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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Veronica Elaine HennesseyFarmers Financial Solutions, LLCCountry Capital Management Company08-28-2020
Blake Frank EckerAllstate Financial Services, LLCCountry Capital Management Company$2506-30-2020
John David KerekanichCUSO Financial Services, L.P.Country Capital Management Company02-28-2017
Collin James BonseyNYLIFE Securities LLCCountry Capital Management Company08-14-2015
Robert LummFarmers Financial Solutions, LLCCountry Capital Management Company07-01-2015
Robert Tyler Wood-HammackFidelity Brokerage Services LLCCountry Capital Management Company04-30-2015
Jeffrey Cooke ThomasNYLIFE Securities LLCCountry Capital Management Company06-29-2011
Bradley Jason BoeckSyndicated Capital, Inc.Country Capital Management Company$5001-01-2009

Showing 1 to 8 of 8 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.