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 Farmers Financial Solutions, LLC

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
David Bradley LovatoValic Financial Advisors, Inc. BD affiliatedFarmers Financial Solutions, LLC no RAUMOtherJun 27, 2019Dec 19, 2019 (175 d)
Andrew Wesley HughesThrivent Investment Management Inc. BD affiliatedFarmers Financial Solutions, LLC no RAUMOtherOct 30, 2018Dec 26, 2019 (422 d)
Alan D SandersMML Investors Services, LLC otherFarmers Financial Solutions, LLC no RAUMOtherAug 10, 2017Jan 22, 2019 (530 d)
Jessica CosteOsaic Wealth, Inc. otherFarmers Financial Solutions, LLC no RAUMOtherJun 9, 2017Jul 28, 2017 (49 d)
Rakhi Sood PritchardLPL Financial LLC otherFarmers Financial Solutions, LLC no RAUMOtherMay 18, 2017Jul 27, 2017 (70 d)
Eric Michael LangenfeldPruco Securities, LLC otherFarmers Financial Solutions, LLC no RAUMOtherNov 25, 2016Jul 19, 2017 (236 d)
Janet Lisa ConnollyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFarmers Financial Solutions, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 24, 2015Aug 30, 2017 (645 d)
Jay Thomas JasnoskiVsr Advisory Services otherFarmers Financial Solutions, LLC no RAUMOtherOct 30, 2015Nov 11, 2016 (378 d)
Kelly Louise DavisFinancial West Group otherFarmers Financial Solutions, LLC no RAUMOtherSep 18, 2015Aug 29, 2016 (346 d)
Kristen LopezMorgan Stanley wirehouseFarmers Financial Solutions, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 5, 2015Aug 29, 2016 (482 d)
Gina Faye MartinMsi Financial Services, Inc. otherFarmers Financial Solutions, LLC no RAUMOtherMar 3, 2015Nov 11, 2016 (619 d)
Lisa A PollockMorgan Stanley wirehouseFarmers Financial Solutions, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 28, 2015Aug 29, 2016 (579 d)
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12 moves match.