DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from State Farm Investment Management Corp.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Nicholas James Taylor	State Farm Investment Management Corp. asset manager	Advocacy Wealth Management, LLC independent RIA	Other	Jul 21, 2026	Aug 25, 2026 (35 d)
Katarzyna Kot	State Farm Investment Management Corp. asset manager	LPL Financial LLC BD affiliated	Other	Jul 21, 2026	Jul 13, 2026
Clinton Moss	State Farm Investment Management Corp. asset manager	Ameriprise Financial Services, LLC national BD	Other	May 28, 2026	Jun 3, 2026
Stephen T Sharpe	State Farm Investment Management Corp. asset manager	Edward Jones national BD	Other	May 11, 2026	Aug 28, 2026 (109 d)
Jodi Scott	State Farm Investment Management Corp. asset manager	First Citizens Investor Services, Inc. BD affiliated	Other	May 11, 2026	May 27, 2026
Brian Keith Mcleish	State Farm Investment Management Corp. asset manager	Ameritas Advisory Services, LLC BD affiliated	Other	Apr 30, 2026	Jul 1, 2026 (62 d)
Nicholas Edward Shala	State Farm Investment Management Corp. asset manager	Osaic Institutions, Inc. BD affiliated	Other	Apr 30, 2026	May 26, 2026
Grant Patrick Parker	State Farm Investment Management Corp. asset manager	Trademark Capital Management Inc. independent RIA	Other	Apr 14, 2026	Apr 21, 2026
Rebecca Chartier	State Farm Investment Management Corp. asset manager	Northwestern Mutual Investment Services,LLC no RAUM	Other	Mar 12, 2026	Jun 16, 2026 (96 d)
Angel Roman	State Farm Investment Management Corp. asset manager	Thrivent Investment Management Inc. BD affiliated	Other	Mar 4, 2026	Mar 6, 2026
Kevin Heinz Kulins	State Farm Investment Management Corp. asset manager	Alexander Capital Wealth Management LLC independent RIA	Other	Jan 23, 2026	Jan 29, 2026
Clark M. Turner	State Farm Investment Management Corp. asset manager	Strategic Advisers LLC national BD	Other	Jan 8, 2026	Mar 11, 2026 (62 d)
Andrew Charles Sasser	State Farm Investment Management Corp. asset manager	LPL Enterprise, LLC BD affiliated	Other	Jan 6, 2026	Jan 30, 2026
Patrick Leon	State Farm Investment Management Corp. asset manager	Northwestern Mutual Investment Services,LLC no RAUM	Other	Jan 5, 2026	Jan 15, 2026
Garrett Douglas Hudson	State Farm Investment Management Corp. asset manager	Dakota Wealth, LLC independent RIA	Other	Dec 8, 2025	Mar 6, 2026 (88 d)
Hunter Todd	State Farm Investment Management Corp. asset manager	Strategic Advisers LLC national BD	Other	Nov 10, 2025	Jan 30, 2026 (81 d)
Wesley Minton	State Farm Investment Management Corp. asset manager	Key Investment Services LLC BD affiliated	Other	Sep 18, 2025	Oct 1, 2025
Benjamin Lanser	State Farm Investment Management Corp. asset manager	Morgan Stanley wirehouse	Other	Sep 17, 2025	Sep 26, 2025
Robert Deane Lenertz	State Farm Investment Management Corp. asset manager	Spc BD affiliated	Other	Aug 21, 2025	Jul 20, 2026 (333 d)
Nickolas Meyers	State Farm Investment Management Corp. asset manager	J.P. Morgan Securities LLC wirehouse	Other	Aug 19, 2025	Oct 7, 2025 (49 d)
Eric Dale Snider	State Farm Investment Management Corp. asset manager	Packerland Brokerage Services, Inc. independent RIA	Other	Aug 5, 2025	Sep 29, 2025 (55 d)
Connor Schutt	State Farm Investment Management Corp. asset manager	Empower Advisory Group, LLC BD affiliated	Other	Jul 23, 2025	Jun 3, 2026 (315 d)
Chip Detty	State Farm Investment Management Corp. asset manager	Namcoa other	Other	Jul 3, 2025	Jul 16, 2025
Cody Scott Polzin	State Farm Investment Management Corp. asset manager	Northwestern Mutual Investment Services,LLC no RAUM	Other	May 12, 2025	Jul 2, 2025 (51 d)
Jared James Burns-Coffin	State Farm Investment Management Corp. asset manager	Allstate Financial Advisors, LLC BD affiliated	Other	Apr 9, 2025	Oct 14, 2025 (188 d)
Terreaux Williams	State Farm Investment Management Corp. asset manager	Eagle Strategies LLC BD affiliated	Other	Apr 1, 2025	Jul 29, 2025 (119 d)
Amanda M Hanquist	State Farm Investment Management Corp. asset manager	Plan Group Financial, Inc. independent RIA	Other	Feb 14, 2025	Feb 24, 2025
Phillip Hamilton Hobbs	State Farm Investment Management Corp. asset manager	Janney Montgomery Scott LLC BD affiliated	Other	Jan 30, 2025	Jan 31, 2025
Bryan Finger	State Farm Investment Management Corp. asset manager	Fisher Investments independent RIA	Other	Oct 15, 2024	Oct 16, 2024
Thomas Albert Cabral	State Farm Investment Management Corp. asset manager	MML Investors Services, LLC BD affiliated	Other	Oct 9, 2024	Feb 14, 2025 (128 d)
Manuel Lopez	State Farm Investment Management Corp. asset manager	Primerica Advisors national BD	Other	Sep 25, 2024	May 13, 2026 (595 d)
Benjamin Max Froeschle	State Farm Investment Management Corp. asset manager	Edward Jones national BD	Other	Aug 19, 2024	Oct 3, 2024 (45 d)
James Castellano	State Farm Investment Management Corp. asset manager	Horace Mann Investors, Inc. BD affiliated	Other	Jul 30, 2024	Sep 19, 2024 (51 d)
Kimberly Ann Shepherd	State Farm Investment Management Corp. asset manager	Raymond James & Associates, Inc. national BD	Other	Jun 25, 2024	Jul 18, 2024
Michelle Gay Brown	State Farm Investment Management Corp. asset manager	Raymond James & Associates, Inc. national BD	Other	Feb 29, 2024	May 22, 2024 (83 d)
Steven Dew	State Farm Investment Management Corp. asset manager	Creative Planning independent RIA	Other	Feb 22, 2024	Mar 15, 2024
Trey Mitchell Schuiteman	State Farm Investment Management Corp. asset manager	Ameriprise Financial Services, LLC national BD	Other	Jan 30, 2024	Feb 12, 2024
Aaron Mathew Smith	State Farm Investment Management Corp. asset manager	Integrity Alliance, LLC BD affiliated	Other	Jan 5, 2024	Apr 9, 2024 (95 d)
Zachary Theunis Misak	State Farm Investment Management Corp. asset manager	Pruco Securities, LLC BD affiliated	Other	Oct 17, 2023	Nov 7, 2023
Andrew Scott Nemetz	State Farm Investment Management Corp. asset manager	Cetera Investment Advisers LLC BD affiliated	Other	Oct 12, 2023	Mar 2, 2026 (872 d)
Brian S Herring	State Farm Investment Management Corp. asset manager	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 14, 2023	Jul 10, 2023
Melissa Elaine Gordon	State Farm Investment Management Corp. asset manager	Eagle Strategies LLC BD affiliated	Other	May 3, 2023	Jul 10, 2025 (799 d)
Jeffrey Paul Farrell	State Farm Investment Management Corp. asset manager	Sound Income Strategies, LLC independent RIA	Other	Nov 1, 2022	Apr 20, 2023 (170 d)
Marvin Gene Strozier	State Farm Investment Management Corp. asset manager	Dempsey Lord Smith, LLC independent RIA	Other	Oct 21, 2022	Dec 2, 2022 (42 d)
Timothy Charles Boyd	State Farm Investment Management Corp. asset manager	Prospera Financial Services, Inc. independent RIA	Other	Aug 31, 2022	Sep 1, 2022
Jon Anthony Hoyle	State Farm Investment Management Corp. asset manager	Ip Financial Advisory Services LLC BD affiliated	Other	Aug 10, 2022	Aug 24, 2022
Julie Michele Hahn	State Farm Investment Management Corp. asset manager	Allstate Financial Advisors, LLC BD affiliated	Other	May 9, 2022	Nov 11, 2022 (186 d)
Alison M Eggers	State Farm Investment Management Corp. asset manager	Morgan Stanley wirehouse	Other	May 4, 2022	Jan 23, 2024 (629 d)
Shanda Swinehart	State Farm Investment Management Corp. asset manager	Thrivent Investment Management Inc. BD affiliated	Other	Mar 23, 2022	Aug 3, 2023 (498 d)
Michael Angelo Marana	State Farm Investment Management Corp. asset manager	Gradient Wealth Management BD affiliated	Other	Jul 13, 2021	Sep 7, 2021 (56 d)
Jon M Whited	State Farm Investment Management Corp. asset manager	Edward Jones national BD	Other	Jun 30, 2021	Sep 24, 2021 (86 d)
Roosevelt Pierre Elivert	State Farm Investment Management Corp. asset manager	Allstate Financial Advisors, LLC BD affiliated	Other	Dec 2, 2020	Jan 28, 2021 (57 d)
Todd Robert Baker	State Farm Investment Management Corp. asset manager	Thrivent Investment Management Inc. BD affiliated	Other	Aug 6, 2020	Aug 17, 2021 (376 d)
Li Huang	State Farm Investment Management Corp. asset manager	Wells Fargo Advisors wirehouse	Other	Jul 2, 2020	Aug 10, 2020 (39 d)
Todd Patrick Elizalde	State Farm Investment Management Corp. asset manager	Charles Schwab & Co., Inc. national BD	Other	Jun 27, 2019	Jul 2, 2019
Dieter Walters	State Farm Investment Management Corp. asset manager	Voya Financial Partners, LLC independent RIA	Other	Feb 7, 2019	Feb 7, 2020 (365 d)
Christopher M Meers	State Farm Investment Management Corp. other	Charles Schwab & Co., Inc. national BD	Other	Mar 28, 2017	Aug 16, 2021 (1602 d)
Michael Walter Crutchfield	State Farm Investment Management Corp. other	Advice And Planning Services other	Other	Dec 31, 2008	Nov 2, 2016 (2863 d)
Ernest Burley	State Farm Investment Management Corp. other	Next Financial Group, Inc. other	Other	Dec 31, 2008	Sep 8, 2009 (251 d)
Charles Bradley Campbell	State Farm Investment Management Corp. other	First Allied Securities, Inc. other	Other	Dec 31, 2008	Oct 7, 2010 (645 d)

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69 moves match.