DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Vanguard Advisers, Inc.

1,264 moves
AdvisorFromToTypeLeftRegistered
George Ronald ToulsonVanguard Advisers, Inc. otherClearbridge Investments, LLC otherOtherOct 31, 2016Nov 22, 2016
Nouachi VangVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherOct 31, 2016Nov 16, 2016
Matthew Keith UnderwoodVanguard Advisers, Inc. otherBrookstone Wealth Advisors, LLC otherOtherOct 24, 2016Nov 10, 2016
Justin Adam LongfellowVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherOct 6, 2016Oct 26, 2016
Steven Michael ClarkeVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherOct 6, 2016Oct 10, 2016
Colbert D. ChangVanguard Advisers, Inc. otherRonald Blue & Co., LLC otherOtherSep 29, 2016Oct 5, 2016
Monica DouglasVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherSep 22, 2016Oct 7, 2016
Andrew Raymond PorterVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherSep 21, 2016Oct 24, 2016 (33 d)
Lisa Marise GreenVanguard Advisers, Inc. otherMorgan Stanley wirehouseOtherSep 15, 2016Mar 13, 2017 (179 d)
Scott M StrehlowVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherSep 15, 2016Nov 1, 2016 (47 d)
Patrick Randall GorgonzolaVanguard Advisers, Inc. otherThe Fairman Group, LLC otherOtherSep 15, 2016Nov 18, 2016 (64 d)
Wesley John KellyVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherAug 23, 2016Oct 24, 2016 (62 d)
Marie Anne BurnsVanguard Advisers, Inc. otherWaddell & Reed otherOtherAug 22, 2016Sep 21, 2016
Marcus John LermanVanguard Advisers, Inc. otherWells Fargo Advisors wirehouseOtherAug 16, 2016Feb 15, 2017 (183 d)
Treva Marceyle Ruth ZiembaVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherJul 28, 2016Aug 22, 2016
James Ryan WatkinsVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherJul 28, 2016Aug 1, 2016
Precious Elizabeth BoisVanguard Advisers, Inc. otherStrategic Advisers LLC national BDOtherJul 28, 2016Oct 26, 2016 (90 d)
Timothy HewittVanguard Advisers, Inc. otherWiley Group otherOtherJul 27, 2016Jul 22, 2016
Arrial Jane FinnertyVanguard Advisers, Inc. otherBlackrock Investment Management, LLC otherOtherJul 19, 2016Jul 14, 2016
Emily Rast TarneyVanguard Advisers, Inc. otherMorgan Stanley wirehouseOtherJun 9, 2016Oct 24, 2020 (1598 d)
Joshua Carl KenyonVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherMay 20, 2016May 24, 2016
Corey Lane JonesVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherMay 10, 2016May 20, 2016
Barbara Jean PettitVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherMay 10, 2016May 16, 2016
Katelyn Mary MahonVanguard Advisers, Inc. otherPeddock Capital Advisors, LLC otherOtherApr 20, 2016Sep 21, 2016 (154 d)
Christopher Brian CarrVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherFeb 19, 2016Feb 23, 2016
Susan Marie KoeVanguard Advisers, Inc. otherBetter Money Decisions independent RIAOtherFeb 19, 2016Apr 20, 2016 (61 d)
Daniel L. BrownVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherFeb 19, 2016Feb 23, 2016
Ian Ross ClarkVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherFeb 19, 2016Dec 1, 2017 (651 d)
Jason E ListVanguard Advisers, Inc. otherBb&T Securities, LLC BD affiliatedOtherFeb 9, 2016Nov 9, 2018 (1004 d)
Jonathan VanderwerffVanguard Advisers, Inc. otherEdelman Financial Engines otherOtherJan 28, 2016Jan 29, 2016
Nicholas Anthony ParisiVanguard Advisers, Inc. otherEdelman Financial Engines otherOtherJan 28, 2016Jan 22, 2016
Edward Gregory WilliamsVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherDec 2, 2015Jan 7, 2016 (36 d)
Patrick Michael RoganVanguard Advisers, Inc. otherCapital One Advisors, LLC no RAUMOtherNov 24, 2015Dec 15, 2015
Nicholas Timothy SullivanVanguard Advisers, Inc. otherAll Star Financial Inc otherOtherNov 23, 2015Jan 4, 2016 (42 d)
Miguel Angel MartinezVanguard Advisers, Inc. otherTransamerica Retirement Advisors, LLC BD affiliatedOtherNov 17, 2015Feb 25, 2021 (1927 d)
Carol BellVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherOct 28, 2015Apr 27, 2016 (182 d)
Kathryn NusbaumVanguard Advisers, Inc. otherRobert W. Baird & Co. Incorporated otherOtherOct 26, 2015Sep 22, 2015
Maggie Lynn MeinersVanguard Advisers, Inc. otherFinancial Plans & Strategies, Inc. otherOtherSep 11, 2015Aug 18, 2016 (342 d)
Kevin Andrew WeberVanguard Advisers, Inc. otherOsaic Fa, Inc. otherOtherSep 8, 2015Sep 22, 2015
Edward J GreeneVanguard Advisers, Inc. otherEdward Jones national BDOtherAug 7, 2015Aug 28, 2015
Christopher W BerklandVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherJul 30, 2015Aug 18, 2015
Rosario CoronadoVanguard Advisers, Inc. otherEdward Jones national BDOtherJul 23, 2015Aug 4, 2016 (378 d)
Adam Eliot QuelerVanguard Advisers, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJul 23, 2015Jul 29, 2015
Christopher Anthony DendeVanguard Advisers, Inc. otherGerstein Fisher otherOtherJun 30, 2015Sep 1, 2015 (63 d)
Brittany Nicole ChittamsVanguard Advisers, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 17, 2015Jun 22, 2015
Leigh Ann HarrisVanguard Advisers, Inc. otherHorace Mann Investors, Inc. no RAUMOtherFeb 11, 2015Jul 6, 2017 (876 d)
Todd Michael GarrettVanguard Advisers, Inc. otherStrategic Advisers LLC national BDOtherJan 14, 2015Feb 3, 2015
Ann C KavanaughVanguard Advisers, Inc. otherAmerican Portfolios Advisors, Inc otherOtherJan 2, 2015Mar 31, 2015 (88 d)
Julia MccrayVanguard Advisers, Inc. otherSchwab Wealth Advisory, Inc. otherOtherFeb 7, 2014Feb 27, 2014
Patrick Joseph McdermottVanguard Advisers, Inc. otherLegacy Advisors, LLC otherOtherFeb 3, 2014May 8, 2014 (94 d)
Daniel Mark AliverniniVanguard Advisers, Inc. otherUsaa Financial Planning Services no RAUMOtherNov 25, 2013Nov 27, 2013
Austin StutzVanguard Advisers, Inc. otherStrategic Advisers LLC national BDOtherOct 21, 2013Nov 15, 2013
Christina Farnella LessardVanguard Advisers, Inc. otherNationwide Investment Advisors, LLC BD affiliatedOtherOct 10, 2013Jul 27, 2018 (1751 d)
Martin S SchamisVanguard Advisers, Inc. otherJanney Montgomery Scott LLC otherOtherApr 26, 2013Oct 1, 2015 (888 d)
Adrienne L StarkVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherMar 28, 2013Apr 25, 2013
Rebecca Lauren ClarkVanguard Advisers, Inc. otherCharles Schwab & Co., Inc. national BDOtherMar 27, 2013Feb 27, 2017 (1433 d)
Matthew Reed AumentVanguard Advisers, Inc. otherStrategic Advisers LLC national BDOtherDec 7, 2012Dec 17, 2012
Angela N BellamyVanguard Advisers, Inc. otherAdvice And Planning Services otherOtherAug 15, 2012Sep 19, 2012 (35 d)
Celandra Deane-BessVanguard Advisers, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 14, 2012Jun 4, 2025 (4677 d)
Stacy Jean PfizenmayerVanguard Advisers, Inc. otherAmerican Portfolios Advisors, Inc otherOtherJul 20, 2012Jan 8, 2013 (172 d)
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