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
Patrick Henry John DoranColumbia Management Investment Advisers, LLC asset managerFisher Investments independent RIAOtherMay 12, 2022May 18, 2022
Michael Tyler JonesEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2022Jun 14, 2022 (33 d)
Jonathan Robert SherrodCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2022May 12, 2022
Kory CloseUnited Planners' Financial Services Of America A Limited Partner independent RIAFisher Investments independent RIARIA to RIAMay 10, 2022May 12, 2022
Michael Christopher GregsonEagle Strategies LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 9, 2022May 10, 2022
Alexander Fumiya LindseyLPL Financial LLC independent RIAFisher Investments independent RIARIA to RIAMay 4, 2022Jun 15, 2022 (42 d)
Richard Kent WilsonMoney Concepts Advisory Service BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 29, 2022Jun 17, 2022 (49 d)
Gary Brian TrempeCetera Investment Advisers LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 28, 2022May 13, 2022
David Joseph WeippertMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 28, 2022May 11, 2022
Colt Alston RichardsAvantax Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2022May 9, 2022
John ShonkEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 25, 2022Jun 17, 2022 (53 d)
Logan Isaiah GreenFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 25, 2022Jul 12, 2024 (809 d)
Jeremy Keith CriderTruist Advisory Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2022Feb 14, 2025 (1031 d)
Dustin Edward Alberto BernardCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 19, 2022Sep 14, 2023 (513 d)
Jade Skyler HemillerAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 15, 2022May 10, 2022
Anthony HenriquezNatixis Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 14, 2022Apr 30, 2022
Matthew Christopher FaubionFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 13, 2022Apr 19, 2022
Kirk John BarrettAvantax Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 13, 2022Apr 20, 2022
Logan Robert DenmonJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 12, 2022May 12, 2022
Alexander Moises QuinonesMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 6, 2022May 20, 2024 (775 d)
Cristian Lee RodriguezAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 6, 2022Mar 10, 2025 (1069 d)
Charles Jason YoungWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 4, 2022May 13, 2022 (39 d)
Levi Jacob MarshEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2022May 11, 2022 (41 d)
Ildemaro Antonio AsprinoPersonal Capital Advisors Corporation independent RIAFisher Investments independent RIARIA to RIAMar 31, 2022May 12, 2022 (42 d)
Giuseppe LeoneFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2022Apr 20, 2022
Marcus Bradley NicholsonFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 29, 2022Apr 18, 2022
Kelsey Alexandra YeeThrivent Advisor Network, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2022Mar 28, 2022
Curtis Brandon ReeseExencial Wealth Advisors independent RIAFisher Investments independent RIARIA to RIAMar 16, 2022Jul 11, 2022 (117 d)
Robert Paul BernardThrivent Investment Management Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2022Mar 22, 2022
Michael Wesley PutmanFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 13, 2022Jul 1, 2024 (841 d)
Luke Robert JensenVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2022Mar 14, 2022
Sarah CrystalAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2022Mar 15, 2022
Joshua William GoodwinThrivent Investment Management Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2022Apr 11, 2022 (34 d)
Stephen CostaE*Trade Capital Management, LLC independent RIAFisher Investments independent RIARIA to RIAMar 4, 2022Mar 17, 2022
Jeffrey Michael BilinskiFinancial Management Concepts independent RIAFisher Investments independent RIARIA to RIAMar 3, 2022Apr 14, 2022 (42 d)
Amanda Roberts HahnFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2022Mar 24, 2022
Randall Lee HuotW&S Brokerage Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 28, 2022Mar 2, 2022
Thomas Wayne HooverMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 28, 2022Mar 14, 2022
Matthew Robert NikkelCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2022Oct 29, 2024 (977 d)
Whittney D HarveySandy Morris Financial & Estate Planning Services, LLC independent RIAFisher Investments independent RIARIA to RIAFeb 24, 2022Dec 21, 2020
Ethan Michael JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 16, 2022Mar 18, 2022
Lucas Alan ThouveninRaymond James & Associates, Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 11, 2022Feb 17, 2022
Malcolm Emmanuel WaltonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 11, 2022Feb 16, 2022
Charles A BullardCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2022Mar 18, 2022 (36 d)
David-Louis BrowneKestra Advisory Services, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2022Feb 17, 2022
Brett OlandCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2022Feb 21, 2022
Andrew MegiaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 9, 2022Feb 24, 2022
Ross Adam YukolisOneamerica Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2022Mar 22, 2022 (42 d)
Jasper Elwood MallardCambridge Investment Research Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2022Mar 16, 2022 (36 d)
Thomas J CaseyE*Trade Capital Management, LLC independent RIAFisher Investments independent RIARIA to RIAFeb 7, 2022Feb 21, 2022
Arthur David PerezJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 2, 2022Feb 15, 2022
Landon Dodge AlversonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 1, 2022Feb 17, 2022
Nickolas Elio VaraniFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 28, 2022Feb 25, 2022
James MacaulayE*Trade Capital Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 26, 2022Feb 23, 2022
Katherine Nicole MangiardiFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 25, 2022Apr 22, 2022 (87 d)
Alexander TrianfoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 21, 2022Feb 15, 2022
Chris GallagherEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 20, 2022Feb 17, 2022
John Curtis ClausenMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 19, 2022Jan 25, 2022
Joel Dolzier BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 18, 2022Jan 26, 2022
Juan Felipe VegaE*Trade Capital Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 14, 2022Feb 2, 2022
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1,564 moves match.