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.

AdvisorFromToTypeLeftRegistered
James M FeickLPL Financial LLC BD affiliatedState Farm Investment Management Corp. asset managerOtherOct 29, 2019May 6, 2024 (1651 d)
Austin Thomas CooleyEdward Jones national BDState Farm Investment Management Corp. asset managerOtherOct 2, 2019Feb 2, 2023 (1219 d)
Alexander James Peterson-CrossW&S Brokerage Services, Inc. no RAUMState Farm Investment Management Corp. asset managerOtherAug 6, 2019Jun 9, 2020 (308 d)
Bryant SmithPlanmember Securities Corporation independent RIAState Farm Investment Management Corp. asset managerOtherJul 19, 2019Feb 8, 2022 (935 d)
Gina Christy Rocco-GreenRobert W. Baird & Co. Incorporated mixed wealthState Farm Investment Management Corp. asset managerOtherJul 12, 2019Jan 13, 2021 (551 d)
Brett Alan KuykendallStonex Advisors Inc. BD affiliatedState Farm Investment Management Corp. asset managerOtherJul 10, 2019Jul 30, 2019
Chad E PetersonMadison Avenue Securities, LLC independent RIAState Farm Investment Management Corp. asset managerOtherJul 1, 2019Jun 27, 2023 (1457 d)
Scott Jacob MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseState Farm Investment Management Corp. asset managerOtherJun 3, 2019Apr 7, 2022 (1039 d)
Paul BavaroMML Investors Services, LLC BD affiliatedState Farm Investment Management Corp. asset managerOtherMay 14, 2019Sep 26, 2025 (2327 d)
Keith W CamireM&T Securities, Inc. unclassifiedState Farm Investment Management Corp. asset managerOtherMay 3, 2019Jul 26, 2025 (2276 d)
Gregory Wayne BrennerNorthwestern Mutual Investment Services,LLC no RAUMState Farm Investment Management Corp. asset managerOtherApr 17, 2019Jun 17, 2019 (61 d)
Michael James CasonFifth Third Securities, Inc. BD affiliatedState Farm Investment Management Corp. asset managerOtherApr 12, 2019Jul 6, 2020 (451 d)
Ripsime Helena SoulakhianMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseState Farm Investment Management Corp. asset managerOtherMar 14, 2019Oct 12, 2021 (943 d)
Li HuangCitigroup Global Markets Inc. BD affiliatedState Farm Investment Management Corp. asset managerOtherFeb 22, 2019Jul 31, 2019 (159 d)
Jill Adaire FreyHorace Mann Investors, Inc. no RAUMState Farm Investment Management Corp. asset managerOtherJan 31, 2019Apr 4, 2019 (63 d)
Andrew Christopher WagnerWells Fargo Advisors wirehouseState Farm Investment Management Corp. asset managerOtherJan 7, 2019Aug 19, 2025 (2416 d)
Tracy John Hurst23 Wealth LLC unclassifiedState Farm Investment Management Corp. asset managerOtherNov 2, 2018Nov 14, 2022 (1473 d)
Joshua Michael ZelemMML Investors Services, LLC BD affiliatedState Farm Investment Management Corp. asset managerOtherNov 1, 2018Jul 5, 2023 (1707 d)
Jon Scott McdowellInvesco Advisers, Inc. asset managerState Farm Investment Management Corp. asset managerOtherSep 18, 2018Nov 20, 2019 (428 d)
Kenneth Robert GrossmanMML Investors Services, LLC BD affiliatedState Farm Investment Management Corp. asset managerOtherSep 11, 2018Apr 8, 2019 (209 d)
Lasha Johnson HammettTruist Advisory Services, Inc. BD affiliatedState Farm Investment Management Corp. asset managerOtherAug 14, 2018Jul 12, 2019 (332 d)
Kevin Christopher PiersonWells Fargo Advisors wirehouseState Farm Investment Management Corp. asset managerOtherAug 7, 2018Feb 28, 2019 (205 d)
Aaron Christopher KilbrideNorthwestern Mutual Investment Services,LLC no RAUMState Farm Investment Management Corp. asset managerOtherAug 7, 2018Aug 6, 2025 (2556 d)
Michael DahlAdvisornet Wealth Partners independent RIAState Farm Investment Management Corp. asset managerOtherAug 1, 2018Dec 15, 2023 (1962 d)
Matthew Taylor JohnsonThe Financial Advisory Group, LLC independent RIAState Farm Investment Management Corp. asset managerOtherApr 14, 2018Mar 3, 2023 (1784 d)
Nikki MccauleyFifth Third Securities, Inc. BD affiliatedState Farm Investment Management Corp. asset managerOtherMar 23, 2018Dec 7, 2018 (259 d)
Oliver Greenleaf StahlFirst Allied Advisory Services, Inc. otherState Farm Investment Management Corp. asset managerOtherMar 21, 2018Feb 25, 2021 (1072 d)
Timothy CurvanHoover Financial Advisors, Inc. independent RIAState Farm Investment Management Corp. asset managerOtherMar 8, 2018Nov 4, 2025 (2798 d)
Kirby TownsBankers Life Advisory Services, Inc. otherState Farm Investment Management Corp. asset managerOtherJan 31, 2018Apr 23, 2026 (3004 d)
Charles J. HahnCantor Fitzgerald Wealth Partners, LLC otherState Farm Investment Management Corp. asset managerOtherNov 2, 2017Sep 17, 2019 (684 d)
Paul Raymond VallerandWells Fargo Advisors wirehouseState Farm Investment Management Corp. asset managerOtherOct 6, 2017Dec 3, 2025 (2980 d)
Taylor MartinSecurian Financial Services, Inc. otherState Farm Investment Management Corp. asset managerOtherSep 7, 2017Oct 20, 2025 (2965 d)
Thomas Jeffrey BarrickStrategic Advisers LLC national BDState Farm Investment Management Corp. asset managerOtherAug 11, 2017Jan 2, 2019 (509 d)
Daniel LottingerPrimerica Advisors national BDState Farm Investment Management Corp. asset managerOtherAug 9, 2017Sep 11, 2025 (2955 d)
Aimee Maria FloreaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseState Farm Investment Management Corp. asset managerOtherJul 11, 2017Jan 2, 2026 (3097 d)
Michael James WelchMML Investors Services, LLC otherState Farm Investment Management Corp. asset managerOtherJun 15, 2017Jan 12, 2024 (2402 d)
Justin Michael SisensteinForesters Advisory Services, LLC otherState Farm Investment Management Corp. asset managerOtherMar 21, 2017Apr 10, 2025 (2942 d)
Wendell ChindraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseState Farm Investment Management Corp. asset managerOtherFeb 21, 2017Jan 1, 2025 (2871 d)
Justin Lee MagnessEagle Strategies LLC otherState Farm Investment Management Corp. asset managerOtherFeb 14, 2017Apr 10, 2019 (785 d)
Matthew Joseph BlakeEdward Jones national BDState Farm Investment Management Corp. asset managerOtherFeb 1, 2017Nov 29, 2022 (2127 d)
Zachary Paul BarnesMsi Financial Services, Inc. otherState Farm Investment Management Corp. asset managerOtherJan 5, 2017Jul 8, 2019 (914 d)
Dieter WaltersTransamerica Retirement Advisors, LLC otherState Farm Investment Management Corp. asset managerOtherDec 31, 2016Oct 10, 2018 (648 d)
Brian Michael GrossCetera Advisors LLC otherState Farm Investment Management Corp. asset managerOtherDec 19, 2016Aug 4, 2020 (1324 d)
Kenneth D. SmithValic Financial Advisors, Inc. otherState Farm Investment Management Corp. asset managerOtherDec 1, 2016Jul 31, 2018 (607 d)
Lance Carter AtwoodMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseState Farm Investment Management Corp. asset managerOtherNov 14, 2016Oct 3, 2025 (3245 d)
Matthew Apgar BaladyStrategic Advisers LLC national BDState Farm Investment Management Corp. asset managerOtherSep 8, 2016Jan 29, 2025 (3065 d)
Daniel J ConnorMML Investors Services, LLC otherState Farm Investment Management Corp. asset managerOtherAug 10, 2016Jun 13, 2023 (2498 d)
Gary LuPrincipal Securities, Inc. otherState Farm Investment Management Corp. asset managerOtherAug 2, 2016Feb 5, 2026 (3474 d)
Adam Charles CaveMutual Of Omaha Investor Services, Inc. no RAUMState Farm Investment Management Corp. asset managerOtherJul 8, 2016Nov 24, 2021 (1965 d)
Devin Tyler MasonerCurian Capital, LLC otherState Farm Investment Management Corp. asset managerOtherMar 29, 2016Jan 1, 2025 (3200 d)
Willis Carlton MorrisonJ.P. Morgan Securities LLC wirehouseState Farm Investment Management Corp. asset managerOtherMar 11, 2016Aug 16, 2018 (888 d)
Philip C CallMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseState Farm Investment Management Corp. asset managerOtherFeb 4, 2016Jul 12, 2021 (1985 d)
Sanja TeagleEdward Jones national BDState Farm Investment Management Corp. asset managerOtherFeb 4, 2016Jun 1, 2023 (2674 d)
Ryan Jeffrey WalkerFisher Investments otherState Farm Investment Management Corp. asset managerOtherDec 24, 2015Sep 7, 2018 (988 d)
Ryan Paul ScottFirst Command Financial Planning, Inc. otherState Farm Investment Management Corp. asset managerOtherNov 9, 2015Jan 17, 2023 (2626 d)
Kyle HaleHoover Financial Advisors unclassifiedState Farm Investment Management Corp. asset managerOtherJul 17, 2015Dec 6, 2023 (3064 d)
Robert Grant HendricksonWaddell & Reed otherState Farm Investment Management Corp. asset managerOtherJun 25, 2015Aug 9, 2018 (1141 d)
Nicole Elizabeth WhitcombWells Fargo Advisors wirehouseState Farm Investment Management Corp. asset managerOtherMay 13, 2015Sep 14, 2021 (2316 d)
Andrew Steven VincentEdward Jones national BDState Farm Investment Management Corp. asset managerOtherMay 7, 2015Apr 1, 2019 (1425 d)
Eliot Wayne ResterInvestment Professionals, Inc. otherState Farm Investment Management Corp. asset managerOtherApr 28, 2015Sep 12, 2018 (1233 d)
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392 moves match.