DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Ernesto Ivan RodriguezBancwest Investment Services, Inc. (Bwis) BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 8, 2019Dec 11, 2019 (33 d)
Eric Michael GloverThe Retirement Guys Formula otherFisher Investments independent RIAOtherNov 4, 2019Nov 20, 2019
Kerry William Ryan DevaughnNationwide Investment Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 28, 2019Sep 17, 2021 (690 d)
Anthony Thomas BoutonFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 25, 2019Oct 25, 2019
Kathleen Jo ScholzSecurities America Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2019Oct 20, 2020 (362 d)
Andrew William KooymanWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 23, 2019Nov 20, 2019
Kenneth MoosoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 22, 2019Nov 19, 2024 (1855 d)
Eileen Robin FrohmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 18, 2019Oct 25, 2019
Jennifer L KilbyLeslie Global Wealth, LLC independent RIAFisher Investments independent RIARIA to RIAOct 17, 2019Apr 22, 2021 (553 d)
Kevin Leo GaffeyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 16, 2019Oct 15, 2019
Lucero Rodriguez PonceFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2019Oct 15, 2019
Elliott Robert GrishamBancwest Investment Services, Inc. (Bwis) BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 11, 2019Oct 17, 2019
James Joseph MeyerEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 10, 2019Nov 20, 2019 (41 d)
John Anderson CrouterPersonal Capital Advisors Corporation independent RIAFisher Investments independent RIARIA to RIAOct 9, 2019Feb 4, 2020 (118 d)
Michael Roger EyermannEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2019Oct 15, 2019
Robert James BaggettMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 2, 2019Oct 17, 2019
Connor Richard EmmertMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 1, 2019Nov 19, 2019 (49 d)
Chad HardinVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2019Oct 15, 2019
Omar Nytel KempCetera Investment Advisers LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2019Oct 15, 2019
Keaton Dale HickmanTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherSep 27, 2019Jan 7, 2020 (102 d)
Keaton Dale HickmanTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 27, 2019Jan 7, 2020 (102 d)
Keith Patrick CorbettFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2019Nov 27, 2019 (63 d)
Cameron Allen Toal-PhilipsenSecurian Financial Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2019Oct 18, 2019
Steven NewmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 16, 2019Sep 19, 2019
Carolyn VertovecMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 13, 2019Sep 20, 2019
Nathaniel MaldonadoFifth Third Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2019Sep 20, 2019
Utsav Yogesh ThakkarTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 10, 2019Sep 18, 2019
Utsav Yogesh ThakkarTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherSep 10, 2019Sep 18, 2019
James Brady RisalvatoMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIASep 10, 2019Jan 8, 2020 (120 d)
Christopher Phong PhamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 9, 2019Sep 19, 2019
Ryan NowotnyEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 7, 2019Oct 17, 2019 (40 d)
Blaine Alexander ThiedermanEdelman Financial Engines independent RIAFisher Investments independent RIARIA to RIASep 3, 2019Sep 17, 2019
Karishma LakhaniTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherAug 29, 2019Sep 18, 2019
Karishma LakhaniTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAAug 29, 2019Sep 18, 2019
Matthew Kraig JonesEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2019Oct 15, 2019 (47 d)
Zachary Patrick GrattanWatts Capital Partners LLC independent RIAFisher Investments independent RIARIA to RIAAug 28, 2019Nov 20, 2019 (84 d)
Michael MclellanUsaa Investment Services Company BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2019Aug 13, 2019
Eneo Dhimiter DashiMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 26, 2019Feb 14, 2022 (903 d)
Alexis GrahamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 22, 2019Sep 19, 2019
Chris ScottWilliams Wealth Management Group, Inc. independent RIAFisher Investments independent RIARIA to RIAAug 20, 2019Jun 8, 2021 (658 d)
Samuel Clayton EmmersonUsaa Investment Services Company BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2019Aug 13, 2019
Thomas George MachadoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 5, 2019Jan 8, 2020 (156 d)
Vanessa Anne HouleUsaa Investment Services Company BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2019Aug 13, 2019
Paul Patrick CassidyChurchill Management Group independent RIAFisher Investments independent RIARIA to RIAJul 30, 2019Sep 20, 2019 (52 d)
Jonathan James GabLPL Financial LLC independent RIAFisher Investments independent RIARIA to RIAJul 26, 2019Oct 29, 2021 (826 d)
Ryan Richard GreenAllstate Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2019Feb 16, 2022 (945 d)
Lucas LeglerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 16, 2019Jul 17, 2019
Gage Richard NiemeyerEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2019Jul 17, 2019
Austin BaileyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 15, 2019Dec 9, 2021 (878 d)
Thomas Michael DowdFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2019Aug 26, 2019 (48 d)
Robert Wayne HoffpauirWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 8, 2019Jul 16, 2019
Jason S. JaversPnc Capital Advisors LLC otherFisher Investments independent RIAOtherJul 5, 2019Jul 12, 2019
Juan D SanchezUsaa Investment Services Company BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2019Aug 7, 2024 (1863 d)
Barbara Ann HargerUnited Capital Financial Advisors independent RIAFisher Investments independent RIARIA to RIAJul 1, 2019Jun 25, 2019
Zachary IsraelThrivent Investment Management Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2019Jun 27, 2019
Brandon Kyler RoweFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 18, 2019Jul 23, 2019 (35 d)
Erin RicoCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 17, 2019Jul 17, 2019
Peter A. SullivanFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2019Jun 21, 2019
Chukwuemeka Matthew OnyiaAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2019Jul 17, 2019 (36 d)
Michael Christopher BabinWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 10, 2019Jun 25, 2019
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