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.

Advisor	From	To	Type	Left	Registered
Katherine J Attebery	Fisher Investments other	Callan Capital, LLC other	Other	Aug 7, 2014	Sep 3, 2014
James Lawrence Moore	Fisher Investments other	Cornerstone Advisors Inc other	Other	Jul 31, 2014	May 13, 2016 (652 d)
Jeffrey Thomas Day	Fisher Investments other	Strategic Advisers LLC national BD	Other	Jul 16, 2014	Sep 23, 2015 (434 d)
Jennifer Katherine Hall Kachmar	Fisher Investments other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 11, 2014	Aug 8, 2014
Christopher M Beesley	Fisher Investments other	Zions Capital Advisors, Inc. other	Other	Apr 7, 2014	Apr 10, 2014
Dwight Earl Twillman	Fisher Investments other	Cetera Planning Partners other	Other	Mar 3, 2014	Aug 28, 2014 (178 d)
Thomas Tobias	Fisher Investments other	Transamerica Financial Advisors, LLC other	Other	Feb 13, 2014	Jan 22, 2016 (708 d)
Sean Joseph Conti	Fisher Investments other	Alterna Wealth Management, Inc. other	Other	Feb 11, 2014	Mar 25, 2014 (42 d)
Mark Charles Keyser	Fisher Investments other	Brouwer & Janachowski, LLC other	Other	Jan 24, 2014	Feb 4, 2014
Matthew Richard Arber	Fisher Investments other	Churchill Management Group other	Other	Oct 29, 2013	Oct 14, 2013
Kenneth M. Greaney	Fisher Investments other	J.P. Morgan Securities LLC wirehouse	Other	Oct 21, 2013	Apr 18, 2022 (3101 d)
Brent Andrew Hann	Fisher Investments other	Alphastar Capital Management other	Other	Oct 21, 2013	Jul 1, 2014 (253 d)
Robert B Gardner	Fisher Investments other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Oct 3, 2013	Mar 11, 2015 (524 d)
John Hanby Foard	Fisher Investments other	Waddell & Reed other	Other	Aug 14, 2013	Aug 7, 2013
Christopher Duncan Creed	Fisher Investments other	Afam Capital, Inc. other	Other	Jul 9, 2013	Jul 9, 2013
Jason Shimkos	Fisher Investments other	Churchill Management Group other	Other	Jun 26, 2013	May 18, 2015 (691 d)
Jacob Kenneth Williams	Fisher Investments other	Empower Advisory Group, LLC BD affiliated	Other	May 28, 2013	Jun 13, 2023 (3668 d)
Robert Daniel Falconer	Fisher Investments other	Summitry, LLC other	Other	May 28, 2013	Jul 23, 2013 (56 d)
Neil Matthew Kay	Fisher Investments other	Blackrock Fund Advisors other	Other	May 17, 2013	May 13, 2013
James Clay Wright	Fisher Investments other	Edward Jones national BD	Other	Apr 23, 2013	Dec 20, 2013 (241 d)
Jose Braz Salangsang	Fisher Investments other	E*Trade Capital Management, LLC other	Other	Apr 4, 2013	Apr 4, 2013
Michael Anthony Carbone	Fisher Investments other	Churchill Management Group other	Other	Apr 4, 2013	Apr 2, 2013
Konstantinos Stathopoulos	Fisher Investments other	Brighton Jones LLC other	Other	Feb 21, 2013	Mar 22, 2013
Whitney Lawrence Stewart	Fisher Investments other	Sterling Capital Management LLC other	Other	Feb 21, 2013	Oct 5, 2018 (2052 d)
Richard Leslie Wells	Fisher Investments other	Convergent Wealth Advisors, LLC other	Other	Feb 1, 2013	Jan 15, 2014 (348 d)
Peter Thomas Moormeier	Fisher Investments other	Bancwest Investment Services, Inc. (Bwis) other	Other	Dec 20, 2012	Jan 9, 2013
Nathan Klevit	Fisher Investments other	Valic Financial Advisors, Inc. other	Other	Nov 12, 2012	Dec 22, 2017 (1866 d)
Joshua Steven Fishman	Fisher Investments other	Personal Capital Advisors Corporation other	Other	Nov 9, 2012	Nov 21, 2012
Cameron Ott	Fisher Investments other	Personal Capital Advisors Corporation other	Other	Oct 25, 2012	Feb 25, 2013 (123 d)
Christopher Evan Ray	Fisher Investments other	Raymond James Financial Services Advisors, Inc other	Other	Oct 24, 2012	Apr 2, 2014 (525 d)
Justina Renee Welch	Fisher Investments other	M. J. Smith And Associates other	Other	Sep 18, 2012	Dec 14, 2012 (87 d)
Tristram Sanborn Millard	Fisher Investments other	Newedge Advisors other	Other	Sep 6, 2012	Nov 7, 2016 (1523 d)
Michael Paul Cortina	Fisher Investments other	Cortina Capital, LLC state registered	Other	Sep 6, 2012	Jul 12, 2018 (2135 d)
Nathan Deone Perschon	Fisher Investments other	First Command Advisory Services other	Other	Aug 28, 2012	Dec 15, 2015 (1204 d)
Daniel Thomas Stampf	Fisher Investments other	Personal Capital Advisors Corporation other	Other	Aug 8, 2012	Aug 27, 2012
Simon Y Chung	Fisher Investments other	Td Ameritrade Investment Management, LLC other	Other	Aug 1, 2012	Aug 24, 2012
Ernest J Martinez	Fisher Investments other	Missionsquare Retirement other	Other	Jun 20, 2012	Jul 24, 2012 (34 d)
Emmanuel Romasanta	Fisher Investments other	Churchill Management Group other	Other	Jun 6, 2012	Aug 24, 2012 (79 d)
Edward Gerard Pope	Fisher Investments other	RBC Rochdale, LLC other	Other	Mar 19, 2012	Jan 4, 2013 (291 d)
Barry Brian Waits	Fisher Investments other	Waits Investments, LLC state registered	Other	Mar 7, 2012	Jun 27, 2016 (1573 d)
Kevin Patrick Kenny	Fisher Investments other	E*Trade Capital Management, LLC other	Other	Feb 21, 2012	Jan 14, 2015 (1058 d)
Joshua John Britton	Fisher Investments other	Cambridge Investment Research Advisors, Inc. other	Other	Feb 9, 2012	Jan 27, 2014 (718 d)
Thomas Michael Salvatierra	Fisher Investments other	Personal Capital Advisors Corporation other	Other	Jan 9, 2012	Oct 26, 2012 (291 d)
Michelle Erin Brownstein	Fisher Investments other	Personal Capital Advisors Corporation other	Other	Nov 30, 2011	Jan 3, 2012 (34 d)
Christopher Paul Destefano	Fisher Investments other	Bell Investment Advisors Inc other	Other	Nov 1, 2011	Oct 30, 2012 (364 d)
Craig Kelly	Fisher Investments other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 8, 2011	Jan 29, 2015 (1239 d)
Pablo Guerrero Fitting	Fisher Investments other	Personal Capital Advisors Corporation other	Other	Sep 1, 2011	Sep 23, 2011
Erin Michael Whalen	Fisher Investments other	Opes Advisors, Inc. other	Other	Aug 19, 2011	Nov 18, 2011 (91 d)
Daniel Soulis Sinton	Fisher Investments other	Rational Investment Management, LLC independent RIA	Other	Aug 16, 2011	Dec 4, 2025 (5224 d)
Thomas Edward Connaghan	Fisher Investments other	Kayne Anderson Rudnick Investment Management, LLC other	Other	Aug 4, 2011	Jan 1, 2025 (4899 d)
Ian August Uhar	Fisher Investments other	Blackrock Fund Advisors other	Other	May 18, 2011	May 27, 2011
Scott Thomas Schleicher	Fisher Investments other	Osborne Partners other	Other	Apr 20, 2011	Dec 15, 2011 (239 d)
Nicholas William French	Fisher Investments other	Svb Asset Management other	Other	Mar 28, 2011	Apr 29, 2011 (32 d)
Grant Stephen Frederick	Fisher Investments other	Woodbury Financial Services, Inc. other	Other	Feb 22, 2011	Jul 27, 2011 (155 d)
Ronnie Eileen Cobb	Fisher Investments other	Morgan Stanley wirehouse	Other	Jan 12, 2011	Mar 30, 2011 (77 d)
Scott Thomas Bewick	Fisher Investments other	Zacks Investment Management, Inc. other	Other	Oct 14, 2010	Jan 30, 2013 (839 d)
Perry Owens Smith	Fisher Investments other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 14, 2010	Mar 8, 2011 (237 d)
Patrick Hejlik	Fisher Investments other	Fourth Quadrant Asset Management LLC unclassified	Other	May 4, 2010	Sep 21, 2011 (505 d)
Garrett Douglas Dastrup	Fisher Investments other	Trustmont Advisory Group, Inc. other	Other	Apr 28, 2010	Jun 17, 2010 (50 d)
Brendan James Erne	Fisher Investments other	Personal Capital Advisors Corporation other	Other	Apr 7, 2010	Mar 6, 2014 (1429 d)

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995 moves match.