Advisers on the Move TEST

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kelsey Anne MenchacaPrincipal Securities, Inc.Country Capital Management Company03-31-2020
Ashely Paul TurnerHorace Mann Investors, Inc.Country Capital Management Company09-03-2019
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
Cornell George ShawW&S Brokerage Services, Inc.Country Capital Management Company05-30-2019
James Patrick KeenanMutual of Omaha Investor Services, Inc.Country Capital Management Company$10003-11-2019
John Matthew WilsonAllstate Financial Services, LLCCountry Capital Management Company01-15-2019
Travis D. McDonaldW&S Brokerage Services, Inc.Country Capital Management Company10-26-2018
Shawn Allen RomanLPL Financial LLCCountry Capital Management Company10-08-2018
Thomas Armand JeanMutual of Omaha Investor Services, Inc.Country Capital Management Company07-17-2018
Kristofer Karl KlineMutual of Omaha Investor Services, Inc.Country Capital Management Company$5006-04-2018
Kole Jeffery StrothmannAllstate Financial Services, LLCCountry Capital Management Company02-13-2018
Eric Matthew GrantMidwestern Securities Trading Company, LLCCountry Capital Management Company01-03-2018
James Conrad SauserFarmers Financial Solutions, LLCCountry Capital Management Company08-21-2017
Robert Frank BatyNYLIFE Securities LLCCountry Capital Management Company06-09-2017
Rowena Vitas OrtacNYLIFE Securities LLCCountry Capital Management Company05-09-2017
Audrone RothmeyerAllstate Financial Services, LLCCountry Capital Management Company03-29-2017
David Eric StutzAllstate Financial Services, LLCCountry Capital Management Company02-28-2017
Brandon R HeckertKestra Investment Services, LLCCountry Capital Management Company02-15-2017
Tranece ArtisNYLIFE Securities LLCCountry Capital Management Company10-31-2016
Zachary Blake GrayWilliam C. Burnside & Company, Inc.Country Capital Management Company10-17-2016
David C. SwansonThrivent Investment Management Inc.Country Capital Management Company07-09-2016
Farrukh NasimAllstate Financial Services, LLCCountry Capital Management Company06-28-2016
Andrew Michael LuttinenPrincipal Securities, Inc.Country Capital Management Company05-19-2016
Bruce John SchultePFS Investments Inc.Country Capital Management Company04-15-2016
Next Page »

Showing 1 to 25 of 51 entries

Page 1 | 2 | 3

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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.