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
Brian Jacob WellsWaddell & ReedFarmers Financial Solutions, LLC01-27-2010
John Mark TooleyFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-03-2011
Jeff Roy Frazier Jr.Farmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-11-2011
Donald Lee CoxFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC03-29-2011
Gary David BuoyState Farm VP Management Corp.Farmers Financial Solutions, LLC10-23-2013
Robert Judson OwensFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-01-2014
Jeremy Caleb McCaslandAXA Advisors, LLCFarmers Financial Solutions, LLC10-21-2014
Travis Duane HargroveFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC06-30-2015
Chad Stuart TredwayFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-04-2016
Brian Luke StarryFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-18-2016
Bradford Kent WillisFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC02-08-2016
Jason Nathaniel BraineAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-18-2016
Vladimir BliskavkaFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-05-2017
Jeffrey Gordon MackinnonFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-13-2017
Billie Jane StruttonFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-16-2017
Jerimiah Christino RigginsJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC01-20-2017
Ruben Gaylon VickAvantax Investment Services, Inc.Farmers Financial Solutions, LLC06-26-2017
Cody J. MurrayWard Wealth Management Services, Inc.Farmers Financial Solutions, LLC12-14-2017
Thomas Norman NilssonPruco Securities, LLC.Farmers Financial Solutions, LLC04-13-2018
Joseph Michael CappsPrincipal Securities, Inc.Farmers Financial Solutions, LLC05-01-2018
John Lee BrachtenbachFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC05-22-2018
Glenn Paul JohnsonMWA Financial Services Inc.Farmers Financial Solutions, LLC07-16-2019
Daniel HeatonCetera Advisor Networks LLCFarmers Financial Solutions, LLC01-06-2020

Showing 1 to 23 of 23 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.