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
Brian Eugene WhiteLPL Financial LLCH. Beck, Inc.$10003-31-2011
Cheryl Ann BesawLPL Financial LLCH. Beck, Inc.03-31-2011
Cheryl Ann BrownLPL Financial LLCH. Beck, Inc.11-26-2019
Christopher Thomas CannonLPL Financial LLCH. Beck, Inc.$10008-19-2013
Daniel Xavier NameyLPL Financial LLCH. Beck, Inc.11-26-2019
Eddie Delgene RobertsonLPL Financial LLCH. Beck, Inc.09-14-2012
George Sturges Hastings Jr.LPL Financial LLCH. Beck, Inc.$10010-01-2019
Gordon Raymond TuckerLPL Financial LLCH. Beck, Inc.$23012-12-2017
Gregg Allen HorsmanLPL Financial LLCH. Beck, Inc.$10006-14-2019
Gregory Ronald SmithLPL Financial LLCH. Beck, Inc.$10009-30-2016
James Francis MarshallLPL Financial LLCH. Beck, Inc.$10003-31-2011
James Franklin CalvertLPL Financial LLCH. Beck, Inc.11-26-2019
Jammie Lee ChorrushiLPL Financial LLCH. Beck, Inc.$5011-26-2019
Jennifer Lee DohertyLPL Financial LLCH. Beck, Inc.12-03-2019
John Frederic SchaetzelLPL Financial LLCH. Beck, Inc.03-31-2011
Jon Michael KnappLPL Financial LLCH. Beck, Inc.$38001-17-2017
Jonathan James MarshallLPL Financial LLCH. Beck, Inc.$10003-31-2011
Kenneth Carson Boyd Sr.LPL Financial LLCH. Beck, Inc.$21004-02-2018
Larry Todd FisherLPL Financial LLCH. Beck, Inc.12-16-2011
Lois A. BratkovichLPL Financial LLCH. Beck, Inc.11-26-2019
Manuel Nmn RosadoLPL Financial LLCH. Beck, Inc.$10003-31-2011
Marissa Mccleary PoissantLPL Financial LLCH. Beck, Inc.$25012-15-2017
Michael Anthony ZingaleLPL Financial LLCH. Beck, Inc.$25012-15-2017
Michael John KoernerLPL Financial LLCH. Beck, Inc.$50008-04-2017
Michael Patrick CostelloeLPL Financial LLCH. Beck, Inc.11-25-2019
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Showing 1 to 25 of 31 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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