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 Russell Investments

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
Kari Ann MaenhoutRussell Investments asset managerM Holdings Securities, Inc. BD affiliatedOtherApr 16, 2026Mar 13, 2026
Erik Edward LandsverkRussell Investments otherGateway Wealth Partners, LLC independent RIAOtherMar 30, 2026Jun 4, 2026 (66 d)
Benjamin L'EmpereurRussell Investments otherMadison Partners independent RIAOtherNov 13, 2025Nov 20, 2025
Jack William SwingleRussell Investments otherCapital Client Group, Inc. no RAUMOtherApr 10, 2025Apr 17, 2025
David Thomas PriceRussell Investments otherWells Fargo Advisors wirehouseOtherApr 1, 2025Apr 25, 2025
Joshua Jacobs MccarthyRussell Investments otherLifepoint Planning independent RIAOtherApr 1, 2025Mar 13, 2025
Jared HareRussell Investments otherAlliancebernstein L.P. asset managerOtherJan 21, 2025Jan 9, 2025
David Joseph PagliaroRussell Investments otherMeeder Advisory Services, Inc. independent RIAOtherDec 26, 2024Jan 26, 2026 (396 d)
Mary ErwinRussell Investments otherO'Shaughnessy Asset Management, LLC independent RIAOtherMay 13, 2024Sep 29, 2025 (504 d)
Chad Alan Thomas-KillamRussell Investments otherNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 6, 2024Oct 4, 2024 (151 d)
Evan HarbotRussell Investments otherCnl Educational Institute, LLC no RAUMOtherApr 22, 2024Jul 2, 2024 (71 d)
Daniel Tyler SmithRussell Investments otherIndependent Financial Partners BD affiliatedOtherMar 28, 2024Jul 22, 2026 (846 d)
Nicholas James CoccioRussell Investments otherAc Wealth Partners otherOtherFeb 13, 2024Mar 25, 2024 (41 d)
Robert Michael McaleerRussell Investments otherNewedge Advisors BD affiliatedOtherNov 20, 2023Oct 29, 2025 (709 d)
Matthew Lee GoskaRussell Investments otherVictory Capital Management Inc. asset managerOtherNov 14, 2023Nov 13, 2023
Cory Walter ChristianaRussell Investments otherNexten Fp state registeredOtherOct 17, 2023Jan 5, 2026 (811 d)
Lisa Marie MumperRussell Investments otherHarbour Investments, Inc. independent RIAOtherFeb 24, 2023Mar 7, 2023
Alexander RabinovichRussell Investments otherRothschild Wealth LLC independent RIAOtherFeb 3, 2023Feb 1, 2023
Tykia C WilliamsRussell Investments otherDrake & Associates, LLC independent RIAOtherDec 7, 2022Mar 5, 2024 (454 d)
Skyler Tate ErbenRussell Investments otherFsa Investment Group, LLC otherOtherAug 8, 2022Aug 31, 2023 (388 d)
John Ryan FonaasRussell Investments otherTransamerica Retirement Advisors, LLC BD affiliatedOtherJul 21, 2022Jul 27, 2022
Frank Lloyd PapeRussell Investments otherFrontier Asset Management, LLC mixed wealthOtherMar 8, 2022Mar 28, 2023 (385 d)
William Scott CollinsRussell Investments otherReinhart Partners, LLC mixed wealthOtherDec 1, 2021Jan 3, 2022 (33 d)
Zachary T VandeyachtRussell Investments otherWilliam Blair & Company L.L.C. BD affiliatedOtherMay 25, 2021Jun 9, 2021
Joshua A LeberRussell Investments otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 25, 2021Jun 14, 2021
Chris Wade MachesneyRussell Investments otherAlta Capital Management LLC independent RIAOtherApr 20, 2021Apr 23, 2024 (1099 d)
Matthew Jordan SeliharRussell Investments otherNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 7, 2021Apr 16, 2021
Matthew M WarterRussell Investments otherPlanmember Securities Corporation independent RIAOtherJan 27, 2021Feb 3, 2021
Matthew Allen KothRussell Investments otherInvesco Advisers, Inc. asset managerOtherJan 14, 2021Jul 11, 2022 (543 d)
Daric Hugh OlsonRussell Investments otherNuveen Asset Management, LLC mixed wealthOtherNov 12, 2020Nov 22, 2020
Robert Charles OuimetRussell Investments otherCapital Analysts BD affiliatedOtherOct 22, 2020Apr 27, 2021 (187 d)
Jason Cole StorjohannRussell Investments otherHorizon Investments LLC asset managerOtherSep 23, 2020Nov 25, 2020 (63 d)
Brandee Kay Hewett ShumwayRussell Investments otherNeuberger Berman Bd LLC no RAUMOtherJun 25, 2020Mar 18, 2020
Allison StaabRussell Investments otherFidelity Institutional Wealth Adviser LLC no RAUMOtherJun 24, 2020Jan 13, 2021 (203 d)
Johann SchneiderRussell Investments otherCetera Advisor Networks LLC BD affiliatedOtherJun 24, 2020Oct 20, 2021 (483 d)
Eric D TollefsonRussell Investments otherNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 21, 2020Aug 5, 2025 (1902 d)
Glenn Dean BueltRussell Investments otherKms Financial Services, Inc BD affiliatedOtherApr 16, 2020Mar 9, 2020
Lesley Parrish ReinhartRussell Investments otherCapital Client Group, Inc. no RAUMOtherSep 5, 2019Sep 10, 2019
Michael GagalaRussell Investments otherBny Mellon Securities Corporation BD affiliatedOtherJul 12, 2019Jul 19, 2019
Oliver FieldRussell Investments otherRobert W. Baird & Co. Incorporated mixed wealthOtherJul 5, 2019Jun 28, 2021 (724 d)
Thomas Aaron BakamusRussell Investments asset managerSteward Partners Investment Solutions, LLC independent RIAOtherMar 22, 2019Mar 21, 2019
Jorden TrochelmanRussell Investments asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherFeb 12, 2019Apr 5, 2019 (52 d)
Connor HoganRussell Investments asset managerEdward Jones national BDOtherDec 27, 2018Mar 11, 2019 (74 d)
Daniel Lee BorchardRussell Investments asset managerMariner independent RIAOtherDec 5, 2018Dec 5, 2018
Benjamin Paul SmithRussell Investments asset managerStrategic Wealth Partners independent RIAOtherOct 15, 2018Oct 12, 2018
James Douglas LathropRussell Investments asset managerDearborn Partners L.L.C. mixed wealthOtherOct 3, 2018Mar 17, 2020 (531 d)
Jonathan Andrew RainsRussell Investments asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 30, 2018Mar 13, 2019 (195 d)
Nicholas Matthew PeifferRussell Investments asset managerVictory Capital Management Inc. asset managerOtherAug 30, 2018Sep 6, 2018
Brandon LehmanRussell Investments asset managerMariner independent RIAOtherAug 30, 2018Aug 20, 2018
Maria Cristina Palanca LivadaryRussell Investments asset managerMana Financial Life Design independent RIAOtherJul 30, 2018Aug 21, 2018
Gage Chambers DavidsonRussell Investments asset managerMorgan Stanley wirehouseOtherJul 30, 2018Sep 26, 2018 (58 d)
John Eric FieldRussell Investments otherSteward Partners Investment Advisory, LLC BD affiliatedOtherFeb 26, 2018Jun 10, 2024 (2296 d)
Todd Eugene SultRussell Investments otherAssetmark, Inc. BD affiliatedOtherFeb 26, 2018Jun 28, 2022 (1583 d)
John Parker CourierRussell Investments otherBmo Asset Management Corp. otherOtherAug 7, 2017Feb 21, 2018 (198 d)
Kerry Lynn PrichardRussell Investments otherFinancial Advocates Investment Management otherOtherJul 25, 2017Jan 3, 2018 (162 d)
Matthew B TeevanRussell Investments otherEmpower Advisory Group, LLC institutionalOtherJul 25, 2017Jul 9, 2018 (349 d)
Jon R. SchuetteRussell Investments otherCetera Investment Advisers LLC otherOtherJul 20, 2017Aug 15, 2017
Dylan Henning SeubertRussell Investments otherRBC Capital Markets, LLC national BDOtherJun 13, 2017Jun 2, 2017
Kathryn R KokengeRussell Investments otherTruewealth Financial Partners independent RIAOtherMay 24, 2017Jul 26, 2024 (2620 d)
Brian Douglas KleistRussell Investments otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 28, 2017Mar 3, 2017
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142 moves match.