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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Ward ScottFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC03-05-2020
Roy Neal NoeFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC02-19-2020
Eric G. CollierFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-16-2020
Keith Robert CollinsFarmers Financial Solutions, LLCEdward Jones07-03-2019
Kerry Lee Baugher Jr.Farmers Financial Solutions, LLCKestra Investment Services, LLC$10004-26-2019
Tyler Mitchel BrownFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC02-06-2019
Andrew John ChaoFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-30-2019
Ruth Angela HusbandsFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC02-22-2018
Michael James CaplesFarmers Financial Solutions, LLCCountry Capital Management Company01-29-2018
Mark Hwaley ChaoFarmers Financial Solutions, LLCCapital Management Services, Inc.12-26-2017
Michael Grant BrumleyFarmers Financial Solutions, LLCMoney Concepts Capital Corp10-30-2017
Daniel W. ChapmanFarmers Financial Solutions, LLCState Farm VP Management Corp.08-15-2017
Lenny Dale CarverFarmers Financial Solutions, LLCBankers Life Securities, Inc.08-10-2017
Robert Horace Parker Jr.Farmers Financial Solutions, LLCAvantax Investment Services, Inc.05-25-2017
John Bradley GarrettFarmers Financial Solutions, LLCKestra Investment Services, LLC05-16-2017
Benjamin J. HaganFarmers Financial Solutions, LLCState Farm VP Management Corp.02-27-2017
Donald Carlton Thomas Jr.Farmers Financial Solutions, LLCCountry Capital Management Company01-19-2017
Cynthia Rene RamseyFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2017
Ricky Wayne SmithFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-12-2017
Chris YettkeFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-12-2017
Donald Wayne WhiteFarmers Financial Solutions, LLCCountry Capital Management Company01-09-2017
Jason Lynn SparksFarmers Financial Solutions, LLCPruco Securities, LLC.12-13-2016
Brent Merle WeisenbornFarmers Financial Solutions, LLCBankers & Investors Co.10-07-2016
David John PotterFarmers Financial Solutions, LLCCountry Capital Management Company09-01-2016
Jett Barker SmithFarmers Financial Solutions, LLCMML Investors Services, LLC05-11-2016
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.