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 T. JoynerEdward JonesState Farm VP Management Corp.02-22-2018
Daniel W. ChapmanFarmers Financial Solutions, LLCState Farm VP Management Corp.08-15-2017
Rebecca Whitley HughesEdward JonesState Farm VP Management Corp.07-17-2017
Daryl Dean UllmerEdward JonesState Farm VP Management Corp.04-12-2017
April Dawn PruittEdward JonesState Farm VP Management Corp.04-07-2017
Benjamin 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 Leigh Chandler-HeadEdward JonesState Farm VP Management Corp.12-09-2016
Christopher G. BoyerEdward JonesState Farm VP Management Corp.10-27-2016
Cheryl L. BuserEdward JonesState Farm VP Management Corp.10-11-2016
Seth R. WinkleEdward JonesState Farm VP Management Corp.10-07-2016
Jennifer Lynn CreedFarmers Financial Solutions, LLCState Farm VP Management Corp.01-12-2016
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
Steven John PingoltCountry Capital Management CompanyState Farm VP Management Corp.07-21-2014
Michael Alan OxsheerEdward JonesState Farm VP Management Corp.12-09-2013
Sharon Lynn LoveEdward JonesState Farm VP Management Corp.09-17-2012
Andrew Seth HowardEdward JonesState Farm VP Management Corp.08-06-2012
Michael Reid ClarkEdward JonesState Farm VP Management Corp.05-16-2011
James Howell HenryEdward JonesState Farm VP Management Corp.01-18-2011
El Kyle BrooksEdward JonesState Farm VP Management Corp.11-23-2009

Showing 1 to 22 of 22 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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