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 Manning & Napier Advisors, LLC

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
Corey Lee JacksonManning & Napier Advisors, LLC mixed wealthUBS Financial Services Inc. wirehouseRIA to wirehouseSep 3, 2026Aug 24, 2026
Christopher Joseph LabountyManning & Napier Advisors, LLC mixed wealthLabounty Financial Planning state registeredRIA to a state-registered adviserJun 11, 2026Jul 21, 2026 (40 d)
Aaron Anthony PisaniManning & Napier Advisors, LLC mixed wealthWilliam Blair & Company L.L.C. BD affiliatedRIA to affiliated broker-dealer or bankMay 26, 2026May 19, 2026
Ryan M StiphanyManning & Napier Advisors, LLC mixed wealthRaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankMay 14, 2026Apr 23, 2026
Nicklaus J CatoneManning & Napier Advisors, LLC mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseApr 13, 2026Jun 29, 2026 (77 d)
Jeffrey John IngrahamManning & Napier Advisors, LLC mixed wealthEp Wealth Advisors independent RIARIA to RIAMar 18, 2026Apr 6, 2026
Brian Patrick HughesManning & Napier Advisors, LLC mixed wealthHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 11, 2025Aug 3, 2026 (265 d)
Coty BrawdyManning & Napier Advisors, LLC mixed wealthFfo Investments LLC independent RIARIA to RIASep 24, 2025Aug 4, 2026 (314 d)
Thane Jordan BlosserManning & Napier Advisors, LLC mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 11, 2025Apr 8, 2025
John Bryson PalmerManning & Napier Advisors, LLC mixed wealthHartford Funds asset managerOtherFeb 6, 2025Feb 7, 2025
John Andrew PilkingtonManning & Napier Advisors, LLC mixed wealthVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2024Jan 18, 2025
Andrew Lansing SchulerManning & Napier Advisors, LLC mixed wealthSage, Rutty & Co., Inc. independent RIARIA to RIADec 31, 2024Jan 15, 2025
Andrew Otto DelmedicoManning & Napier Advisors, LLC mixed wealthSolid Point Wealth Advisors, LLC independent RIARIA to RIAOct 3, 2024Sep 17, 2024
Jordan Ried EichManning & Napier Advisors, LLC mixed wealthHowe And Rusling, Inc. independent RIARIA to RIAOct 3, 2024Oct 10, 2024
Gregory Scott WoodardManning & Napier Advisors, LLC mixed wealthWilmington Trust Investment Advisors, Inc. otherOtherJan 26, 2024Jan 16, 2025 (356 d)
Douglas Charles TysonManning & Napier Advisors, LLC mixed wealthCerity Partners LLC independent RIARIA to RIAOct 12, 2023Feb 2, 2024 (113 d)
Adele KatesManning & Napier Advisors, LLC mixed wealthMissionsquare Retirement institutionalOtherOct 11, 2023Oct 31, 2023
Thomas M MurphyManning & Napier Advisors, LLC mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMar 22, 2023Dec 18, 2024 (637 d)
Teyonna S. HarrisManning & Napier Advisors, LLC mixed wealthEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 12, 2022Jan 9, 2023
Deborah A CollinsManning & Napier Advisors, LLC mixed wealthVoya Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 6, 2022Apr 3, 2023 (179 d)
Christopher Michael SandsManning & Napier Advisors, LLC mixed wealthB. Riley Wealth Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 18, 2022Apr 25, 2024 (616 d)
Dylan Stone GreerManning & Napier Advisors, LLC mixed wealthBuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 7, 2022Aug 17, 2022 (41 d)
Christopher Charles PorpigliaManning & Napier Advisors, LLC mixed wealthManning & Napier Advisory Advantage Company, LLC otherOtherJun 2, 2022Mar 8, 2013
Joshua William PryorManning & Napier Advisors, LLC mixed wealthManning & Napier Advisory Advantage Company, LLC otherOtherMay 10, 2022Apr 17, 2013
Justin A. ParisiManning & Napier Advisors, LLC mixed wealthFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 10, 2022Jun 8, 2022
Jake Walker CooperManning & Napier Advisors, LLC mixed wealthHigh Probability Advisors, LLC independent RIARIA to RIAFeb 28, 2022May 12, 2022 (73 d)
Julie Ann SchneiderManning & Napier Advisors, LLC mixed wealthD.A. Davidson & Co. independent RIARIA to RIAFeb 4, 2022Mar 16, 2022 (40 d)
Antony John DesorboManning & Napier Advisors, LLC mixed wealthManning & Napier Advisory Advantage Company, LLC otherOtherOct 11, 2019Jul 1, 2002
Kathryn Angelina Alexandra HigginsManning & Napier Advisors, LLC mixed wealthOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 5, 2019Sep 3, 2019
Michael Thomas ValentiManning & Napier Advisors, LLC mixed wealthManning & Napier Advisory Advantage Company, LLC otherOtherAug 20, 2019Sep 15, 2009
John Edward MannManning & Napier Advisors, LLC mixed wealthHigh Probability Advisors, LLC independent RIARIA to RIAJul 3, 2019Nov 5, 2022 (1221 d)
Christopher Bradford RoopManning & Napier Advisors, LLC mixed wealthSandhill Investment Management independent RIARIA to RIAFeb 28, 2019Feb 9, 2021 (712 d)
Colby Loomis FeaneManning & Napier Advisors, LLC mixed wealthArmbruster Capital Management, Inc. independent RIARIA to RIASep 7, 2018Mar 23, 2019 (197 d)
Kevin Joseph KaleManning & Napier Advisors, LLC otherManning & Napier Advisory Advantage Company, LLC otherOtherMar 15, 2018Jan 27, 2006
George D MarronManning & Napier Advisors, LLC otherKarpus Investment Management independent RIAOtherJan 9, 2018Feb 28, 2020 (780 d)
Marc David BernsteinManning & Napier Advisors, LLC otherSandhill Investment Management independent RIAOtherDec 1, 2017Jun 3, 2021 (1280 d)
Michael James PurcellManning & Napier Advisors, LLC otherConfluence Investment Management LLC independent RIAOtherAug 28, 2017Nov 12, 2018 (441 d)
Nikki Lyn HamblinManning & Napier Advisors, LLC otherGlobal Retirement Partners LLC otherOtherAug 21, 2017Sep 15, 2017
Winston Fay NelsonManning & Napier Advisors, LLC otherComerica Securities otherOtherAug 15, 2017Oct 6, 2017 (52 d)
Robert E EmrichManning & Napier Advisors, LLC otherCastleview Partners, LLC otherOtherJun 20, 2017Jun 12, 2017
James William HakewillManning & Napier Advisors, LLC otherMfs Institutional Advisors Inc. otherOtherJun 6, 2017Jun 26, 2017
Patrick Daniel BaneManning & Napier Advisors, LLC otherNeuberger Berman Bd LLC no RAUMOtherJan 6, 2017Jan 10, 2017
Gregory HodgesManning & Napier Advisors, LLC otherNewport Group Consulting, LLC institutionalOtherDec 13, 2016Sep 4, 2018 (630 d)
Aaron Thomas CatesManning & Napier Advisors, LLC otherWells Fargo Advisors wirehouseOtherOct 17, 2016Oct 25, 2016
Michael N TurgeonManning & Napier Advisors, LLC otherMutual Of Omaha Investor Services, Inc. no RAUMOtherMar 7, 2016Aug 16, 2018 (892 d)
Scott Ronald PilchardManning & Napier Advisors, LLC otherGlobal Retirement Partners LLC otherOtherJul 10, 2015Jan 6, 2017 (546 d)
Daniel Peer DochertyManning & Napier Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 21, 2015May 28, 2015
Gregory TedoneManning & Napier Advisors, LLC otherQci Asset Management Inc mixed wealthOtherFeb 9, 2015Sep 8, 2021 (2403 d)
Craig David GingerichManning & Napier Advisors, LLC otherSage, Rutty & Co., Inc. otherOtherAug 13, 2014Aug 18, 2014
John Andrew CorrellManning & Napier Advisors, LLC otherAdvice And Planning Services otherOtherMar 17, 2014May 5, 2014 (49 d)
Joshuah Scott TatroManning & Napier Advisors, LLC otherOsaic Wealth, Inc. otherOtherFeb 11, 2014Sep 25, 2015 (591 d)
Brian Gordon EllermanManning & Napier Advisors, LLC otherIndependent Financial Partners otherOtherDec 6, 2013Apr 2, 2014 (117 d)
Allan Frederick WestcottManning & Napier Advisors, LLC otherBb&T Institutional Investment Advisers, Inc. institutionalOtherSep 26, 2013Mar 26, 2018 (1642 d)
Sammy Amr AzzouzManning & Napier Advisors, LLC otherHeritage Financial Services otherOtherMar 28, 2013Apr 29, 2013 (32 d)
Kelly A ReeyManning & Napier Advisors, LLC otherManning & Napier Advisory Advantage Company, LLC otherOtherMar 20, 2013Sep 16, 2011
Justin Todd GoldmanManning & Napier Advisors, LLC otherSei Investments Management Corp otherOtherOct 23, 2012Nov 27, 2012 (35 d)
Scott Brandon DooleyManning & Napier Advisors, LLC otherInvestment Management Consultants, Ltd. otherOtherJul 19, 2012Aug 20, 2012 (32 d)
Adam Wescott GravesManning & Napier Advisors, LLC otherManning & Napier Advisory Advantage Company, LLC otherOtherMay 13, 2011Jan 21, 2011
Susan Lippman HalpernManning & Napier Advisors, LLC otherUBS Financial Services Inc. wirehouseOtherMar 30, 2011Aug 15, 2011 (138 d)
Michael William SiriannoManning & Napier Advisors, LLC otherBanc Of America Investment Services, Inc. unclassifiedOtherJan 17, 2008Apr 8, 2008 (82 d)
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66 moves match.