DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

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
Lucas E. RobersonWhitener Capital Management, Inc independent RIAFisher Investments independent RIARIA to RIASep 30, 2022Oct 10, 2022
Jordan JohnsonOsaic Wealth, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 29, 2022Nov 18, 2022 (50 d)
Jake Ashton ManzanoFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2022Mar 29, 2023 (188 d)
Travis J NealOsaic Wealth, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2022Jun 12, 2024 (630 d)
Noah BylsmaCommonwealth Financial Network national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2022Oct 10, 2022
Christopher Makana BakerFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2022Oct 10, 2022
Rafael De OliveiraCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2022Dec 8, 2022 (83 d)
Nathanael Richard GeorgeCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2022Sep 16, 2022
Eric D. WrightsCitizens Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 12, 2022Sep 15, 2022
Trevor BennettMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 12, 2022Sep 13, 2022
Lawrence LagudFirst Command Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 12, 2022Nov 21, 2022 (70 d)
Scott Michael GehringUsaa Investment Services Company no RAUMFisher Investments independent RIAOtherSep 9, 2022Oct 11, 2022 (32 d)
Kamil PolkowskiMML Investors Services, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2022Sep 13, 2022
Armand Domingo ChavezFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 24, 2022Sep 15, 2022
Dedrick LewisEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2022Oct 21, 2022 (60 d)
Michael Cronin FreemanPersonal Capital Advisors Corporation independent RIAFisher Investments independent RIARIA to RIAAug 19, 2022Sep 15, 2022
John L KernMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 17, 2022Sep 14, 2022
Christopher L SmithEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 11, 2022Oct 11, 2022 (61 d)
Dalen Jensen HealyCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 10, 2022Sep 13, 2022 (34 d)
Taylor A BelesiuEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 9, 2022Mar 20, 2025 (954 d)
Colleen Paige PizzoGlobal Retirement Partners LLC institutionalFisher Investments independent RIAOtherAug 8, 2022Sep 11, 2022 (34 d)
Valkyrie Ann LangOsaic Fs, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2022Aug 16, 2022
Marcus Tyrone StellFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2022Nov 16, 2022 (106 d)
Bradley CookeAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2022Sep 14, 2022 (43 d)
Sara LopezCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2022Aug 8, 2022
Rajasak Gunpai LeksangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 29, 2022Aug 11, 2022
Jake Samuel HayesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 25, 2022Feb 23, 2023 (213 d)
Enmar AlayoubiFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2022Jul 22, 2022
Robert SerranoAe Wealth Management, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2022Sep 13, 2022 (61 d)
Harold August Michael DéDéCambridge Investment Research Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 13, 2022Jul 26, 2022
Alec M MielnickiCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 13, 2022Jul 15, 2022
Joshua Dwayne PruittMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 9, 2022Jul 18, 2022
Caleb Scott McsorleyWela Financial Advisory independent RIAFisher Investments independent RIARIA to RIAJul 6, 2022Sep 13, 2022 (69 d)
Ricardo Louis RivadeneiraCitigroup Global Markets Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2022Jul 11, 2022
Jared Walker SinkFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2022Aug 16, 2022 (57 d)
Eric HoffmanFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2022Nov 28, 2022 (161 d)
Samuel Jack LaceyFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2022Jun 24, 2022
William Reed HodgkinsCimarron Wealth Management, Inc. independent RIAFisher Investments independent RIARIA to RIAJun 15, 2022Jun 21, 2022
Jeremy ConnersEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2022Aug 11, 2022 (57 d)
Tejveer Singh MuharE*Trade Capital Management, LLC independent RIAFisher Investments independent RIARIA to RIAJun 14, 2022Jul 13, 2022
Christian MorrisonMutual Of Omaha Investor Services, Inc. independent RIAFisher Investments independent RIARIA to RIAJun 14, 2022Jun 21, 2022
Samantha Aileen DavisVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 13, 2022Jun 17, 2022
Tyler M OchsEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 13, 2022Jun 15, 2022
Ryan WatsonFirst Command Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2022Jun 15, 2022
Trinity Kieran RourkeWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 7, 2022Jun 17, 2022
Michael L SuellentropExencial Wealth Advisors independent RIAFisher Investments independent RIARIA to RIAJun 3, 2022Jul 13, 2022 (40 d)
Roy Christopher BentzenNationwide Investment Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2022Jul 5, 2022 (33 d)
Lacharro Latoya Jarena HawkinsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 2, 2022Jul 18, 2022 (46 d)
Allen Duwann PittsUsaa Investment Services Company no RAUMFisher Investments independent RIAOtherJun 1, 2022Sep 14, 2023 (470 d)
Ira Denard LambethFirst Command Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 1, 2022Jul 14, 2022 (43 d)
Michael Isaiah GlennMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 27, 2022Jun 17, 2022
Ivan CamachoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 27, 2022Jun 27, 2022 (31 d)
Brian John HarringtonEdelman Financial Engines mixed wealthFisher Investments independent RIARIA to RIAMay 26, 2022Aug 10, 2022 (76 d)
Dustin J MillerMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 23, 2022Aug 13, 2024 (813 d)
William J LudwigCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2022Jun 7, 2022
Alex James CostaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 23, 2022Jun 13, 2022
Hyun Sup PaikFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2022Sep 20, 2022 (120 d)
Steven Douglas WhiteFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 15, 2022May 17, 2022
Adam K SealsUnited Capital Financial Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2022Apr 9, 2024 (697 d)
Patrick Henry John DoranColumbia Management Investment Advisers, LLC asset managerFisher Investments independent RIAOtherMay 12, 2022May 18, 2022
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1,563 moves match.