DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Christopher Devin FinneganFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 22, 2021May 9, 2022 (441 d)
Jaron Michael ReynoldsFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2021Feb 10, 2021
Michael Sylvester RodriguezAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2021May 16, 2022 (453 d)
Andrew MartinIndependent Financial Partners BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2021Mar 23, 2021 (39 d)
Harrison Spencer HamiltonTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAFeb 9, 2021Feb 10, 2021
Harrison Spencer HamiltonTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherFeb 9, 2021Feb 10, 2021
William Justin MccarthyFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2021Feb 3, 2021
Ruba Ghazi ZorobMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 8, 2021Feb 17, 2021
Jared Andrew CarronEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2021Apr 27, 2021 (78 d)
Jared Floyd HarringtonVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2021Mar 23, 2021 (47 d)
John Richard SheridanE*Trade Capital Management, LLC independent RIAFisher Investments independent RIARIA to RIAFeb 2, 2021May 3, 2021 (90 d)
Timothy James KossValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2021Jan 20, 2021
Richard Jose MichelFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2021Feb 20, 2026 (1844 d)
Callen Michael RobinsonUBS Financial Services Inc. wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 2, 2021May 25, 2021 (112 d)
Daniel Joseph GiovinazzoOsaic Wealth, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 1, 2021Mar 18, 2021 (45 d)
Erica Yoshiko PuentForvis Mazars Wealth Advisors, LLC independent RIAFisher Investments independent RIARIA to RIAJan 25, 2021Feb 9, 2021
William Mccomb KimbroughEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 21, 2021Feb 25, 2021 (35 d)
Zachary Paul ErtelLefavi Wealth Management independent RIAFisher Investments independent RIARIA to RIAJan 19, 2021Feb 10, 2021
Nathan Allan PerryBlackrock Investment Management, LLC otherFisher Investments independent RIAOtherJan 13, 2021Aug 16, 2021 (215 d)
William Ross GormanTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Jan 15, 2021
Wade D CheckettsTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Apr 23, 2021 (102 d)
Jared HaggardTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Apr 23, 2021 (102 d)
Ramon Edgar HernandezTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021May 28, 2021 (137 d)
Christopher John BerkleyTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021May 13, 2026 (1948 d)
Michael Pinto SalcedoTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Jan 14, 2021
Michael Pinto SalcedoTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 11, 2021Jan 14, 2021
Jeffery Lee GardnerTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Jan 14, 2021
Swikar OjhaTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 11, 2021May 20, 2021 (129 d)
Keegan Gene WoodTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 11, 2021Jan 14, 2021
Luca Baris ErozerTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Apr 11, 2022 (455 d)
Richard Nicholas FreasTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Mar 18, 2021 (66 d)
Benjamin Clarence PerryTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 11, 2021Jan 14, 2021
John Anthony GiamancoTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Mar 23, 2021 (71 d)
Micah Tyler InmanTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Mar 19, 2021 (67 d)
Derek Wesley HowardEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 11, 2021Jan 21, 2021
Benjamin Christopher HobsonTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Jan 20, 2021
Benjamin Christopher HobsonTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 11, 2021Jan 20, 2021
Justin Reid ExpositoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 11, 2021Jan 22, 2021
Jason Edward BrownFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2021Jan 14, 2021
Kasem Mohammad AbdullahEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2021Jun 15, 2021 (158 d)
Andrew Scott NemetzCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2021Dec 14, 2022 (705 d)
Kyla Renee StantonEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2021Apr 20, 2021 (103 d)
Bradley Allen WaltherTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 6, 2021Apr 14, 2021 (98 d)
Jarvis HallTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 6, 2021Mar 29, 2021 (82 d)
William Ross GormanTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIADec 31, 2020Jan 15, 2021
John Anthony GiamancoTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIADec 31, 2020Mar 23, 2021 (82 d)
Micah Tyler InmanTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIADec 31, 2020Mar 19, 2021 (78 d)
Salmaan AyoobEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2020Jan 14, 2021
Jeffrey Tyler FordEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2020Apr 20, 2021 (117 d)
William Jonathan WilliamsBrookstone Capital Management LLC independent RIAFisher Investments independent RIARIA to RIADec 23, 2020Jun 29, 2021 (188 d)
Robert Alfred PlundoThrivent Investment Management Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 18, 2020Jan 14, 2021
Jarvis HallTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIADec 18, 2020Mar 29, 2021 (101 d)
Justin BroderickWilliam Blair & Company L.L.C. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 18, 2020Dec 21, 2020
Matthew BondJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIADec 15, 2020Feb 1, 2021 (48 d)
Hugh Steven MorrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIADec 15, 2020Jan 27, 2021 (43 d)
Alexandria WetmoreFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 14, 2020Mar 16, 2022 (457 d)
Michael Min Kyul JinAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2020Dec 23, 2020
Hayden Matthew LackeyLPL Financial LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2020Sep 10, 2021 (275 d)
Malaika Motaboli CookMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIADec 9, 2020Jan 25, 2021 (47 d)
David Maximilian KaszirerFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2020Feb 2, 2022 (420 d)
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