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
Jaime Michelle LuebbeEdward JonesState Farm VP Management Corp.04-10-2018
John Timothy JoynerEdward JonesState Farm VP Management Corp.02-22-2018
Daniel Wayne ChapmanFarmers Financial Solutions, LLCState Farm VP Management Corp.08-15-2017
Rebecca Whitley HughesEdward JonesState Farm VP Management Corp.07-17-2017
Sarah RiceNYLIFE Securities LLCState Farm VP Management Corp.04-28-2017
Daryl Dean UllmerEdward JonesState Farm VP Management Corp.04-12-2017
April Dawn PruittEdward JonesState Farm VP Management Corp.04-07-2017
Ben J. HaganFarmers Financial Solutions, LLCState Farm VP Management Corp.02-27-2017
Jennifer Annette PoseyAllstate Financial Services, LLCState Farm VP Management Corp.02-24-2017
Rachael L. Chandler-HeadEdward JonesState Farm VP Management Corp.12-09-2016
Christopher Gerald BoyerEdward JonesState Farm VP Management Corp.10-27-2016
Cheryl Lynn BuserEdward JonesState Farm VP Management Corp.10-11-2016
Seth R. WinkleEdward JonesState Farm VP Management Corp.10-07-2016
William Scott CombsAllstate Financial Services, LLCState Farm VP Management Corp.03-18-2016
Jennifer Lynn CreedFarmers Financial Solutions, LLCState Farm VP Management Corp.01-12-2016
Brian Lee DraneINVEST Financial CorporationState Farm VP Management Corp.01-04-2016
April Cherrie ClarkEdward JonesState Farm VP Management Corp.12-22-2015
Dustin Wayne GrahamFarmers Financial Solutions, LLCState Farm VP Management Corp.11-24-2015
Amy Audrey JacezkoRaymond James Financial Services, Inc.State Farm VP Management Corp.08-31-2015
Brent Jordan McguireFarmers Financial Solutions, LLCState Farm VP Management Corp.01-29-2015
Todd Christian EricsonEdward JonesState Farm VP Management Corp.10-27-2014
Steven John PingoltCountry Capital Management CompanyState Farm VP Management Corp.07-21-2014
Peggy Lynne ShumateEdward JonesState Farm VP Management Corp.07-16-2014
Michael Alan OxsheerEdward JonesState Farm VP Management Corp.$15012-09-2013
Jeffrey Scott CroseFarmers Financial Solutions, LLCState Farm VP Management Corp.04-22-2013
Next Page »

Showing 1 to 25 of 40 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.

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