DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Francisco Abelardo SalaverryWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 7, 2021Feb 15, 2024 (953 d)
Adam Richard ArringtonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 6, 2021Sep 20, 2021 (76 d)
Alexander StempkoskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 6, 2021Aug 10, 2021 (35 d)
Robert Craig SklaverCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2021Jul 1, 2021
Yevgeny VekslerWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 1, 2021Jul 19, 2021
Benjamin Mark HoltsingerValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2021Jul 15, 2021
Cody Adam PoepperlingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 25, 2021Jul 22, 2021
Michael A ColelloKnights Of Columbus Asset Advisors LLC institutionalFisher Investments independent RIAOtherJun 23, 2021May 14, 2026 (1786 d)
Patrick Joseph MarkunasTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJun 22, 2021Aug 18, 2021 (57 d)
Daniel Scott LancasterAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2021Jul 6, 2021
Michelle Jeanne EricksonJourneytree Financial Advisors unclassifiedFisher Investments independent RIAOtherJun 14, 2021May 20, 2021
Brian Kenneth CobbRaymond James & Associates, Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2021Jun 8, 2021
Skye K ScottMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 3, 2021Jun 16, 2021
Anmar Yungkwang CromwellWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 2, 2021Feb 18, 2022 (261 d)
Grant Todd SparksMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 1, 2021Jun 7, 2021
Brian Patrick GarbariniVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 25, 2021Feb 29, 2024 (1010 d)
David Bryce CrupperNomura Investment Management Business Trust otherFisher Investments independent RIAOtherMay 24, 2021May 25, 2021
Keith Louis SprauerCommonwealth Financial Network national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 19, 2021May 27, 2021
Jeffrey ElliottMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 19, 2021Jun 18, 2021
Jeffrey Arthur HindsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 18, 2021Jun 2, 2021
Matthew Alan BatsonByron Financial, LLC independent RIAFisher Investments independent RIARIA to RIAMay 18, 2021Oct 15, 2021 (150 d)
Garrett Ian FisherDeep Blue Investment Advisors institutionalFisher Investments independent RIAOtherMay 17, 2021Aug 18, 2021 (93 d)
Nicholas Ryan MercerUsaa Investment Services Company no RAUMFisher Investments independent RIAOtherMay 14, 2021Jun 4, 2021
William Kyle BirdTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAMay 12, 2021Jun 17, 2021 (36 d)
William Kyle BirdTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherMay 12, 2021Jun 17, 2021 (36 d)
Quinn Matthew ChathamNorthwestern Mutual Investment Services,LLC no RAUMFisher Investments independent RIAOtherMay 12, 2021Mar 7, 2025 (1395 d)
Conor Patric RyanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 10, 2021May 28, 2021
Samantha Elizabeth WatsonWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 5, 2021May 26, 2021
Brian William BorsJohn Hancock Investment Management LLC asset managerFisher Investments independent RIAOtherMay 5, 2021May 27, 2021
Anthony Massimo FalcoCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2021Jun 8, 2021 (39 d)
Joshua Adam CraftMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 28, 2021Apr 28, 2021
Dustin Cheyenne JamesValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2021Jun 7, 2021 (41 d)
Joel Antonio RomeroEmpower Advisory Group, LLC otherFisher Investments independent RIAOtherApr 22, 2021Apr 22, 2021
Talon Joseph Van WertMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 20, 2021Apr 28, 2021
Robert Jonathan BadgerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 19, 2021Apr 20, 2021
Christopher M. AccolaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 19, 2021Apr 29, 2021
Robert Charles ReeseWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 19, 2021Jun 11, 2021 (53 d)
Jason Kyle RogersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 16, 2021Apr 29, 2021
Edward Earl ButteCentury Management Financial Advisors independent RIAFisher Investments independent RIARIA to RIAApr 15, 2021Apr 20, 2021
Thierry Joseph WuilloudGrow Funds LLC state registeredFisher Investments independent RIAOtherApr 12, 2021Mar 11, 2025 (1429 d)
Kara Coville BoydHightower Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2021Jul 8, 2021 (94 d)
George MarinelliWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 1, 2021Apr 24, 2021
Clinton H HendricksEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2021Apr 23, 2021
David HaertelFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2021May 28, 2021 (58 d)
Walter Douglas WilsonRaymond James & Associates, Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2021Mar 17, 2021
Faisal Nabil Al HashimMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 31, 2021Apr 1, 2021
Elena Vladimirovna VoslerMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 31, 2021Apr 22, 2021
Ian Alexander TroutmanBalefire, LLC otherFisher Investments independent RIAOtherMar 31, 2021May 27, 2021 (57 d)
Johannes Bensiek KaraffaMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 25, 2021Mar 23, 2021
Robert WenzigJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 23, 2021Mar 17, 2021
Joseph Peter MaglioTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherMar 16, 2021Mar 22, 2021
Joseph Peter MaglioTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAMar 16, 2021Mar 22, 2021
Katie Charlotte RutterVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2021Mar 17, 2021
Alan David PeckVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2021Mar 19, 2021
Patrick W KingRaymond James & Associates, Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2021Feb 25, 2022 (359 d)
Megan SowinskiFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2021Mar 18, 2021
Taylar Elaine MoonEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2021Mar 18, 2021
Andrew GartrellRaymond James Financial Services Advisors, Inc BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 26, 2021Feb 22, 2021
Scott Edward HarrisErnst & Young Investment Advisers Llp no RAUMFisher Investments independent RIAOtherFeb 25, 2021Mar 22, 2021
Curtis Michael BaumannAllianz Global Investors U.S. LLC asset managerFisher Investments independent RIAOtherFeb 23, 2021Aug 13, 2021 (171 d)
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