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 Retirement Advisors, 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
Bret ContrerasVoya Retirement Advisors, LLC otherTransamerica Retirement Advisors, LLC BD affiliatedOtherAug 25, 2026Sep 2, 2026
Sherry Lanette TurnerVoya Retirement Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 31, 2026Aug 13, 2026
Louis Luke PoussardVoya Retirement Advisors, LLC otherEdward Jones national BDOtherJul 10, 2026Jul 27, 2026
Christopher PhillipsVoya Retirement Advisors, LLC otherAmeritas Advisory Services, LLC BD affiliatedOtherJun 25, 2026Jun 22, 2026
Brad Damian MarzanoVoya Retirement Advisors, LLC otherTransamerica Retirement Advisors, LLC BD affiliatedOtherJun 22, 2026Jun 26, 2026
Tricia Colleen SendelbachVoya Retirement Advisors, LLC otherSpectrum Investment Advisors, Inc. mixed wealthOtherJun 5, 2026Jul 26, 2026 (51 d)
Peter Bo RappmundVoya Retirement Advisors, LLC otherCounterpoint state registeredOtherJan 15, 2026Jan 15, 2026
Steven Louis UrliVoya Retirement Advisors, LLC otherPrincipal Securities, Inc. BD affiliatedOtherNov 14, 2025Dec 8, 2025
Noemi RodriguezVoya Retirement Advisors, LLC otherThrivent Investment Management Inc. BD affiliatedOtherSep 17, 2025Oct 3, 2025
Joshua Jacob TimmermanVoya Retirement Advisors, LLC otherWealthspire Retirement Advisory institutionalOtherJul 8, 2025Jul 9, 2025
Timothy D StoutVoya Retirement Advisors, LLC otherValic Financial Advisors, Inc. BD affiliatedOtherJun 4, 2025Aug 7, 2025 (64 d)
Kailen H CookVoya Retirement Advisors, LLC otherEdward Jones national BDOtherApr 25, 2025Jun 20, 2025 (56 d)
Wade S SchmidtVoya Retirement Advisors, LLC otherMma Securities LLC no RAUMOtherApr 25, 2025Jul 3, 2025 (69 d)
Christopher James WhittakerVoya Retirement Advisors, LLC otherIntellicents Investment Solutions Inc otherOtherApr 23, 2025May 6, 2025
Jason M WhiteVoya Retirement Advisors, LLC otherMissionsquare Retirement BD affiliatedOtherMar 24, 2025Jun 24, 2025 (92 d)
Jeffrey David EismanVoya Retirement Advisors, LLC otherVivaldi Capital Management LP independent RIAOtherMar 10, 2025Apr 14, 2025 (35 d)
David A TrapperVoya Retirement Advisors, LLC otherPrincipal Securities, Inc. BD affiliatedOtherFeb 24, 2025Mar 14, 2025
Elaine Thompson-PerezVoya Retirement Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 19, 2025Mar 7, 2025
Jeffrey S McmanusVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. BD affiliatedOtherJan 14, 2025Jul 3, 2025 (170 d)
Jesse Andre HernandezVoya Retirement Advisors, LLC otherPrevail Innovative Wealth Advisors, LLC independent RIAOtherNov 4, 2024Dec 2, 2024
Jake C Meza-HernandezVoya Retirement Advisors, LLC otherThrivent Investment Management Inc. BD affiliatedOtherAug 14, 2024Aug 19, 2024
Andre David RobinsonVoya Retirement Advisors, LLC otherVoya Financial Partners, LLC no RAUMOtherJul 23, 2024May 4, 2022
Thomas Anthony RobinsonVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. BD affiliatedOtherJul 22, 2024Jul 15, 2024
Jesse HernandezVoya Retirement Advisors, LLC otherMorgan Stanley wirehouseOtherJun 24, 2024Jan 28, 2025 (218 d)
Timothy Paul FoleyVoya Retirement Advisors, LLC otherDeschutes Investment Consulting, LLC otherOtherFeb 27, 2024Jan 26, 2026 (699 d)
Michael Spencer LovelessVoya Retirement Advisors, LLC otherConcourse Financial Group Advisors BD affiliatedOtherFeb 8, 2024Feb 26, 2024
Antonios DelistathisVoya Retirement Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 24, 2024Oct 8, 2025 (623 d)
Julie Ann JonesVoya Retirement Advisors, LLC otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherNov 6, 2023Nov 8, 2023
Joshua A. PuckettVoya Retirement Advisors, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherOct 30, 2023Jan 19, 2024 (81 d)
Lenin IbarraVoya Retirement Advisors, LLC otherWells Fargo Advisors wirehouseOtherJun 2, 2023Jun 8, 2023
Nicole Elizabeth ParadiseVoya Retirement Advisors, LLC otherEdelman Financial Engines mixed wealthOtherOct 12, 2022Nov 3, 2022
Jarred Daniel MantisVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. BD affiliatedOtherMay 4, 2022May 5, 2022
Phillip Anthony CarbajalVoya Retirement Advisors, LLC otherMissionsquare Retirement institutionalOtherApr 18, 2022Apr 27, 2022
David Paul MalatestaVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. BD affiliatedOtherApr 7, 2022May 10, 2022 (33 d)
Edward John CorbettVoya Retirement Advisors, LLC otherLPL Financial LLC BD affiliatedOtherDec 9, 2021Dec 7, 2021
Raymond Arthur CosciaVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. BD affiliatedOtherOct 26, 2021Oct 28, 2020
Aiman JaninehVoya Retirement Advisors, LLC otherEmpower Advisory Group, LLC BD affiliatedOtherAug 25, 2021Apr 12, 2022 (230 d)
Karl Raymond SchofieldVoya Retirement Advisors, LLC otherEmpower Advisory Group, LLC institutionalOtherApr 9, 2020Feb 23, 2021 (320 d)
Amilcar Augusto GiraldoVoya Retirement Advisors, LLC otherCitizens Securities, Inc. BD affiliatedOtherNov 18, 2019Jun 30, 2021 (590 d)
Robert Domenic MacdonaldVoya Retirement Advisors, LLC otherEmpower Advisory Group, LLC institutionalOtherJul 22, 2019Jul 29, 2019
Kevin Anthony ForrestVoya Retirement Advisors, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherMay 14, 2019Aug 14, 2019 (92 d)
Jeremy Nathan WinigVoya Retirement Advisors, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJan 18, 2019Feb 22, 2019 (35 d)
Erick Carlos CaledoniaVoya Retirement Advisors, LLC independent RIAVoya Financial Advisors, Inc. otherOtherAug 10, 2018Nov 7, 2012
Timothy James KossVoya Retirement Advisors, LLC independent RIAValic Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2018Dec 17, 2018 (173 d)
James Alan CutlerVoya Retirement Advisors, LLC independent RIAVoya Financial Partners, LLC otherOtherJun 5, 2018Apr 2, 2012
Tamika D WorkmonVoya Retirement Advisors, LLC otherMML Investors Services, LLC BD affiliatedOtherJan 11, 2018Jan 2, 2020 (721 d)
Joyce Ann SobczykVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherJun 12, 2017Aug 24, 2015
Colleen M McnultyVoya Retirement Advisors, LLC otherKestra Advisory Services, LLC otherOtherJun 6, 2017Jun 20, 2017
Eric Einar HansenVoya Retirement Advisors, LLC otherEdelman Financial Engines otherOtherApr 18, 2017May 3, 2017
Nancy Ann LewisVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherOct 6, 2016Sep 30, 2016
Jonathan James UldrikisVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherFeb 25, 2016Feb 10, 2016
Alfredo HernandezVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherFeb 25, 2016Feb 10, 2016
Denis Patrick KelleherVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherFeb 4, 2016Mar 15, 2016 (40 d)
Gordon Burke WardVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherFeb 1, 2016Apr 1, 2016 (60 d)
Thomas Patrick KenneyVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherJan 25, 2016Mar 28, 2016 (63 d)
William Charles CornforthVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherJul 14, 2015Feb 24, 2016 (225 d)
Melissa Marie MyersVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherJan 13, 2015Nov 8, 2013
David Paul MalatestaVoya Retirement Advisors, LLC otherSantander Securities otherOtherJun 30, 2014Jul 11, 2014
Kenje Miriam MallotVoya Retirement Advisors, LLC otherAlight Financial Advisors, LLC otherOtherJun 24, 2014Sep 30, 2014 (98 d)
Steven J KaminskiVoya Retirement Advisors, LLC otherCetera Advisor Networks LLC BD affiliatedOtherFeb 28, 2014Jun 9, 2021 (2658 d)
Page 1 of 2Next
81 moves match.