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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Antun Domit IIIActinver Securities, Inc.J.P. Morgan Securities LLC12-16-2014
Okwuchi Vera UhiaraAllstate Financial Services, LLCJ.P. Morgan Securities LLC06-16-2020
Ricardo RamirezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-11-2019
Alfonso RodriguezAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-28-2017
Christopher M ReinceAllstate Financial Services, LLCJ.P. Morgan Securities LLC09-23-2013
Ronald Terry ErnstAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC01-25-2019
Eduardo GutierrezAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC11-09-2015
Christopher Allen TaylorAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC06-16-2015
Harman Singh JohalBBVA Securities Inc.J.P. Morgan Securities LLC$5008-06-2020
Isabel Rebecca BeltranBBVA Securities Inc.J.P. Morgan Securities LLC04-24-2020
Ryan Allen HirschBBVA Securities Inc.J.P. Morgan Securities LLC01-29-2020
Bennette Ogbotiti AmasoBBVA Securities Inc.J.P. Morgan Securities LLC10-02-2019
Michael David PalmerBBVA Securities Inc.J.P. Morgan Securities LLC09-16-2019
Griselda CervantesBBVA Securities Inc.J.P. Morgan Securities LLC08-26-2019
Aneka GrandisonBBVA Securities Inc.J.P. Morgan Securities LLC07-19-2019
Joel Michael CramerBBVA Securities Inc.J.P. Morgan Securities LLC06-17-2019
Mohammad Suleiman DamraBBVA Securities Inc.J.P. Morgan Securities LLC06-05-2019
Derrick D MartinBBVA Securities Inc.J.P. Morgan Securities LLC05-14-2019
Jaime LegarretaBBVA Securities Inc.J.P. Morgan Securities LLC01-10-2019
Jose David CamposBBVA Securities Inc.J.P. Morgan Securities LLC11-26-2018
Jose Wilfredo PalaciosBBVA Securities Inc.J.P. Morgan Securities LLC11-07-2018
Denver L ChildsBBVA Securities Inc.J.P. Morgan Securities LLC08-09-2018
Isidro Sepulveda JrBBVA Securities Inc.J.P. Morgan Securities LLC12-20-2017
John C WellsBBVA Securities Inc.J.P. Morgan Securities LLC08-02-2017
Erica HerreraBBVA Securities Inc.J.P. Morgan Securities LLC07-20-2017
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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.