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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Khandan FarjadiFarmers Financial Solutions, LLCTransamerica Financial Advisors, Inc06-26-2019
Hardeep SinghFarmers Financial Solutions, LLCPruco Securities, LLC.06-12-2019
Jasmine Janson CoronaFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC05-03-2019
Christopher Stephen KerksieckFarmers Financial Solutions, LLCHorace Mann Investors, Inc.04-24-2019
Paula J. ChristoffersenFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC04-09-2019
Daniel Benjamin-Moshe TouserkaniFarmers Financial Solutions, LLCLPL Financial LLC04-02-2019
Mary Ramiro AgcaoiliFarmers Financial Solutions, LLCAllstate Financial Services, LLC02-18-2019
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
Christopher M. ThompsonFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC$5001-08-2019
Joanna Marie LohrliFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC12-11-2018
Taretha Ann RobinsonFarmers Financial Solutions, LLCCapital Investment Group, Inc.11-30-2018
Nestor MalagonFarmers Financial Solutions, LLCJ.P. Morgan Securities LLC11-01-2018
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, LLCAvantax Investment Services, Inc.08-29-2018
Nina Jacquelyn GrassleFarmers Financial Solutions, LLCHorace Mann Investors, Inc.08-03-2018
Thomas Lee MaddenFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC07-30-2018
Susiani Djauhari TanFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-25-2018

Showing 1 to 22 of 22 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.