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
Jeffrey StrittmatterInvesco Advisers, Inc. asset managerTransamerica Retirement Advisors, LLC BD affiliatedOtherNov 18, 2020Aug 16, 2022 (636 d)
Grant Dillingham HeemerInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherOct 2, 2020Jan 7, 2021 (97 d)
Michael McgrathInvesco Advisers, Inc. asset managerCounterpoint Asset Management LLC state registeredOtherOct 2, 2020Oct 11, 2021 (374 d)
Tyler Lynn JenkinsInvesco Advisers, Inc. asset managerThornburg Investment Management Inc asset managerOtherOct 2, 2020Apr 1, 2021 (181 d)
Graham ForssmanInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherOct 2, 2020Jan 7, 2021 (97 d)
Brooke Elizabeth MorganInvesco Advisers, Inc. asset managerKestra Advisory Services, LLC BD affiliatedOtherOct 2, 2020Oct 30, 2020
Roger Dayne GossInvesco Advisers, Inc. asset managerCapital Client Group, Inc. no RAUMOtherSep 3, 2020Aug 21, 2022 (717 d)
Bryan Lee TreadwayInvesco Advisers, Inc. asset managerThornburg Investment Management Inc asset managerOtherSep 3, 2020Sep 30, 2020
Jesse Thomas Stackland-WintererInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherAug 10, 2020Dec 17, 2020 (129 d)
Sam Clinton PriceInvesco Advisers, Inc. asset managerHalo Investment Services, LLC otherOtherJul 13, 2020Feb 22, 2024 (1319 d)
Robert Anthony RodriguezInvesco Advisers, Inc. asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 5, 2020May 29, 2020
Lloyd Lewen SilkInvesco Advisers, Inc. asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 6, 2020Mar 13, 2020
Heather Treigle LindseyInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherMar 6, 2020Sep 21, 2021 (564 d)
David John TokarInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherMar 6, 2020Mar 16, 2020
Courtney FolkertsInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherMar 6, 2020Mar 25, 2020
Deandre LewisInvesco Advisers, Inc. asset managerAlliancebernstein L.P. otherOtherJan 10, 2020Jan 31, 2020
Lori Eshbach ComanichInvesco Advisers, Inc. asset managerAvantax Advisory Services BD affiliatedOtherJan 9, 2020Jan 20, 2020
Daniel Lawrence MassettiInvesco Advisers, Inc. asset managerHartford Funds asset managerOtherDec 20, 2019Jan 12, 2022 (754 d)
Clark McmahonInvesco Advisers, Inc. asset managerCommonwealth Financial Network national BDOtherDec 5, 2019Feb 7, 2024 (1525 d)
Richard Sidney SchainkerInvesco Advisers, Inc. asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 2, 2019Jan 9, 2020 (38 d)
Thomas Buckley TysonInvesco Advisers, Inc. asset managerNationwide Investment Advisors, LLC BD affiliatedOtherOct 11, 2019Mar 10, 2020 (151 d)
Kenneth Michael MisnerInvesco Advisers, Inc. asset managerTouchstone Advisors Inc asset managerOtherSep 11, 2019Sep 13, 2019
John Ahern LockwoodInvesco Advisers, Inc. asset managerCreative Planning Institutional Advisors, LLC institutionalOtherSep 11, 2019Oct 26, 2023 (1506 d)
Caleb Keith ClarkInvesco Advisers, Inc. asset managerPgim Investments LLC asset managerOtherJul 19, 2019Nov 7, 2019 (111 d)
Kim Renee CarneyInvesco Advisers, Inc. asset managerCapital Client Group, Inc. no RAUMOtherJul 9, 2019Jul 18, 2019
Eric Paul MerriganInvesco Advisers, Inc. asset managerAmeriprise Financial Services, LLC national BDOtherJul 9, 2019Jul 17, 2019
Christopher James McbeeInvesco Advisers, Inc. asset managerAvion Wealth independent RIAOtherJun 20, 2019Mar 29, 2023 (1378 d)
Terry Patrick KellyInvesco Advisers, Inc. asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 6, 2019Feb 10, 2020 (249 d)
Matthew Garrett LarsonInvesco Advisers, Inc. asset managerWpwealth Llp independent RIAOtherJun 6, 2019Jun 21, 2019
Daric Hugh OlsonInvesco Advisers, Inc. asset managerRussell Investments otherOtherJun 6, 2019Jul 19, 2019 (43 d)
Mark Andrew BarauskyInvesco Advisers, Inc. asset managerLeader Capital Corp. asset managerOtherJun 4, 2019Oct 7, 2019 (125 d)
Anthony S ManzanaresInvesco Advisers, Inc. asset managerRaymond James Financial Services Advisors, Inc BD affiliatedOtherJun 4, 2019Nov 14, 2019 (163 d)
Michelle Nicole BrickerInvesco Advisers, Inc. asset managerLPL Financial LLC BD affiliatedOtherJun 4, 2019Feb 26, 2020 (267 d)
Scott TousaInvesco Advisers, Inc. asset managerEdward Jones national BDOtherJun 4, 2019Sep 23, 2019 (111 d)
John T BrownInvesco Advisers, Inc. asset managerHartford Funds asset managerOtherJun 3, 2019Feb 14, 2020 (256 d)
Dixie Thornton GreenInvesco Advisers, Inc. asset managerNew York Life Investment Management LLC asset managerOtherJun 3, 2019Jun 13, 2019
Jennifer A DaviesInvesco Advisers, Inc. asset managerMorgan Stanley wirehouseOtherJun 3, 2019Sep 12, 2019 (101 d)
Michael ModisetteInvesco Advisers, Inc. asset managerPnc Managed Account Solutions, Inc. BD affiliatedOtherJun 3, 2019Oct 28, 2019 (147 d)
Janice Jacqueline WhittenInvesco Advisers, Inc. asset managerIntrua Financial independent RIAOtherJun 3, 2019Sep 23, 2019 (112 d)
Carrie Stockton WestfallInvesco Advisers, Inc. asset managerConcourse Financial Group Advisors BD affiliatedOtherJun 3, 2019May 18, 2020 (350 d)
Stephen M CarmonaInvesco Advisers, Inc. asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherJun 3, 2019Jan 28, 2021 (605 d)
Mark Joseph DebourgInvesco Advisers, Inc. asset managerFirst Financial Equity Corporation BD affiliatedOtherJun 3, 2019Jun 4, 2019
Brandon Shane YoungInvesco Advisers, Inc. asset managerWillis Johnson Wealth independent RIAOtherJun 3, 2019Jun 27, 2019
Patrick Lee BeamanInvesco Advisers, Inc. asset managerEarned Wealth Advisors, LLC independent RIAOtherMay 31, 2019Sep 11, 2025 (2295 d)
Michael Douglas HibschInvesco Advisers, Inc. asset managerFirst Horizon Advisors, Inc mixed wealthOtherMay 31, 2019Aug 1, 2019 (62 d)
Gordon Y LauInvesco Advisers, Inc. asset managerHightower Advisors, LLC BD affiliatedOtherMay 31, 2019Jan 21, 2020 (235 d)
Dwayne JavierInvesco Advisers, Inc. asset managerThrivent Asset Management, LLC asset managerOtherMay 31, 2019Dec 2, 2020 (551 d)
William J HunterInvesco Advisers, Inc. asset managerWestwood Management Corp otherOtherMay 31, 2019Nov 1, 2019 (154 d)
Michael EffronInvesco Advisers, Inc. asset managerPrimerica Advisors national BDOtherMay 31, 2019May 27, 2021 (727 d)
Matthew John FitzgeraldInvesco Advisers, Inc. asset managerAltitude Capital Management LLC no RAUMOtherMay 31, 2019Oct 18, 2024 (1967 d)
Andrew LillInvesco Advisers, Inc. asset managerVoya Investment Management Co. LLC asset managerOtherMay 31, 2019Mar 26, 2026 (2491 d)
Jill Maybaum HartInvesco Advisers, Inc. asset managerMorgan Stanley wirehouseOtherMay 31, 2019Aug 19, 2026 (2637 d)
Paul Andrew BaranivskyInvesco Advisers, Inc. asset managerMorgan Stanley wirehouseOtherMay 31, 2019Jul 23, 2019 (53 d)
Michael Thomas MillerInvesco Advisers, Inc. asset managerMorgan Stanley wirehouseOtherMay 31, 2019Oct 28, 2019 (150 d)
Thomas J BourgInvesco Advisers, Inc. asset managerSage Advisory Services Ltd Co otherOtherMay 31, 2019Jan 2, 2020 (216 d)
Robert H SteinInvesco Advisers, Inc. asset managerEagle Strategies LLC BD affiliatedOtherMay 31, 2019Sep 16, 2022 (1204 d)
Timothy Michael GordonInvesco Advisers, Inc. asset managerCrawford Investment Counsel Inc independent RIAOtherMay 31, 2019Apr 20, 2021 (690 d)
Thomas J AbbatacolaInvesco Advisers, Inc. asset managerPolen Capital Management, LLC asset managerOtherMay 31, 2019Dec 18, 2020 (567 d)
Kevin Thomas Carl NielsenInvesco Advisers, Inc. asset managerRussell Investments otherOtherMay 31, 2019Jul 3, 2019 (33 d)
Chase Edward CoffinInvesco Advisers, Inc. asset managerBlackrock Investment Management, LLC otherOtherMay 31, 2019May 31, 2019
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315 moves match.