DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Kevin Gerard KellyBrandes Investment Partners, LP otherFisher Investments independent RIAOtherDec 2, 2020May 27, 2021 (176 d)
Roemello Christopher ShaversAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2020Dec 21, 2020
Illya Manuel BermantCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 25, 2020Mar 15, 2021 (110 d)
Seth Broderick JenningsChartwell Investment Partners, LLC otherFisher Investments independent RIAOtherNov 24, 2020Aug 2, 2021 (251 d)
Michael Thomas SamraT. Rowe Price Advisory Services, Inc. independent RIAFisher Investments independent RIARIA to RIANov 23, 2020Feb 22, 2021 (91 d)
Joshua Allen BuckamneerFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 20, 2020Dec 11, 2020
Christopher Conrad VadrevuMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIANov 19, 2020Apr 21, 2021 (153 d)
Kelsey Sofia SummersFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2020Dec 21, 2020 (32 d)
Douglas Bontempo FrawleyMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIANov 19, 2020Feb 12, 2021 (85 d)
Ross Charles Von MindenPersonal Capital Advisors Corporation independent RIAFisher Investments independent RIARIA to RIANov 17, 2020Nov 20, 2020
Douglas Evory MendenhallFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2020Dec 18, 2020 (31 d)
Gregory Stuart SwindlingAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Dec 16, 2020 (33 d)
Michael Stephen EllisAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Jul 23, 2021 (252 d)
Jakub Marek KulentyAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Mar 19, 2021 (126 d)
Alma Delia MendezAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Feb 10, 2021 (89 d)
Matthew D ArnoldCreative Planning independent RIAFisher Investments independent RIARIA to RIANov 10, 2020Nov 22, 2020
Adam Michael MillmanTransamerica Retirement Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 10, 2020Dec 3, 2020
Cory Ross MosburgWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIANov 10, 2020Apr 26, 2021 (167 d)
Josh SnyderMcadam LLC independent RIAFisher Investments independent RIARIA to RIANov 10, 2020Apr 22, 2022 (528 d)
Steven HartPersonal Capital Advisors Corporation independent RIAFisher Investments independent RIARIA to RIANov 4, 2020Dec 21, 2020 (47 d)
Bryant Henry GauthierTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherNov 4, 2020Nov 18, 2020
Bryant Henry GauthierTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIANov 4, 2020Nov 18, 2020
Lucas Nicholas DaggonFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2020Dec 18, 2020 (44 d)
Troy Paul ProchazkaFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2020Nov 20, 2020
Tracy Rose WilsonEngage Advisors Wealth LLC no RAUMFisher Investments independent RIAOtherOct 23, 2020Oct 26, 2021 (368 d)
Jeffrey James JordanoPnc Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 20, 2020Nov 23, 2020 (34 d)
Imran Ameer UddinCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2020Nov 6, 2020
Daniel WilleyNorthwestern Mutual Investment Services,LLC no RAUMFisher Investments independent RIAOtherOct 14, 2020Oct 15, 2020
Brendan Michael SullivanTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherOct 13, 2020Oct 16, 2020
Brendan Michael SullivanTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAOct 13, 2020Oct 16, 2020
Brian Michael KiskaClearbridge Investments, LLC mixed wealthFisher Investments independent RIARIA to RIAOct 12, 2020Feb 8, 2021 (119 d)
Thomas Matthew GabelClearbridge Investments, LLC mixed wealthFisher Investments independent RIARIA to RIAOct 12, 2020May 26, 2021 (226 d)
Nicole Lee Marie GuimondsCitizens Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2020Apr 21, 2021 (194 d)
Joe Dan HollingsworthEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2020Oct 13, 2020
Alexandra N CampbellFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2020Dec 6, 2023 (1157 d)
Ryan Scott MorganLinden Thomas Advisory Services, LLC independent RIAFisher Investments independent RIARIA to RIAOct 1, 2020Oct 22, 2020
Ryan Daniel KnowltonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 25, 2020Oct 20, 2020
Matthew DanahyVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2020Sep 21, 2020
Cody Lee AlfredRaymond James Financial Services Advisors, Inc BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2020Jan 21, 2021 (122 d)
Brian T BurtFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2020Oct 19, 2020
David Lloyd AllredCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2020Mar 8, 2021 (174 d)
Shawn StarttiCambridge Investment Research Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 10, 2020Oct 9, 2020
Patrick Alan HawkinsCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2020Mar 17, 2022 (554 d)
William C ArtzbergerOutlook Wealth Advisors, LLC independent RIAFisher Investments independent RIARIA to RIAAug 31, 2020Sep 23, 2020
Brittany Anne JacobsonFinancial Investment Team ("Fit") independent RIAFisher Investments independent RIARIA to RIAAug 31, 2020Sep 16, 2020
Chloe BiermanFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 18, 2020Dec 20, 2021 (489 d)
Joshua Danial DavisEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2020Nov 20, 2020 (99 d)
Nicholis ColeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 12, 2020Aug 21, 2020
Mitchel Aaron KochMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 3, 2020Oct 13, 2020 (71 d)
Matthew J MullerRaymond James & Associates, Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2020Mar 15, 2022 (601 d)
Rowdy Tex HakesFairbanks Financial Wealth Management state registeredFisher Investments independent RIAOtherJul 7, 2020Jun 24, 2020
George MorakisJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 2, 2020Jul 13, 2020
Wade Elmo OnealUsaa Investment Services Company no RAUMFisher Investments independent RIAOtherJun 17, 2020May 20, 2021 (337 d)
Howell Lewis FlorenceUsaa Investment Services Company no RAUMFisher Investments independent RIAOtherJun 15, 2020Oct 15, 2020 (122 d)
Paul Matthew GrahamVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 8, 2020May 18, 2020
Timothy Landon ShugrueCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2020May 7, 2020
Sanjeev SunderAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2020May 14, 2020
Jonathan Keith BrittFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2020May 18, 2020
Stephen Leo LegareAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2020Apr 27, 2020
Jacob Alec Joseph HeckmanWoodbury Financial Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2020Apr 24, 2020
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