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
Krystle Nicole WilliamsInvesco Advisers, Inc. asset managerNext Financial Group, Inc. BD affiliatedOtherMay 31, 2019Nov 4, 2019 (157 d)
Alexander Joseph StreusandInvesco Advisers, Inc. asset managerCapital Client Group, Inc. no RAUMOtherMay 31, 2019Mar 30, 2026 (2495 d)
Austin Garrett StewartInvesco Advisers, Inc. asset managerMorgan Stanley wirehouseOtherMay 31, 2019Jun 20, 2019
Karl Nathan GillInvesco Advisers, Inc. asset managerKestra Advisory Services, LLC BD affiliatedOtherMay 31, 2019Jul 17, 2019 (47 d)
David Scott AhernInvesco Advisers, Inc. asset managerAdvisors Asset Management, Inc. mixed wealthOtherMay 30, 2019Dec 2, 2019 (186 d)
Rebecca Lynn BennettInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherMay 30, 2019Sep 25, 2019 (118 d)
Thomas Michael DemerittInvesco Advisers, Inc. asset managerAdvisors Asset Management, Inc. otherOtherMay 30, 2019Apr 11, 2022 (1047 d)
Blake A LevitInvesco Advisers, Inc. asset managerSaxony Capital Management, LLC independent RIAOtherMay 30, 2019Nov 7, 2019 (161 d)
Christopher W LaucksInvesco Advisers, Inc. asset managerAmeritas Advisory Services BD affiliatedOtherMay 30, 2019Sep 12, 2019 (105 d)
Anthony GedwillInvesco Advisers, Inc. asset managerNuveen Asset Management, LLC mixed wealthOtherMay 30, 2019Sep 13, 2019 (106 d)
Colin Joseph ArnoldInvesco Advisers, Inc. asset managerPerformance Trust Capital Partners, LLC otherOtherMay 30, 2019Feb 26, 2021 (638 d)
Stacie Fincher TepattiInvesco Advisers, Inc. asset managerNuveen Asset Management, LLC mixed wealthOtherMay 30, 2019Jul 30, 2019 (61 d)
Daniel Townsend PorterInvesco Advisers, Inc. asset managerWestend Advisors, LLC independent RIAOtherMay 30, 2019Jun 27, 2019
Eric Thomas GrauerInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherMay 30, 2019Jun 17, 2019
German Hermosillo DiazInvesco Advisers, Inc. asset managerAdvisors Asset Management, Inc. mixed wealthOtherMay 30, 2019Oct 21, 2019 (144 d)
David John MathesonInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherMay 28, 2019Jul 11, 2025 (2236 d)
Anita KharwadkarInvesco Advisers, Inc. asset managerMorningstar Investment Services LLC independent RIAOtherMay 28, 2019Jul 10, 2019 (43 d)
Elaine Kay ErdemInvesco Advisers, Inc. asset managerValic Financial Advisors, Inc. BD affiliatedOtherMay 28, 2019May 18, 2021 (721 d)
Sara Dicamillo FerrellInvesco Advisers, Inc. asset managerMorgan Stanley wirehouseOtherMay 28, 2019Feb 5, 2020 (253 d)
Christopher HillInvesco Advisers, Inc. asset managerWealth Enhancement Advisory Services, LLC independent RIAOtherMay 10, 2019Apr 6, 2023 (1427 d)
Alex James LakatosInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherMay 7, 2019May 10, 2019
Matthew KoglerInvesco Advisers, Inc. asset managerEmpower Advisory Group, LLC institutionalOtherMay 1, 2019May 21, 2019
Mitchell Anthony SeebachInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherApr 26, 2019Apr 26, 2019
Michael Joseph MattesInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherApr 24, 2019May 10, 2019
Trent Xavier DiekvossInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherApr 24, 2019Apr 26, 2019
James Michael YoungInvesco Advisers, Inc. asset managerAlliancebernstein L.P. otherOtherApr 9, 2019May 21, 2019 (42 d)
Kyle Kenneth RossInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherMar 19, 2019Mar 21, 2019
Justin ZellerInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherMar 19, 2019Apr 2, 2019
Timothy J LubyInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherMar 13, 2019Apr 2, 2019
Eric Charles CellierInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherJan 4, 2019Jan 15, 2019
Andrew TorokInvesco Advisers, Inc. asset managerCharles Schwab & Co., Inc. national BDOtherJan 3, 2019Jan 18, 2019
Kenneth Paul ZaughInvesco Advisers, Inc. asset managerBlackrock Investment Management, LLC otherOtherDec 7, 2018May 27, 2020 (537 d)
Lance O'Brian MurphyInvesco Advisers, Inc. asset managerEdward Jones national BDOtherDec 4, 2018Jan 28, 2019 (55 d)
Miranda O'KeefeInvesco Advisers, Inc. asset managerValic Financial Advisors, Inc. BD affiliatedOtherNov 14, 2018Mar 18, 2019 (124 d)
Naveed LalaniInvesco Advisers, Inc. asset managerCambridge Investment Research Advisors, Inc. BD affiliatedOtherOct 30, 2018Oct 29, 2018
Jon Scott McdowellInvesco Advisers, Inc. asset managerState Farm Investment Management Corp. asset managerOtherSep 18, 2018Nov 20, 2019 (428 d)
Matthew L ClarkInvesco Advisers, Inc. asset managerBuckingham Strategic Wealth, LLC BD affiliatedOtherSep 12, 2018May 3, 2019 (233 d)
Justin David SawyersInvesco Advisers, Inc. asset managerAlliancebernstein L.P. otherOtherSep 5, 2018Oct 11, 2018 (36 d)
Jonathan Laurence DemossInvesco Advisers, Inc. asset managerAdvance Capital Management Inc independent RIAOtherSep 5, 2018Mar 2, 2020 (544 d)
Tyler PetersInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherAug 22, 2018Aug 23, 2018
Ross WardInvesco Advisers, Inc. asset managerAmerican Beacon Advisors, Inc. otherOtherAug 16, 2018Oct 2, 2018 (47 d)
Grace A Hayden MacnaughtInvesco Advisers, Inc. asset managerCetera Investment Advisers LLC BD affiliatedOtherAug 3, 2018Mar 21, 2024 (2057 d)
Tyler John SahlyInvesco Advisers, Inc. asset managerFirst Trust Advisors LP asset managerOtherJul 9, 2018Jul 10, 2018
Jarvis FullenwilderInvesco Advisers, Inc. asset managerVoya Investment Management Co. LLC asset managerOtherJul 2, 2018Apr 17, 2019 (289 d)
Gregory Hunter DudzikInvesco Advisers, Inc. asset managerJanney Montgomery Scott LLC BD affiliatedOtherJun 7, 2018Jul 16, 2018 (39 d)
Shane SmithInvesco Advisers, Inc. asset managerFisher Investments independent RIAOtherJun 4, 2018Sep 12, 2025 (2657 d)
Sandie Kay RoddaInvesco Advisers, Inc. asset managerMorningstar Investment Management LLC mixed wealthOtherJun 1, 2018Jan 22, 2020 (600 d)
Kevin J MillerInvesco Advisers, Inc. asset managerEdward Jones national BDOtherMay 2, 2018May 7, 2018
Jeremy Michael FletcherInvesco Advisers, Inc. asset managerBlackrock Investment Management, LLC otherOtherApr 11, 2018May 21, 2018 (40 d)
Justin Michael MaddoxInvesco Advisers, Inc. asset managerBlackrock Investment Management, LLC otherOtherApr 10, 2018Apr 13, 2018
Ralph William LettieriInvesco Advisers, Inc. asset managerChickasaw Capital Management, LLC otherOtherApr 5, 2018Aug 10, 2020 (858 d)
Andrew Pierce StevensonInvesco Advisers, Inc. asset managerColumbia Management Investment Advisers, LLC asset managerOtherApr 5, 2018Jun 7, 2018 (63 d)
Michael Carmen SantangeloInvesco Advisers, Inc. otherTransamerica Retirement Advisors, LLC BD affiliatedOtherFeb 16, 2018Jan 30, 2020 (713 d)
Bryan HarastyInvesco Advisers, Inc. otherEdward Jones national BDOtherFeb 15, 2018Apr 9, 2018 (53 d)
Matthew Joseph HannaInvesco Advisers, Inc. otherAmeriprise Financial Services, LLC national BDOtherFeb 15, 2018Oct 10, 2018 (237 d)
Christopher CrawfordInvesco Advisers, Inc. otherKornitzer Capital Management, Inc. otherOtherJan 16, 2018Mar 8, 2018 (51 d)
Arthur Michael PizzelloInvesco Advisers, Inc. otherFirst Trust Advisors LP otherOtherJan 16, 2018Jan 19, 2018
Michael Robert BecconsallInvesco Advisers, Inc. otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherJan 4, 2018Sep 13, 2021 (1348 d)
Brett W ProudfootInvesco Advisers, Inc. otherMorgan Stanley wirehouseOtherJan 4, 2018Jan 11, 2018
Michael John HakimiInvesco Advisers, Inc. otherIndependent Advisor Alliance, LLC independent RIAOtherJan 4, 2018Aug 21, 2018 (229 d)
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315 moves match.