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 Bankoh 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.

AdvisorFromToTypeLeftRegistered
Wanistha BaharBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 11, 2025
Tammy Haruko KaetsuBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Yoko K FariasBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Naaleialoha Julia KeaunuiBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Bryce Tadao MiyamotoBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Kelly Dalton FongBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Christian William LookBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Jeri An C YamamotoBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Christopher Anthony OttoBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Scott Jeremy RichardsonBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 8, 2025
Brian StoufferBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Tanya Pascua TarampiBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 11, 2025
Lorraine SimBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Jennifer Cheryl CaboBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Josiah Noeau ValenciaBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Chelcy Gima-Viejo ReyesBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 21, 2025
Danielle LumBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Brandon Y K NahaleBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Tsuyoshi TsurumiBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Colby Hidetaka SatoBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2025Aug 7, 2025
Leena K HowardBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 8, 2025Aug 7, 2025
Nylene F NumazawaBankoh Advisors independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankDec 8, 2023Dec 20, 2023
Robyn Leah CarlsonBankoh Advisors independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMay 5, 2022Aug 17, 2022 (104 d)
Nicholas Frank RothBankoh Advisors independent RIAThe Strategic Financial Alliance BD affiliatedRIA to affiliated broker-dealer or bankMar 21, 2022Aug 29, 2022 (161 d)
Steven Tadashi YamashitaBankoh Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2022Mar 3, 2022
Enock FreireBankoh Advisors independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankMay 21, 2021Aug 6, 2021 (77 d)
Daniel Martin-Noboru WardBankoh Advisors independent RIAVanderbilt Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJul 14, 2020Jul 14, 2020
Kimberli Mie Komo LoBankoh Advisors independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 2, 2020Feb 28, 2020
Stacey Ann WilliamsBankoh Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 6, 2019Dec 5, 2019
Andrei Kanji IchinoseBankoh Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 7, 2019Feb 20, 2019
Jason KiyosakiBankoh Advisors independent RIASagepoint Financial, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 24, 2018Oct 18, 2019 (389 d)
Franklin Danilo PortilloBankoh Advisors independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 6, 2018Jul 6, 2018
Kimberly IreijoBankoh Advisors independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJun 21, 2018Jun 21, 2018
Darrell Ross AveryBankoh Advisors otherAmeriprise Financial Services, LLC national BDOtherAug 28, 2017Dec 12, 2017 (106 d)
Gareth Isao KaneshiroBankoh Advisors otherAmeriprise Financial Services, LLC national BDOtherJun 2, 2017Jun 2, 2017
Carmen Iok Sim IaoBankoh Advisors otherLPL Financial LLC otherOtherJun 7, 2016Jun 20, 2016
Michelle Moana VictorineBankoh Advisors otherEdward Jones national BDOtherNov 2, 2015Jul 12, 2016 (253 d)
Kyle Katsumi KagimotoBankoh Advisors otherMorgan Stanley wirehouseOtherSep 11, 2015Sep 11, 2015
Gavin Takeo TaniokaBankoh Advisors otherMorgan Stanley wirehouseOtherSep 11, 2015Sep 11, 2015
Kapena Kaumualii LumBankoh Advisors otherMorgan Stanley wirehouseOtherSep 11, 2015Sep 11, 2015
Jason Michael LauBankoh Advisors otherCuso Financial Services, L.P. otherOtherMay 8, 2015May 14, 2015
Dennis James DucattBankoh Advisors otherWealthbridge, Inc. unclassifiedOtherMar 27, 2015Apr 14, 2015
Franklin Danilo PortilloBankoh Advisors otherLPL Financial LLC otherOtherSep 18, 2014Sep 22, 2014
Tracey L S LyumBankoh Advisors otherLPL Financial LLC otherOtherFeb 14, 2014Mar 27, 2014 (41 d)
Sean Masao UmetsuBankoh Advisors otherBancwest Investment Services, Inc. (Bwis) otherOtherSep 20, 2012Sep 28, 2012
Sienna Pualani YoshidaBankoh Advisors otherBancwest Investment Services, Inc. (Bwis) otherOtherMay 15, 2012May 23, 2012
Thomas Patrick KaliliBankoh Advisors otherVoya Financial Advisors, Inc. otherOtherOct 7, 2010Jan 18, 2012 (468 d)
Kit Katsumi OkazakiBankoh Advisors otherState Farm Investment Management Corp. asset managerOtherFeb 17, 2010Jan 1, 2026 (5797 d)
Kirk Yiu Choi TangBankoh Advisors otherBrecek & Young Advisors, Inc. otherOtherSep 27, 2005Sep 27, 2005
Karl SadanagaBankoh Advisors otherSagepoint Financial, Inc. otherOtherJul 11, 2005Oct 29, 2015 (3762 d)
Albert Carl PienaBankoh Advisors otherCetera Investment Advisers LLC BD affiliatedOtherMay 3, 2004Aug 18, 2026 (8142 d)
Jeremy Cole CampbellBankoh Advisors otherAmeriprise Financial Services, LLC national BDOtherMay 3, 2004Jul 30, 2004 (88 d)
Page 1 of 1
52 moves match.