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
Paul R Peterson	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Sep 3, 2014	Sep 9, 2014
Lance N Hill	Invesco Advisers, Inc. other	LPL Financial LLC BD affiliated	Other	Sep 2, 2014	Mar 16, 2021 (2387 d)
James Rohn	Invesco Advisers, Inc. other	Leader Capital Corp. other	Other	Jul 14, 2014	Aug 1, 2014
Aurelia Detwiler	Invesco Advisers, Inc. other	Ipi Wealth Management, Inc. BD affiliated	Other	Jul 8, 2014	Jan 15, 2021 (2383 d)
James Andrew Carmichael	Invesco Advisers, Inc. other	UBS Financial Services Inc. wirehouse	Other	Jul 3, 2014	Jun 28, 2016 (726 d)
Victor Manuel Olivera	Invesco Advisers, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 24, 2014	Dec 12, 2014 (171 d)
Jonathan Dominy	Invesco Advisers, Inc. other	Pnc Capital Advisors LLC other	Other	Jun 18, 2014	Aug 13, 2014 (56 d)
Matthew William Rodrigue	Invesco Advisers, Inc. other	Hancock Whitney Investment Services Inc. other	Other	Jun 4, 2014	Jun 30, 2014
John Taylor Rhett	Invesco Advisers, Inc. other	UBS Financial Services Inc. wirehouse	Other	Jun 4, 2014	Jul 7, 2014 (33 d)
Joseph William Christianson	Invesco Advisers, Inc. other	UBS Financial Services Inc. wirehouse	Other	May 2, 2014	May 7, 2014
Thomas J Hacker	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Apr 30, 2014	May 5, 2014
Kenneth Edward Hinojosa	Invesco Advisers, Inc. other	State Farm Investment Management Corp. asset manager	Other	Apr 16, 2014	Oct 19, 2018 (1647 d)
Peter Mc Donald Oliphant	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Apr 2, 2014	Apr 3, 2014
Justin Caldwell Boller	Invesco Advisers, Inc. other	Advocacy Wealth Management, LLC other	Other	Mar 4, 2014	Oct 30, 2014 (240 d)
Ryan D Griffin	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Jan 22, 2014	Jan 23, 2014
David Stephen Ulm	Invesco Advisers, Inc. other	Good Harbor Financial other	Other	Jan 3, 2014	Mar 17, 2014 (73 d)
Aaron Michael Newland	Invesco Advisers, Inc. other	Cibc Private Wealth Advisors, Inc. BD affiliated	Other	Jan 2, 2014	Feb 8, 2022 (2959 d)
Michael David Jankowski	Invesco Advisers, Inc. other	Edward Jones national BD	Other	Dec 6, 2013	Feb 18, 2014 (74 d)
William Del Cotto	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Dec 6, 2013	Dec 3, 2013
Michael Justin Salemy	Invesco Advisers, Inc. other	Good Harbor Financial other	Other	Nov 18, 2013	Mar 28, 2014 (130 d)
Lauren Elizabeth Metaj	Invesco Advisers, Inc. other	Guggenheim Investments other	Other	Nov 8, 2013	Feb 25, 2014 (109 d)
Anthony James Camilleri	Invesco Advisers, Inc. other	Capital Client Group, Inc. no RAUM	Other	Nov 4, 2013	Nov 7, 2013
Benjamin Woodhouse	Invesco Advisers, Inc. other	Blackrock Investment Management, LLC other	Other	Sep 20, 2013	Oct 11, 2013
Justin William Jack Wollman	Invesco Advisers, Inc. other	Amoretti Capital Management state registered	Other	Sep 12, 2013	Aug 19, 2021 (2898 d)
James Paul Molinari	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Sep 12, 2013	Sep 24, 2013
Jason Eric Stepanik	Invesco Advisers, Inc. other	Delaware Capital Management Advisers, Inc no RAUM	Other	Sep 5, 2013	Oct 3, 2013
Danielle V. Davis	Invesco Advisers, Inc. other	Valic Financial Advisors, Inc. other	Other	Jul 15, 2013	Apr 23, 2014 (282 d)
Eric Schranck	Invesco Advisers, Inc. other	Edward Jones national BD	Other	Jul 8, 2013	Jan 19, 2018 (1656 d)
James Joseph Ryan	Invesco Advisers, Inc. other	Destra Capital Advisors LLC asset manager	Other	Jun 7, 2013	Oct 29, 2019 (2335 d)
John Paul Power	Invesco Advisers, Inc. other	Jfb Holdings Corp other	Other	Jun 7, 2013	Nov 1, 2013 (147 d)
Scott Edward Burman	Invesco Advisers, Inc. other	Next Financial Group, Inc. other	Other	Jun 4, 2013	Sep 23, 2013 (111 d)
Douglas Alan Palmer	Invesco Advisers, Inc. other	Pnc Wealth Management other	Other	May 23, 2013	Jun 5, 2013
Mallory Grantham Carr	Invesco Advisers, Inc. other	Virtus Capital Advisers, LLC other	Other	May 3, 2013	May 13, 2013
Evan Christopher Singley	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Mar 6, 2013	Mar 1, 2013
Andrew John Leimenstoll	Invesco Advisers, Inc. other	Eaton Vance Management other	Other	Mar 5, 2013	Mar 25, 2013
Brendan Michael Jonland	Invesco Advisers, Inc. other	Capital Client Group, Inc. no RAUM	Other	Jan 7, 2013	Apr 25, 2013 (108 d)
Matthew Edwin Parkhurst	Invesco Advisers, Inc. other	Sierra Investment Management, LLC other	Other	Jan 7, 2013	Jan 6, 2017 (1460 d)
Christopher Thomas Davis	Invesco Advisers, Inc. other	Federated Securities Corp. no RAUM	Other	Dec 10, 2012	Dec 19, 2012
Erick Bodge	Invesco Advisers, Inc. other	Blackrock Investment Management, LLC other	Other	Nov 20, 2012	May 23, 2013 (184 d)
Sterling Tyler Moore	Invesco Advisers, Inc. other	MML Investors Services, LLC other	Other	Jun 28, 2012	Jan 25, 2018 (2037 d)
Charles Richard Ebbs	Invesco Advisers, Inc. other	Federated Securities Corp. no RAUM	Other	Jun 11, 2012	Jun 19, 2012
John Robert Harley	Invesco Advisers, Inc. other	Capital Client Group, Inc. no RAUM	Other	May 11, 2012	Apr 25, 2013 (349 d)
Grant R Myers	Invesco Advisers, Inc. other	Blackrock Financial Management, Inc other	Other	Mar 23, 2012	Mar 26, 2012
Genevieve Marie Zeletz	Invesco Advisers, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Feb 22, 2012	Sep 5, 2012 (196 d)
Mark Adam Vuskov	Invesco Advisers, Inc. other	Next Financial Group, Inc. other	Other	Jan 23, 2012	Mar 25, 2013 (427 d)
Barton J Housman	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Jan 6, 2012	Jan 9, 2012
Michael Gagala	Invesco Advisers, Inc. other	Russell Investments other	Other	Nov 22, 2011	Jul 25, 2017 (2072 d)
Thomas Patrick Monks	Invesco Advisers, Inc. other	First Trust Advisors LP other	Other	Nov 9, 2011	Nov 15, 2011
Gregory Mccabe	Invesco Advisers, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Nov 4, 2011	May 8, 2013 (551 d)
William B Hurt	Invesco Advisers, Inc. other	Northern Trust Investments, Incorporated asset manager	Other	Sep 28, 2011	Nov 9, 2021 (3695 d)
Kelly A Reey	Invesco Advisers, Inc. other	Manning & Napier Advisors, LLC other	Other	Sep 12, 2011	Sep 16, 2011
Richard Jeffery Anthony	Invesco Advisers, Inc. other	Curian Capital, LLC other	Other	Sep 9, 2011	Jan 17, 2012 (130 d)
Joseph Louis Thomas	Invesco Advisers, Inc. other	Pgim Investments LLC other	Other	Sep 2, 2011	Sep 20, 2011
Jarrett Billington Bell	Invesco Advisers, Inc. other	Caz Investments L.P. asset manager	Other	Jun 14, 2011	Jul 14, 2021 (3683 d)
Brian Carl Houston	Invesco Advisers, Inc. other	Voya Investment Management Co. LLC other	Other	Jun 2, 2011	Jun 9, 2011
William Dennis Toomey	Invesco Advisers, Inc. other	Clearbridge Investments, LLC other	Other	Jun 1, 2011	Jun 14, 2011
Chad Aaron Dziedzic	Invesco Advisers, Inc. other	Blackrock Financial Management, Inc other	Other	Apr 29, 2011	May 4, 2011
Patrick M. Foley	Invesco Advisers, Inc. other	Edward Jones national BD	Other	Apr 26, 2011	Oct 19, 2012 (542 d)
Daniel Wendell Krause	Invesco Advisers, Inc. other	Sierra Investment Management, LLC other	Other	Apr 18, 2011	Sep 6, 2011 (141 d)
Justin Joseph Levantino	Invesco Advisers, Inc. other	Calamos Advisors LLC other	Other	Apr 4, 2011	Nov 27, 2012 (603 d)

Page 5 of 6Previous Next

315 moves match.