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 Touchstone Advisors 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
Pierce James BlalockTouchstone Advisors Inc asset managerUBS Financial Services Inc. wirehouseOtherMay 4, 2026Jun 22, 2026 (49 d)
Joseph Murray NelsonTouchstone Advisors Inc asset managerEmpower Advisory Group, LLC BD affiliatedOtherMar 3, 2026Mar 16, 2026
Kristen KirkwoodTouchstone Advisors Inc asset managerMcf Advisors, LLC mixed wealthOtherJan 29, 2026Feb 26, 2026
Kenneth Allen McclintockTouchstone Advisors Inc asset managerCibc Private Wealth Advisors, Inc. BD affiliatedOtherDec 10, 2025Dec 23, 2025
Andrew HallTouchstone Advisors Inc asset managerWells Fargo Advisors wirehouseOtherDec 10, 2025Jun 26, 2026 (198 d)
Brendan Cornelius BurkeTouchstone Advisors Inc asset managerRaymond James Financial Services Advisors, Inc BD affiliatedOtherOct 15, 2025May 26, 2026 (223 d)
Samuel MathewsTouchstone Advisors Inc asset managerRaymond James & Associates, Inc. national BDOtherMar 13, 2025Mar 19, 2025
Steven SeidTouchstone Advisors Inc asset managerT. Rowe Price Associates, Inc. asset managerOtherJan 24, 2025Feb 13, 2025
Cameron Joseph MagoonTouchstone Advisors Inc asset managerCx Institutional, LLC independent RIAOtherOct 21, 2024Nov 1, 2024
Anthony ResendesTouchstone Advisors Inc asset managerFifth Third Securities, Inc. BD affiliatedOtherSep 3, 2024Sep 6, 2024
Kurt Justin DupuisTouchstone Advisors Inc asset managerRoot Wealth Management state registeredOtherMar 19, 2024Mar 13, 2024
Kyle Eric MerkTouchstone Advisors Inc asset managerMorgan Stanley wirehouseOtherJan 5, 2024Jan 16, 2024
Michael DayTouchstone Advisors Inc asset managerAdvisors Asset Management, Inc. otherOtherNov 28, 2023Nov 30, 2023
Brian WenstrupTouchstone Advisors Inc asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 25, 2023Jul 7, 2023 (43 d)
Mitch LawsonTouchstone Advisors Inc asset managerFifth Third Securities, Inc. BD affiliatedOtherMar 2, 2023Mar 1, 2023
Chad William LivelyTouchstone Advisors Inc asset managerLively Financial LLC state registeredOtherNov 23, 2022Jan 24, 2023 (62 d)
Kenneth Michael MisnerTouchstone Advisors Inc asset managerInvesco Managed Accounts, LLC asset managerOtherSep 15, 2022Jan 23, 2023 (130 d)
Brendan William TullyTouchstone Advisors Inc asset managerStrategic Wealth Management Group independent RIAOtherMay 12, 2022Apr 21, 2022
Andrew Stephen DilboneTouchstone Advisors Inc asset managerUBS Financial Services Inc. wirehouseOtherJan 5, 2022Jan 5, 2022
Thomas SkeenTouchstone Advisors Inc asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherNov 17, 2021May 5, 2022 (169 d)
Jesse Michael NeerdaelsTouchstone Advisors Inc asset managerThornburg Investment Management Inc asset managerOtherApr 30, 2021Apr 16, 2021
Adam Lemley HowardTouchstone Advisors Inc asset managerOn Investment Management Co BD affiliatedOtherApr 30, 2021Apr 23, 2021
Nicholas Edmond HittiTouchstone Advisors Inc asset managerMML Investors Services, LLC BD affiliatedOtherJul 7, 2020Sep 8, 2021 (428 d)
Stephen Charles OwenTouchstone Advisors Inc asset managerThe London Company Of Virginia mixed wealthOtherMay 4, 2020Jan 2, 2021 (243 d)
Roberto CrugnaleTouchstone Advisors Inc asset managerEdward Jones national BDOtherApr 23, 2019Aug 13, 2024 (1939 d)
Christopher Robert ZiembaTouchstone Advisors Inc asset managerNeuberger Berman Bd LLC no RAUMOtherDec 13, 2018Dec 4, 2018
Alex Samuel KatzTouchstone Advisors Inc asset managerThornburg Investment Management Inc asset managerOtherJun 28, 2018Oct 22, 2025 (2673 d)
Wayne Winborne BoylesTouchstone Advisors Inc asset managerThompson Siegel & Walmsley LLC asset managerOtherMar 5, 2018May 8, 2018 (64 d)
Brendan J. McdonaldTouchstone Advisors Inc otherHibernus Investments LLC unclassifiedOtherFeb 1, 2018May 11, 2018 (99 d)
Brett WagnerTouchstone Advisors Inc otherFifth Third Securities, Inc. otherOtherApr 4, 2017Apr 13, 2017
Daniel GonzalezTouchstone Advisors Inc otherJ.J.B. Hilliard, W.L. Lyons, LLC otherOtherFeb 1, 2017Jan 31, 2017
Andrea Lynn ErnstTouchstone Advisors Inc otherJohnson Investment Counsel, Inc. independent RIAOtherSep 25, 2015Jan 31, 2023 (2685 d)
Paula Gallagher MoseleyTouchstone Advisors Inc otherWells Fargo Advisors wirehouseOtherJan 22, 2015Jul 31, 2018 (1286 d)
Casey S CroysdaleTouchstone Advisors Inc otherHorter Investment Management, LLC otherOtherJan 22, 2015Sep 6, 2017 (958 d)
Timothy David PonstingleTouchstone Advisors Inc otherCharles Schwab & Co., Inc. national BDOtherJan 15, 2013Feb 8, 2013
James M MccroryTouchstone Advisors Inc otherR. F. Lafferty & Co., Inc. mixed wealthOtherDec 31, 2012Oct 1, 2021 (3196 d)
Victor Allen LancasterTouchstone Advisors Inc otherInvest Financial Corporation otherOtherOct 19, 2012Apr 25, 2013 (188 d)
Joseph Gary MelcherTouchstone Advisors Inc otherHartford Funds otherOtherSep 6, 2012Aug 15, 2014 (708 d)
Robert Thomas MurphyTouchstone Advisors Inc otherAst Investment Services, Inc. otherOtherJan 27, 2012Feb 2, 2012
Patrick Joseph ConnorsTouchstone Advisors Inc otherColumbia Management Investment Advisers, LLC otherOtherOct 6, 2011Oct 3, 2011
Ravi Rameshchandra TalatiTouchstone Advisors Inc otherAllspring Funds Management, LLC otherOtherAug 25, 2011Jun 11, 2013 (656 d)
James M MccroryTouchstone Advisors Inc otherAllstate Financial Advisors, LLC no RAUMOtherJun 2, 2010Nov 29, 2010 (180 d)
Michael Rourke BurkeTouchstone Advisors Inc otherNationwide Securities, LLC no RAUMOtherJun 2, 2010Mar 7, 2011 (278 d)
Daniel SchwartzTouchstone Advisors Inc otherClearbridge Investments, LLC otherOtherJun 2, 2010Dec 2, 2010 (183 d)
Barry Carson EllerTouchstone Advisors Inc otherMsi Financial Services, Inc. otherOtherJan 29, 2010Sep 14, 2010 (228 d)
Mark Harold HustonTouchstone Advisors Inc otherCetera Advisor Networks LLC otherOtherNov 23, 2009Mar 10, 2010 (107 d)
Michael Mervin MurryTouchstone Advisors Inc otherCincinnati Analysts, Inc otherOtherFeb 10, 2009Feb 19, 2009
John Charles BonnellTouchstone Advisors Inc otherCampbell Newman Asset Management Inc otherOtherJun 29, 2007Dec 18, 2017 (3825 d)
Ronald T SwanickTouchstone Advisors Inc otherSimplicity Wealth no RAUMOtherFeb 2, 2007Nov 5, 2019 (4659 d)
Michael Thomas GillTouchstone Advisors Inc otherCetera Investment Advisers LLC otherOtherDec 20, 2006Jan 11, 2007
Alicia Rose FrycTouchstone Advisors Inc otherNew York Life Investment Management LLC otherOtherJul 18, 2006Jan 3, 2007 (169 d)
Page 1 of 1
51 moves match.