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
Justin Lee NaegleVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherFeb 12, 2014Feb 18, 2014
Matthew MachoVoya Retirement Advisors, LLC otherLincoln Investment otherOtherDec 31, 2013Oct 13, 2015 (651 d)
Nancy StillmanVoya Retirement Advisors, LLC otherCommonwealth Financial Network national BDOtherAug 6, 2013Jul 8, 2015 (701 d)
Peter Woodruff EddyVoya Retirement Advisors, LLC otherEmpower Advisory Group, LLC BD affiliatedOtherJul 29, 2013Jul 5, 2024 (3994 d)
Joshua Neil ArnoldVoya Retirement Advisors, LLC otherNationwide Investment Advisors, LLC BD affiliatedOtherJun 28, 2013Nov 12, 2025 (4520 d)
Julia Denise JacksonVoya Retirement Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherApr 29, 2013Apr 19, 2012
Gerald Palmer PascalVoya Retirement Advisors, LLC otherVoya Financial Partners, LLC otherOtherFeb 14, 2013Jan 17, 2013
Debra Ellen DavidsonVoya Retirement Advisors, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherOct 11, 2011Dec 19, 2011 (69 d)
James Matthew RafeldVoya Retirement Advisors, LLC otherEdelman Financial Engines otherOtherAug 17, 2011Apr 16, 2012 (243 d)
Paul Joseph FaulknerVoya Retirement Advisors, LLC otherStrategic Advisers LLC national BDOtherJul 29, 2011Aug 16, 2011
Daniel John KearneyVoya Retirement Advisors, LLC otherKarn, Couzens & Associates, Inc. otherOtherApr 6, 2011Nov 14, 2017 (2414 d)
Guy Anthony TomaseVoya Retirement Advisors, LLC otherFieldstone Financial Management Group, LLC otherOtherJun 23, 2010May 16, 2017 (2519 d)
Raymond Nmn MartinVoya Retirement Advisors, LLC otherCrescent Hill Partners LLC independent RIAOtherApr 23, 2010Sep 24, 2018 (3076 d)
Richard S CloughVoya Retirement Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 15, 2009Oct 2, 2009
Thomas Lawrence DouglasVoya Retirement Advisors, LLC otherVergence Institutional Partners LLC state registeredOtherNov 25, 2008Aug 6, 2019 (3906 d)
Kelly Foss-RootVoya Retirement Advisors, LLC otherCitigroup Global Markets Inc. otherOtherOct 26, 2006Nov 16, 2006
Robert Barrett TimmonsVoya Retirement Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 10, 2006Jul 21, 2006
Marc Alan FandettiVoya Retirement Advisors, LLC otherMorgan Stanley wirehouseOtherApr 3, 2006Sep 19, 2016 (3822 d)
Paul Nicholas PetronelliVoya Retirement Advisors, LLC otherHouseholder Group, Estate & Retirement Specialists unclassifiedOtherFeb 6, 2006Apr 19, 2006 (72 d)
Steven Scott SmithVoya Retirement Advisors, LLC otherCetera Investment Services LLC otherOtherJun 20, 2005Jun 10, 2005
Marc RossVoya Retirement Advisors, LLC otherNew England Securities Corporation otherOtherAug 18, 2004Jul 24, 2007 (1070 d)
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81 moves match.