DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Kenneth VoogCalamos Advisors LLC asset managerFisher Investments independent RIAOtherOct 7, 2021Nov 17, 2021 (41 d)
Brad B MccollesterFifth Third Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2021Oct 18, 2021
Paul ReyesEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2021Nov 9, 2021 (34 d)
Benjamin PhillipsValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2021Nov 10, 2021 (36 d)
Francisco RiveraGoldman Sachs Wealth Services, L.P. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 28, 2021Sep 29, 2021
Matthew R VoellPersonal Capital Advisors Corporation independent RIAFisher Investments independent RIARIA to RIASep 27, 2021Jul 20, 2022 (296 d)
Antonio ZambranoFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2021Oct 12, 2021
Rafael Salvador NunezEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2021Oct 13, 2021
Jake Alexander AbrahamUBS Financial Services Inc. wirehouseFisher Investments independent RIAWirehouse to independent RIASep 22, 2021Oct 29, 2021 (37 d)
James Theodore DekoschakFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2021Sep 22, 2021
Thomas GinnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 21, 2021Oct 20, 2021
Brian Patrick CallahanCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2021Sep 22, 2021
James P MitchelNew York Life Investment Management LLC asset managerFisher Investments independent RIAOtherSep 17, 2021Apr 15, 2026 (1671 d)
Derrick Joshua KowalPruco Securities, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2021Sep 22, 2021
John Kisner RankinWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIASep 16, 2021Oct 20, 2021 (34 d)
Lora Lynn LeavenworthTieton Capital Management mixed wealthFisher Investments independent RIARIA to RIASep 14, 2021Aug 13, 2021
Justin Daniel PophamFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2021Sep 14, 2021
Carly Rose KotlarskiUBS Financial Services Inc. wirehouseFisher Investments independent RIAWirehouse to independent RIASep 14, 2021Sep 14, 2021
Matthew James MurphyBeacon Pointe Advisors, LLC independent RIAFisher Investments independent RIARIA to RIASep 13, 2021Sep 14, 2021
Chase Austin BillupsB. Riley Wealth Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 10, 2021Oct 14, 2021 (34 d)
Ally MotiTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 10, 2021Sep 16, 2021
Ally MotiTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherSep 10, 2021Sep 16, 2021
Thomas MeadWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIASep 8, 2021Oct 12, 2022 (399 d)
Nathaniel Keith BowmanFifth Third Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2021Sep 16, 2021
Maria Leslie PribramMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 2, 2021Jan 7, 2022 (127 d)
Cedomir PrtenjakPruco Securities, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2021Jun 26, 2023 (664 d)
Cory Matthew WoodMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 30, 2021Jan 7, 2022 (130 d)
Mitchell Redmond HelmichCalton & Associates, Inc. independent RIAFisher Investments independent RIARIA to RIAAug 30, 2021Sep 23, 2021
Emilio ErhardtEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 25, 2021Oct 4, 2021 (40 d)
Sheri Ann ZimmermanAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 24, 2021Oct 13, 2021 (50 d)
James Anderson HornMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 23, 2021Nov 19, 2021 (88 d)
Sean Wallace StephensonAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 23, 2021Sep 16, 2021
Anthony D PerkinsTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherAug 20, 2021Aug 20, 2021
Anthony D PerkinsTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAAug 20, 2021Aug 20, 2021
Shawn Michael WhiteUBS Financial Services Inc. wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 19, 2021Sep 20, 2021 (32 d)
Nicholas Lee SalatinoColumbia Management Investment Advisers, LLC asset managerFisher Investments independent RIAOtherAug 17, 2021Aug 19, 2021
Destin Lee HallEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2021Oct 15, 2021 (59 d)
Matthew Laanan AquinoCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2021Aug 17, 2021
Daniel Joseph HarmeyerValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2021Aug 18, 2021
Arrin Michelle SimpsonMML Investors Services, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2021Aug 18, 2021
Shuoyuan LiuJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 7, 2021Aug 9, 2021
Charles Jacob WedemeyerVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2021Aug 13, 2021
Jacob F LippertNorthwestern Mutual Investment Services,LLC no RAUMFisher Investments independent RIAOtherAug 6, 2021Aug 19, 2021
Christy L DavisJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 5, 2021Aug 9, 2021
Lony Floyd ParkerCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2021Aug 11, 2021
Frederick William MeansSchwab Wealth Advisory, Inc. no RAUMFisher Investments independent RIAOtherAug 3, 2021Aug 6, 2021
Brian Joseph FuchsJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 3, 2021Aug 20, 2021
Dylan James ConnollyTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherAug 3, 2021Oct 15, 2021 (73 d)
Eric Scott SurplusFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 28, 2021Jul 22, 2021
Thomas A HarlessPnc Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 26, 2021Jul 30, 2021
Kyle Michael DavisFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2021Jul 26, 2021
Paul SandersMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 16, 2021Aug 9, 2021
Brant BrubakerStrategic Wealth Planning independent RIAFisher Investments independent RIARIA to RIAJul 15, 2021Jun 30, 2021
Kayla A DavenportGoldman Sachs Wealth Services, L.P. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2021Sep 9, 2021 (57 d)
Maciel Ian Bryce PorraoCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 13, 2021Aug 31, 2021 (49 d)
Joshua E DavisCuna Brokerage Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 12, 2021Jul 29, 2021
Edward Young ThorneMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 12, 2021Jul 23, 2021
Daniel HerreraUBS Financial Services Inc. wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 9, 2021Aug 10, 2021 (32 d)
Christopher Nicholas WallackTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJul 7, 2021Aug 16, 2021 (40 d)
Christopher Nicholas WallackTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJul 7, 2021Aug 16, 2021 (40 d)
Page 13 of 28PreviousNext