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
Timothy ThompsonH. Beck, Inc.LPL Financial LLC$8412-21-2017
Michael KoernerH. Beck, Inc.LPL Financial LLC$7008-04-2017
Robert Davis Williams Jr.H. Beck, Inc.LPL Financial LLC05-12-2017
David Lee EversoleH. Beck, Inc.LPL Financial LLC$10012-17-2015
James Francis JurczakH. Beck, Inc.LPL Financial LLC$50010-19-2015
Joseph Libero Pitea Jr.H. Beck, Inc.LPL Financial LLC$10011-20-2013
Edward Harold OudenneH. Beck, Inc.LPL Financial LLC$50006-26-2013
John Harold Sulyma Sr.H. Beck, Inc.LPL Financial LLC04-23-2012
Michael Gary KrumH. Beck, Inc.LPL Financial LLC01-13-2012
Martin M. HipplerH. Beck, Inc.LPL Financial LLC$25001-03-2012
Scott Allen McDougalH. Beck, Inc.LPL Financial LLC$25001-03-2012
Timothy Joseph WeyerH. Beck, Inc.LPL Financial LLC$50001-03-2012
Paul Henry CoutureH. Beck, Inc.LPL Financial LLC$10005-18-2011
Thomas Patrick ClintonH. Beck, Inc.LPL Financial LLC$50005-18-2011
Steven Emile UrbiztondoH. Beck, Inc.LPL Financial LLC$10002-18-2011
George Christopher DominoH. Beck, Inc.LPL Financial LLC01-19-2011
James William DummertH. Beck, Inc.LPL Financial LLC$25010-14-2010
Carl Markham KakenmasterH. Beck, Inc.LPL Financial LLC07-19-2010
Denis Earl JohnsonH. Beck, Inc.LPL Financial LLC$10007-15-2010
Jerry Allen CarsonH. Beck, Inc.LPL Financial LLC03-23-2010
David Michael Whitman Jr.H. Beck, Inc.LPL Financial LLC01-13-2010
Timothy William RuppH. Beck, Inc.LPL Financial LLC$10001-07-2010
Robert Paul TeofiloH. Beck, Inc.LPL Financial LLC$10001-06-2010
Scott Douglas NowakH. Beck, Inc.LPL Financial LLC01-06-2010
Donald Patrick HaydenH. Beck, Inc.LPL Financial LLC01-06-2010
Next Page »

Showing 1 to 25 of 33 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.


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