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.

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
Jennifer Lee DohertyLPL Financial LLCH. Beck, Inc.12-03-2019
Cheryl Ann BrownLPL Financial LLCH. Beck, Inc.11-26-2019
Daniel Xavier NameyLPL Financial LLCH. Beck, Inc.11-26-2019
Lois A. BratkovichLPL Financial LLCH. Beck, Inc.11-26-2019
James Franklin CalvertLPL Financial LLCH. Beck, Inc.11-26-2019
Todd Michael GrahamLPL Financial LLCH. Beck, Inc.$5011-26-2019
Jammie Lee ChorrushiLPL Financial LLCH. Beck, Inc.$5011-26-2019
Michael Patrick CostelloeLPL Financial LLCH. Beck, Inc.11-25-2019
George Sturges Hastings Jr.LPL Financial LLCH. Beck, Inc.$10010-01-2019
Gregg Allen HorsmanLPL Financial LLCH. Beck, Inc.$10006-14-2019
Steven Bruce GoldisLPL Financial LLCH. Beck, Inc.$50011-30-2018
Robert Hellinger GeorgeLPL Financial LLCH. Beck, Inc.11-30-2018
Kenneth Carson Boyd Sr.LPL Financial LLCH. Beck, Inc.$21004-02-2018
Timothy James ThompsonLPL Financial LLCH. Beck, Inc.$25012-21-2017
Michael Anthony ZingaleLPL Financial LLCH. Beck, Inc.$25012-15-2017
Michael Paul PoissantLPL Financial LLCH. Beck, Inc.$25012-15-2017
Marissa Mccleary PoissantLPL Financial LLCH. Beck, Inc.$25012-15-2017
Gordon Raymond TuckerLPL Financial LLCH. Beck, Inc.$23012-12-2017
Michael John KoernerLPL Financial LLCH. Beck, Inc.$50008-04-2017
Jon Michael KnappLPL Financial LLCH. Beck, Inc.$38001-17-2017
Gregory Ronald SmithLPL Financial LLCH. Beck, Inc.$10009-30-2016
Wayne Albert PampaloniLPL Financial LLCH. Beck, Inc.$25001-14-2014
Christopher Thomas CannonLPL Financial LLCH. Beck, Inc.$10008-19-2013
Eddie Delgene RobertsonLPL Financial LLCH. Beck, Inc.09-14-2012
Larry Todd FisherLPL Financial LLCH. Beck, Inc.12-16-2011
Next Page »

Showing 1 to 25 of 31 entries

Page 1 | 2

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.