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
Najla Hisham ArekatBBVA Securities Inc.ADL Global Capital$15008-18-2016
Brad Eugene BakerBBVA Securities Inc.Allstate Financial Services, LLC$10012-15-2016
Kimberly Lynn HerreraBBVA Securities Inc.Ameriprise Financial Services, Inc.$50006-16-2016
Shawn Marie FelicianoBBVA Securities Inc.AXA Advisors, LLC11-29-2017
Milko DamjanovicBBVA Securities Inc.BancWest Investment Services, Inc.09-16-2019
Brandon James HoffmanBBVA Securities Inc.BancWest Investment Services, Inc.07-31-2013
Tiffany Teel HouseBBVA Securities Inc.Cetera Advisor Networks LLC12-14-2017
Anna Huiping L LiBBVA Securities Inc.Citigroup Global Markets Inc.06-19-2017
Jorge Luis ValenzuelaBBVA Securities Inc.Country Capital Management Company12-28-2015
Karl Eric HaasBBVA Securities Inc.Country Capital Management Company$25001-23-2015
Dawon A. ColemanBBVA Securities Inc.Farmers Financial Solutions, LLC02-22-2019
Benjamin John FernandezBBVA Securities Inc.Greenberg Financial Group$15008-23-2018
Justin P. TeclawBBVA Securities Inc.J.P. Morgan Securities LLC09-25-2019
Karina ValleBBVA Securities Inc.J.P. Morgan Securities LLC02-22-2019
William Brian HemsworthBBVA Securities Inc.J.P. Morgan Securities LLC12-26-2018
Daniel DahmaniBBVA Securities Inc.J.P. Morgan Securities LLC11-27-2018
Julian F. CortezBBVA Securities Inc.J.P. Morgan Securities LLC08-30-2018
Guillermo A. CamargoBBVA Securities Inc.J.P. Morgan Securities LLC06-19-2018
Beverly Mae NelsonBBVA Securities Inc.J.P. Morgan Securities LLC05-22-2018
Manuel A. RamirezBBVA Securities Inc.J.P. Morgan Securities LLC02-21-2018
Erika HernandezBBVA Securities Inc.J.P. Morgan Securities LLC02-05-2018
Veronica B. RiosBBVA Securities Inc.J.P. Morgan Securities LLC05-23-2017
Annabel Louise WhitingBBVA Securities Inc.J.P. Morgan Securities LLC11-21-2016
Gerardo MendozaBBVA Securities Inc.J.P. Morgan Securities LLC05-27-2016
Vincent Joseph PameliaBBVA Securities Inc.J.P. Morgan Securities LLC02-17-2016
Next Page »

Showing 1 to 25 of 44 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.


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