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 American Century Investments Private Client Group, Inc.

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
Rowland PepitoAmerican Century Investments Private Client Group, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 1, 2026Aug 19, 2026
Marquise SimmonsAmerican Century Investments Private Client Group, Inc. BD affiliatedPrairie Capital Management Group, LLC mixed wealthAffiliated broker-dealer or bank to independent RIASep 1, 2026Sep 11, 2026
Hunter Dean ColeAmerican Century Investments Private Client Group, Inc. BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 1, 2026May 26, 2026
Samuel Allan HeggsAmerican Century Investments Private Client Group, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherApr 1, 2026Apr 13, 2026
Zachary Joseph ShahrokhiAmerican Century Investments Private Client Group, Inc. BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2026Feb 18, 2026
Mason MeadAmerican Century Investments Private Client Group, Inc. BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2026Mar 6, 2026
Sean FindleyAmerican Century Investments Private Client Group, Inc. BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2025Jan 7, 2026
Jon William MunroAmerican Century Investments Private Client Group, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2025Jan 20, 2026
Chase Thomas KeelerAmerican Century Investments Private Client Group, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherDec 22, 2025Dec 8, 2025
Sylvester Carl ByrdAmerican Century Investments Private Client Group, Inc. BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2025Apr 16, 2025
Austin Lee HinckAmerican Century Investments Private Client Group, Inc. BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAJan 21, 2025Jan 14, 2025
Christopher Douglas GoodwinAmerican Century Investments Private Client Group, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherSep 3, 2024Aug 16, 2024
Eric Daniel MartinezAmerican Century Investments Private Client Group, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 3, 2024Aug 30, 2024
Ryan Douglas HeidenreichAmerican Century Investments Private Client Group, Inc. BD affiliatedSunpointe Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2024Jul 12, 2024
Johnathan Bruce WorksAmerican Century Investments Private Client Group, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherJul 16, 2024Jul 8, 2024
Jody Lynne BrunsvoldAmerican Century Investments Private Client Group, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 17, 2024Oct 16, 2025 (486 d)
Scott A. EastmanAmerican Century Investments Private Client Group, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherJun 3, 2024May 17, 2024
Dylan Michael PollockAmerican Century Investments Private Client Group, Inc. BD affiliatedRsg Investments LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2024Oct 6, 2025 (502 d)
Brian C MayfieldAmerican Century Investments Private Client Group, Inc. BD affiliatedFocus Partners Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2024Jul 16, 2024 (76 d)
Alec Michael BarberAmerican Century Investments Private Client Group, Inc. BD affiliatedEmpower Advisory Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 1, 2024Jun 18, 2024 (48 d)
Corbin Alexander MenkeAmerican Century Investments Private Client Group, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherMay 1, 2024Apr 24, 2024
Lainie Pasquini HenrichAmerican Century Investments Private Client Group, Inc. BD affiliatedCopper Financial independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2024Apr 17, 2024
Salvatore Charles ArnoneAmerican Century Investments Private Client Group, Inc. BD affiliatedCopper Financial independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2024Mar 18, 2024
Steven Allen PughAmerican Century Investments Private Client Group, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherMar 5, 2024May 30, 2024 (86 d)
Troy C BergeronAmerican Century Investments Private Client Group, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherDec 1, 2023Nov 18, 2024 (353 d)
William Chase RiddleAmerican Century Investments Private Client Group, Inc. BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherApr 3, 2023Apr 19, 2023
Jack Joseph DonovanAmerican Century Investments Private Client Group, Inc. BD affiliatedStifel, Nicolaus & Company, Incorporated national BDAffiliated broker-dealer or bank to anotherApr 3, 2023Mar 21, 2023
Gabriel David HarringtonAmerican Century Investments Private Client Group, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseDec 15, 2022Jun 15, 2023 (182 d)
Nicholas MarloAmerican Century Investments Private Client Group, Inc. BD affiliatedCopper Financial independent RIAAffiliated broker-dealer or bank to independent RIADec 1, 2022Dec 8, 2022
Nicholas Sean CrippenAmerican Century Investments Private Client Group, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseSep 1, 2022Sep 26, 2022
Drew Mitchell SimonsAmerican Century Investments Private Client Group, Inc. BD affiliatedEmpower Advisory Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 1, 2022Aug 4, 2022
Nicholas Lawrence PhillipsAmerican Century Investments Private Client Group, Inc. BD affiliatedWise Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2022Aug 19, 2022
Jonathan E CarterAmerican Century Investments Private Client Group, Inc. BD affiliatedMariner BD affiliatedAffiliated broker-dealer or bank to anotherMay 16, 2022Jun 8, 2022
Zach Scott SaalfeldAmerican Century Investments Private Client Group, Inc. BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 6, 2022Sep 18, 2023 (500 d)
Christian James LewisAmerican Century Investments Private Client Group, Inc. BD affiliatedEmpower Advisory Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 21, 2022Mar 10, 2026 (1419 d)
Bradley Michael SkluzacekAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2022Apr 7, 2022
Dennis Dean GoodwinAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2022Mar 10, 2022
Crosby CoatsAmerican Century Investments Private Client Group, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherMar 16, 2022Mar 11, 2022
Jacob Michael McnielAmerican Century Investments Private Client Group, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherMar 2, 2022Feb 18, 2022
Donald Ray MathewsAmerican Century Investments Private Client Group, Inc. BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2021Apr 2, 2025 (1188 d)
Phillip Frederick FournierAmerican Century Investments Private Client Group, Inc. BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherNov 17, 2021Aug 7, 2023 (628 d)
Antonio Allen MarquezAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2021Nov 8, 2021
Daniel Allen HammAmerican Century Investments Private Client Group, Inc. BD affiliatedFrontier Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2021Jul 7, 2021
Wilson SundvoldAmerican Century Investments Private Client Group, Inc. BD affiliatedSundvold Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2021Jul 20, 2021
Michael Ski SchoonmakerAmerican Century Investments Private Client Group, Inc. BD affiliatedM Holdings Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 9, 2021Dec 15, 2022 (554 d)
Tuyen Cung NguyenAmerican Century Investments Private Client Group, Inc. BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 9, 2021Aug 6, 2021 (58 d)
David LussoAmerican Century Investments Private Client Group, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 14, 2021Aug 13, 2021 (91 d)
Patrick F BeachAmerican Century Investments Private Client Group, Inc. BD affiliatedEmpower Advisory Group, LLC otherOtherMay 4, 2021Jun 1, 2021
Brandon Michael KrausAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2021Jul 7, 2021 (64 d)
Kyle Joseph BarclayAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2021May 13, 2021
Tyler MannAmerican Century Investments Private Client Group, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 23, 2021May 27, 2021 (34 d)
Alexander Lawrence FishmanAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2021Jan 12, 2022 (294 d)
Carlie KentAmerican Century Investments Private Client Group, Inc. BD affiliatedFas Wealth Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2021Apr 14, 2021
Corey Alan GraggAmerican Century Investments Private Client Group, Inc. BD affiliatedElk River Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2020Nov 17, 2020
Melissa Dea DaigleAmerican Century Investments Private Client Group, Inc. BD affiliatedWise Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2020Jul 6, 2020
Braden SmithAmerican Century Investments Private Client Group, Inc. BD affiliatedNeuberger Berman Bd LLC no RAUMOtherJul 16, 2020May 6, 2026 (2120 d)
Nicholas Windsor RawlingsAmerican Century Investments Private Client Group, Inc. BD affiliatedEmpower Advisory Group, LLC institutionalOtherJun 2, 2020Jul 8, 2020 (36 d)
Brandon Michael SmithAmerican Century Investments Private Client Group, Inc. BD affiliatedEmpower Advisory Group, LLC institutionalOtherJun 1, 2020Jun 23, 2020
James GansnerAmerican Century Investments Private Client Group, Inc. BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 19, 2020Jun 24, 2020 (36 d)
Yadira D LunaAmerican Century Investments Private Client Group, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMay 4, 2020Oct 22, 2020 (171 d)
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70 moves match.