Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kelsey Anne MenchacaPrincipal Securities, Inc.Country Capital Management Company03-31-2020
Jason Christopher StuhmerSkyOak WealthCountry Capital Management Company02-13-2020
Scott David LovejoyEdward JonesCountry Capital Management Company11-04-2019
Ashely Paul TurnerHorace Mann Investors, Inc.Country Capital Management Company09-03-2019
James R. Cooper Jr.Packerland Brokerage Services, Inc.Country Capital Management Company08-01-2019
Andrew James CzyszW&S Brokerage Services, Inc.Country Capital Management Company07-30-2019
Jade Minta CampbellCUNA Brokerage Services, Inc.Country Capital Management Company06-12-2019
Adam M. SaucerCountry Capital Management CompanyCountry Capital Management Company06-05-2019
Cornell George ShawW&S Brokerage Services, Inc.Country Capital Management Company05-30-2019
Neil Christian BellomyFidelity Brokerage Services LLCCountry Capital Management Company04-30-2019
Joseph Brian KirklandAllstate Financial Services, LLCCountry Capital Management Company04-03-2019
James Patrick KeenanMutual of Omaha Investor Services, Inc.Country Capital Management Company$10003-11-2019
Kevin Eric VanegdomAllstate Financial Services, LLCCountry Capital Management Company03-05-2019
George Christopher Jenkins IIAllstate Financial Services, LLCCountry Capital Management Company02-11-2019
Kim Baek GarbackPlanMember Securities CorporationCountry Capital Management Company02-05-2019
Brian Stephen PielMerrill Lynch, Pierce, Fenner & Smith IncorporatedCountry Capital Management Company01-18-2019
Michael Vincent Sansone Jr.Morgan StanleyCountry Capital Management Company01-18-2019
James Stanley JohnsonLPL Financial LLCCountry Capital Management Company$2501-16-2019
John Matthew WilsonAllstate Financial Services, LLCCountry Capital Management Company01-15-2019
Peter William SerokaThrivent Investment Management Inc.Country Capital Management Company12-06-2018
Benjamin Alan AshleyNorthwestern Mutual Investment Services, LLCCountry Capital Management Company11-06-2018
Christopher C. KautAllstate Financial Services, LLCCountry Capital Management Company10-30-2018
Travis D. McDonaldW&S Brokerage Services, Inc.Country Capital Management Company10-26-2018
Suzanne Elizabeth ChristensenEdward JonesCountry Capital Management Company10-12-2018
Micah Sage LandisMountain View Financial AdvisorsCountry Capital Management Company10-12-2018
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Showing 1 to 25 of 229 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.