sinhy LimNYLIFE Securities LLCFarmers Financial Solutions, LLC08-06-2019
Eda J. VelazquezJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC07-12-2019
Thomas McDonaldPrincipal Securities, Inc.Farmers Financial Solutions, LLC07-01-2019
Jasmine Janson CoronaFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC05-03-2019
Sharon Kaye JansmaPrincipal Securities, Inc.Farmers Financial Solutions, LLC05-02-2019
Paula J. ChristoffersenFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC04-09-2019
Annette Denise AllenPruco Securities, LLC.Farmers Financial Solutions, LLC04-05-2019
Anand MarudavananWells Fargo Clearing Services, LLCFarmers Financial Solutions, LLC03-19-2019
Saeda TurkFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC02-06-2019
Joe W. MarshFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-31-2019
Eric Eugene PriceFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-31-2019
Salvatore Joseph PitruzzelloFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-22-2019
Richard SusantoFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-15-2019
Joanna Marie LohrliFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC12-11-2018
Ronald Charles BestJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC11-28-2018
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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.