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
John Matthew WilsonAllstate Financial Services, LLCCountry Capital Management Company01-15-2019
Kole Jeffery StrothmannAllstate Financial Services, LLCCountry Capital Management Company02-13-2018
Audrone RothmeyerAllstate Financial Services, LLCCountry Capital Management Company03-29-2017
David Eric StutzAllstate Financial Services, LLCCountry Capital Management Company02-28-2017
Farrukh NasimAllstate Financial Services, LLCCountry Capital Management Company06-28-2016
Brian Thomas ConnorAllstate Financial Services, LLCCountry Capital Management Company12-24-2014
David Charles Mace Jr.Allstate Financial Services, LLCCountry Capital Management Company05-07-2012
Matthew Donald EllingsonAllstate Financial Services, LLCCountry Capital Management Company08-25-2011
Scott Charles SebestinAllstate Financial Services, LLCCountry Capital Management Company06-16-2011
John Julius PaciorekAllstate Financial Services, LLCCountry Capital Management Company01-30-2009
Shelly Lynnette DambmanAvantax Investment Services, Inc.Country Capital Management Company05-16-2012
Adam Joseph ShaverChase Investment Services Corp.Country Capital Management Company03-21-2011
Angela Renea HaydenCountry Capital Management CompanyCountry Capital Management Company06-12-2013
Nhon Khanh TruongCountry Capital Management CompanyCountry Capital Management Company08-06-2009
Jade Minta CampbellCUNA Brokerage Services, Inc.Country Capital Management Company06-12-2019
Kevin P KoykarEdward JonesCountry Capital Management Company$101-02-2015
Chad Michael WeigleEdward JonesCountry Capital Management Company02-17-2009
James Conrad SauserFarmers Financial Solutions, LLCCountry Capital Management Company08-21-2017
Mark T. HendersonFifth Third Securities, Inc.Country Capital Management Company03-13-2014
Robyn Lynn BirrenFifth Third Securities, Inc.Country Capital Management Company07-09-2013
Ashely Paul TurnerHorace Mann Investors, Inc.Country Capital Management Company09-03-2019
Brandon R HeckertKestra Investment Services, LLCCountry Capital Management Company02-15-2017
Shawn Allen RomanLPL Financial LLCCountry Capital Management Company10-08-2018
Brian Robert FahrnerLPL Financial LLCCountry Capital Management Company11-17-2015
John A. Denny Jr.LPL Financial LLCCountry Capital Management Company04-15-2015
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Showing 1 to 25 of 51 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.