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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bennette Ogbotiti AmasoBBVA Securities Inc.J.P. Morgan Securities LLC10-02-2019
Justin P. TeclawBBVA Securities Inc.J.P. Morgan Securities LLC09-25-2019
Michael David PalmerBBVA Securities Inc.J.P. Morgan Securities LLC09-16-2019
Griselda CervantesBBVA Securities Inc.J.P. Morgan Securities LLC08-26-2019
Aneka GrandisonBBVA Securities Inc.J.P. Morgan Securities LLC07-19-2019
Joel Michael CramerBBVA Securities Inc.J.P. Morgan Securities LLC06-17-2019
Karina ValleBBVA Securities Inc.J.P. Morgan Securities LLC02-22-2019
Ryan Alan BeckenhauerBBVA Securities Inc.J.P. Morgan Securities LLC01-28-2019
Jodi Christine PickensBBVA Securities Inc.J.P. Morgan Securities LLC01-18-2019
Jaime LegarretaBBVA Securities Inc.J.P. Morgan Securities LLC01-10-2019
Myra Ann HaydenBBVA Securities Inc.J.P. Morgan Securities LLC$20012-26-2018
William Brian HemsworthBBVA Securities Inc.J.P. Morgan Securities LLC12-26-2018
Daniel DahmaniBBVA Securities Inc.J.P. Morgan Securities LLC11-27-2018
Jose David CamposBBVA Securities Inc.J.P. Morgan Securities LLC$25011-26-2018
Jose Wilfredo PalaciosBBVA Securities Inc.J.P. Morgan Securities LLC11-07-2018
Joseph Anthony BarbourBBVA Securities Inc.J.P. Morgan Securities LLC$10011-06-2018
Wilfred Christopher RustonBBVA Securities Inc.J.P. Morgan Securities LLC09-27-2018
Julian F. CortezBBVA Securities Inc.J.P. Morgan Securities LLC08-30-2018
Denver L ChildsBBVA Securities Inc.J.P. Morgan Securities LLC$10008-09-2018
Sean Marshall MaleyBBVA Securities Inc.J.P. Morgan Securities LLC08-09-2018
Daniel ArmendarizBBVA Securities Inc.J.P. Morgan Securities LLC07-02-2018
Guillermo A. CamargoBBVA Securities Inc.J.P. Morgan Securities LLC06-19-2018
Beverly Mae NelsonBBVA Securities Inc.J.P. Morgan Securities LLC05-22-2018
Justin Ryan MurphyBBVA Securities Inc.J.P. Morgan Securities LLC02-22-2018
Manuel A. RamirezBBVA Securities Inc.J.P. Morgan Securities LLC02-21-2018
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Showing 1 to 25 of 108 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.

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