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 Asset Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brent Alan Walker | Park Avenue Securities LLC BD affiliated | Farmers Asset Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 30, 2026 | Sep 2, 2026 (64 d) |
| Jesse Ryan Oliva | Edward Jones national BD | Farmers Asset Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 29, 2025 | Jul 28, 2026 (364 d) |
| Jennifer Sellers | LPL Enterprise, LLC BD affiliated | Farmers Asset Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 25, 2025 | Aug 4, 2026 (405 d) |
| Gerardo Antonio Garza | Mwa Financial Services, Inc. independent RIA | Farmers Asset Management, LLC state registered | RIA to a state-registered adviser | Mar 18, 2025 | Jul 31, 2026 (500 d) |
| Matthew Howie | Awm Financial Services Inc. independent RIA | Farmers Asset Management, LLC state registered | RIA to a state-registered adviser | Feb 6, 2025 | Aug 5, 2026 (545 d) |
| Brian Thomas Keith | MML Investors Services, LLC BD affiliated | Farmers Asset Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 11, 2024 | Feb 27, 2026 (443 d) |
| Ryane Wesley Dobbinson | Edward Jones national BD | Farmers Asset Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 5, 2024 | Jan 15, 2026 (406 d) |
| Kamel Paul Shaheen | Transamerica Financial Advisors, LLC BD affiliated | Farmers Asset Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 6, 2024 | Sep 2, 2026 (665 d) |
| Crissman Scott Crombie | Brookstone Capital Management LLC independent RIA | Farmers Asset Management, LLC state registered | RIA to a state-registered adviser | Sep 23, 2024 | May 29, 2026 (613 d) |
| Erin Hooten | Cetera Advisor Networks LLC BD affiliated | Farmers Asset Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 8, 2021 | Mar 13, 2026 (1617 d) |
| Robert Daly | Coburn & Meredith, Inc. independent RIA | Farmers Asset Management, LLC state registered | RIA to a state-registered adviser | Jun 7, 2021 | Aug 17, 2026 (1897 d) |
| Mathew Johnson | Principal Asset Management other | Farmers Asset Management, LLC state registered | Other | Feb 2, 2021 | Jan 14, 2026 (1807 d) |
| Keith Robert Collins | Edward Jones national BD | Farmers Asset Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 11, 2019 | May 7, 2026 (2522 d) |
| Jin Huan Li | B.B. Graham & Company, Inc. other | Farmers Asset Management, LLC state registered | Other | Mar 10, 2017 | Jan 14, 2026 (3232 d) |
| Bryan Kent Pinkerton | Securities America Advisors, Inc. other | Farmers Asset Management, LLC state registered | Other | Jun 8, 2015 | May 8, 2026 (3987 d) |
Page 1 of 1
15 moves match.