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
Marco CabezasAllstate Financial Services, LLCState Farm VP Management Corp.03-24-2020
Amad SultanState Farm VP Management Corp.State Farm VP Management Corp.11-15-2019
Waheeda SherzaiMorgan StanleyState Farm VP Management Corp.06-21-2019
Drew Vincent PotterAXA Advisors, LLCState Farm VP Management Corp.04-05-2018
Kirk William MartinUnionBanc Investment Services, LLCState Farm VP Management Corp.11-27-2017
Omar PerezFarmers Financial Solutions, LLCState Farm VP Management Corp.03-21-2017
Michael S. KhalilAllstate Financial Services, LLCState Farm VP Management Corp.01-25-2017
Fuad J. Musa IIFarmers Financial Solutions, LLCState Farm VP Management Corp.01-23-2017
Kirk R. KesslerFarmers Financial Solutions, LLCState Farm VP Management Corp.10-05-2016
Courtland Blake AlexSecurities America, Inc.State Farm VP Management Corp.$5009-13-2016
Angela Lai ChanState Farm VP Management Corp.State Farm VP Management Corp.06-28-2016
Gregory Allen TaylorEdward JonesState Farm VP Management Corp.06-08-2016
Gary R. VeenhuizenFarmers Financial Solutions, LLCState Farm VP Management Corp.03-29-2016
Hermelinda Alicia SanchezFarmers Financial Solutions, LLCState Farm VP Management Corp.03-16-2016
Garbis Michael ApelianFarmers Financial Solutions, LLCState Farm VP Management Corp.02-05-2016
Eduardo C. MachadoFarmers Financial Solutions, LLCState Farm VP Management Corp.10-20-2015
Melanie Ann FranckState Farm VP Management Corp.State Farm VP Management Corp.10-14-2015
Jean-Pierre Y. BernardFarmers Financial Solutions, LLCState Farm VP Management Corp.07-09-2015
Robert Lewis BakerEdward JonesState Farm VP Management Corp.06-03-2015
Won Hop SohFarmers Financial Solutions, LLCState Farm VP Management Corp.02-23-2015
Stacy M. PasseriFarmers Financial Solutions, LLCState Farm VP Management Corp.02-06-2015
Kurt Erik WolffFarmers Financial Solutions, LLCState Farm VP Management Corp.11-17-2014
Azin Omidi JarrettMerrill Lynch, Pierce, Fenner & Smith IncorporatedState Farm VP Management Corp.10-16-2014
Zeena Sheriff JacksonFarmers Financial Solutions, LLCState Farm VP Management Corp.09-24-2014
Jeffrey Monroe MilberFarmers Financial Solutions, LLCState Farm VP Management Corp.$1007-02-2014
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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.