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.

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

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jade Minta CampbellCUNA Brokerage Services, Inc.Country Capital Management Company06-12-2019
Keenan M. RicePruco Securities, LLC.Country Capital Management Company10-30-2018
Shawn Allen RomanLPL Financial LLCCountry Capital Management Company10-08-2018
Eric Matthew GrantMidwestern Securities Trading Company, LLCCountry Capital Management Company01-03-2018
Brandon R HeckertKestra Investment Services, LLCCountry Capital Management Company02-15-2017
Tranece ArtisNYLIFE Securities LLCCountry Capital Management Company10-31-2016
Brian Robert FahrnerLPL Financial LLCCountry Capital Management Company11-17-2015
Nicole Marie AdamsNorthwestern Mutual Investment Services, LLCCountry Capital Management Company08-07-2015
Kenneth Fletcher Bishop IIIState Farm VP Management Corp.Country Capital Management Company10-14-2014
Sean Gregory DunniganState Farm VP Management Corp.Country Capital Management Company06-26-2014
David Charles Mace Jr.Allstate Financial Services, LLCCountry Capital Management Company05-07-2012
Robert Matthew MinorMidwestern Securities Trading Company, LLCCountry Capital Management Company10-17-2011
David Mitchell KujawaLPL Financial LLCCountry Capital Management Company10-10-2011
Matthew Donald EllingsonAllstate Financial Services, LLCCountry Capital Management Company08-25-2011
Scott Charles SebestinAllstate Financial Services, LLCCountry Capital Management Company06-16-2011
Jared Douglas DeanState Farm VP Management Corp.Country Capital Management Company11-02-2010
Chad Michael WeigleEdward JonesCountry Capital Management Company02-17-2009
John Julius PaciorekAllstate Financial Services, LLCCountry Capital Management Company01-30-2009

Showing 1 to 18 of 18 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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