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
Kevin Eric VanegdomAllstate Financial Services, LLCCountry Capital Management Company03-05-2019
Christopher Craig KautAllstate Financial Services, LLCCountry Capital Management Company10-30-2018
David Timothy DrumhillerLPL Financial LLCCountry Capital Management Company$1008-16-2017
Greg L. KnottThrivent Investment Management Inc.Country Capital Management Company01-27-2017
Quan Vi LeKey Investment Services LLCCountry Capital Management Company11-18-2016
Cherie Darlene HarrodMerrill Lynch, Pierce, Fenner & Smith IncorporatedCountry Capital Management Company02-03-2016
Casey James WassellAllstate Financial Services, LLCCountry Capital Management Company$2509-23-2015
Lonnie Dale ZellerKey Investment Services LLCCountry Capital Management Company08-26-2015
Glenn Ray RichardsonEdward JonesCountry Capital Management Company$15008-06-2015
Jeremy John FerreraEdward JonesCountry Capital Management Company06-18-2015
Adelaide Leslie El ZeinMerrill Lynch, Pierce, Fenner & Smith IncorporatedCountry Capital Management Company06-12-2015
Rakesh Bira ChopraMerrill Lynch, Pierce, Fenner & Smith IncorporatedCountry Capital Management Company08-12-2014
Richard Charles BucklandKey Investment Services LLCCountry Capital Management Company03-22-2013
Jorin James JohnsonInvestment Centers of America, Inc.Country Capital Management Company04-09-2012
Khristopher Lawrence GreeneState Farm VP Management Corp.Country Capital Management Company10-27-2011
James Donald HammerFarmers Financial Solutions, LLCCountry Capital Management Company10-17-2011
Joseph Max CarterChase Investment Services Corp.Country Capital Management Company11-16-2010
Timothy Bruce DoeringEdward JonesCountry Capital Management Company01-04-2010
Chad Austin WardState Farm VP Management Corp.Country Capital Management Company10-26-2009

Showing 1 to 19 of 19 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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