DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Brett OlandTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to 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
Bradley KoeselTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAFeb 3, 2022Feb 10, 2022
Bradley KoeselTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherFeb 3, 2022Feb 10, 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
Ryan David MorrisonTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 14, 2022Jan 26, 2022
Ryan David MorrisonTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 14, 2022Jan 26, 2022
Tyler SchroederTransamerica Retirement Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 13, 2022Feb 25, 2022 (43 d)
Derrick A CartozianEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 12, 2022Jan 24, 2022
Bernard Reynald ReyAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2022Feb 2, 2022
Nicholas FanningTransamerica Retirement Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2022Jan 25, 2022
Jeffrey A LewisTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 7, 2022Jan 7, 2022
Jeffrey A LewisTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 7, 2022Jan 7, 2022
John Joseph Gavin IIINew York Life Investment Management LLC asset managerFisher Investments independent RIAOtherJan 6, 2022Jan 11, 2022
Mark Anthony GonzalezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 5, 2022Jan 19, 2022
Mayu Alyssa CanodeCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 5, 2022Jan 13, 2022
Michael Norman ReinhardtMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 4, 2022Jan 20, 2022
George Maxwell BruneauAct Wealth Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 3, 2022Jan 27, 2022
Amy L CiesielkaVerity Asset Management independent RIAFisher Investments independent RIARIA to RIAJan 3, 2022Jan 12, 2022
Patrick Michael HarrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 2, 2022Jan 25, 2022
Jeffrey James DietzJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIADec 31, 2021May 11, 2022 (131 d)
Hiroshi David HishidaNorth Star Capital Management LLC unclassifiedFisher Investments independent RIAOtherDec 20, 2021Dec 21, 2021
Andrew Christopher HuntPolaris Wealth Advisory Group independent RIAFisher Investments independent RIARIA to RIADec 20, 2021Jan 13, 2022
Fernando Ulysses ValleWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIADec 20, 2021Jan 12, 2022
Misha MahindrooMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIADec 13, 2021Jan 19, 2022 (37 d)
Andrew J ManginMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIADec 3, 2021Dec 8, 2021
Yogesh MalikOsaic Institutions, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 3, 2021Jan 6, 2022 (34 d)
Stelzon Erixon AnayaThrivent Investment Management Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 3, 2021Dec 17, 2021
Beatriz Hernandez Gomez De SeguraPrimerica Advisors national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 29, 2021Jun 23, 2022 (206 d)
Elaine Katherine DoyleCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2021Dec 14, 2021
Israel RasconVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2021Nov 15, 2021
Patrick Tyrone Giddens JrEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 10, 2021Nov 12, 2021
Patrick Joseph CareyLord, Abbett & Co. LLC asset managerFisher Investments independent RIAOtherNov 8, 2021Nov 18, 2021
Andres Benjamin SchumacherWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIANov 5, 2021Nov 17, 2021
Tyler Mcmahen CampMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIANov 5, 2021Jan 11, 2022 (67 d)
Austin Lyndon GarronCetera Investment Advisers LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2021Nov 9, 2021
Michael David ReedPersonal Capital Advisors Corporation independent RIAFisher Investments independent RIARIA to RIANov 1, 2021Nov 12, 2021
Chianna Daneen RodgersPrincipal Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2021Oct 21, 2021
Efrain Alejandro GamarraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 18, 2021Aug 24, 2023 (675 d)
Alexander StoehrGeorgia Advisory Group LLC state registeredFisher Investments independent RIAOtherOct 14, 2021Nov 4, 2021
Gavin William EllisFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 12, 2021Oct 18, 2021
Eric FaulkenberryFifth Third Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 12, 2021Nov 12, 2021 (31 d)
Tracy Rose WilsonEngage Wealth Advisors, LLC mixed wealthFisher Investments independent RIARIA to RIAOct 12, 2021Oct 26, 2021
Jason Adam AndrianoE*Trade Capital Management, LLC independent RIAFisher Investments independent RIARIA to RIAOct 8, 2021Sep 15, 2022 (342 d)
Pamela PenaU.S. Bancorp Investments, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2021Oct 18, 2021
Matthew Allen DuncanTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherOct 7, 2021Feb 15, 2022 (131 d)
Charles Thomas GrayFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2021Oct 12, 2021
Kevin Joseph GrayLPL Financial LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2021Oct 28, 2021
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