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
John Taylor NeuschwanderFarmers Financial Solutions, LLCPFS Investments Inc.03-26-2009
Brandon Junior WhineryFarmers Financial Solutions, LLCPFS Investments Inc.01-15-2010
Michael Shane PriceFarmers Financial Solutions, LLCNYLIFE Securities LLC03-31-2011
Jay Clark AdkinsFarmers Financial Solutions, LLCNationwide Securities, LLC01-21-2014
Charles Douglas JonesFarmers Financial Solutions, LLCCountry Capital Management Company$25004-10-2014
Dena Dawn FloydFarmers Financial Solutions, LLCKestra Investment Services, LLC11-04-2014
Melinda C MurrayFarmers Financial Solutions, LLCFBL Marketing Services, LLC11-11-2014
Allen Coy RockFarmers Financial Solutions, LLCAllstate Financial Services, LLC$10005-20-2015
Nathan L HoogFarmers Financial Solutions, LLCEdward Jones06-19-2015
Misty Dawn GossenFarmers Financial Solutions, LLCState Farm VP Management Corp.07-10-2015
Daniel Louis NicholsFarmers Financial Solutions, LLCSaybrus Equity Services, LLC$10007-11-2016
John David CollisFarmers Financial Solutions, LLCAllstate Financial Services, LLC$25011-14-2016
Bonnie Joy EspinozaFarmers Financial Solutions, LLCMWA Financial Services Inc.09-20-2017
Michael StuberFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-02-2018
Joshua Tyler ChapmanFarmers Financial Solutions, LLCHornor, Townsend & Kent, LLC04-13-2018

Showing 1 to 15 of 15 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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