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 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
Brian Patrick CallahanFisher Investments independent RIACamarda Wealth Advisory Group independent RIARIA to RIANov 19, 2024Dec 2, 2024
Skye K ScottFisher Investments independent RIAMorgan Stanley wirehouseRIA to wirehouseNov 19, 2024Dec 26, 2024 (37 d)
Ryan C BoyleFisher Investments independent RIAQ3 Advisors, LLC no RAUMOtherNov 19, 2024Dec 9, 2024
Misha MahindrooFisher Investments independent RIAWalser Wealth Management Company, A Limited Liability Company independent RIARIA to RIANov 19, 2024Mar 6, 2025 (107 d)
Lucas E. RobersonFisher Investments independent RIACaptrust institutionalOtherNov 19, 2024Jan 14, 2025 (56 d)
Lance Christopher ErnestFisher Investments independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 18, 2024Feb 19, 2025 (93 d)
Joel Robert GallowayFisher Investments independent RIASwmg, LLC independent RIARIA to RIANov 13, 2024Sep 10, 2026 (666 d)
Michael T. O'BrienFisher Investments independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseNov 11, 2024Feb 20, 2025 (101 d)
Scott Richard ClementiFisher Investments independent RIACamarda Wealth Advisory Group independent RIARIA to RIANov 5, 2024Nov 18, 2024
Garrett Ian FisherFisher Investments independent RIAFlorida Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 29, 2024Feb 9, 2026 (468 d)
Tristan BoydFisher Investments independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 29, 2024Feb 6, 2025 (100 d)
Jason DunbarFisher Investments independent RIAEmpirical Wealth Management independent RIARIA to RIAOct 22, 2024Nov 4, 2024
Malcolm Emmanuel WaltonFisher Investments independent RIAGannett Wealth Advisors independent RIARIA to RIAOct 21, 2024Feb 14, 2025 (116 d)
Timothy BarrettFisher Investments independent RIACaptrust institutionalOtherOct 15, 2024Apr 7, 2026 (539 d)
Juan Felipe VegaFisher Investments independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankOct 10, 2024Nov 12, 2024 (33 d)
Aaron Wayne BaileyFisher Investments independent RIAPcm Encore, LLC no RAUMRIA to a newly registered adviserOct 7, 2024Oct 21, 2024
Chad KimbleFisher Investments independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankOct 7, 2024Feb 5, 2026 (486 d)
John Howard MichaelFisher Investments independent RIAVoya Retirement Advisors, LLC otherOtherSep 18, 2024Feb 15, 2025 (150 d)
Francisco Abelardo SalaverryFisher Investments independent RIATanglewood Legacy Advisors, LLC independent RIARIA to RIASep 16, 2024Jun 5, 2026 (627 d)
Tyler AllisonFisher Investments independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 16, 2024Nov 21, 2024 (66 d)
Thomas Raymond TedescoFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIASep 9, 2024Sep 12, 2024
Mariana Ramirez BecerraFisher Investments independent RIAUsaa Investment Services Company no RAUMOtherSep 9, 2024Aug 7, 2025 (332 d)
Damion Patrick BrownFisher Investments independent RIAAltru Financial unclassifiedOtherSep 4, 2024Dec 6, 2024 (93 d)
Joe Collin ClarkFisher Investments independent RIAAe Wealth Management, LLC independent RIARIA to RIAAug 26, 2024Oct 4, 2024 (39 d)
Parker David ThompsonFisher Investments independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankAug 22, 2024Sep 5, 2024
Jeffrey ElliottFisher Investments independent RIARetirement Planners Of America independent RIARIA to RIAAug 13, 2024Aug 26, 2024
Christopher W BredesonFisher Investments independent RIACx Institutional, LLC independent RIARIA to RIAAug 5, 2024Aug 19, 2024
Jason Kyle RogersFisher Investments independent RIASound Income Strategies, LLC independent RIARIA to RIAJul 31, 2024Sep 18, 2024 (49 d)
William Jamison Morris WallrappFisher Investments independent RIARockefeller Capital Management BD affiliatedRIA to affiliated broker-dealer or bankJul 31, 2024Jan 3, 2025 (156 d)
Malaika Motaboli CookFisher Investments independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 25, 2024Sep 25, 2024 (62 d)
Matthew Brian MillerFisher Investments independent RIAW.A. Smith Financial Group independent RIARIA to RIAJul 24, 2024Apr 15, 2025 (265 d)
Pete John HoniotesFisher Investments independent RIACreative Planning independent RIARIA to RIAJul 18, 2024Aug 2, 2024
John Connor MaloneyFisher Investments independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 16, 2024Aug 14, 2024
David FindleyFisher Investments independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJul 16, 2024Aug 5, 2024
Bradley CookeFisher Investments independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 10, 2024Jul 26, 2024
Geoffrey WaiteFisher Investments independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJul 10, 2024Nov 14, 2024 (127 d)
Noah BylsmaFisher Investments independent RIAStancorp Investment Advisers, Inc. otherOtherJul 10, 2024Aug 21, 2024 (42 d)
Rafael De OliveiraFisher Investments independent RIAPrincipal Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2024Jul 31, 2024
Jameson FordFisher Investments independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 1, 2024Jan 29, 2025 (212 d)
Hyun Sup PaikFisher Investments independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 26, 2024Feb 4, 2026 (588 d)
Emerson Paul DesjardinsFisher Investments independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 25, 2024Jul 17, 2024
Harold August Michael DéDéFisher Investments independent RIATl Private Wealth independent RIARIA to RIAJun 24, 2024Dec 5, 2024 (164 d)
Stephanie Marie PritchardFisher Investments independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJun 24, 2024Jul 3, 2024
Jeffrey A LewisFisher Investments independent RIAAlliancebernstein L.P. asset managerOtherJun 13, 2024Sep 13, 2024 (92 d)
Dallin GarnerFisher Investments independent RIAKayne Anderson Rudnick Investment Management, LLC otherOtherJun 13, 2024Jun 21, 2024
Jordan JohnsonFisher Investments independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankJun 13, 2024Jul 9, 2024
Cristian Arman MarcelenoFisher Investments independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJun 11, 2024Nov 23, 2024 (165 d)
George Anthony LouresFisher Investments independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 10, 2024Dec 5, 2024 (178 d)
Russell D MercierFisher Investments independent RIAAe Wealth Management, LLC independent RIARIA to RIAJun 3, 2024Oct 30, 2024 (149 d)
Gabriel Enrique MuellerFisher Investments independent RIAVontobel Swiss Financial Advisers independent RIARIA to RIAMay 29, 2024Jun 12, 2026 (744 d)
Joel Andrew KoelpinFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAMay 29, 2024Aug 8, 2024 (71 d)
Daniel Scott LancasterFisher Investments independent RIAThe Wealth Expedition state registeredRIA to a state-registered adviserMay 28, 2024Jun 26, 2025 (394 d)
Marious Donovan YanchesonFisher Investments independent RIAEvergreen Wealth Advisors mixed wealthRIA to RIAMay 21, 2024Feb 4, 2025 (259 d)
Rocky Cleo MonsonFisher Investments independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMay 20, 2024Jan 27, 2025 (252 d)
Marcel Michael DumontFisher Investments independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 14, 2024Mar 4, 2025 (294 d)
Jake Ryan RiddellFisher Investments independent RIAEmpirical Wealth Management independent RIARIA to RIAMay 14, 2024Jun 18, 2024 (35 d)
Matthew Thomas PenceFisher Investments independent RIAFluent Financial, LLC independent RIARIA to RIAMay 9, 2024Dec 1, 2024 (206 d)
Eric KalmikoffFisher Investments independent RIAConfidence Wealth Management, Inc. independent RIARIA to RIAMay 8, 2024Nov 12, 2024 (188 d)
Ashley Kaitlin ButzFisher Investments independent RIAFreedom Fiduciaries LLC institutionalOtherMay 8, 2024May 22, 2024
David Aaron PenderFisher Investments independent RIACompound Planning, Inc. independent RIARIA to RIAMay 6, 2024May 3, 2024
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993 moves match.