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
Christopher Stephen KerksieckFarmers Financial Solutions, LLCHorace Mann Investors, Inc.04-24-2019
David Milad SamaanFarmers Financial Solutions, LLCMML Investors Services, LLC04-12-2019
Mary Ramiro AgcaoiliFarmers Financial Solutions, LLCAllstate Financial Services, LLC02-18-2019
Jr R. Walls WilliamFarmers Financial Solutions, LLCSaybrus Equity Services, LLC10-16-2018
Carlos SantanaFarmers Financial Solutions, LLCWells Fargo Clearing Services, LLC10-11-2018
Svetlana Sarkisian ChowdhuryFarmers Financial Solutions, LLCHD Vest Investment Services08-29-2018
Nina Jacquelyn GrassleFarmers Financial Solutions, LLCHorace Mann Investors, Inc.08-03-2018
Susiani Djauhari TanFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-25-2018
Mayra I BecerrilFarmers Financial Solutions, LLCPFS Investments Inc.03-09-2018
Narinder Kaur SinghFarmers Financial Solutions, LLCProEquities, Inc.01-11-2018
Massoud KhazaieFarmers Financial Solutions, LLCAllstate Financial Services, LLC05-09-2017
Jin Huan LiFarmers Financial Solutions, LLCB.B. Graham & Company, Inc.03-08-2017
Tina Louise JazinskiFarmers Financial Solutions, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-20-2017
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
Rene Celeste WilliamsFarmers Financial Solutions, LLCProEquities, Inc.05-23-2016
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
Thomas Lee ForsytheFarmers Financial Solutions, LLCLPL Financial LLC$1002-24-2016
Krystle Lynn ChangFarmers Financial Solutions, LLCLincoln Financial Advisors Corporation02-22-2016
Garbis Michael ApelianFarmers Financial Solutions, LLCState Farm VP Management Corp.02-05-2016
Jason Patrick BoydFarmers Financial Solutions, LLCCitigroup Global Markets Inc.12-14-2015
Jean-Pierre Y. BernardFarmers Financial Solutions, LLCState Farm VP Management Corp.07-09-2015
Angelo Joseph Lazzara Sr.Farmers Financial Solutions, LLCNationwide Securities, LLC06-10-2015
Won Hop SohFarmers Financial Solutions, LLCState Farm VP Management Corp.02-23-2015
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Showing 1 to 25 of 41 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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