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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander D MartinezAllstate Financial Services, LLCCountry Capital Management Company$10008-05-2016
Audrone RothmeyerAllstate Financial Services, LLCCountry Capital Management Company03-29-2017
Brian Thomas ConnorAllstate Financial Services, LLCCountry Capital Management Company12-24-2014
Casey James WassellAllstate Financial Services, LLCCountry Capital Management Company$25009-23-2015
Christopher C. KautAllstate Financial Services, LLCCountry Capital Management Company10-30-2018
David Charles Mace Jr.Allstate Financial Services, LLCCountry Capital Management Company05-07-2012
David Eric StutzAllstate Financial Services, LLCCountry Capital Management Company02-28-2017
David W. PenceAllstate Financial Services, LLCCountry Capital Management Company01-26-2015
Farrukh NasimAllstate Financial Services, LLCCountry Capital Management Company06-28-2016
George Christopher Jenkins IIAllstate Financial Services, LLCCountry Capital Management Company$10002-11-2019
James Anthony RizzaAllstate Financial Services, LLCCountry Capital Management Company06-07-2017
James Edward Beddingfield Jr.Allstate Financial Services, LLCCountry Capital Management Company$10010-04-2017
John Julius PaciorekAllstate Financial Services, LLCCountry Capital Management Company$50001-30-2009
John Matthew WilsonAllstate Financial Services, LLCCountry Capital Management Company01-15-2019
Joseph Alexander McmichaelAllstate Financial Services, LLCCountry Capital Management Company10-09-2012
Joseph Brian KirklandAllstate Financial Services, LLCCountry Capital Management Company04-03-2019
Kevin Eric VanegdomAllstate Financial Services, LLCCountry Capital Management Company03-05-2019
Kole Jeffery StrothmannAllstate Financial Services, LLCCountry Capital Management Company02-13-2018
Kristine Marie Kiefer-VikAllstate Financial Services, LLCCountry Capital Management Company09-26-2012
Luke G. StevensAllstate Financial Services, LLCCountry Capital Management Company05-07-2014
Matthew Donald EllingsonAllstate Financial Services, LLCCountry Capital Management Company08-25-2011
Rhiannon Diane WardAllstate Financial Services, LLCCountry Capital Management Company09-15-2010
Robbie J. HusseinAllstate Financial Services, LLCCountry Capital Management Company02-01-2017
Scott Charles SebestinAllstate Financial Services, LLCCountry Capital Management Company06-16-2011
Stephen Nathan SnyderAllstate Financial Services, LLCCountry Capital Management Company08-15-2014
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Showing 1 to 25 of 28 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.