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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Robert FrielerAmerican Portfolios Financial Services, Inc.H. Beck, Inc.$2506-29-2018
John Clarence BoddenHarbour Investments, Inc.H. Beck, Inc.04-16-2018
Michael John KoernerLPL Financial LLCH. Beck, Inc.08-04-2017
Jon Michael KnappLPL Financial LLCH. Beck, Inc.$3801-17-2017
David Carl MillsInvestment Centers of America, Inc.H. Beck, Inc.07-01-2016
Kurtis Lee MaltbyMorgan StanleyH. Beck, Inc.02-12-2016
Kevin M. NemoirAmeriprise Financial Services, LLCH. Beck, Inc.$5012-18-2015
Neal Allen IgnatowskiCetera Advisor Networks LLCH. Beck, Inc.02-04-2014
Allen Richard DearingAnnex Wealth Management, LLCH. Beck, Inc.06-19-2012
James Francis MarshallLPL Financial LLCH. Beck, Inc.$10003-31-2011
Manuel RosadoLPL Financial LLCH. Beck, Inc.03-31-2011
Brian Eugene WhiteLPL Financial LLCH. Beck, Inc.$1003-31-2011
Cheryl Ann BesawLPL Financial LLCH. Beck, Inc.03-31-2011
Jonathan James MarshallLPL Financial LLCH. Beck, Inc.03-31-2011
John F SchaetzelLPL Financial LLCH. Beck, Inc.03-31-2011
Kirk SpanoBluemound Asset Management, LLCH. Beck, Inc.$1007-06-2010

Showing 1 to 16 of 16 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.