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RIA Intelligence

Advisor moves

Departures from Fidelity Personal And Workplace Advisors

2,542 moves
AdvisorFromToTypeLeftRegistered
Bobby R TynerFidelity Personal And Workplace Advisors BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseSep 9, 2022Dec 2, 2022 (84 d)
Travis John MayberryFidelity Personal And Workplace Advisors BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherSep 8, 2022Nov 16, 2022 (69 d)
Reyna Isabel WardFidelity Personal And Workplace Advisors BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherSep 8, 2022Nov 10, 2022 (63 d)
Shane Richard FarinaFidelity Personal And Workplace Advisors BD affiliatedBox Hill Private Wealth independent RIAAffiliated broker-dealer or bank to independent RIASep 7, 2022Sep 15, 2022
Christopher PetrieFidelity Personal And Workplace Advisors BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherSep 7, 2022Sep 14, 2022
Bradley A SkipperFidelity Personal And Workplace Advisors BD affiliatedRBC Rochdale, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 7, 2022Nov 18, 2022 (72 d)
Alec Dale PittsenbargerFidelity Personal And Workplace Advisors BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseSep 7, 2022Sep 28, 2022
Aaron Locke HobartFidelity Personal And Workplace Advisors BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2022Sep 12, 2022
Sean GoodmanFidelity Personal And Workplace Advisors BD affiliatedJ. W. Cole Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2022Aug 29, 2022
Nicolas Paul WondolowskiFidelity Personal And Workplace Advisors BD affiliatedUBS Financial Services Inc. wirehouseAffiliated broker-dealer or bank to wirehouseSep 6, 2022Oct 20, 2022 (44 d)
William W StrableyFidelity Personal And Workplace Advisors BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseSep 6, 2022Aug 26, 2022
Ryan BartelsFidelity Personal And Workplace Advisors BD affiliatedAncora Private Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2022Sep 12, 2022
Gary Michael DisalvoFidelity Personal And Workplace Advisors BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIASep 2, 2022Jun 26, 2025 (1028 d)
Sean Matthew CoplenFidelity Personal And Workplace Advisors BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseSep 1, 2022Nov 10, 2022 (70 d)
Wendy W McmillanFidelity Personal And Workplace Advisors BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 31, 2022Oct 25, 2022 (55 d)
Cassandra Alethea OsundeleFidelity Personal And Workplace Advisors BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseAug 31, 2022Sep 14, 2022
Jared Ryan MesserFidelity Personal And Workplace Advisors BD affiliatedE*Trade Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2022Oct 10, 2022 (40 d)
Emily Elizabeth StoverFidelity Personal And Workplace Advisors BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 31, 2022Sep 7, 2022
Claire Roberts DurandFidelity Personal And Workplace Advisors BD affiliatedJ.P. Morgan Private Wealth Advisors LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 30, 2022Sep 28, 2022
Jonathan T DunleaFidelity Personal And Workplace Advisors BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 30, 2022Oct 4, 2022 (35 d)
Marissa Renee NeceFidelity Personal And Workplace Advisors BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2022Sep 28, 2022
Andrew Charles GularteFidelity Personal And Workplace Advisors BD affiliatedAllworth Financial, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherAug 29, 2022Sep 22, 2022
Shadi MaasriFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 25, 2022Feb 20, 2024 (544 d)
Francisco ZaragozaFidelity Personal And Workplace Advisors BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseAug 24, 2022Nov 4, 2022 (72 d)
Armand Domingo ChavezFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 24, 2022Sep 15, 2022
Kagen ButlerFidelity Personal And Workplace Advisors BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseAug 24, 2022Aug 29, 2022
John CainFidelity Personal And Workplace Advisors BD affiliatedCitigroup Global Markets Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 23, 2022Sep 12, 2022
Peter Louis TaetsFidelity Personal And Workplace Advisors BD affiliatedNeuberger Berman Bd LLC no RAUMOtherAug 22, 2022Sep 13, 2022
Andrew Chow TangFidelity Personal And Workplace Advisors BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherAug 19, 2022Sep 2, 2022
Christian PalmerFidelity Personal And Workplace Advisors BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 19, 2022Sep 14, 2022
Kunal Bharatkumar PatelFidelity Personal And Workplace Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2022Sep 13, 2022
Shane M RenikerFidelity Personal And Workplace Advisors BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherAug 18, 2022Sep 1, 2022
Michael William DevonFidelity Personal And Workplace Advisors BD affiliatedDavenport & Company LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2022Aug 11, 2022
Benjamin Robert GrossheimFidelity Personal And Workplace Advisors BD affiliatedFamily Wealth Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2022Oct 26, 2022 (70 d)
Melissa Leah Weeks-BillegFidelity Personal And Workplace Advisors BD affiliatedTd Ameritrade, Inc. no RAUMOtherAug 16, 2022Sep 2, 2022
Alexander GuntherFidelity Personal And Workplace Advisors BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 15, 2022Sep 15, 2022 (31 d)
Whitney BrillonFidelity Personal And Workplace Advisors BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherAug 15, 2022Sep 9, 2022
Ryan Patrick VoetFidelity Personal And Workplace Advisors BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 10, 2022Aug 21, 2022
Sherrell HenryFidelity Personal And Workplace Advisors BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseAug 10, 2022Oct 18, 2022 (69 d)
Phillip Lance StoverFidelity Personal And Workplace Advisors BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 9, 2022Sep 16, 2022 (38 d)
Ciara Corine MerrimanFidelity Personal And Workplace Advisors BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherAug 9, 2022Apr 19, 2023 (253 d)
Abraham Amador-LindnerFidelity Personal And Workplace Advisors BD affiliatedNoesis Capital Management Corp independent RIAAffiliated broker-dealer or bank to independent RIAAug 9, 2022Aug 25, 2022
Matthew David BoggsFidelity Personal And Workplace Advisors BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 7, 2022Jan 10, 2024 (521 d)
Mark ParisiFidelity Personal And Workplace Advisors BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherAug 5, 2022Feb 25, 2026 (1300 d)
Rami K OdehFidelity Personal And Workplace Advisors BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseAug 5, 2022Sep 27, 2022 (53 d)
Natalie Hart ShepperlyFidelity Personal And Workplace Advisors BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 5, 2022Aug 22, 2022
Nicole Renee WrightFidelity Personal And Workplace Advisors BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherAug 4, 2022Nov 2, 2022 (90 d)
Dillon RawsonFidelity Personal And Workplace Advisors BD affiliatedE*Trade Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 4, 2022Aug 19, 2022
Grigoriy V KuznetsovFidelity Personal And Workplace Advisors BD affiliatedU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 3, 2022May 24, 2024 (660 d)
Marcus Tyrone StellFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2022Nov 16, 2022 (106 d)
Richard Keith BerryFidelity Personal And Workplace Advisors BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherAug 2, 2022Aug 31, 2022
Elesparantae PoweFidelity Personal And Workplace Advisors BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherAug 2, 2022Feb 27, 2023 (209 d)
Shamyia I SmithFidelity Personal And Workplace Advisors BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 2, 2022Aug 1, 2022
Ana TeperFidelity Personal And Workplace Advisors BD affiliatedValic Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 29, 2022Jan 6, 2023 (161 d)
Rebecca Rene GomezFidelity Personal And Workplace Advisors BD affiliatedBlackrock Investment Management, LLC otherOtherJul 29, 2022Sep 8, 2022 (41 d)
Jake R McphersonFidelity Personal And Workplace Advisors BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJul 28, 2022Jan 26, 2023 (182 d)
John Damion BoydFidelity Personal And Workplace Advisors BD affiliatedMdrn Wealth state registeredAffiliated broker-dealer or bank to a state-registered adviserJul 27, 2022Sep 16, 2022 (51 d)
Jason AndersonFidelity Personal And Workplace Advisors BD affiliatedDiversify Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 25, 2022Sep 15, 2023 (417 d)
Matthew J GherityFidelity Personal And Workplace Advisors BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherJul 25, 2022Apr 25, 2023 (274 d)
Deidre Nicole WilliamsFidelity Personal And Workplace Advisors BD affiliatedTruist Advisory Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 25, 2022Sep 7, 2022 (44 d)
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