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
Roberto VargasBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Lorena M. LopezBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Roland Sandoval ReynaBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Jeannie Tran MartinezBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Angelica Maria GarridoBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Jacob Edward MahanBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Artemio ArevaloBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Debbie Samples KnoxBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Gregory Scott IrwinBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Kacie L. MosmeyerBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Denise Marie AllisonBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Alejandra G. MedinaBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Toma Simeonov TomovBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Nicholas Maximilian SeyboldBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Raj R. PatelBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Alberto ValdesBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Amber N. MuellerBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Nicholas C. McMahanBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Linda Ann MyersBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Joshua G. BoxleyBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Ashley E. MillerBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Iria F. GarrisonBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Halley O. HamerBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Elma Griselda FloresBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
Alexander H. GunnBBVA Securities Inc.BBVA Compass Investment Solutions, Inc.05-16-2013
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Showing 76 to 100 of 118 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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