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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Lawrence ElsenpeterAllstate Financial Services, LLCState Farm VP Management Corp.02-27-2020
Devon M. Wendler AlvordPruco Securities, LLC.State Farm VP Management Corp.10-15-2019
Thomas E. Dolan IIFarmers Financial Solutions, LLCState Farm VP Management Corp.03-28-2019
Gregory Wayne PecState Farm VP Management Corp.State Farm VP Management Corp.01-31-2019
Lauren Paige McClainCetera Investment Services LLCState Farm VP Management Corp.04-11-2018
Timothy P. RauschHorace Mann Investors, Inc.State Farm VP Management Corp.11-21-2017
Dustin Don SheurmanFarmers Financial Solutions, LLCState Farm VP Management Corp.11-20-2017
Darren Thomas DavisFarmers Financial Solutions, LLCState Farm VP Management Corp.03-22-2017
Cheryl Marie GossState Farm VP Management Corp.State Farm VP Management Corp.03-21-2017
Jill Adaire FreyHorace Mann Investors, Inc.State Farm VP Management Corp.01-31-2017
David Lee ScottFarmers Financial Solutions, LLCState Farm VP Management Corp.05-03-2016
Samuel Joseph RossJ.P. Morgan Securities LLCState Farm VP Management Corp.04-14-2016
Robert D. OderwaldState Farm VP Management Corp.State Farm VP Management Corp.03-04-2016
Alicia Renee OglesbyEdward JonesState Farm VP Management Corp.01-05-2016
Matthew Wesley LowellLincoln InvestmentState Farm VP Management Corp.$2512-03-2015
Chris Robert BaileyFarmers Financial Solutions, LLCState Farm VP Management Corp.08-12-2015
Michael Joseph DavinoJ.P. Morgan Securities LLCState Farm VP Management Corp.06-05-2015
Scott M. PetzkeFarmers Financial Solutions, LLCState Farm VP Management Corp.10-09-2014
Ryan Brady WahlheimState Farm VP Management Corp.State Farm VP Management Corp.06-19-2014
Alvin G Dempsey IIIState Farm VP Management Corp.State Farm VP Management Corp.03-31-2014
Nicholas A FritchenAllstate Financial Services, LLCState Farm VP Management Corp.09-06-2013
Justin Michael OlsonState Farm VP Management Corp.State Farm VP Management Corp.08-15-2013
Angela M. MillerHorace Mann Investors, Inc.State Farm VP Management Corp.10-06-2011
Rhea Persad JoyerState Farm VP Management Corp.State Farm VP Management Corp.03-29-2011
Margaret Maureen WienkeCountry Capital Management CompanyState Farm VP Management Corp.10-29-2010
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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.