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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Wilfred Christopher RustonBBVA Securities Inc.J.P. Morgan Securities LLC09-27-2018
Denise S. ValentineBBVA Securities Inc.J.P. Morgan Securities LLC08-14-2017
Laura N. GomezBBVA Securities Inc.J.P. Morgan Securities LLC08-01-2017
Jose Del Del CidBBVA Securities Inc.J.P. Morgan Securities LLC06-27-2017
Shaida FangBBVA Securities Inc.J.P. Morgan Securities LLC05-10-2017
Gilbert A. BrasilBBVA Securities Inc.J.P. Morgan Securities LLC01-21-2016
Travis Neil AllanBBVA Securities Inc.J.P. Morgan Securities LLC12-18-2015
Alfredo BotelloBBVA Securities Inc.J.P. Morgan Securities LLC10-09-2015
Juan Carlos GarciaBBVA Securities Inc.J.P. Morgan Securities LLC07-24-2015
Cristian J. LopezBBVA Securities Inc.J.P. Morgan Securities LLC05-12-2015
John J. DongBBVA Securities Inc.J.P. Morgan Securities LLC12-05-2014
Cecilia RosalesBBVA Securities Inc.J.P. Morgan Securities LLC04-16-2014
Bernard EbrahimiBBVA Securities Inc.J.P. Morgan Securities LLC04-02-2014
Arturo AguilarBBVA Securities Inc.J.P. Morgan Securities LLC10-02-2013
Joseph Edward WestlundBBVA Securities Inc.J.P. Morgan Securities LLC08-19-2013

Showing 1 to 15 of 15 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.