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
James R. Cooper Jr.Packerland Brokerage Services, Inc.Country Capital Management Company08-01-2019
Jason Philip WeierCetera Financial Specialists LLCCountry Capital Management Company$1012-15-2017
Daniel Daudi WardNorthwestern Mutual Investment Services, LLCCountry Capital Management Company10-26-2017
Brian R PondFidelity Brokerage Services LLCCountry Capital Management Company$1005-03-2017
Ryan Robert PankratzMML Investors Services, LLCCountry Capital Management Company03-10-2016
Jessica Lynn DontjeThrivent Investment Management Inc.Country Capital Management Company01-28-2016
Mya Korin BranumPrincipal Securities, Inc.Country Capital Management Company01-15-2016
Anna Elizabeth GormanVoya Financial Advisors, Inc.Country Capital Management Company09-01-2015
Geoffrey Michael WolterstorffPackerland Brokerage Services, Inc.Country Capital Management Company12-06-2013
Joshua Doc CarterState Farm VP Management Corp.Country Capital Management Company12-22-2011

Showing 1 to 10 of 10 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.