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
Stephen Ross Saxon	RBC Capital Markets, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Aug 12, 2026	Aug 21, 2026
Rachael Lee Junge	Altitude Wealth Management, LLC state registered	State Farm Investment Management Corp. asset manager	Other	Jul 29, 2026	Aug 27, 2026
Michael Espinoza	Cwm, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jul 22, 2026	Sep 14, 2026 (54 d)
Zachary Sandlin	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	State Farm Investment Management Corp. asset manager	Other	Jul 20, 2026	Aug 6, 2026
Mallory Len Horn	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Jun 25, 2026	Jun 29, 2026
Kristen Kyser	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Jun 15, 2026	Aug 19, 2026 (65 d)
Brian Thomas Keith	Farmers Asset Management, LLC state registered	State Farm Investment Management Corp. asset manager	Other	Jun 5, 2026	Jun 29, 2026
Joshua William Charles Florea	Knights Of Columbus Asset Advisors LLC institutional	State Farm Investment Management Corp. asset manager	Other	Jun 1, 2026	Aug 14, 2026 (74 d)
John Matthew Pugsley	U.S. Bancorp Advisors, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	May 22, 2026	Jul 31, 2026 (70 d)
Anthony Persichitti	T. Rowe Price Advisory Services, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	May 22, 2026	Jun 2, 2026
Yuxing Zhang	Innealta Capital asset manager	State Farm Investment Management Corp. asset manager	Other	May 21, 2026	Jun 4, 2026
Nicholas Leon Roberts	Cambridge Investment Research Advisors, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Apr 30, 2026	Jul 14, 2026 (75 d)
Jose G Lara	Citigroup Global Markets Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Apr 2, 2026	Apr 20, 2026
Christina Evenson	Alphastar Capital Management independent RIA	State Farm Investment Management Corp. asset manager	Other	Apr 1, 2026	Aug 13, 2026 (134 d)
Layton Dale Bicanovsky	Mwa Financial Services, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Mar 18, 2026	Apr 22, 2026 (35 d)
Cory Strang	Equitable Advisors, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Mar 9, 2026	May 8, 2026 (60 d)
Marcos Murillo	Vantage Point Financial, LLC independent RIA	State Farm Investment Management Corp. asset manager	Other	Feb 25, 2026	Aug 18, 2026 (174 d)
Scott Burns	Equitable Advisors, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Feb 20, 2026	Apr 28, 2026 (67 d)
Brandi Lynn Johnson	Pnc Wealth Management BD affiliated	State Farm Investment Management Corp. asset manager	Other	Feb 6, 2026	Feb 26, 2026
Shyam Ramachandran	Park Avenue Securities LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Feb 2, 2026	Feb 17, 2026
George Chui	LPL Enterprise, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jan 23, 2026	Feb 20, 2026
Michellay Crawford	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Jan 20, 2026	Jan 26, 2026
Jodi Scott	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Jan 16, 2026	Feb 13, 2026
Tami M Christian	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Jan 8, 2026	May 21, 2026 (133 d)
Mark J Toney	Raymond James & Associates, Inc. national BD	State Farm Investment Management Corp. asset manager	Other	Jan 6, 2026	Jul 21, 2026 (196 d)
Robert Dick	MML Investors Services, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jan 5, 2026	Aug 28, 2026 (235 d)
Adnan Abdrabu Mohamed	Wells Fargo Advisors wirehouse	State Farm Investment Management Corp. asset manager	Other	Jan 5, 2026	Jan 19, 2026
Andrew James Mills	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	State Farm Investment Management Corp. asset manager	Other	Dec 22, 2025	Aug 25, 2026 (246 d)
Cameron Ebel	LPL Enterprise, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Dec 22, 2025	Mar 19, 2026 (87 d)
Frank Mazzie	Cambridge Investment Research Advisors, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Dec 10, 2025	Aug 14, 2026 (247 d)
Cedric Pitts	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	State Farm Investment Management Corp. asset manager	Other	Nov 17, 2025	Mar 17, 2026 (120 d)
Nickolaus Nelson	LPL Enterprise, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Nov 13, 2025	Dec 22, 2025 (39 d)
Nicholas Edward Shala	Equitable Advisors, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Nov 4, 2025	Nov 25, 2025
John Cooper Kronenberger	MML Investors Services, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Nov 3, 2025	Jan 9, 2026 (67 d)
Baseem Taraji	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Oct 31, 2025	Dec 2, 2025 (32 d)
Tyler Neuman	Money Concepts Advisory Service BD affiliated	State Farm Investment Management Corp. asset manager	Other	Oct 28, 2025	Feb 18, 2026 (113 d)
Jeremy Christopher Wong	Hornor, Townsend & Kent, LLC independent RIA	State Farm Investment Management Corp. asset manager	Other	Oct 20, 2025	Oct 22, 2025
Derek Pfister	49 Financial independent RIA	State Farm Investment Management Corp. asset manager	Other	Oct 14, 2025	Jul 23, 2026 (282 d)
Clinton Moss	Ameriprise Financial Services, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Oct 13, 2025	Apr 13, 2026 (182 d)
William Fraser Hazen	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	State Farm Investment Management Corp. asset manager	Other	Oct 9, 2025	Nov 19, 2025 (41 d)
Jacob Canfield	Equitable Advisors, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Oct 9, 2025	Nov 13, 2025 (35 d)
Matthew Swartz	Intelligent Wealth Solutions LLC independent RIA	State Farm Investment Management Corp. asset manager	Other	Sep 30, 2025	Oct 10, 2025
Robert Boesch	LPL Enterprise, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Sep 24, 2025	Oct 9, 2025
Cheryl Lynn Kimmel	Empower Advisory Group, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Sep 16, 2025	Apr 9, 2026 (205 d)
Charles Dick	First Command Advisory Services BD affiliated	State Farm Investment Management Corp. asset manager	Other	Sep 16, 2025	Jan 12, 2026 (118 d)
Christopher Lamart Wilson	Valic Financial Advisors, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Sep 2, 2025	Aug 29, 2025
Enrique Francia	Secure Investment Management, LLC independent RIA	State Farm Investment Management Corp. asset manager	Other	Aug 26, 2025	Dec 9, 2025 (105 d)
Atif Maqsoodul Haq	Strategic Advisers LLC national BD	State Farm Investment Management Corp. asset manager	Other	Aug 14, 2025	Aug 19, 2025
Joshua David Weiner	LPL Enterprise, LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Aug 11, 2025	Jan 2, 2026 (144 d)
Angel Manuel Sanchez Ramos	Mwa Financial Services, Inc. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jul 31, 2025	Sep 3, 2026 (399 d)
David Lee Biliter	Arvest Wealth Management independent RIA	State Farm Investment Management Corp. asset manager	Other	Jul 30, 2025	Aug 14, 2025
Joseph Bascunan Hughes	Equitable Advisors, LLC national BD	State Farm Investment Management Corp. asset manager	Other	Jul 29, 2025	Jan 9, 2026 (164 d)
Ashia Powers	Edward Jones national BD	State Farm Investment Management Corp. asset manager	Other	Jul 28, 2025	Aug 1, 2025
Bryan Wyckoff	Cadaret Grant & Co Inc BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jul 25, 2025	Jul 30, 2025
Rebecca Chartier	Cetera Investment Advisers LLC BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jul 25, 2025	Oct 14, 2025 (81 d)
Charles Bowring	Strategic Advisers LLC national BD	State Farm Investment Management Corp. asset manager	Other	Jul 17, 2025	Dec 15, 2025 (151 d)
Brandon Michael Dubin	First Command Advisory Services BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jul 10, 2025	Jan 29, 2026 (203 d)
Matthew Anthony Blakey	J.P. Morgan Securities LLC wirehouse	State Farm Investment Management Corp. asset manager	Other	Jun 22, 2025	Jul 28, 2025 (36 d)
Christopher Eric Dryden	First Command Advisory Services BD affiliated	State Farm Investment Management Corp. asset manager	Other	Jun 3, 2025	Jun 20, 2025
Bryce Kyle Eyre	Hantz Financial Services, Inc. independent RIA	State Farm Investment Management Corp. asset manager	Other	May 28, 2025	Feb 26, 2026 (274 d)

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389 moves match.