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
Mark Ray VandeusenH. Beck, Inc.Investors Capital Corp.$5008-04-2016
David Lee EversoleH. Beck, Inc.LPL Financial LLC12-17-2015
Curtis Edward HughesH. Beck, Inc.Waddell & Reed04-28-2015
Thomas Dennis GoinsH. Beck, Inc.Walnut Street Securities, Inc.$5005-14-2013
Timothy Carl StellingH. Beck, Inc.Woodbury Financial Services, Inc.11-30-2012
Russell Edward IngledewH. Beck, Inc.1st Global Capital Corp.02-17-2012
Miles Oakley Davis Jr.H. Beck, Inc.Investors Capital Corp.01-17-2012
Richard Edwin Olson Sr.H. Beck, Inc.Next Financial Group, Inc.12-16-2011
David Glenn HaislipH. Beck, Inc.First Allied Advisory Services, Inc.$1011-03-2011
Jeffrey Shields HoeH. Beck, Inc.First Allied Advisory Services, Inc.09-15-2011
Chad Michael BeckH. Beck, Inc.Wedbush Securities Inc.09-07-2011
Steven Emile UrbiztondoH. Beck, Inc.LPL Financial LLC$1002-18-2011
Cheri Lynn BlairH. Beck, Inc.World Capital Brokerage, Inc.02-14-2011
Eugene Alan ChengH. Beck, Inc.Cantella & Co., Inc.02-09-2011
Richard Allen CasciaroH. Beck, Inc.Wells Fargo Clearing Services, LLC07-27-2010
Michael Joseph LuciaH. Beck, Inc.Morgan Stanley07-08-2009
Soonhee Kim ChoH. Beck, Inc.First Allied Advisory Services, Inc.02-13-2009

Showing 1 to 17 of 17 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.