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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Blaize N KaduruJ.P. Morgan Securities LLCBBVA Securities Inc.02-05-2014
Raquel Raymundo FangJ.P. Morgan Securities LLCBBVA Securities Inc.04-27-2016
Ronald M GunawanJ.P. Morgan Securities LLCBBVA Securities Inc.05-24-2016
Steven J ArdJ.P. Morgan Securities LLCBBVA Securities Inc.06-01-2016
Jeremiah HartleyJ.P. Morgan Securities LLCBBVA Securities Inc.06-10-2016
Christopher A BajalJ.P. Morgan Securities LLCBBVA Securities Inc.06-23-2016
Roberto A Lopez AraizaJ.P. Morgan Securities LLCBBVA Securities Inc.09-21-2016
Tammie Weber KnoppJ.P. Morgan Securities LLCBBVA Securities Inc.$15003-15-2017
Jamie Lee YanezJ.P. Morgan Securities LLCBBVA Securities Inc.08-29-2017
Nicholas BarulicJ.P. Morgan Securities LLCBBVA Securities Inc.09-12-2017
Michael William RondonJ.P. Morgan Securities LLCBBVA Securities Inc.07-03-2018
Juan Rafael BermudezJ.P. Morgan Securities LLCBBVA Securities Inc.07-13-2018
Clayton Travis BashamJ.P. Morgan Securities LLCBBVA Securities Inc.10-19-2018
Javier Mario Gonzalez JrJ.P. Morgan Securities LLCBBVA Securities Inc.10-23-2018
Yair Juventino GarciaJ.P. Morgan Securities LLCBBVA Securities Inc.10-29-2018
Landon Deon JonesJ.P. Morgan Securities LLCBBVA Securities Inc.05-20-2019
Joseph Agyare YeboahJ.P. Morgan Securities LLCBBVA Securities Inc.$10012-11-2019
Samuel Gregory ValentiJ.P. Morgan Securities LLCBBVA Securities Inc.02-27-2020
Gordon Marshall BuskirkJ.P. Morgan Securities LLCBBVA Securities Inc.04-09-2020
Alejandro MojicaJ.P. Morgan Securities LLCBBVA Securities Inc.05-22-2020

Showing 1 to 20 of 20 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.