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
Lynne RolfeFarmers Financial Solutions, LLCThe Huntington Investment Company03-29-2019
Dana Maurice BryantFarmers Financial Solutions, LLCNYLIFE Securities LLC08-27-2018
Joseph Gerald Byrne Sr.Farmers Financial Solutions, LLCAvantax Investment Services, Inc.11-28-2017
Matthew L. VoorheesFarmers Financial Solutions, LLCState Farm VP Management Corp.09-19-2017
Bruce Edgar NortheyFarmers Financial Solutions, LLCHorace Mann Investors, Inc.02-13-2017
Fady Gabriel NahhasFarmers Financial Solutions, LLCMML Investors Services, LLC10-04-2016
Christopher John ThompsonFarmers Financial Solutions, LLCJ.P. Morgan Securities LLC06-08-2016
Christopher Richard SmithFarmers Financial Solutions, LLCState Farm VP Management Corp.03-18-2016
Barbara Marie VisovattiFarmers Financial Solutions, LLCState Farm VP Management Corp.12-10-2015
Valerie Joyce DehavenFarmers Financial Solutions, LLCProEquities, Inc.11-04-2015
Dennis R. ShultzFarmers Financial Solutions, LLCFifth Third Securities, Inc.08-19-2014
Bryan Christopher SouthwickFarmers Financial Solutions, LLCCSSC Brokerage Services, Inc.04-04-2014
Joseph Allen Taylor Sr.Farmers Financial Solutions, LLCPruco Securities, LLC.03-25-2014
Brian Ross KnoperFarmers Financial Solutions, LLCEssex National Securities, LLC$10004-11-2012
Tony WilliamsFarmers Financial Solutions, LLCPFS Investments Inc.04-07-2009

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.