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
Christopher Robert MarischenFarmers Financial Solutions, LLCCambridge Investment Research, Inc.07-12-2011
Edward A. ReedFarmers Financial Solutions, LLCParkland Securities, LLC05-28-2014
Brent Jordan McGuireFarmers Financial Solutions, LLCState Farm VP Management Corp.01-29-2015
Jennifer Lynn CreedFarmers Financial Solutions, LLCState Farm VP Management Corp.01-12-2016
Jett Barker SmithFarmers Financial Solutions, LLCMML Investors Services, LLC05-11-2016
Jason Lynn SparksFarmers Financial Solutions, LLCPruco Securities, LLC.12-13-2016
Donald Wayne WhiteFarmers Financial Solutions, LLCCountry Capital Management Company01-09-2017
Donald Carlton Thomas Jr.Farmers Financial Solutions, LLCCountry Capital Management Company01-19-2017
Benjamin J. HaganFarmers Financial Solutions, LLCState Farm VP Management Corp.02-27-2017
John Bradley GarrettFarmers Financial Solutions, LLCKestra Investment Services, LLC05-16-2017
Lenny Dale CarverFarmers Financial Solutions, LLCBankers Life Securities, Inc.08-10-2017
Daniel W. ChapmanFarmers Financial Solutions, LLCState Farm VP Management Corp.08-15-2017
Michael James CaplesFarmers Financial Solutions, LLCCountry Capital Management Company01-29-2018

Showing 1 to 13 of 13 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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