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

Arrivals at 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
Husein Nazim Valiyani	Citizens Securities, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Aug 18, 2023	Aug 15, 2025 (728 d)
Liston Gainey	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	State Farm Investment Management Corp. asset manager	Other	Aug 4, 2023	Sep 6, 2023 (33 d)
David Padilla	J.P. Morgan Securities LLC wirehouse	State Farm Investment Management Corp. asset manager	Other	Aug 2, 2023	Oct 2, 2023 (61 d)
Miguel Angel Decastillo	Equitable Advisors, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Jul 19, 2023	Sep 18, 2023 (61 d)
Jarvis Fullenwilder	Concourse Financial Group Advisors BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jul 14, 2023	Jul 10, 2025 (727 d)
Juan Angel Ventura	J.P. Morgan Securities LLC wirehouse	State Farm Investment Management Corp. asset manager	Other	May 23, 2023	Sep 11, 2025 (842 d)
Clark M. Turner	E*Trade Capital Management, LLC independent RIA	State Farm Investment Management Corp. asset manager	Other	May 11, 2023	Jan 8, 2025 (608 d)
Jerome Sanford Anderson	LPL Financial LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	May 2, 2023	Nov 15, 2024 (563 d)
Andrew Scott Nemetz	Fisher Investments independent RIA	State Farm Investment Management Corp. asset manager	Other	Mar 28, 2023	Sep 14, 2023 (170 d)
Courtney Reed	J.P. Morgan Securities LLC wirehouse	State Farm Investment Management Corp. asset manager	Other	Mar 11, 2023	Mar 16, 2023
Hunter Todd	Equitable Advisors, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Feb 2, 2023	Oct 24, 2023 (264 d)
Manuel Lopez	Fidelity Personal And Workplace Advisors BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jan 18, 2023	Jun 12, 2024 (511 d)
Ajamu Johnson	UBS Financial Services Inc. wirehouse	State Farm Investment Management Corp. asset manager	Other	Jan 12, 2023	Aug 17, 2023 (217 d)
Brian S Herring	Mariner BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jan 3, 2023	May 10, 2023 (127 d)
Thomas Earl Neal	Allstate Financial Advisors, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Dec 15, 2022	Dec 22, 2022
El Kyle Brooks	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Dec 7, 2022	Jan 1, 2025 (756 d)
Jordan Lee Roundtree	Nuance Investments, LLC asset manager	State Farm Investment Management Corp. asset manager	Other	Sep 12, 2022	Sep 3, 2024 (722 d)
Juanita M Martinez	Oneamerica Securities, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jul 6, 2022	Jul 14, 2022
Jeffrey Paul Farrell	First Horizon Advisors, Inc mixed wealth	State Farm Investment Management Corp. asset manager	Other	Jun 28, 2022	Sep 6, 2022 (70 d)
Tyler John Parmer	Primerica Advisors national BD	State Farm Investment Management Corp. asset manager	Other	May 4, 2022	Jun 13, 2022 (40 d)
Tyler Lee Mccraw	Pruco Securities, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Apr 7, 2022	Jul 30, 2026 (1575 d)
Diego Lecolant	Truist Advisory Services, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Apr 5, 2022	May 27, 2022 (52 d)
Brian Thomas Brunick	Navy Federal Investment Services, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Feb 3, 2022	Jun 25, 2025 (1238 d)
Scott Fast	Fidelity Personal And Workplace Advisors BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jan 7, 2022	Jan 12, 2026 (1466 d)
Daniel Sean Barrios	Equitable Advisors, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Jan 5, 2022	Oct 9, 2023 (642 d)
Janet Lynn Lake	Valic Financial Advisors, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Dec 22, 2021	May 5, 2022 (134 d)
Jon Anthony Hoyle	Cambridge Investment Research Advisors, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Dec 21, 2021	Jan 10, 2022
William Eric Kern	Citizens Securities, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Nov 2, 2021	May 17, 2022 (196 d)
Roger Andrew Bohlig	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	State Farm Investment Management Corp. asset manager	Other	Oct 25, 2021	Apr 3, 2025 (1256 d)
John Peter Schmick	MML Investors Services, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Oct 18, 2021	Jun 30, 2022 (255 d)
Alexis Paul Rivera	Fidelity Personal And Workplace Advisors BD affiliated	State Farm Investment Management Corp. asset manager	Other	Sep 16, 2021	Jun 2, 2022 (259 d)
Daniel Alberto Salinas	Valic Financial Advisors, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Aug 27, 2021	Aug 3, 2023 (706 d)
Shalisse Ann Cerven	Primerica Advisors national BD	State Farm Investment Management Corp. asset manager	Other	Jul 15, 2021	Oct 24, 2024 (1197 d)
Andrew James Santine	MML Investors Services, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jun 29, 2021	Jul 13, 2022 (379 d)
Ryan Michael Cockrum	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Jun 1, 2021	Feb 21, 2022 (265 d)
Dawon Coleman	Fbl Wealth Management, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	May 11, 2021	Jan 17, 2023 (616 d)
Ryan Patrick Esse	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	May 5, 2021	Mar 29, 2022 (328 d)
Kerry Suzette Denton	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	State Farm Investment Management Corp. asset manager	Other	Apr 29, 2021	Oct 9, 2024 (1259 d)
William Bruce Patteson	Ameriprise Financial Services, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Mar 23, 2021	Oct 11, 2022 (567 d)
Johnny Poole	Arvest Wealth Management BD affiliated	State Farm Investment Management Corp. asset manager	Other	Mar 3, 2021	Jan 25, 2023 (693 d)
Kimberly Bell	Northwestern Mutual Investment Services,LLC no RAUM	State Farm Investment Management Corp. asset manager	Other	Feb 8, 2021	Jun 16, 2025 (1589 d)
Justin Paul Rhodes	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Feb 5, 2021	Apr 4, 2022 (423 d)
Christina Alita Flores	Principal Securities, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jan 21, 2021	May 12, 2021 (111 d)
Kathy K Jurgensen	Creativeone Securities, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Dec 11, 2020	Jun 16, 2021 (187 d)
Maximillian Chernavsky	Santander Securities BD affiliated	State Farm Investment Management Corp. asset manager	Other	Dec 7, 2020	Jun 12, 2023 (917 d)
Bryan Finger	J.P. Morgan Securities LLC wirehouse	State Farm Investment Management Corp. asset manager	Other	Nov 19, 2020	May 28, 2021 (190 d)
Timothy Jay Cordell	Advice And Planning Services BD affiliated	State Farm Investment Management Corp. asset manager	Other	Nov 13, 2020	Feb 22, 2022 (466 d)
Joshua M Bradburn	One Capital Management, LLC independent RIA	State Farm Investment Management Corp. asset manager	Other	Nov 13, 2020	Jun 24, 2021 (223 d)
Harvey William Dash	Pruco Securities, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Oct 7, 2020	Oct 31, 2023 (1119 d)
Joseph Cory Adams	Bfc Planning, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Oct 7, 2020	Feb 1, 2022 (482 d)
James Castellano	Horace Mann Investors, Inc. no RAUM	State Farm Investment Management Corp. asset manager	Other	Oct 2, 2020	Feb 21, 2022 (507 d)
Erin Christine Levan	Mutual Of Omaha Investor Services, Inc. no RAUM	State Farm Investment Management Corp. asset manager	Other	Aug 12, 2020	Apr 16, 2021 (247 d)
Devin Mikel Graham	Epi Financial Group state registered	State Farm Investment Management Corp. asset manager	Other	Aug 10, 2020	May 26, 2022 (654 d)
Megan Rene Simmons	Cetera Investment Advisers LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jul 31, 2020	Mar 18, 2021 (230 d)
Zachery Moore	Cetera Investment Advisers LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jul 2, 2020	Oct 11, 2022 (831 d)
Ryan Scott Collett	Alexander Investment Services Co. independent RIA	State Farm Investment Management Corp. asset manager	Other	Jun 1, 2020	Mar 7, 2022 (644 d)
Michelle Nicole Josias	UBS Financial Services Inc. wirehouse	State Farm Investment Management Corp. asset manager	Other	Mar 17, 2020	Nov 5, 2021 (598 d)
Steven Andrew Sanchez	Sorrento Pacific Financial, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Feb 25, 2020	Feb 28, 2024 (1464 d)
Marvin Gene Strozier	MML Investors Services, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Feb 10, 2020	Feb 4, 2022 (725 d)
Jeremiah Barnes	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	State Farm Investment Management Corp. asset manager	Other	Dec 18, 2019	Apr 18, 2022 (852 d)

Page 3 of 7Previous Next

392 moves match.