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
Angela Marie SandersCetera Investment Services LLCBBVA Securities Inc.03-23-2020
Teresa Lane TurnerAmeriprise Financial Services, LLCBBVA Securities Inc.01-10-2020
Tarah Lee LanksterAmeriprise Financial Services, LLCBBVA Securities Inc.01-10-2020
Benjamin M. CalvertSynovus Securities, Inc.BBVA Securities Inc.08-30-2019
Jason Brooks HeadMorgan StanleyBBVA Securities Inc.08-23-2019
Dennis RushingLPL Financial LLCBBVA Securities Inc.03-11-2019
Steven M. HowlandRaymond James & Associates, Inc.BBVA Securities Inc.02-27-2019
Susan M. TaylorSynovus Securities, Inc.BBVA Securities Inc.02-11-2019
Emory T. ErbWells Fargo Clearing Services, LLCBBVA Securities Inc.01-09-2019
Michele A. LowrySA Stone Wealth Management Inc.BBVA Securities Inc.11-01-2018
Aishah SmithWells Fargo Clearing Services, LLCBBVA Securities Inc.08-08-2018
Richard W. MannMorgan StanleyBBVA Securities Inc.03-13-2018
Wesley Joseph McGuginPNC InvestmentsBBVA Securities Inc.11-01-2017
Brett Alan KuykendallPNC InvestmentsBBVA Securities Inc.10-24-2017
Cody A HitchcockLPL Financial LLCBBVA Securities Inc.09-29-2017
Jeremy Alexander CrewsPruco Securities, LLC.BBVA Securities Inc.09-13-2017
April Leclerc DepaolaLPL Financial LLCBBVA Securities Inc.05-09-2017
Robert Keith GlassNorthwestern Mutual Investment Services, LLCBBVA Securities Inc.11-18-2016
John W. DunnCountry Capital Management CompanyBBVA Securities Inc.08-05-2016
Andrew Michael McCayMorgan StanleyBBVA Securities Inc.07-22-2016
James Stephen LedouxBB&T Investment Services, Inc.BBVA Securities Inc.10-09-2015
John Clinton KirbyDreamWork Financial GroupBBVA Securities Inc.06-17-2015
John Allen ChristianMorgan StanleyBBVA Securities Inc.10-27-2014
William Allen PowellMorgan StanleyBBVA Securities Inc.10-27-2014
Henry TorresMorgan StanleyBBVA Securities Inc.10-27-2014
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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.