DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Fidelity Personal And Workplace Advisors
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 |
|---|---|---|---|---|---|
| Olivia Nicole Venezia | Fidelity Personal And Workplace Advisors BD affiliated | Blackrock Investment Management, LLC other | Other | Dec 2, 2024 | Dec 10, 2024 |
| Douglas Reid Burford | Fidelity Personal And Workplace Advisors BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 27, 2024 | Jan 6, 2026 (405 d) |
| Cassandra Marie Cervantes | Fidelity Personal And Workplace Advisors BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 27, 2024 | Feb 28, 2025 (93 d) |
| Sean Carroll | Fidelity Personal And Workplace Advisors BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 27, 2024 | Aug 11, 2025 (257 d) |
| Sajni Desai Shah | Fidelity Personal And Workplace Advisors BD affiliated | Mariner Advisor Network BD affiliated | Affiliated broker-dealer or bank to another | Nov 26, 2024 | Nov 26, 2024 |
| Chloe Wingate | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2024 | Jan 17, 2025 (52 d) |
| Jeffrey Paul Cowan | Fidelity Personal And Workplace Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 26, 2024 | Dec 19, 2024 |
| Matthew Eddington | Fidelity Personal And Workplace Advisors BD affiliated | Sofi Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 26, 2024 | Mar 3, 2025 (97 d) |
| Grant William Hazel | Fidelity Personal And Workplace Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 26, 2024 | Dec 12, 2024 |
| Taylor Rae Glad | Fidelity Personal And Workplace Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 26, 2024 | Dec 16, 2024 |
| Peter Rios | Fidelity Personal And Workplace Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 26, 2024 | Jan 30, 2025 (65 d) |
| Rare Immoire Williams | Fidelity Personal And Workplace Advisors BD affiliated | Chandler Asset Management Inc institutional | Other | Nov 25, 2024 | Apr 23, 2025 (149 d) |
| John Muterspaw | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2024 | Aug 28, 2025 (276 d) |
| Keegan C O'Shea | Fidelity Personal And Workplace Advisors BD affiliated | Alliancebernstein L.P. asset manager | Other | Nov 25, 2024 | Jan 13, 2025 (49 d) |
| Dionne Deborah Lloyd | Fidelity Personal And Workplace Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 22, 2024 | Sep 3, 2025 (285 d) |
| Andres Valdez | Fidelity Personal And Workplace Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 22, 2024 | Dec 9, 2024 |
| Medina Avdic | Fidelity Personal And Workplace Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 22, 2024 | Jul 9, 2026 (594 d) |
| Larry Macfarlane | Fidelity Personal And Workplace Advisors BD affiliated | Cwm, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2024 | Jan 3, 2025 (44 d) |
| Lori S Smith | Fidelity Personal And Workplace Advisors BD affiliated | Independent Advisor Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2024 | Feb 3, 2025 (76 d) |
| Mark Zvi Lande | Fidelity Personal And Workplace Advisors BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2024 | Jun 12, 2025 (205 d) |
| Frederick John Redmond | Fidelity Personal And Workplace Advisors BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Nov 19, 2024 | Apr 8, 2026 (505 d) |
| Alexander Steven Black | Fidelity Personal And Workplace Advisors BD affiliated | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2024 | Nov 25, 2024 |
| Robin Reji | Fidelity Personal And Workplace Advisors BD affiliated | Star Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 19, 2024 | Jun 20, 2025 (213 d) |
| Terri Shaw Whobrey | Fidelity Personal And Workplace Advisors BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2024 | Nov 15, 2024 |
| Michael Joseph Rozzero | Fidelity Personal And Workplace Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 19, 2024 | May 2, 2025 (164 d) |
| Andrew Edwards Nelson | Fidelity Personal And Workplace Advisors BD affiliated | Alight Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2024 | Aug 12, 2025 (270 d) |
| Summer Vaughan | Fidelity Personal And Workplace Advisors BD affiliated | Gainline Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2024 | Dec 6, 2024 |
| Mahmoud Abdelrahman | Fidelity Personal And Workplace Advisors BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2024 | Oct 13, 2025 (332 d) |
| Rebecca Davis | Fidelity Personal And Workplace Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2024 | Mar 19, 2026 (491 d) |
| Travis Rey Fuller | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2024 | Jan 8, 2025 (57 d) |
| Adam Yoshito Naylor | Fidelity Personal And Workplace Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 8, 2024 | Dec 6, 2024 |
| Andrew Temple | Fidelity Personal And Workplace Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 8, 2024 | Dec 13, 2024 (35 d) |
| Joshua Eugene Noah | Fidelity Personal And Workplace Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 8, 2024 | Dec 26, 2024 (48 d) |
| Adam Gray Robinette | Fidelity Personal And Workplace Advisors BD affiliated | Captrust institutional | Other | Nov 7, 2024 | Sep 8, 2025 (305 d) |
| Herbert Robert Franco | Fidelity Personal And Workplace Advisors BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2024 | Mar 21, 2025 (135 d) |
| Robert Alexander Anthony | Fidelity Personal And Workplace Advisors BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2024 | Feb 3, 2025 (89 d) |
| Rodney Tyron Brown | Fidelity Personal And Workplace Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 6, 2024 | Jan 8, 2025 (63 d) |
| Sarah Gardner | Fidelity Personal And Workplace Advisors BD affiliated | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2024 | Nov 12, 2024 |
| Guy Kelly Alexander | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2024 | Jan 21, 2025 (78 d) |
| Ryan Alexander Williams | Fidelity Personal And Workplace Advisors BD affiliated | LPL Enterprise, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 4, 2024 | Jan 8, 2025 (65 d) |
| Hunter David Wright | Fidelity Personal And Workplace Advisors BD affiliated | Solutions 4 Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2024 | Jan 14, 2025 (71 d) |
| Andre D Barnes | Fidelity Personal And Workplace Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Nov 4, 2024 | Nov 11, 2024 |
| Bahram K. Sabet | Fidelity Personal And Workplace Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2024 | Dec 23, 2024 (52 d) |
| Joshua Dewitt | Fidelity Personal And Workplace Advisors BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2024 | Oct 31, 2024 |
| Darren C Delle Donne | Fidelity Personal And Workplace Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2024 | Jun 9, 2025 (220 d) |
| Christopher Robert Hendricks | Fidelity Personal And Workplace Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 1, 2024 | Nov 5, 2024 |
| Jeremy Wayne Herrington | Fidelity Personal And Workplace Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 1, 2024 | Jul 15, 2025 (256 d) |
| Weston Morley | Fidelity Personal And Workplace Advisors BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2024 | Nov 8, 2024 |
| Giulio Cannatello | Fidelity Personal And Workplace Advisors BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2024 | Nov 6, 2024 |
| Kyle Mastrianni | Fidelity Personal And Workplace Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Oct 30, 2024 | Nov 13, 2024 |
| Peter R Mako | Fidelity Personal And Workplace Advisors BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 30, 2024 | Nov 19, 2024 |
| Jaylen Raye | Fidelity Personal And Workplace Advisors BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 29, 2024 | Dec 2, 2024 (34 d) |
| Clarissa Lee Coombs | Fidelity Personal And Workplace Advisors BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2024 | Oct 25, 2024 |
| Carlos Delgado-Mejia | Fidelity Personal And Workplace Advisors BD affiliated | Navy Federal Investment Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2024 | Oct 29, 2024 |
| Alexander Fetherland | Fidelity Personal And Workplace Advisors BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2024 | Nov 14, 2024 |
| Beth Ann Roberts | Fidelity Personal And Workplace Advisors BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2024 | Jul 16, 2025 (264 d) |
| Guillermo Arturo Arenas | Fidelity Personal And Workplace Advisors BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Oct 25, 2024 | Oct 30, 2024 |
| Timothy S Yazawa | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 25, 2024 | Nov 15, 2024 |
| Patricia Supan Bacho | Fidelity Personal And Workplace Advisors BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 25, 2024 | Jan 22, 2026 (454 d) |
| Mrugesh H Shah | Fidelity Personal And Workplace Advisors BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 25, 2024 | Jan 8, 2025 (75 d) |
2,541 moves match.