Advisor moves

Departures from Fisher Investments

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
Stanley Sroufe BarnesFisher Investments otherLesa Sroufe & Company, Inc. independent RIAOtherMay 23, 2016Jul 20, 2018 (788 d)
Matthew EbelingFisher Investments otherFort Vancouver Investment Management, LLC independent RIAOtherMay 18, 2016May 19, 2016
Stefan Noah HermannFisher Investments otherBeacon Trust otherOtherMay 5, 2016Jun 13, 2016 (39 d)
Francis J AielloFisher Investments otherPnc Wealth Management otherOtherMay 5, 2016Jun 10, 2016 (36 d)
Kevin Peter RocheFisher Investments otherAssembly Wealth otherOtherMay 5, 2016May 12, 2016
Craig Matthew WezenskiFisher Investments otherWillingdon Wealth Management LLC otherOtherApr 28, 2016Mar 29, 2016
Joshua David Thomas HallFisher Investments otherJ.P. Morgan Private Wealth Advisors LLC otherOtherApr 20, 2016Apr 22, 2016
Patrick Albert KramerFisher Investments otherPruco Securities, LLC otherOtherApr 7, 2016Aug 4, 2016 (119 d)
Paul E TichyFisher Investments otherCambridge Investment Research Advisors, Inc. otherOtherApr 5, 2016Jun 17, 2016 (73 d)
Kerry Vaun PoulsonFisher Investments otherScf Investment Advisors, Inc. otherOtherFeb 9, 2016Jan 29, 2016
James Anthony MellonFisher Investments otherTd Ameritrade Investment Management, LLC otherOtherJan 25, 2016Jul 19, 2016 (176 d)
Stephane JohnstonFisher Investments otherBancwest Investment Services, Inc. (Bwis) otherOtherJan 15, 2016Jan 14, 2016
Salvatore Joseph TimperioFisher Investments otherInvestivist, LLC no RAUMOtherJan 14, 2016Sep 29, 2016 (259 d)
Andy Patrick MurphyFisher Investments otherMorgan Stanley wirehouseOtherJan 14, 2016May 20, 2016 (127 d)
David Nelson LundquistFisher Investments otherBeta Wealth Group, Inc otherOtherJan 7, 2016May 3, 2016 (117 d)
Ryan Jeffrey WalkerFisher Investments otherState Farm Investment Management Corp. asset managerOtherDec 24, 2015Sep 7, 2018 (988 d)
Beth Berthelot FalkensteinFisher Investments otherCreative Planning otherOtherDec 18, 2015Jun 17, 2016 (182 d)
John Lanning BakerFisher Investments otherCreative Planning otherOtherDec 18, 2015Jan 4, 2016
Meagan Jorgensen BuusFisher Investments otherE*Trade Capital Management, LLC otherOtherDec 14, 2015Jan 27, 2016 (44 d)
George Edward BumpusFisher Investments otherTd Ameritrade, Inc. no RAUMOtherNov 12, 2015Dec 2, 2015
Michael Donlan DelpozzoFisher Investments otherArete Wealth Advisors, LLC BD affiliatedOtherOct 20, 2015Mar 25, 2022 (2348 d)
Magdalena DoemenyFisher Investments otherFutureadvisor, Inc. otherOtherOct 20, 2015Nov 5, 2015
Parker Mitchell EmersonFisher Investments otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 20, 2015May 9, 2019 (1297 d)
Ryan Scott OrnellasFisher Investments otherAdvice And Planning Services otherOtherSep 8, 2015Sep 22, 2015
Vijay C PatelFisher Investments otherDragon Financial Group otherOtherJul 28, 2015Dec 7, 2015 (132 d)
David Kenneth McintoshFisher Investments otherParacle Advisors LLC otherOtherJul 28, 2015Aug 11, 2015
David Alan HumphreyFisher Investments otherValic Financial Advisors, Inc. otherOtherJul 10, 2015Sep 3, 2015 (55 d)
Adam Gregory JohnsonFisher Investments otherTd Ameritrade Investment Management, LLC otherOtherJun 3, 2015Aug 25, 2015 (83 d)
Michael Richard FerdinandoFisher Investments otherBrighton Jones LLC otherOtherMay 18, 2015Jun 11, 2015
Michael Patrick KellyFisher Investments otherEmpirical Wealth Management otherOtherMay 18, 2015May 28, 2015
Melissa Ivette ElliottFisher Investments otherMariner BD affiliatedOtherMay 18, 2015Aug 21, 2026 (4113 d)
Andreas Michael JohnsonFisher Investments otherCreative Planning independent RIAOtherMay 8, 2015Feb 5, 2019 (1369 d)
James Alan EmanuelFisher Investments otherJ.P. Morgan Securities LLC wirehouseOtherApr 22, 2015Jun 23, 2015 (62 d)
Marc Lowell MurrayFisher Investments otherWallick Investments, LLC independent RIAOtherApr 6, 2015Apr 13, 2015
Wyatt W SwartzFisher Investments otherW. Swartz & Co., LLC state registeredOtherApr 2, 2015Aug 31, 2015 (151 d)
Maureen ZavatoneFisher Investments otherMorgan Stanley wirehouseOtherMar 4, 2015Aug 6, 2015 (155 d)
Kathleen Rose RandallFisher Investments otherBrighton Jones LLC otherOtherFeb 18, 2015Mar 9, 2015
Brian FrancisFisher Investments otherInvestors Capital Advisory otherOtherJan 21, 2015Jul 16, 2015 (176 d)
Tyler R PriceFisher Investments otherCetera Advisors LLC otherOtherJan 16, 2015Jan 20, 2015
Stephen Jinho ChoiFisher Investments otherCharles Schwab & Co., Inc. national BDOtherJan 16, 2015Jun 1, 2015 (136 d)
Keith Andrew ReilandFisher Investments otherJensen Investment Management Inc. otherOtherJan 16, 2015Jan 5, 2015
Eric Kim HallFisher Investments otherJ.P. Morgan Securities LLC wirehouseOtherJan 6, 2015Apr 3, 2015 (87 d)
Alan Brian ZinkinFisher Investments otherTudor Advisors LLC state registeredOtherDec 8, 2014Jan 4, 2021 (2219 d)
Brandon Lee Van GoethenFisher Investments otherWells Fargo Advisors wirehouseOtherDec 8, 2014Oct 6, 2015 (302 d)
Keith Phillip HudsonFisher Investments otherE*Trade Capital Management, LLC otherOtherNov 25, 2014Nov 26, 2014
Eric James HolderFisher Investments otherAlliancebernstein L.P. asset managerOtherNov 25, 2014May 20, 2022 (2733 d)
Kevin Michael LutzFisher Investments otherBbr Partners, LLC independent RIAOtherNov 11, 2014Jul 9, 2018 (1336 d)
Gary Michael GingrichFisher Investments otherAdvice And Planning Services otherOtherOct 17, 2014Nov 14, 2014
Christopher Ara MarkarianFisher Investments otherLPL Financial LLC otherOtherOct 17, 2014Mar 6, 2015 (140 d)
Travis R KauzerFisher Investments otherFort Point Capital Partners LLC otherOtherOct 17, 2014Dec 23, 2014 (67 d)
Anthony Paul VicariFisher Investments otherTetrad Capital LLC unclassifiedOtherOct 6, 2014Jan 9, 2015 (95 d)
Norman WahabFisher Investments otherTetrad Capital LLC unclassifiedOtherOct 6, 2014Jan 1, 2015 (87 d)
Travis J WesleyFisher Investments otherAmeriprise Financial Services, LLC national BDOtherOct 3, 2014Aug 17, 2017 (1049 d)
James E FaganFisher Investments otherVictory Capital Management Inc. otherOtherOct 2, 2014Oct 27, 2014
Steven Samuel ChristensenFisher Investments otherMission Creek Capital Partners, Inc. independent RIAOtherOct 2, 2014Nov 26, 2014 (55 d)
Michael James JosephFisher Investments otherTd Ameritrade, Inc. no RAUMOtherSep 9, 2014May 5, 2016 (604 d)
Brendan KrebsFisher Investments otherGl Investment Services, LLC otherOtherAug 28, 2014Oct 20, 2014 (53 d)
Raymond Des RosiersFisher Investments otherAllstate Financial Advisors, LLC BD affiliatedOtherAug 26, 2014Aug 24, 2026 (4381 d)
Phillip Noland AtteberyFisher Investments otherGupta Wealth Management, LLC otherOtherAug 20, 2014Nov 3, 2014 (75 d)
Thomas Scott MccannFisher Investments otherMorgan Stanley wirehouseOtherAug 20, 2014Aug 19, 2014
Page 14 of 17PreviousNext
995 moves match.