DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Jason Robert DainasAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2020Apr 22, 2020
Richard G ChavesAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 14, 2020Apr 27, 2020
Christopher Wade MadsenEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 6, 2020Apr 23, 2020
Dylan Patrick ShannonEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2020Apr 27, 2020
Andrew Michael DahlAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2020May 27, 2020 (58 d)
Mitchell Lloyd WonboySgim independent RIAFisher Investments independent RIARIA to RIAMar 26, 2020Apr 27, 2020 (32 d)
Nathaneal Paul HancockEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2020Sep 11, 2025 (1996 d)
Christopher Shaun AlexanderPersonal Capital Advisors Corporation independent RIAFisher Investments independent RIARIA to RIAMar 19, 2020Apr 24, 2020 (36 d)
Michael Patrick FlanaganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 18, 2020Jun 29, 2021 (468 d)
David Allen CornellCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2020Mar 18, 2020
Jesse L PerryT. Rowe Price Advisory Services, Inc. independent RIAFisher Investments independent RIARIA to RIAMar 13, 2020Apr 21, 2020 (39 d)
Karly Rose WakelyMarks Group Wealth Management, Inc. independent RIAFisher Investments independent RIARIA to RIAMar 9, 2020May 13, 2020 (65 d)
Steven Alden SchaubMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 9, 2020Mar 10, 2020
Tyler Ray ReedTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherMar 5, 2020Mar 18, 2020
Tyler Ray ReedTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAMar 5, 2020Mar 18, 2020
David Bradley LovatoFarmers Financial Solutions, LLC no RAUMFisher Investments independent RIAOtherMar 2, 2020Feb 12, 2021 (347 d)
Marcus D. GowdyFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2020Feb 5, 2020
Marc LoweCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2020May 12, 2020 (83 d)
Robert Daniel CulbersonFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2020Feb 4, 2020
Jonathan Tyler BrownFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2020Jan 8, 2020
Stephan Vladimir StojanovicAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 24, 2020Mar 10, 2020 (46 d)
Kevin PhamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 22, 2020Oct 14, 2020 (266 d)
Alicia Renee DionOcto Capital, LLC independent RIAFisher Investments independent RIARIA to RIAJan 18, 2020Jun 1, 2021 (500 d)
John Benjamin MoraschThrivent Investment Management Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 17, 2020Jan 8, 2020
Abraham Amador-LindnerCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 16, 2020Jan 17, 2020
Jeffrey Scott BetrosAllspring Funds Management, LLC asset managerFisher Investments independent RIAOtherJan 16, 2020Aug 27, 2020 (224 d)
Dudley Lee SimmsChessman Wealth Strategies independent RIAFisher Investments independent RIARIA to RIAJan 14, 2020Mar 10, 2020 (56 d)
Ryan C BoyleCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2020Jun 10, 2024 (1609 d)
Dallin GarnerFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 13, 2020Jan 8, 2020
Joseph Paul LaroccoEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2020Feb 4, 2020
Kyle Eugene HacklerTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 8, 2020Feb 4, 2020
Kyle Eugene HacklerTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 8, 2020Feb 4, 2020
Marc Henry MichaelTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 8, 2020Jan 21, 2020
Marc Henry MichaelTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 8, 2020Jan 21, 2020
Ronny BendavidTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 8, 2020Feb 4, 2020
Ronny BendavidTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 8, 2020Feb 4, 2020
Andrew OlearMML Investors Services, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2020Feb 13, 2024 (1498 d)
Bryan Daniel RayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 7, 2020Feb 14, 2021 (404 d)
Durrell BessMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 6, 2020Jan 8, 2020
Dudley Lee SimmsCwm, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2020Mar 10, 2020 (68 d)
Theodore John BuehlerCetera Advisor Networks LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2019Jun 21, 2022 (903 d)
Salvatore Joseph TimperioInvestivist, LLC independent RIAFisher Investments independent RIARIA to RIADec 26, 2019Oct 12, 2020 (291 d)
Cameron Peyton ClearValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 16, 2019Nov 20, 2019
Chadric Tivonte DavisAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2019Jan 8, 2020
Corey Andrew HollandMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIADec 11, 2019Dec 20, 2019
Alexander Patrick MoserNorthwestern Mutual Investment Services,LLC no RAUMFisher Investments independent RIAOtherDec 11, 2019Mar 23, 2021 (468 d)
Alexander Frederick GrohAlliance Advisory & Securities, LLC independent RIAFisher Investments independent RIARIA to RIADec 5, 2019Feb 4, 2020 (61 d)
Christopher KnoxTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIANov 30, 2019Nov 19, 2019
Christopher KnoxTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherNov 30, 2019Nov 19, 2019
Sean Paige Samuel BestCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2019Nov 20, 2019
Ryan BurgessBlue Oaks Financial, LLC unclassifiedFisher Investments independent RIAOtherNov 25, 2019Nov 26, 2019
Thomas Donavan FitzgeraldAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 20, 2019Jan 10, 2020 (51 d)
Parker Mitchell EmersonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIANov 19, 2019May 28, 2020 (191 d)
Brian Michael TreeTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIANov 19, 2019Dec 11, 2019
Brian Michael TreeTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherNov 19, 2019Dec 11, 2019
Brett Anthony LemkeUsaa Investment Services Company BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2019Nov 19, 2019
Emerson Paul DesjardinsUsaa Investment Services Company BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2019Nov 19, 2019
Jeffrey Scott DunnAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 15, 2019Nov 19, 2019
Michael James BaerSei Investments Management Corp asset managerFisher Investments independent RIAOtherNov 12, 2019Nov 20, 2019
Marcel Michael DumontVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 11, 2019Nov 20, 2019
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