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
Elisa Thorp GoebelAmeritas Investment Company, LLCState Farm VP Management Corp.02-05-2020
Natisha Lynn JarvisRaymond James Financial Services, Inc.State Farm VP Management Corp.04-12-2019
Chad A. OberholtzerAXA Advisors, LLCState Farm VP Management Corp.07-18-2018
Tina Louise BaileyAllstate Financial Services, LLCState Farm VP Management Corp.02-22-2017
Stephen Gerard LavelleSaybrus Equity Services, LLCState Farm VP Management Corp.01-03-2017
Barbara E. JenkinsPNC InvestmentsState Farm VP Management Corp.09-12-2016
Eric J. WalterAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2015
Kenneth Merle WillettThrivent Investment Management Inc.State Farm VP Management Corp.09-03-2013
Brian Eugene SharpAllstate Financial Services, LLCState Farm VP Management Corp.10-19-2012
Eric S. ThompsonAllstate Financial Services, LLCState Farm VP Management Corp.03-21-2012
Holly B. McMillinNationwide Securities, LLCState Farm VP Management Corp.02-22-2012
Brian Douglas GadomskiState Farm VP Management Corp.State Farm VP Management Corp.12-01-2009
James P. West Jr.Lincoln Financial Securities CorporationState Farm VP Management Corp.11-12-2009

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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.