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
Richard FieldsFarmers Financial Solutions, LLCCambridge Investment Research, Inc.02-05-2018
Jon Christian IversonFarmers Financial Solutions, LLCTransamerica Capital, Inc.$10012-20-2017
Joshua Michael MaysFarmers Financial Solutions, LLCSummit Brokerage Services, Inc.$50006-22-2017
Robert George SpencerFarmers Financial Solutions, LLCB. Riley Wealth Management$15006-06-2017
Jeremy A. JamesFarmers Financial Solutions, LLCMML Investors Services, LLC01-19-2017
Anthony Ward StallingsFarmers Financial Solutions, LLCWoodmen Financial Services, Inc.06-24-2016
Harry Roulon Allen Jr.Farmers Financial Solutions, LLCSagePoint Financial, Inc.$10004-20-2016
Gary L BeasleyFarmers Financial Solutions, LLCAvantax Investment Services, Inc.09-11-2015
Charles L. SkipperFarmers Financial Solutions, LLCMML Investors Services, LLC05-14-2015
Edward Lee Maddox IIFarmers Financial Solutions, LLCMML Investors Services, LLC08-27-2014
Andrea Dufrene GoldbergFarmers Financial Solutions, LLCMML Investors Services, LLC$50004-02-2014
Debra Taylor NeymanFarmers Financial Solutions, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-01-2012

Showing 1 to 12 of 12 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.