Advisers on the Move TEST

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
Shannon Marie ReedPruco Securities, LLC.State Farm VP Management Corp.01-10-2020
Todd Andrew BakerThrivent Investment Management Inc.State Farm VP Management Corp.10-23-2015
Shari Sue TomacFarmers Financial Solutions, LLCState Farm VP Management Corp.10-20-2015
Ross Stinson WhitfieldState Farm VP Management Corp.State Farm VP Management Corp.10-14-2015
Jan L. McCullochU.S. Bancorp Investments, Inc.State Farm VP Management Corp.03-13-2015
Lisa Renee FoleyThrivent Investment Management Inc.State Farm VP Management Corp.04-30-2014
Tyler Joe RensbergerJ.P. Morgan Securities LLCState Farm VP Management Corp.04-28-2014
Kelsi Ann LubovichState Farm VP Management Corp.State Farm VP Management Corp.01-22-2014
Gregory Eugene EhrmanState Farm VP Management Corp.State Farm VP Management Corp.05-06-2013
John Alan DunkelCharles Schwab & Co., Inc.State Farm VP Management Corp.05-16-2011
Rick A. SmithState Farm VP Management Corp.State Farm VP Management Corp.03-28-2011
Vincent E. MooreAllstate Financial Services, LLCState Farm VP Management Corp.10-21-2010
James Patrick ClementsAllstate Financial Services, LLCState Farm VP Management Corp.01-16-2009

Showing 1 to 13 of 13 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.