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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam L GonzalezAllstate Financial Services, LLCFarmers Financial Solutions, LLC07-10-2020
Olukayode AjanakuAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-03-2014
Timothy S WilsonAllstate Financial Services, LLCFarmers Financial Solutions, LLC02-17-2011
David W ThompsonAvantax Investment Services, Inc.Farmers Financial Solutions, LLC12-13-2016
Minh Nhut BuiAvantax Investment Services, Inc.Farmers Financial Solutions, LLC08-28-2015
Kathy Latisha PhillipsBBVA Securities Inc.Farmers Financial Solutions, LLC04-17-2018
Aziz Joe ShoweryCambridge Investment Research, Inc.Farmers Financial Solutions, LLC06-03-2019
Roy T GarciaCetera Advisor Networks LLCFarmers Financial Solutions, LLC02-05-2014
Jamie Michael JohnsonCetera Advisors LLCFarmers Financial Solutions, LLC06-18-2019
Bradley Kent GreeneCharles Schwab & Co., Inc.Farmers Financial Solutions, LLC10-29-2019
Jeffrey Dean HendersonEdward JonesFarmers Financial Solutions, LLC05-18-2017
Joseph Francis Altebaumer JrEdward JonesFarmers Financial Solutions, LLC05-20-2014
Trajko PapuckoskiFisher InvestmentsFarmers Financial Solutions, LLC02-13-2018
Jason Bradley CloudHorace Mann Investors, Inc.Farmers Financial Solutions, LLC01-08-2018
Brent A ZurbriggenHorace Mann Investors, Inc.Farmers Financial Solutions, LLC11-06-2017
Joe Mccollum AllbrightHorter Investment Management, LLCFarmers Financial Solutions, LLC12-01-2017
Anne ArroyoJ.P. Morgan Securities LLCFarmers Financial Solutions, LLC01-13-2020
John E FadalLion Street Financial, LLCFarmers Financial Solutions, LLC10-01-2019
Jorge M MaderoLPL Financial LLCFarmers Financial Solutions, LLC08-12-2019
Huison Andrea KimMML Investors Services, LLCFarmers Financial Solutions, LLC03-23-2017
Timothy Lee ClaypoolNorthwestern Mutual Investment Services, LLCFarmers Financial Solutions, LLC11-03-2017
Sean Alaster WashingtonNorthwestern Mutual Investment Services, LLCFarmers Financial Solutions, LLC$5011-27-2013
Alexis Dawson BrittonNYLIFE Securities LLCFarmers Financial Solutions, LLC07-28-2016
Christopher Joseph KorinekProEquities, Inc.Farmers Financial Solutions, LLC$5007-15-2009
Thomas Norman NilssonPruco Securities, LLC.Farmers Financial Solutions, LLC04-13-2018
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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.