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
Edin HamzicFarmers Financial Solutions, LLCJ.P. Morgan Securities LLC11-14-2019
Thomas E. Dolan IIFarmers Financial Solutions, LLCState Farm VP Management Corp.03-28-2019
Thomas Anthony ZagorskiFarmers Financial Solutions, LLCNationwide Securities, LLC10-17-2018
Michael Alexander CraftsFarmers Financial Solutions, LLCPark Avenue Securities LLC$10008-27-2018
David George DarcangeloFarmers Financial Solutions, LLCAllstate Financial Services, LLC$50005-30-2018
Dennis Arthur Kraus JrFarmers Financial Solutions, LLCThrivent Investment Management Inc.03-07-2018
Dustin Don SheurmanFarmers Financial Solutions, LLCState Farm VP Management Corp.11-20-2017
James Conrad SauserFarmers Financial Solutions, LLCCountry Capital Management Company08-21-2017
Mohammed A JaberFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-05-2017
Veronica JacoboFarmers Financial Solutions, LLCJ.P. Morgan Securities LLC06-23-2017
Darren Thomas DavisFarmers Financial Solutions, LLCState Farm VP Management Corp.03-22-2017
Safar FarditurkmaniFarmers Financial Solutions, LLCINVEST Financial Corporation$50002-06-2017
James Robert BohrFarmers Financial Solutions, LLCH. Beck, Inc.07-28-2016
David Lee ScottFarmers Financial Solutions, LLCState Farm VP Management Corp.05-03-2016
Michael Joseph La ChapelleFarmers Financial Solutions, LLCPruco Securities, LLC.09-04-2015
Chris Robert BaileyFarmers Financial Solutions, LLCState Farm VP Management Corp.08-12-2015
Tara Leigh OstlundFarmers Financial Solutions, LLCN.I.S. Financial Services, Inc.04-01-2015
Gina Faye MartinFarmers Financial Solutions, LLCMetLife Securities Inc.03-31-2015
Randall Wayne AugsburgerFarmers Financial Solutions, LLCMetLife Securities Inc.02-11-2015
Mitchell D BeckerFarmers Financial Solutions, LLCAvatar Securities, LLC02-10-2015
Scott Mark PetzkeFarmers Financial Solutions, LLCState Farm VP Management Corp.10-09-2014
Gregory John KruseFarmers Financial Solutions, LLCCharles Schwab & Co., Inc.04-23-2012
Young Kwon KangFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-05-2011
James Timothy BoudourisFarmers Financial Solutions, LLCWaddell & Reed02-23-2011
Christine Marie Sherrard BrownFarmers Financial Solutions, LLCMWA Financial Services Inc.02-07-2011
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Showing 1 to 25 of 26 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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