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
Bryan David PitneyVoya Financial Partners, LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Dec 16, 2010
David Charles EisensteinVoya Financial Partners, LLC otherAmeriprise Financial Services, LLC national BDOtherDec 8, 2010Apr 27, 2011 (140 d)
Steven Joseph DeaconVoya Financial Partners, LLC otherBlackrock Financial Management, Inc otherOtherDec 2, 2010Apr 28, 2011 (147 d)
Kimberly A DouglasVoya Financial Partners, LLC otherBolton Global Asset Management otherOtherNov 8, 2010Apr 25, 2011 (168 d)
Greta Messarra WoodwardVoya Financial Partners, LLC otherWells Fargo Advisors wirehouseOtherOct 13, 2010Oct 5, 2010
Scott Aron BrownVoya Financial Partners, LLC otherOneamerica Securities, Inc. otherOtherSep 30, 2010Oct 6, 2010
Craig Allen ParksVoya Financial Partners, LLC otherMorgan Stanley wirehouseOtherSep 2, 2010Nov 16, 2010 (75 d)
Eric M. RwilirizaVoya Financial Partners, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 30, 2010May 11, 2011 (285 d)
Thomas John CamaVoya Financial Partners, LLC otherInvestment Advisors Corp otherOtherMay 14, 2010May 5, 2010
Jeffrey Lewis GittermanVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
David Irwin KatzVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Theodore Victor KowalchynVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Elias Stuart RauchVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Tara L JakubikVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Daniel ArmasVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Dennis Lewis SchlegelVoya Financial Partners, LLC otherGitterman Wealth Management, LLC otherOtherMay 5, 2010Aug 5, 2010 (92 d)
Stephen Mark LittenbergVoya Financial Partners, LLC otherB. Riley Wealth Advisors, Inc. otherOtherApr 23, 2010Apr 15, 2010
Adam James SeiftsVoya Financial Partners, LLC otherWealth Enhancement Advisory Services, LLC BD affiliatedOtherMar 26, 2010Nov 3, 2020 (3875 d)
Cameron Peyton ClearVoya Financial Partners, LLC otherOsaic Fa, Inc. otherOtherMar 15, 2010Nov 21, 2011 (616 d)
Matthew John DrummondVoya Financial Partners, LLC otherEquitable Advisors, LLC national BDOtherMar 4, 2010Mar 3, 2010
Lynn Marie ThibeauVoya Financial Partners, LLC otherThibeau Financial Consulting, LLC state registeredOtherFeb 17, 2010Jun 19, 2018 (3044 d)
Hal Vincent CapraraVoya Financial Partners, LLC otherGreat American Advisors, Inc. otherOtherJan 12, 2010Jan 5, 2010
Gary Wayne LatuszewskiVoya Financial Partners, LLC otherGreat American Advisors, Inc. otherOtherJan 8, 2010Dec 23, 2009
James Vincent RoganVoya Financial Partners, LLC otherGreat American Advisors, Inc. otherOtherJan 8, 2010Dec 23, 2009
Francisco Rene GonzalezVoya Financial Partners, LLC otherWfg Advisors, LP otherOtherDec 16, 2009Dec 21, 2009
Meghan Kathleen DohertyVoya Financial Partners, LLC otherEquitable Advisors, LLC national BDOtherSep 22, 2009Oct 5, 2009
David Allen BrounleyVoya Financial Partners, LLC otherGitterman Wealth Management, LLC otherOtherSep 10, 2009May 14, 2010 (246 d)
Cara Corinne MaglioccoVoya Financial Partners, LLC otherVoya Investment Management Co. LLC otherOtherAug 20, 2009Aug 19, 2009
Narine K MardanyanVoya Financial Partners, LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherAug 20, 2009Jan 19, 2011 (517 d)
Jeffrey William WilhelmsVoya Financial Partners, LLC otherGreat American Advisors, Inc. otherOtherJun 9, 2009Sep 9, 2009 (92 d)
Frederick August SchaeferVoya Financial Partners, LLC otherChase Investment Services Corp. otherOtherApr 8, 2009Aug 25, 2009 (139 d)
Daniel Alan RaymondVoya Financial Partners, LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherApr 3, 2009Apr 9, 2009
William Leo LoweVoya Financial Partners, LLC otherDirected Services LLC otherOtherMar 4, 2009Jul 29, 2009 (147 d)
Debby J MinotVoya Financial Partners, LLC otherPlanmember Securities Corporation otherOtherMar 3, 2009Jun 2, 2009 (91 d)
Michael Sean WoodsVoya Financial Partners, LLC otherNrp Advisors, Inc. unclassifiedOtherJan 26, 2009Jan 21, 2009
Theodore Edward GreggisVoya Financial Partners, LLC otherBlackridge Asset Management, LLC independent RIAOtherDec 3, 2008Dec 3, 2019 (4017 d)
Raymond Paul RadikasVoya Financial Partners, LLC otherIndependent Financial Group, LLC otherOtherOct 27, 2008Jul 12, 2017 (3180 d)
Kent Allan ColwellVoya Financial Partners, LLC otherEdward Jones national BDOtherOct 20, 2008Apr 26, 2010 (553 d)
Stephen Lee GaustadVoya Financial Partners, LLC otherAegis Financial Group, Inc. unclassifiedOtherSep 11, 2008Sep 15, 2008
Filip Earl WielandVoya Financial Partners, LLC otherPlanmember Securities Corporation otherOtherAug 7, 2008Aug 5, 2008
Debra-Ann E GeboVoya Financial Partners, LLC otherMorgan Stanley wirehouseOtherJun 25, 2008Jan 30, 2013 (1680 d)
Joseph John OpalskiVoya Financial Partners, LLC otherWoodbury Financial Services, Inc. otherOtherJun 12, 2008Jun 18, 2008
Michael Jozef OpalskiVoya Financial Partners, LLC otherTd Ameritrade Investment Management, LLC otherOtherJun 9, 2008Jul 31, 2008 (52 d)
Mark BarkasyVoya Financial Partners, LLC otherSignator Investors, Inc. otherOtherJun 4, 2008Sep 17, 2008 (105 d)
Karin De Maria AlvaradoVoya Financial Partners, LLC otherEquitable Advisors, LLC national BDOtherMay 7, 2008Jun 4, 2008
Frederick MinotVoya Financial Partners, LLC otherEmpower Advisory Group, LLC otherOtherMay 2, 2008Jan 23, 2017 (3188 d)
Robert Freeman YoungVoya Financial Partners, LLC otherEmpower Advisory Group, LLC otherOtherMar 25, 2008Feb 6, 2017 (3240 d)
Matthew Nmn O'BrienVoya Financial Partners, LLC otherCommonwealth Financial Network national BDOtherMar 19, 2008Feb 4, 2013 (1783 d)
Daniel D MurphyVoya Financial Partners, LLC otherMorgan Stanley wirehouseOtherMar 18, 2008Jun 16, 2010 (820 d)
Michael Daniel FlahertyVoya Financial Partners, LLC otherCanby Financial Advisors unclassifiedOtherMar 17, 2008Oct 23, 2012 (1681 d)
Robert James AndreolaVoya Financial Partners, LLC otherCharles Schwab & Co., Inc. national BDOtherMar 14, 2008Jan 25, 2012 (1412 d)
Derrick Boyd SmithVoya Financial Partners, LLC otherMoneysmith, LLC unclassifiedOtherNov 7, 2007Nov 20, 2007
Andrew Hamilton BrookshireVoya Financial Partners, LLC otherStanford Group Company unclassifiedOtherOct 22, 2007Nov 7, 2007
H. Terry MartineVoya Financial Partners, LLC otherPlanmember Securities Corporation otherOtherOct 9, 2007Oct 9, 2007
David Lawrence PayneVoya Financial Partners, LLC otherPlanmember Securities Corporation otherOtherOct 8, 2007Nov 5, 2007
Joseph AvalloneVoya Financial Partners, LLC otherPlanmember Securities Corporation otherOtherOct 8, 2007Oct 23, 2007
Michael Stephen BerzovichVoya Financial Partners, LLC otherPlanmember Securities Corporation otherOtherOct 8, 2007Oct 10, 2007
Eric Charles TharpVoya Financial Partners, LLC otherPlanmember Securities Corporation otherOtherOct 8, 2007Oct 10, 2007
Bryan Raymond PaquetteVoya Financial Partners, LLC otherWalnut Street Securities, Inc. otherOtherOct 1, 2007Oct 30, 2007
Dennis R AhlmVoya Financial Partners, LLC otherAmeriprise Financial Services, LLC national BDOtherOct 1, 2007Dec 19, 2013 (2271 d)
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176 moves match.