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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason B. KennedyFirst Financial Securities of America, Inc.State Farm VP Management Corp.03-09-2020
Mary Beth FleuryJ.P. Morgan Securities LLCState Farm VP Management Corp.05-13-2019
Timothy Ray JonesState Farm VP Management Corp.State Farm VP Management Corp.02-26-2019
Ryan Tait HoldemanState Farm VP Management Corp.State Farm VP Management Corp.10-25-2018
Brittany Resha SmithState Farm VP Management Corp.State Farm VP Management Corp.10-25-2018
Byron Eugene WilkersonNYLIFE Securities LLCState Farm VP Management Corp.04-11-2018
Lyndsey Monahan RhodeNYLIFE Securities LLCState Farm VP Management Corp.03-23-2018
Isaiah Samuel MartinezAllstate Financial Services, LLCState Farm VP Management Corp.02-27-2018
Catherine Brooke YorkAllstate Financial Services, LLCState Farm VP Management Corp.12-05-2017
Garrett Michael NeesFarmers Financial Solutions, LLCState Farm VP Management Corp.12-01-2017
David A. RivasFarmers Financial Solutions, LLCState Farm VP Management Corp.10-04-2017
Blanca Y. Nieto-RamirezNYLIFE Securities LLCState Farm VP Management Corp.09-19-2017
Ryan Tait HoldemanState Farm VP Management Corp.State Farm VP Management Corp.07-25-2017
Paul Edwin Lindberg Jr.Ameriprise Financial Services, LLCState Farm VP Management Corp.04-26-2017
Julie Ann FulkersonLincoln Financial Advisors CorporationState Farm VP Management Corp.04-21-2017
Matthew Alphonse EnglandMorgan StanleyState Farm VP Management Corp.$10003-08-2017
Jorge Camero Jr.Allstate Financial Services, LLCState Farm VP Management Corp.02-14-2017
Kimberly Shay WilliamsMML Investors Services, LLCState Farm VP Management Corp.02-06-2017
Frank Stephen Hever IIIPruco Securities, LLC.State Farm VP Management Corp.$2501-20-2017
Jairo Enrique MejiaPruco Securities, LLC.State Farm VP Management Corp.01-13-2017
Randall J. RubeisFarmers Financial Solutions, LLCState Farm VP Management Corp.01-11-2017
Kathryn Jane HuntemanInstitutional Securities CorporationState Farm VP Management Corp.01-06-2017
Wade Allen DavisAllstate Financial Services, LLCState Farm VP Management Corp.12-10-2016
Annette Roberts-RathwickAllstate Financial Services, LLCState Farm VP Management Corp.11-23-2016
Supriya Mary HarrisFarmers Financial Solutions, LLCState Farm VP Management Corp.10-13-2016
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Showing 1 to 25 of 69 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.