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
Leah Allison MalleyFarmers Financial Solutions, LLCState Farm VP Management Corp.07-21-2017
Donna Casey FeuerherdtRaymond James Financial Services, Inc.State Farm VP Management Corp.01-03-2017
Damon Linn BurianFarmers Financial Solutions, LLCState Farm VP Management Corp.12-01-2016
Nicholas Garcia KaufmanKey Investment Services LLCState Farm VP Management Corp.08-04-2016
Caryn Diane KimbleLPL Financial LLCState Farm VP Management Corp.$15008-03-2016
Trent William OkiJ.P. Morgan Securities LLCState Farm VP Management Corp.07-18-2016
Brian Todd MoreauAllstate Financial Services, LLCState Farm VP Management Corp.07-05-2016
Kevin Thomas MoserFarmers Financial Solutions, LLCState Farm VP Management Corp.07-05-2016
Valerie Jeanne DillionKey Investment Services LLCState Farm VP Management Corp.02-18-2016
Standlee Seth YostAmerican Fidelity Securities, Inc.State Farm VP Management Corp.10-06-2015
Shyla Lynn RoseKey Investment Services LLCState Farm VP Management Corp.12-16-2014
Susan Gay SnyderAllstate Financial Services, LLCState Farm VP Management Corp.09-12-2014
Jill Miyaguchi KashiwagiLPL Financial LLCState Farm VP Management Corp.07-01-2013
Christi Lee HouserCountry Capital Management CompanyState Farm VP Management Corp.$2505-23-2013
Brian Robert WestAllstate Financial Services, LLCState Farm VP Management Corp.$2506-07-2010
Fadia Azar HadeedFarmers Financial Solutions, LLCState Farm VP Management Corp.06-29-2009
William Martin Johnson IIAllstate Financial Services, LLCState Farm VP Management Corp.$2502-17-2009

Showing 1 to 17 of 17 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.

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