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
Jesse Robinson Taylor IIIRaymond James & Associates, Inc.BBVA Compass Investment Solutions, Inc.11-05-2010
Mark Steven KingRaymond James & Associates, Inc.BBVA Compass Investment Solutions, Inc.11-09-2010
Brenton Kyle DaughdrillMorgan StanleyBBVA Compass Investment Solutions, Inc.11-19-2012
Stuart Paul WilsonCetera Investment Services LLCBBVA Compass Investment Solutions, Inc.01-11-2013
Kevin Lee CouchLPL Financial LLCBBVA Compass Investment Solutions, Inc.02-01-2013
Amy Lynn CookBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.$20005-16-2013
Lucy Wallace EdwardsBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.$10005-16-2013
Dylan Gregory LeveyBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.$2505-16-2013
Henry Benjamin Coker IIIBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Dorothy Mae WrightBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Marcia Harris ThompsonBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Tommy Mizell RatliffBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Steven Douglas JohnsonBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Gary Errol BishopBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Elizabeth Gilbert TauntonBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Callie Cogle ElrodBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Barbara Buzan BeckBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Dax Ray McCalebBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Elizabeth S. EmersonBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Harold Cleveland ManlyBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Julie Ann ScottBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Britney Lynn BernsteinBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Hannah Wanous DeanBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Jared Ray MillerBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Emily Anne FosterBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
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Showing 1 to 25 of 30 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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