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 Federated Global Investment Management Corp.

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
Drew Haley	Federated Global Investment Management Corp. asset manager	Voya Investment Management Co. LLC asset manager	Other	Aug 25, 2026	Aug 5, 2026
John Robert Stanley	Federated Global Investment Management Corp. asset manager	Federated International Securities Corp. no RAUM	Other	Jul 17, 2026	Oct 26, 2023
Robert Lefone James	Federated Global Investment Management Corp. asset manager	Blackrock Investment Management, LLC asset manager	Other	Jun 18, 2026	Jun 12, 2026
Scott Robert Kelley	Federated Global Investment Management Corp. asset manager	John Hancock Personal Financial Services, LLC BD affiliated	Other	Jun 1, 2026	Jun 10, 2026
Nicholas Rubinowicz	Federated Global Investment Management Corp. asset manager	Mdt Advisers, A Division Of Federated Mdta LLC asset manager	Other	May 11, 2026	Jan 3, 2024
Emily Coughlin	Federated Global Investment Management Corp. asset manager	Charles Schwab & Co., Inc. national BD	Other	May 7, 2026	Jun 11, 2026 (35 d)
Michael E Brown	Federated Global Investment Management Corp. asset manager	Mdt Advisers, A Division Of Federated Mdta LLC asset manager	Other	Feb 26, 2026	Nov 25, 2025
Benjamin Adam Morgret	Federated Global Investment Management Corp. asset manager	Robert W. Baird & Co. Incorporated mixed wealth	Other	Jan 23, 2026	Jan 7, 2026
Nicholas Vincent Fiano	Federated Global Investment Management Corp. asset manager	Mdt Advisers, A Division Of Federated Mdta LLC asset manager	Other	Jan 7, 2026	Mar 29, 2022
Matthew Lawrence Ryan	Federated Global Investment Management Corp. asset manager	Invesco Advisers, Inc. asset manager	Other	Aug 11, 2025	Aug 12, 2025
Ryan Alexander Fairbrother	Federated Global Investment Management Corp. asset manager	Blackrock Investment Management, LLC other	Other	Jun 26, 2025	Sep 25, 2025 (91 d)
Peter Coughlin	Federated Global Investment Management Corp. asset manager	J.P. Morgan Securities LLC wirehouse	Other	Dec 9, 2024	Dec 20, 2024
Nathaniel J Sepe	Federated Global Investment Management Corp. asset manager	Cwm, LLC BD affiliated	Other	Aug 7, 2024	Aug 1, 2024
Zachary Michael Streno	Federated Global Investment Management Corp. asset manager	Ameriprise Financial Services, LLC national BD	Other	Jun 21, 2024	Jun 25, 2024
Alexander Vari	Federated Global Investment Management Corp. asset manager	New York Life Investment Management LLC asset manager	Other	Mar 1, 2024	Mar 1, 2024
Christopher Allen Przicina	Federated Global Investment Management Corp. asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Jan 29, 2024	Sep 13, 2024 (228 d)
Roman William Day	Federated Global Investment Management Corp. asset manager	Fort Pitt Capital Group, LLC independent RIA	Other	Jan 8, 2024	Aug 13, 2024 (218 d)
Kathleen Santiago	Federated Global Investment Management Corp. asset manager	Larson Financial Group, LLC BD affiliated	Other	Dec 1, 2023	Jun 24, 2024 (206 d)
Curtis Westphal Hart	Federated Global Investment Management Corp. asset manager	D.B. Root & Company, LLC independent RIA	Other	Sep 28, 2023	Mar 12, 2024 (166 d)
Scott Arthur Gundersen	Federated Global Investment Management Corp. asset manager	Raymond James & Associates, Inc. national BD	Other	Jul 12, 2023	Jan 29, 2026 (932 d)
John Lawrence Counahan	Federated Global Investment Management Corp. asset manager	Nuveen Asset Management, LLC other	Other	Jun 29, 2023	Jul 25, 2023
Zachary Michael Jablonski	Federated Global Investment Management Corp. asset manager	Cuso Financial Services, L.P. BD affiliated	Other	Sep 30, 2022	Sep 26, 2022
Bethany Marie Kelley	Federated Global Investment Management Corp. asset manager	Morgan Stanley wirehouse	Other	Aug 8, 2022	Aug 25, 2022
Graham Patterson Versaw	Federated Global Investment Management Corp. asset manager	Capasso Planning Partners LLC independent RIA	Other	Apr 21, 2022	Apr 27, 2022
Anna Joy Machin	Federated Global Investment Management Corp. asset manager	Commonwealth Financial Network national BD	Other	Mar 18, 2022	Jun 23, 2022 (97 d)
Charles Lee Davis	Federated Global Investment Management Corp. asset manager	Mfa Wealth Advisors, LLC independent RIA	Other	Nov 4, 2021	Nov 9, 2021
Jay Minesh Patel	Federated Global Investment Management Corp. asset manager	Clearpeak Capital Management state registered	Other	Mar 19, 2021	Jul 19, 2021 (122 d)
Lauren Lea Moser	Federated Global Investment Management Corp. asset manager	T. Rowe Price Associates, Inc. asset manager	Other	Jul 9, 2019	Jul 29, 2019
Mercedes Nicole Mcfarland	Federated Global Investment Management Corp. asset manager	Citizens Securities, Inc. BD affiliated	Other	Jul 5, 2019	Jul 8, 2019
Justin Andrew Newbauer	Federated Global Investment Management Corp. asset manager	Triad Advisors, LLC BD affiliated	Other	Mar 25, 2019	Oct 28, 2019 (217 d)
Ryan Quinn	Federated Global Investment Management Corp. asset manager	Keeney Financial Group Inc. independent RIA	Other	Dec 31, 2018	Nov 17, 2020 (687 d)
John Lee Shrewsbury	Federated Global Investment Management Corp. asset manager	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 25, 2018	Sep 12, 2018
Timothy David O Brien	Federated Global Investment Management Corp. other	Td Ameritrade Investment Management, LLC independent RIA	Other	Feb 23, 2018	Mar 5, 2018
Megan Elise France	Federated Global Investment Management Corp. other	Capital Client Group, Inc. no RAUM	Other	Jan 5, 2018	Jun 4, 2024 (2342 d)
Daniel Peter Corello	Federated Global Investment Management Corp. other	Mdt Advisers, A Division Of Federated Mdta LLC other	Other	Jun 7, 2017	Jan 6, 2011
Lindsey A Hardy	Federated Global Investment Management Corp. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 12, 2016	Aug 18, 2016
Nicole Diana Law	Federated Global Investment Management Corp. other	Ameriprise Financial Services, LLC national BD	Other	Dec 31, 2015	Sep 24, 2018 (998 d)
Chad Warmbein	Federated Global Investment Management Corp. other	Carnegie Investment Counsel other	Other	Sep 4, 2015	Oct 9, 2015 (35 d)
Christopher Michael Radke	Federated Global Investment Management Corp. other	Morgan Stanley wirehouse	Other	Aug 15, 2014	Sep 20, 2018 (1497 d)
Leanna Morgan Klett	Federated Global Investment Management Corp. other	Morgan Stanley wirehouse	Other	May 7, 2014	Sep 26, 2014 (142 d)
Michael Edward Jones	Federated Global Investment Management Corp. other	High Probability Advisors, LLC independent RIA	Other	Mar 14, 2014	Sep 4, 2021 (2731 d)
Bradley Scott Jurik	Federated Global Investment Management Corp. other	Pnc Wealth Management other	Other	Dec 6, 2013	Dec 9, 2013
Benjamin Paul Burkley	Federated Global Investment Management Corp. other	Absolute Capital Management, LLC other	Other	Nov 8, 2013	Jun 23, 2014 (227 d)
Dino Andre Giovannone	Federated Global Investment Management Corp. other	Mdt Advisers, A Division Of Federated Mdta LLC other	Other	Aug 5, 2013	Jan 6, 2011
Wesley Jarrett Clark	Federated Global Investment Management Corp. other	Pnc Wealth Management other	Other	Dec 31, 2012	Jul 18, 2013 (199 d)
Jeffrey Paul Genkinger	Federated Global Investment Management Corp. other	Janney Montgomery Scott LLC other	Other	Aug 24, 2012	Sep 4, 2012
Ryan Andrew Zelaski	Federated Global Investment Management Corp. other	Financial Telesis, Inc. other	Other	Aug 17, 2012	Sep 6, 2012
Timothy Landis	Federated Global Investment Management Corp. other	Pnc Wealth Management other	Other	Jul 10, 2012	Aug 8, 2012
Patrick James Clark	Federated Global Investment Management Corp. other	Mdt Advisers, A Division Of Federated Mdta LLC other	Other	Dec 31, 2011	Jan 6, 2011
Benjamin Peter Holcombe	Federated Global Investment Management Corp. other	Morgan Stanley wirehouse	Other	Oct 20, 2011	May 2, 2012 (195 d)
Michael Richard Jenco	Federated Global Investment Management Corp. other	Summit Advisors, LLC state registered	Other	May 18, 2011	Apr 29, 2013 (712 d)
Andrew Joseph Hernandez	Federated Global Investment Management Corp. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 15, 2011	Nov 21, 2011 (220 d)
Timothy Joseph Shanahan	Federated Global Investment Management Corp. other	Federated Investment Counseling other	Other	Dec 31, 2010	Apr 15, 2009
Jack Custer Ebenreiter	Federated Global Investment Management Corp. other	Federated Securities Corp. no RAUM	Other	Sep 14, 2010	Feb 17, 2011 (156 d)
Frederick James Minges	Federated Global Investment Management Corp. other	Federated Investment Counseling other	Other	Dec 9, 2009	Apr 15, 2009
Douglas R Hilfiker	Federated Global Investment Management Corp. other	J.P. Morgan Securities LLC wirehouse	Other	Dec 9, 2009	Nov 19, 2009

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56 moves match.