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
Michael Patrick BriardyFarmers Financial Solutions, LLCFBL Marketing Services, LLC07-09-2019
Charles Wells JenkinsFarmers Financial Solutions, LLCState Farm VP Management Corp.06-26-2018
Scott Alan PanyiFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-13-2017
George Michael TuckerFarmers Financial Solutions, LLCQuestar Capital Corporation05-03-2017
Nicholas J. KinseyFarmers Financial Solutions, LLCState Farm VP Management Corp.05-03-2017
Clarence Alexander McLaurinFarmers Financial Solutions, LLCWells Fargo Clearing Services, LLC03-21-2017
Brett Allen MooreFarmers Financial Solutions, LLCMetLife Securities Inc.11-02-2016
Evan Alex MurphyFarmers Financial Solutions, LLCState Farm VP Management Corp.04-08-2016
Romeo Silvestre MercadoFarmers Financial Solutions, LLCMoney Concepts Capital Corp12-08-2015
Suleman S. PiraniFarmers Financial Solutions, LLCMetLife Securities Inc.10-14-2015
Kwasi Owusu-AntwiFarmers Financial Solutions, LLCState Farm VP Management Corp.07-10-2015
Nicholas J. GreeneFarmers Financial Solutions, LLCNationwide Securities, LLC03-31-2015
Lam Thanh NgoFarmers Financial Solutions, LLCState Farm VP Management Corp.01-22-2015
Steven Brian RingFarmers Financial Solutions, LLCNationwide Securities, LLC06-06-2014
Amit HandaFarmers Financial Solutions, LLCState Farm VP Management Corp.07-19-2013

Showing 1 to 15 of 15 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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