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.

Advisor	From	To	Type	Left	Registered
Raymond Cui	Invesco Advisers, Inc. other	MML Investors Services, LLC BD affiliated	Other	Dec 18, 2017	Mar 25, 2019 (462 d)
Eric Towell	Invesco Advisers, Inc. other	Edward Jones national BD	Other	Dec 7, 2017	Jan 23, 2018 (47 d)
Michael Laura	Invesco Advisers, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Nov 27, 2017	Jan 2, 2018 (36 d)
Christopher Austin Fontenot	Invesco Advisers, Inc. other	LPL Financial LLC independent RIA	Other	Nov 13, 2017	Jan 2, 2018 (50 d)
Kyu Suk Han	Invesco Advisers, Inc. other	Crossmark Global Investments, Inc. other	Other	Oct 3, 2017	Dec 20, 2017 (78 d)
Keri Schaake Hepburn	Invesco Advisers, Inc. other	Aristotle Capital Management, LLC other	Other	Aug 2, 2017	Jul 30, 2018 (362 d)
Kierstin Renee Green	Invesco Advisers, Inc. other	Oak Ridge Investments, LLC other	Other	Jul 7, 2017	Aug 30, 2017 (54 d)
Kyle Martin	Invesco Advisers, Inc. other	MML Investors Services, LLC other	Other	Jun 5, 2017	Aug 31, 2017 (87 d)
Dustin Henry Edwards	Invesco Advisers, Inc. other	Securian Financial Services, Inc. BD affiliated	Other	Jun 2, 2017	May 30, 2019 (727 d)
Derrick J Manuel	Invesco Advisers, Inc. other	Northern Trust Investments, Incorporated other	Other	May 9, 2017	May 10, 2017
Steve Rodney Doss	Invesco Advisers, Inc. other	Alliancebernstein L.P. other	Other	May 9, 2017	Jun 21, 2017 (43 d)
Brian Charles Laux	Invesco Advisers, Inc. other	Victory Capital Management Inc. other	Other	May 3, 2017	Jan 9, 2018 (251 d)
Jordan Thomas Winterfeld	Invesco Advisers, Inc. other	UBS Financial Services Inc. wirehouse	Other	Mar 9, 2017	Apr 3, 2017
Joshua Ryan Green	Invesco Advisers, Inc. other	Capital Client Group, Inc. no RAUM	Other	Mar 3, 2017	Mar 23, 2017
Anthony Trung Thien Bui	Invesco Advisers, Inc. other	World Investment Advisors, LLC other	Other	Dec 2, 2016	Apr 10, 2025 (3051 d)
Matthew Allen Hart	Invesco Advisers, Inc. other	Valic Financial Advisors, Inc. BD affiliated	Other	Nov 29, 2016	Nov 2, 2020 (1434 d)
Blaise Grippa	Invesco Advisers, Inc. other	Idr Investment Management, LLC no RAUM	Other	Sep 7, 2016	Aug 30, 2018 (722 d)
William Charles Weston	Invesco Advisers, Inc. other	Wpwealth Llp other	Other	Aug 24, 2016	Mar 21, 2017 (209 d)
Raymond Jude Bertrand	Invesco Advisers, Inc. other	William Blair & Company L.L.C. other	Other	Aug 11, 2016	Jul 13, 2016
Gregory James Kallus	Invesco Advisers, Inc. other	Mdx Wealth Management state registered	Other	Jul 11, 2016	Nov 10, 2020 (1583 d)
Brian Frederick Paluso	Invesco Advisers, Inc. other	Chartwell Investment Partners, LLC other	Other	Jul 5, 2016	May 23, 2017 (322 d)
Indiana Flores Cary	Invesco Advisers, Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Jul 5, 2016	Sep 12, 2017 (434 d)
David Charles Glabicki	Invesco Advisers, Inc. other	New York Life Investment Management LLC other	Other	Jun 6, 2016	Jul 18, 2016 (42 d)
Madison Elizabeth Duxbury	Invesco Advisers, Inc. other	Edward Jones national BD	Other	Apr 25, 2016	Apr 15, 2016
Stephen Carl Peterson	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Apr 8, 2016	Apr 4, 2016
Richard Willson Ranck	Invesco Advisers, Inc. other	Eventide Asset Management, LLC other	Other	Mar 1, 2016	Sep 8, 2017 (556 d)
Sean Robert Kommerstad	Invesco Advisers, Inc. other	Two Rivers Capital Consulting unclassified	Other	Jan 4, 2016	Apr 7, 2016 (94 d)
John Cody Moore	Invesco Advisers, Inc. other	Morgan Stanley wirehouse	Other	Dec 8, 2015	Jan 13, 2016 (36 d)
Jonathan Todd Wills	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Oct 12, 2015	Oct 13, 2015
Tyler Layton Childs	Invesco Advisers, Inc. other	Copeland Capital Management, LLC other	Other	Sep 16, 2015	Dec 8, 2015 (83 d)
Michael Horvath	Invesco Advisers, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 4, 2015	Aug 27, 2015
Louis James Fetch	Invesco Advisers, Inc. other	William Blair & Company L.L.C. other	Other	Aug 4, 2015	Aug 21, 2015
Taylor Renee Cowdrey	Invesco Advisers, Inc. other	Nuveen Asset Management, LLC other	Other	Jul 27, 2015	Aug 21, 2015
Timothy Jay Ott	Invesco Advisers, Inc. other	Blackrock Investment Management, LLC other	Other	Jul 8, 2015	Jul 17, 2015
Robert Adam Young	Invesco Advisers, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Jul 6, 2015	Apr 6, 2016 (275 d)
Ryan Joelson	Invesco Advisers, Inc. other	Nuveen Asset Management, LLC other	Other	Jul 1, 2015	May 2, 2016 (306 d)
Douglas Paul Dhom	Invesco Advisers, Inc. other	New York Life Investment Management LLC other	Other	Jun 12, 2015	Aug 5, 2015 (54 d)
Margaret Catherine Thomsen	Invesco Advisers, Inc. other	Nuveen Asset Management, LLC other	Other	Jun 12, 2015	Jul 2, 2015
Derek Hans Schicht	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Jun 2, 2015	Jun 5, 2015
Jason Louis Whitney	Invesco Advisers, Inc. other	Nuveen Asset Management, LLC other	Other	May 18, 2015	May 15, 2015
Jason Solomon Leder	Invesco Advisers, Inc. other	Leder Fiduciary Capital LLC independent RIA	Other	Apr 30, 2015	Nov 17, 2016 (567 d)
Emily Myre Willems	Invesco Advisers, Inc. other	Edward Jones national BD	Other	Apr 30, 2015	May 18, 2015
Robin Wun-Hsiung Chan	Invesco Advisers, Inc. other	Western International Securities other	Other	Apr 24, 2015	May 31, 2016 (403 d)
Chrissa Wyntjes Moore	Invesco Advisers, Inc. other	Td Ameritrade, Inc. no RAUM	Other	Apr 2, 2015	Sep 22, 2015 (173 d)
Julieta L Smith	Invesco Advisers, Inc. other	LPL Financial LLC independent RIA	Other	Mar 6, 2015	May 3, 2018 (1154 d)
Conrad Francis Metzger	Invesco Advisers, Inc. other	Capital Client Group, Inc. no RAUM	Other	Mar 3, 2015	Dec 19, 2016 (657 d)
Marc Shiels Little	Invesco Advisers, Inc. other	Salient Capital Advisors, LLC other	Other	Feb 2, 2015	May 19, 2015 (106 d)
Fred Deserio	Invesco Advisers, Inc. other	Amova Asset Management Americas, Inc. other	Other	Jan 23, 2015	Dec 9, 2015 (320 d)
Genevieve Elyse Fuhrman	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Jan 5, 2015	Jan 5, 2015
Wayne Jefferson Seaman	Invesco Advisers, Inc. other	Clearbridge Investments, LLC other	Other	Dec 1, 2014	Dec 5, 2014
Ellen Frances Mccloskey	Invesco Advisers, Inc. other	Northern Trust Investments, Incorporated other	Other	Dec 1, 2014	Aug 6, 2015 (248 d)
Courtney Noel Curtis	Invesco Advisers, Inc. other	Crossmark Global Investments, Inc. other	Other	Nov 28, 2014	Dec 22, 2017 (1120 d)
Mandy Marie Haskell	Invesco Advisers, Inc. other	Wells Fargo Advisors wirehouse	Other	Nov 20, 2014	May 24, 2018 (1281 d)
Douglas Joseph Kadison	Invesco Advisers, Inc. other	Nuveen Asset Management, LLC other	Other	Nov 13, 2014	Dec 5, 2014
Anton Thomas Schirmang	Invesco Advisers, Inc. other	Nuveen Asset Management, LLC other	Other	Nov 11, 2014	Dec 5, 2014
Aaron Feldman	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Nov 10, 2014	Nov 10, 2014
Harold Everette Whitworth	Invesco Advisers, Inc. other	Edward Jones national BD	Other	Oct 17, 2014	Oct 17, 2014
Mark Francis Saran	Invesco Advisers, Inc. other	Neuberger Berman Bd LLC other	Other	Sep 26, 2014	Oct 7, 2014
Kevin Dale Britt	Invesco Advisers, Inc. other	Mfs Institutional Advisors Inc. other	Other	Sep 18, 2014	Oct 6, 2014
Kenneth Allan Demarco	Invesco Advisers, Inc. other	Avantax Advisory Services other	Other	Sep 16, 2014	Nov 24, 2015 (434 d)

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315 moves match.