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
Thomas Bard WomackFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-07-2009
Stephen M. McdonaldEdward JonesFarmers Financial Solutions, LLC12-21-2009
David Eric HeffernanEdward JonesFarmers Financial Solutions, LLC02-14-2011
Brian James BoudreauEdward JonesFarmers Financial Solutions, LLC07-27-2011
Carly Briden LongEdward JonesFarmers Financial Solutions, LLC04-09-2012
Kevin Dale WillinghamEdward JonesFarmers Financial Solutions, LLC11-19-2012
Angela Renee SaverinoFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC02-26-2013
Leonard Lamarr Levi Sr.Scottrade, Inc.Farmers Financial Solutions, LLC08-05-2013
Gregory Scott AustinEdward JonesFarmers Financial Solutions, LLC11-18-2013
Stephen Mark LugeringFBL Marketing Services, LLCFarmers Financial Solutions, LLC01-21-2014
Shayla Dawn NesbyEdward JonesFarmers Financial Solutions, LLC03-12-2014
Joseph Francis Altebaumer Jr.Edward JonesFarmers Financial Solutions, LLC05-20-2014
Timothy M. NolanPruco Securities, LLC.Farmers Financial Solutions, LLC09-22-2014
Drew David HowardEdward JonesFarmers Financial Solutions, LLC05-04-2015
Jett Barker SmithEdward JonesFarmers Financial Solutions, LLC07-01-2015
Matthew Ryan TiefenbrunnPruco Securities, LLC.Farmers Financial Solutions, LLC07-09-2015
Blake Joseph RobbinsNorthwestern Mutual Investment Services, LLCFarmers Financial Solutions, LLC07-15-2015
Laura Lee NeedsEdward JonesFarmers Financial Solutions, LLC02-10-2016
Megan CanadayCambridge Investment Research, Inc.Farmers Financial Solutions, LLC10-17-2016
Ricky Wayne SmithFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-12-2017
Chris YettkeFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-12-2017
Cynthia Rene RamseyFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2017
Victoria StegmannAmeriprise Financial Services, LLCFarmers Financial Solutions, LLC02-03-2017
Charles E. HellumsEdward JonesFarmers Financial Solutions, LLC04-18-2017
Michele Dene LongINVEST Financial CorporationFarmers Financial Solutions, LLC05-01-2017
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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.