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 Horace Mann Investors, Inc.

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
Kaytie Anne Cunningham SalzmanLPL Financial LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherJan 2, 2026Feb 13, 2026 (42 d)
Deanna Rose WeidnerAe Wealth Management, LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherDec 15, 2025Jan 27, 2026 (43 d)
Sandra Ann SutterJ.P. Morgan Securities LLC wirehouseHorace Mann Investors, Inc. no RAUMOtherNov 21, 2025May 13, 2026 (173 d)
Virginia Lee-Davis TycksenSteward Partners Investment Advisory, LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherJul 10, 2025Feb 5, 2026 (210 d)
Rusty Randolph OdleOsaic Institutions, Inc. BD affiliatedHorace Mann Investors, Inc. no RAUMOtherMar 17, 2025Apr 22, 2025 (36 d)
Jennifer Lee MusillePnc Wealth Management BD affiliatedHorace Mann Investors, Inc. no RAUMOtherSep 4, 2024Mar 18, 2026 (560 d)
James CastellanoState Farm Investment Management Corp. asset managerHorace Mann Investors, Inc. BD affiliatedOtherJul 30, 2024Sep 19, 2024 (51 d)
Paul Albert ShockleyPruco Securities, LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherJul 16, 2024Apr 15, 2026 (638 d)
Dylan Thomas ThorsonLPL Financial LLC BD affiliatedHorace Mann Investors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 23, 2024Sep 18, 2024 (118 d)
Amalia KohlerPruco Securities, LLC BD affiliatedHorace Mann Investors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 30, 2023May 30, 2024 (274 d)
Anthony CappelluzziThrivent Investment Management Inc. BD affiliatedHorace Mann Investors, Inc. no RAUMOtherAug 8, 2023Aug 29, 2023
Stacy M AndersonCetera Investment Advisers LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherApr 11, 2023May 11, 2023
Troy Lynn OlsonMML Investors Services, LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherFeb 7, 2023Jul 10, 2023 (153 d)
Lionel PerkinsFlorida Financial Advisors, LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherJan 27, 2023May 11, 2023 (104 d)
Michael MurrayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHorace Mann Investors, Inc. no RAUMOtherJul 23, 2021Jan 13, 2022 (174 d)
Emily C KnoxMissionsquare Retirement institutionalHorace Mann Investors, Inc. no RAUMOtherMar 22, 2021Apr 8, 2021
Robert Keith HerbertEdward Jones national BDHorace Mann Investors, Inc. no RAUMOtherDec 1, 2020Jan 6, 2021 (36 d)
Joey GoodspeedRaymond James & Associates, Inc. national BDHorace Mann Investors, Inc. no RAUMOtherSep 10, 2020Sep 22, 2020
Roger Paul MaiBcg Securities, Inc. BD affiliatedHorace Mann Investors, Inc. no RAUMOtherAug 31, 2020Aug 31, 2020
Kevin B. MccarthyMML Investors Services, LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherAug 4, 2020Oct 12, 2020 (69 d)
Reginald James WheelerPruco Securities, LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherJul 8, 2020Oct 1, 2020 (85 d)
Travis ShumanValic Financial Advisors, Inc. BD affiliatedHorace Mann Investors, Inc. no RAUMOtherMar 27, 2020Feb 18, 2021 (328 d)
Shelley A KnightCambridge Investment Research Advisors, Inc. BD affiliatedHorace Mann Investors, Inc. no RAUMOtherFeb 7, 2020Jun 30, 2026 (2335 d)
Christopher P ColonRaymond James & Associates, Inc. national BDHorace Mann Investors, Inc. no RAUMOtherJun 26, 2019Mar 19, 2021 (632 d)
Peter Davidson GaneyHooker & Holcombe Investment Advisors, Inc. institutionalHorace Mann Investors, Inc. no RAUMOtherJan 14, 2019Jul 15, 2019 (182 d)
Miguel Anthony HerreraMutual Of Omaha Investor Services, Inc. no RAUMHorace Mann Investors, Inc. no RAUMOtherDec 19, 2018Jan 3, 2020 (380 d)
Patricia DaileyRegal Investment Advisors LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherAug 10, 2018Aug 20, 2018
Maynard L MillerMML Investors Services, LLC BD affiliatedHorace Mann Investors, Inc. no RAUMOtherAug 7, 2018Aug 12, 2018
William Anderson HarigCitizens Securities, Inc. BD affiliatedHorace Mann Investors, Inc. no RAUMOtherMay 1, 2018Sep 4, 2018 (126 d)
Allison J ZechJ. W. Cole Advisors, Inc. otherHorace Mann Investors, Inc. no RAUMOtherApr 6, 2018Sep 20, 2018 (167 d)
Christopher Edward BurnesMML Investors Services, LLC otherHorace Mann Investors, Inc. no RAUMOtherMar 1, 2018Apr 23, 2018 (53 d)
Rex B RamseyU.S. Bancorp Advisors, LLC otherHorace Mann Investors, Inc. no RAUMOtherNov 2, 2017Jan 19, 2024 (2269 d)
Jeffery Paul MorganCetera Advisors LLC otherHorace Mann Investors, Inc. no RAUMOtherSep 6, 2017Apr 20, 2018 (226 d)
Melissa WilloughbyMidwestern Securities Trading Co.,LLC otherHorace Mann Investors, Inc. no RAUMOtherAug 22, 2017Aug 29, 2017
Philip Robert D'UngerStrategic Advisers LLC national BDHorace Mann Investors, Inc. no RAUMOtherJul 31, 2017Aug 11, 2017
Richard Alan RarickMML Investors Services, LLC otherHorace Mann Investors, Inc. no RAUMOtherJul 27, 2017Aug 18, 2017
Aaron Robert RarickMML Investors Services, LLC otherHorace Mann Investors, Inc. no RAUMOtherJul 5, 2017Jul 13, 2017
Sean StephensAllstate Financial Advisors, LLC no RAUMHorace Mann Investors, Inc. no RAUMOtherJun 30, 2017Jun 28, 2019 (728 d)
Timothy William SackettMML Investors Services, LLC otherHorace Mann Investors, Inc. no RAUMOtherJun 1, 2017Jun 20, 2017
Jennifer SackettMML Investors Services, LLC otherHorace Mann Investors, Inc. no RAUMOtherJun 1, 2017Jun 20, 2017
Robert Arthur NeedhamWells Fargo Advisors wirehouseHorace Mann Investors, Inc. no RAUMOtherMay 3, 2017Jun 6, 2017 (34 d)
Millard Philmore Coleman IIMsi Financial Services, Inc. otherHorace Mann Investors, Inc. no RAUMOtherFeb 15, 2017Feb 28, 2017
Daniel William DitchfieldThrivent Investment Management Inc. otherHorace Mann Investors, Inc. no RAUMOtherSep 19, 2016Oct 4, 2016
Elizabeth LottMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHorace Mann Investors, Inc. no RAUMOtherAug 1, 2016Mar 27, 2017 (238 d)
Kyle Rodney MartinWfg Advisors, LP otherHorace Mann Investors, Inc. no RAUMOtherJul 12, 2016Aug 4, 2016
Christine Sionia NeilsonUnited Planners' Financial Services Of America A Limited Partner otherHorace Mann Investors, Inc. no RAUMOtherJan 25, 2016Feb 21, 2017 (393 d)
Arthur A WexlerAdvice And Planning Services otherHorace Mann Investors, Inc. no RAUMOtherDec 9, 2015Jan 20, 2017 (408 d)
Elizabeth Ann ReillyWaddell & Reed otherHorace Mann Investors, Inc. no RAUMOtherApr 15, 2015May 27, 2015 (42 d)
Ricardo De La TorreWells Fargo Advisors wirehouseHorace Mann Investors, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Apr 13, 2015Jan 24, 2017 (652 d)
Bruce CorcoranAdvice And Planning Services otherHorace Mann Investors, Inc. no RAUMOtherMar 5, 2015Jul 7, 2016 (490 d)
Leigh Ann HarrisVanguard Advisers, Inc. otherHorace Mann Investors, Inc. no RAUMOtherFeb 11, 2015Jul 6, 2017 (876 d)
Michael Wallace HardyLPL Financial LLC otherHorace Mann Investors, Inc. no RAUMOtherDec 26, 2014Jun 9, 2017 (896 d)
Jerry Leigh BetzlerMutual Of Omaha Investor Services, Inc. no RAUMHorace Mann Investors, Inc. no RAUMOtherNov 13, 2014Jul 27, 2015 (256 d)
Steven Michael DelisleLasalle St. Investment Advisors, L.L.C. otherHorace Mann Investors, Inc. no RAUMOtherJun 20, 2014Nov 24, 2020 (2349 d)
Tyler Jay SmithMorgan Stanley wirehouseHorace Mann Investors, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 20, 2013Aug 1, 2016 (985 d)
James CastellanoPrimerica Advisors national BDHorace Mann Investors, Inc. no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 5, 2012Feb 23, 2015 (901 d)
Paul Harold KraklanOsaic Institutions, Inc. otherHorace Mann Investors, Inc. no RAUMOtherOct 17, 2011Mar 10, 2020 (3067 d)
Stephen A LungoMsi Financial Services, Inc. otherHorace Mann Investors, Inc. no RAUMOtherMar 10, 2010Jan 11, 2017 (2499 d)
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58 moves match.