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
Lori Lynne RowanInvesco Advisers, Inc. otherAmeriprise Financial Services, LLC national BDOtherJan 3, 2011Mar 18, 2015 (1535 d)
Robert Kenneth KuberskiInvesco Advisers, Inc. otherVirtus Capital Advisers, LLC otherOtherJan 3, 2011Jan 26, 2011
Scott Christopher BernstielInvesco Advisers, Inc. otherLincoln Investment independent RIAOtherDec 6, 2010Dec 13, 2023 (4755 d)
Robert Paul BrunsInvesco Advisers, Inc. otherAscendant Advisors, LLC otherOtherNov 22, 2010Nov 30, 2010
Michael James TobinInvesco Advisers, Inc. otherLPL Financial LLC otherOtherOct 18, 2010Nov 10, 2010
Brian Douglas JonesInvesco Advisers, Inc. otherBny Mellon Securities Corporation otherOtherOct 11, 2010Oct 12, 2010
Patricia Mari ShymanInvesco Advisers, Inc. otherCommonwealth Financial Network national BDOtherJun 5, 2010Feb 17, 2012 (622 d)
Douglas Charles BondInvesco Advisers, Inc. otherPurcell Advisory Services, LLC otherOtherJun 5, 2010Jun 24, 2011 (384 d)
Blanca RamirezInvesco Advisers, Inc. otherStrategic Advisers LLC national BDOtherJun 5, 2010Dec 6, 2010 (184 d)
Scott J ClementsInvesco Advisers, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 5, 2010Dec 22, 2010 (200 d)
Samuel John RonlundInvesco Advisers, Inc. otherCalamos Wealth Management LLC otherOtherJun 5, 2010Jun 28, 2010
Ka Wai ChanInvesco Advisers, Inc. otherAmerican Beacon Advisors, Inc. otherOtherJun 5, 2010Nov 1, 2010 (149 d)
Amy Carole SwearingenInvesco Advisers, Inc. otherAmerican Beacon Advisors, Inc. otherOtherJun 5, 2010Apr 5, 2011 (304 d)
John Thomas BrowningInvesco Advisers, Inc. otherMarc J. Lane Investment Management,Inc. otherOtherApr 26, 2010May 10, 2019 (3301 d)
Arthur Leon CherchesInvesco Advisers, Inc. otherSage Advisory Services Ltd Co otherOtherApr 26, 2010Feb 4, 2011 (284 d)
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315 moves match.