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 Voya Financial Partners, LLC

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
Andre David RobinsonVoya Financial Partners, LLC no RAUMMissionsquare Retirement BD affiliatedOtherJul 12, 2023Jul 6, 2026 (1090 d)
Mario Allen IniguezVoya Financial Partners, LLC no RAUMWealthspire Retirement Advisory institutionalOtherApr 14, 2023Apr 26, 2023
Jeffrey Dean WallerVoya Financial Partners, LLC no RAUMCetera Investment Advisers LLC BD affiliatedOtherJan 27, 2023May 22, 2024 (481 d)
Caroline Mira Lee PerryVoya Financial Partners, LLC no RAUMMML Investors Services, LLC BD affiliatedOtherDec 7, 2022Dec 4, 2024 (728 d)
Kari M LusbyVoya Financial Partners, LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 17, 2022Jan 11, 2023 (86 d)
Dieter WaltersVoya Financial Partners, LLC no RAUMMissionsquare Retirement institutionalOtherAug 16, 2022Aug 12, 2022
Nathan Charles SelfVoya Financial Partners, LLC no RAUMTlg Advisors, Inc. BD affiliatedOtherApr 26, 2022Jan 3, 2024 (617 d)
April Dawn RoseVoya Financial Partners, LLC no RAUMValic Financial Advisors, Inc. BD affiliatedOtherApr 18, 2022Jun 13, 2022 (56 d)
Michael MeehanVoya Financial Partners, LLC no RAUMCetera Advisor Networks LLC BD affiliatedOtherApr 4, 2022Nov 9, 2022 (219 d)
Sherry Lanette TurnerVoya Financial Partners, LLC no RAUMVoya Financial Advisors, Inc. BD affiliatedOtherDec 23, 2021Mar 3, 2022 (70 d)
David A TrapperVoya Financial Partners, LLC no RAUMOneamerica Securities, Inc. BD affiliatedOtherSep 15, 2021Feb 8, 2023 (511 d)
Erika A RomanceVoya Financial Partners, LLC no RAUMMorgan Stanley wirehouseOtherMar 26, 2021May 13, 2021 (48 d)
Jusjeet Paul SinghVoya Financial Partners, LLC no RAUMVoya Financial Advisors, Inc. BD affiliatedOtherJul 1, 2020Jul 8, 2020
Todd John JohnsonVoya Financial Partners, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 17, 2019Jul 5, 2019 (49 d)
Kyle A JarvisVoya Financial Partners, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 10, 2018Jan 18, 2019 (39 d)
Neal Dryton SmithVoya Financial Partners, LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherMay 3, 2018Jul 2, 2019 (425 d)
Kadin Dale WhiteVoya Financial Partners, LLC independent RIAFoster Group, Inc. independent RIARIA to RIAApr 18, 2018Jun 21, 2018 (64 d)
Jeffrey Michael SajdakVoya Financial Partners, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 2, 2018Sep 11, 2019 (527 d)
Joyce Ann SobczykVoya Financial Partners, LLC otherCetera Advisor Networks LLC BD affiliatedOtherJun 12, 2017Jun 9, 2021 (1458 d)
Robert Lane StephensonVoya Financial Partners, LLC otherInvestment Advisors Corp otherOtherFeb 21, 2017Feb 16, 2017
Jared Lee StinesVoya Financial Partners, LLC otherCetera Investment Advisers LLC otherOtherNov 18, 2016Nov 18, 2016
Jeffery Lee GardnerVoya Financial Partners, LLC otherScottrade Investment Management otherOtherOct 7, 2016Jan 27, 2017 (112 d)
Bryan Scott MccainVoya Financial Partners, LLC otherMutual Of Omaha Investor Services, Inc. no RAUMOtherMay 11, 2016Jun 27, 2016 (47 d)
Charles B HagelVoya Financial Partners, LLC otherVoya Retirement Advisors, LLC otherOtherJan 13, 2015Jul 31, 2012
Mark Ryszard CieckoVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherOct 7, 2014Oct 10, 2014
Ernest Lino JordanVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherApr 10, 2014Jul 2, 2013
Ronald Arthur LetawVoya Financial Partners, LLC otherIndependent Financial Partners otherOtherApr 4, 2014May 12, 2014 (38 d)
Gregg William HolgateVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherFeb 25, 2014Feb 24, 2014
Michael WigginsVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherOct 7, 2013Aug 1, 2013
Stephen Joseph PeifferVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherJul 25, 2013Jul 25, 2013
Christopher PhillipsVoya Financial Partners, LLC otherCuna Brokerage Services, Inc. otherOtherApr 5, 2013Apr 19, 2013
Gerald Palmer PascalVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherFeb 14, 2013Jan 17, 2013
Christopher HaddadVoya Financial Partners, LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherSep 27, 2012Apr 1, 2024 (4204 d)
Katherine Elizabeth LewisVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherJan 25, 2012Jun 29, 2012 (156 d)
Jonathan James WolfeVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherJan 9, 2012Dec 13, 2013 (704 d)
Steven Brian BishoppVoya Financial Partners, LLC otherLPL Financial LLC BD affiliatedOtherOct 10, 2011Nov 29, 2021 (3703 d)
James Harman BishoppVoya Financial Partners, LLC otherLPL Financial LLC BD affiliatedOtherOct 6, 2011Nov 29, 2021 (3707 d)
Eric GibbsVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherJul 12, 2011Feb 10, 2015 (1309 d)
Byron Keith WilsonVoya Financial Partners, LLC otherSalient Capital Advisors, LLC otherOtherJul 12, 2011Jul 8, 2011
Nancy StillmanVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherMar 18, 2011Mar 14, 2011
Corey Allen DayVoya Financial Partners, LLC otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherFeb 15, 2011Sep 7, 2021 (3857 d)
Odoll Van WilliamsVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Dec 23, 2010
Ronald Lee WrightVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Dec 23, 2010
William Joseph CahillVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 3, 2011
James Francis LohnesVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Dec 23, 2010
James Thomas MurfeeVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 27, 2011
Gregory Joseph JacobsVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Feb 14, 2011 (45 d)
Don Frederick EvesVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 31, 2011 (31 d)
Carol Ann WhelanVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 3, 2011
Michael James PattersonVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 3, 2011
Steven Brian BishoppVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 6, 2011
Brian Timothy MagennisVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 3, 2011
Robert Joseph PayantVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 3, 2011
Robert Vaughn PoppellVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Dec 23, 2010
Edward John CorbettVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Feb 7, 2011 (38 d)
Carl Joseph CieplinskiVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Dec 16, 2010
Howard Bruce NellhausVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 3, 2011
Todd Andrew RosenVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Dec 20, 2010
Keista Lea RansomVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 24, 2011
Kasi Richardson BoylesVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Dec 23, 2010
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176 moves match.