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
Karen Denise Clark-KocinskiOneAmerica Securities, Inc.State Farm VP Management Corp.08-20-2018
David Benjamin KayeFarmers Financial Solutions, LLCState Farm VP Management Corp.03-10-2017
Thomas Ray DuckwallFarmers Financial Solutions, LLCState Farm VP Management Corp.01-18-2017
Thomas Martin JonesFarmers Financial Solutions, LLCState Farm VP Management Corp.06-20-2016
Benjamin Charles FloydNationwide Securities, LLCState Farm VP Management Corp.04-11-2016
Karen Marie KennedyBB&T Investment Services, Inc.State Farm VP Management Corp.01-08-2016
Joshua Ray AdkinsMWA Financial Services Inc.State Farm VP Management Corp.08-21-2015
Kerry Sullivan ShepherdAllstate Financial Services, LLCState Farm VP Management Corp.07-16-2015
James Hyun AhnWells Fargo Clearing Services, LLCState Farm VP Management Corp.09-02-2014
Scott Howard LaneQuestar Capital CorporationState Farm VP Management Corp.08-01-2013
Martin John HararMerrill Lynch, Pierce, Fenner & Smith IncorporatedState Farm VP Management Corp.05-30-2013
David William WinnMorgan StanleyState Farm VP Management Corp.10-05-2012
Jeffery Lewis PersingerState Farm VP Management Corp.State Farm VP Management Corp.03-24-2011
Gayla Alease MurrayState Farm VP Management Corp.State Farm VP Management Corp.07-14-2010

Showing 1 to 14 of 14 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.