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.

AdvisorFromToTypeLeftRegistered
Michael Brent BurokerState Farm Investment Management Corp. otherHufford Financial Advisors, LLC unclassifiedOtherDec 31, 2008Apr 19, 2011 (839 d)
Michael Raymond GraffState Farm Investment Management Corp. otherAllstate Financial Advisors, LLC no RAUMOtherFeb 4, 2008Oct 17, 2017 (3543 d)
Martin J HararState Farm Investment Management Corp. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 4, 2007Jul 10, 2013 (2106 d)
Ryan Douglas ParsonState Farm Investment Management Corp. otherSunlight Peaks no RAUMOtherOct 4, 2007Oct 7, 2021 (5117 d)
Lauretta A BurkhartState Farm Investment Management Corp. otherOsaic Fs, Inc. otherOtherJul 11, 2007Aug 30, 2007 (50 d)
Jeffrey Thomas HuffState Farm Investment Management Corp. otherBfc Planning, Inc. otherOtherFeb 16, 2007Apr 29, 2013 (2264 d)
James Ray MunchbachState Farm Investment Management Corp. otherMorgan Stanley wirehouseOtherMar 9, 2006Mar 13, 2015 (3291 d)
Brett Alan KuykendallState Farm Investment Management Corp. otherStrategic Advisers LLC national BDOtherFeb 14, 2006Oct 23, 2015 (3538 d)
Michael AmoiaState Farm Investment Management Corp. otherValmark Advisers, Inc. BD affiliatedOtherApr 11, 2005Apr 28, 2023 (6591 d)
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69 moves match.