RIA Intelligence

• Truist Advisory Services, Inc. BD affiliated current
  since Dec 1, 2025 · Austin, Tx
• Ameriprise Financial Services, LLC national BD
  Apr 7, 2025 to Nov 28, 2025 · Austin, Tx
• Hilltop Securities Inc. BD affiliated
  Aug 12, 2024 to Apr 29, 2025 · Plano, Tx
• Texas Capital Bank Private Wealth Advisors independent RIA
  Jun 2, 2023 to Jun 14, 2024 · Dallas, Tx
• Wells Fargo Advisors wirehouse
  Jan 3, 2011 to May 23, 2023 · Scottsdale, Az
• Wells Fargo Investments, LLC unclassified
  Dec 7, 2009 to Jan 3, 2011 · Albuquerque, Nm
• Wells Fargo Advisors wirehouse
  Apr 24, 2008 to Dec 10, 2009 · Addison, Tx
• Chase Investment Services Corp. former
  Dec 19, 2007 to Mar 19, 2008 · Arlington, Tx
• Citigroup Global Markets Inc. BD affiliated
  May 29, 2007 to Dec 10, 2007 · Irving, Tx
• Citicorp Investment Services unclassified
  Jun 9, 2005 to May 29, 2007 · Abilene, Tx
• A. G. Edwards & Sons, Inc. unclassified
  Oct 7, 2002 to Jun 13, 2005 · Abilene, Tx

• Ameriprise Financial Services, LLC to Truist Advisory Services, Inc.
  left Nov 28, 2025, registered Dec 1, 2025 (3 days) · Affiliated broker-dealer or bank to another
• Hilltop Securities Inc. to Ameriprise Financial Services, LLC
  left Apr 29, 2025, registered Apr 7, 2025 (-22 days) · Affiliated broker-dealer or bank to another
• Texas Capital Bank Private Wealth Advisors to Hilltop Securities Inc.
  left Jun 14, 2024, registered Aug 12, 2024 (59 days) · RIA to affiliated broker-dealer or bank
• Wells Fargo Advisors to Texas Capital Bank Private Wealth Advisors
  left May 23, 2023, registered Jun 2, 2023 (10 days) · Wirehouse to independent RIA
• Wells Fargo Investments, LLC to Wells Fargo Advisors
  left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
• Wells Fargo Advisors to Wells Fargo Investments, LLC
  left Dec 10, 2009, registered Dec 7, 2009 (-3 days) · Other
• Chase Investment Services Corp. to Wells Fargo Advisors
  left Mar 19, 2008, registered Apr 24, 2008 (36 days) · Other
• Citigroup Global Markets Inc. to Chase Investment Services Corp.
  left Dec 10, 2007, registered Dec 19, 2007 (9 days) · Other
• Citicorp Investment Services to Citigroup Global Markets Inc.
  left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
• A. G. Edwards & Sons, Inc. to Citicorp Investment Services
  left Jun 13, 2005, registered Jun 9, 2005 (-4 days) · Other

• John D Boyle left Ameriprise Financial Services, Llc for Truist Advisory Services, Inc. (registered 2025-12-01)
  Nov 28, 2025 · Advisor changed firm · fact
• John D Boyle left Hilltop Securities Inc. for Ameriprise Financial Services, Llc (registered 2025-04-07)
  Apr 29, 2025 · Advisor changed firm · fact
• John D Boyle left Texas Capital Bank Private Wealth Advisors for Hilltop Securities Inc. (registered 2024-08-12)
  Jun 14, 2024 · Advisor changed firm · fact
• John D Boyle left Wells Fargo Advisors for Texas Capital Bank Private Wealth Advisors (registered 2023-06-02)
  May 23, 2023 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address