DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Invesco Advisers, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Scott Maxwell WaxenbaumInvesco Advisers, Inc. asset managerInvesco Managed Accounts, LLC otherOtherSep 2, 2026Sep 2, 2026
Brian KichtonInvesco Advisers, Inc. asset managerNew York Life Investment Management LLC asset managerOtherJul 6, 2026Aug 11, 2026 (36 d)
Denis Ryan O'DonoghueInvesco Advisers, Inc. asset managerCapital Client Group, Inc. no RAUMOtherJun 24, 2026Jul 27, 2026 (33 d)
Arthur VegaInvesco Advisers, Inc. asset managerDimensional Fund Advisors LP asset managerOtherJun 1, 2026Jul 7, 2026 (36 d)
Ryan A MaglioInvesco Advisers, Inc. asset managerCliftonlarsonallen Wealth Advisors, LLC BD affiliatedOtherMay 18, 2026May 21, 2026
Mitchell Harrington RossiInvesco Advisers, Inc. asset managerCapital Investment Advisors, LLC independent RIAOtherApr 8, 2026Apr 16, 2026
Eric Douglas LarsenInvesco Advisers, Inc. asset managerJohn Hancock Investment Management LLC asset managerOtherApr 6, 2026May 20, 2026 (44 d)
Irina ShimarovaInvesco Advisers, Inc. asset managerAllspring Funds Management, LLC asset managerOtherDec 31, 2025Jan 8, 2026
Eric Alexander FuentesInvesco Advisers, Inc. asset managerEdward Jones national BDOtherNov 21, 2025Oct 24, 2025
Patrick Robert NelisInvesco Advisers, Inc. asset managerWells Fargo Advisors wirehouseOtherOct 13, 2025Nov 14, 2025 (32 d)
David MayeuxInvesco Advisers, Inc. asset managerCharles Schwab & Co., Inc. national BDOtherSep 2, 2025Oct 22, 2025 (50 d)
Joshua Ching LeeInvesco Advisers, Inc. asset managerMorgan Stanley wirehouseOtherSep 2, 2025Oct 21, 2025 (49 d)
Justin LabierInvesco Advisers, Inc. asset managerAllspring Funds Management, LLC asset managerOtherDec 23, 2024Jan 16, 2025
Michael Thomas JoyceInvesco Advisers, Inc. asset managerCalamos Advisors LLC asset managerOtherDec 9, 2024Dec 18, 2024
Shannon Dean SchofieldInvesco Advisers, Inc. asset managerIntegrity Advisory Solutions independent RIAOtherSep 4, 2024Oct 10, 2024 (36 d)
Donald Eugene PonderInvesco Advisers, Inc. asset managerPrincipal Asset Management otherOtherSep 4, 2024Sep 25, 2024
Benjamin John LougheryInvesco Advisers, Inc. asset managerLock Wealth Management state registeredOtherSep 4, 2024Nov 20, 2024 (77 d)
Aaron SiegelInvesco Advisers, Inc. asset managerEdward Jones national BDOtherAug 14, 2024Sep 16, 2024 (33 d)
Jacob William LiebermanInvesco Advisers, Inc. asset managerProshare Advisors LLC asset managerOtherJul 31, 2024Sep 11, 2024 (42 d)
Reed D SmithInvesco Advisers, Inc. asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 22, 2024Aug 23, 2024 (93 d)
Deandre LewisInvesco Advisers, Inc. asset managerEdward Jones national BDOtherApr 24, 2024May 23, 2024
Matthew Jon EastmanInvesco Advisers, Inc. asset managerCalamos Advisors LLC asset managerOtherMar 5, 2024Mar 21, 2024
Ross Vande WeerdInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherFeb 7, 2024Feb 8, 2024
Anthony Brent OwenInvesco Advisers, Inc. asset managerCharles Schwab & Co., Inc. national BDOtherFeb 5, 2024Aug 11, 2026 (918 d)
John William DanielInvesco Advisers, Inc. asset managerNew York Life Investment Management LLC asset managerOtherJan 5, 2024Jan 9, 2024
Matthew Joseph MillerInvesco Advisers, Inc. asset managerAprio Wealth Management, LLC independent RIAOtherDec 18, 2023Jan 25, 2024 (38 d)
Christopher James DoranInvesco Advisers, Inc. asset managerSei Investments Management Corp otherOtherOct 11, 2023Nov 22, 2023 (42 d)
Gabriel G BaawoInvesco Advisers, Inc. asset managerEdward Jones national BDOtherOct 4, 2023Mar 24, 2025 (537 d)
Ryan David AlsupInvesco Advisers, Inc. asset managerLPL Financial LLC BD affiliatedOtherOct 2, 2023Oct 24, 2023
John - Dylan RomannInvesco Advisers, Inc. asset managerGrayscale Advisors asset managerOtherOct 2, 2023Jun 17, 2024 (259 d)
Morgan Claire KoehlerInvesco Advisers, Inc. asset managerMorgan Stanley wirehouseOtherSep 28, 2023Oct 10, 2023
Parimal H PatelInvesco Advisers, Inc. asset managerVoya Investment Management Co. LLC otherOtherSep 5, 2023Jan 19, 2024 (136 d)
Scott R CopInvesco Advisers, Inc. asset managerEdward Jones national BDOtherSep 5, 2023Apr 22, 2025 (595 d)
Steven D ThompsonInvesco Advisers, Inc. asset managerMorgan Stanley wirehouseOtherAug 9, 2023Jan 9, 2024 (153 d)
Evan WeibelInvesco Advisers, Inc. asset managerEdward Jones national BDOtherJul 26, 2023Aug 3, 2023
Michael Sean MchughInvesco Advisers, Inc. asset managerAmeriprise Financial Services, LLC national BDOtherMay 17, 2023Jun 9, 2023
David John BoldgerInvesco Advisers, Inc. asset managerVoya Investment Management Co. LLC otherOtherApr 14, 2023May 16, 2023 (32 d)
Kelly Anne DavidsonInvesco Advisers, Inc. asset managerLoomis, Sayles & Company, L.P. otherOtherNov 7, 2022Dec 21, 2022 (44 d)
Alexander EdelmanInvesco Advisers, Inc. asset managerEaton Vance Management asset managerOtherJun 10, 2022Oct 20, 2022 (132 d)
Michael MooreInvesco Advisers, Inc. asset managerBlackrock Investment Management, LLC otherOtherJun 8, 2022Jun 16, 2022
Robert Nicholas Edward CaineInvesco Advisers, Inc. asset managerBlackrock Investment Management, LLC otherOtherJun 8, 2022Jul 12, 2022 (34 d)
Robert Wesley CarterInvesco Advisers, Inc. asset managerPrimerica Advisors national BDOtherJun 6, 2022Dec 2, 2022 (179 d)
Samuel TrumpsInvesco Advisers, Inc. asset managerCaptrust institutionalOtherMay 18, 2022Apr 23, 2025 (1071 d)
Brenden James UrbanInvesco Advisers, Inc. asset managerWells Fargo Advisors wirehouseOtherApr 22, 2022Jun 6, 2022 (45 d)
Kyuri WengInvesco Advisers, Inc. asset managerPgim Investments LLC asset managerOtherApr 5, 2022Apr 13, 2022
Bryan ClaphamInvesco Advisers, Inc. asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherApr 5, 2022May 31, 2022 (56 d)
Robert Michael KunceInvesco Advisers, Inc. asset managerPacer Advisors, Inc. asset managerOtherApr 5, 2022Apr 21, 2022
David AbramsonInvesco Advisers, Inc. asset managerJ.P. Morgan Securities LLC wirehouseOtherMar 4, 2022Jul 5, 2022 (123 d)
Tyler DubayInvesco Advisers, Inc. asset managerPrincipal Asset Management otherOtherJan 10, 2022Feb 1, 2022
Rebecca WesleyInvesco Advisers, Inc. asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherJan 7, 2022Oct 27, 2022 (293 d)
David Ryan HoffmanInvesco Advisers, Inc. asset managerCitigroup Global Markets Inc. BD affiliatedOtherOct 15, 2021Nov 3, 2021
Seth Michael PietriniInvesco Advisers, Inc. asset managerRaymond James Financial Services Advisors, Inc BD affiliatedOtherSep 21, 2021Sep 15, 2021
Desteni Lynn LawhornInvesco Advisers, Inc. asset managerCetera Advisor Networks LLC BD affiliatedOtherJul 30, 2021Aug 19, 2021
Spencer Redmond WilliamsInvesco Advisers, Inc. asset managerNuveen Asset Management, LLC otherOtherJun 11, 2021Jul 7, 2021
Joshua R KantorInvesco Advisers, Inc. asset managerT. Rowe Price Associates, Inc. asset managerOtherJun 4, 2021Jul 21, 2021 (47 d)
Cole Anthony KopacekInvesco Advisers, Inc. asset managerThornburg Investment Management Inc asset managerOtherApr 5, 2021Apr 21, 2021
Zachary Christian HeardInvesco Advisers, Inc. asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherMar 15, 2021Apr 30, 2021 (46 d)
Laura Rebecca StolfiInvesco Advisers, Inc. asset managerNuveen Asset Management, LLC otherOtherJan 29, 2021Mar 25, 2021 (55 d)
Kimberly EdwardsInvesco Advisers, Inc. asset managerEdward Jones national BDOtherDec 31, 2020Jan 4, 2021
Thomas J DegnanInvesco Advisers, Inc. asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 18, 2020Mar 11, 2024 (1209 d)
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315 moves match.