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 Fort Washington Investment 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
Irene Ay-Luen TsaiFort Washington Investment Advisors Inc institutionalFoster & Motley Inc independent RIAOtherApr 28, 2026Jun 1, 2026 (34 d)
Neal Gregg DavisFort Washington Investment Advisors Inc institutionalOxford Financial Group, Ltd independent RIAOtherDec 11, 2025Dec 17, 2025
Nicholas Paul RiordanFort Washington Investment Advisors Inc institutionalMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 3, 2024Apr 8, 2024
Matthew Alfred BellFort Washington Investment Advisors Inc institutionalOxford Financial Group, Ltd independent RIAOtherJul 7, 2021Jul 21, 2021
Adam Davis MortonFort Washington Investment Advisors Inc institutionalConstellation Wealth Advisors independent RIAOtherAug 24, 2020Aug 18, 2020
Katherine Nancy OwensFort Washington Investment Advisors Inc institutionalWells Fargo Advisors wirehouseOtherAug 12, 2019Aug 8, 2019
Carl Andrew AdkinsFort Washington Investment Advisors Inc institutionalWells Fargo Advisors wirehouseOtherAug 12, 2019Aug 2, 2019
William Thomas SenaFort Washington Investment Advisors Inc institutionalOsborn Williams & Donohoe, LLC independent RIAOtherFeb 11, 2019Mar 1, 2019
Michelle Herd SoufanFort Washington Investment Advisors Inc otherTfc Financial Management Inc otherOtherOct 13, 2015May 25, 2016 (225 d)
Richard James PerryFort Washington Investment Advisors Inc otherStrategic Institutional Consulting Group, LLC unclassifiedOtherNov 10, 2009Jun 22, 2009
John Cletus HoldenFort Washington Investment Advisors Inc otherTodd Investment Advisors, Inc. unclassifiedOtherJun 8, 2007Aug 28, 2007 (81 d)
Charles Edward StutenrothFort Washington Investment Advisors Inc otherU.S. Bancorp Investments, Inc. otherOtherFeb 6, 2006Oct 31, 2013 (2824 d)
Alan Marshall EichnerFort Washington Investment Advisors Inc otherEichner Investment Planning, LLC independent RIAOtherJun 3, 2005Jun 9, 2006 (371 d)
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13 moves match.