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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nicholas Robert ErwinCountry Capital Management CompanyMutual of Omaha Investor Services, Inc.03-04-2020
Conner Chance ReuterCountry Capital Management CompanyTD Ameritrade, Inc.06-03-2019
Steven D StrohCountry Capital Management CompanyCommerce Brokerage Services, Inc.05-30-2019
Cody John BehrensCountry Capital Management CompanyPNC Investments05-03-2019
Oliver Joseph SlavishCountry Capital Management CompanySecurities America, Inc.10-08-2018
Zachary Craig StefanCountry Capital Management CompanyRaymond James Financial Services, Inc.05-23-2017
Eric David AndersonCountry Capital Management CompanyThrivent Investment Management Inc.01-04-2017
Tanya Marie AdamsCountry Capital Management CompanyAvantax Investment Services, Inc.12-20-2016
Joshua A. WilliamsCountry Capital Management CompanyEdward Jones11-23-2016
Brock Allen WestbrookCountry Capital Management CompanyMidwestern Securities Trading Company, LLC10-13-2016
Nathaniel H HenrichsCountry Capital Management CompanyRaymond James Financial Services, Inc.10-07-2016
Neal Trenton BeerCountry Capital Management CompanyMidwestern Securities Trading Company, LLC06-30-2016
Scott David LovejoyCountry Capital Management CompanyAmericafirst Securities, Inc.05-04-2016
Pamela Ann McCloskeyCountry Capital Management CompanyThrivent Investment Management Inc.02-12-2016
Aurelio VillaCountry Capital Management CompanyPFS Investments Inc.01-26-2016
Sean P. LeedersCountry Capital Management CompanyEdward Jones10-29-2015
Matthew J. KuntzCountry Capital Management CompanyMidwestern Securities Trading Company, LLC$5010-19-2015
Christine M SwiftCountry Capital Management CompanyM Holdings Securities, Inc.09-28-2015
Shawn P. ParshCountry Capital Management CompanyMutual of Omaha Investor Services, Inc.01-21-2015
Jeffrey Allan CutlerCountry Capital Management CompanyThrivent Investment Management Inc.01-19-2015
Eric William HarrisCountry Capital Management CompanyWells Fargo Clearing Services, LLC12-04-2014
David Steven PhillipsCountry Capital Management CompanyAllstate Financial Services, LLC11-01-2014
Scott JensenCountry Capital Management CompanyCUNA Brokerage Services, Inc.10-23-2014
Nathan Ryan ClementzCountry Capital Management CompanyThrivent Investment Management Inc.09-22-2014
Ronald Edward ParylCountry Capital Management CompanyVALIC Financial Advisors, Inc.09-12-2014
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Showing 1 to 25 of 55 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.