DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Omeed ShayeghMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 3, 2019Sep 19, 2019 (108 d)
Christopher James BenignoJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 20, 2019Sep 18, 2019 (121 d)
Clinton Daniel MccallaWealth Planning Company Of Texas unclassifiedFisher Investments independent RIAOtherMay 19, 2019Jul 19, 2019 (61 d)
Brian Jeffrey DeutschMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 14, 2019May 20, 2019
Adam Robert BossertU.S. Bancorp Investments, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2019Nov 4, 2021 (906 d)
Andrew Michael MallardiTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAMay 8, 2019May 20, 2019
Andrew Michael MallardiTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherMay 8, 2019May 20, 2019
Chase Ryan CarmichaelTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherMay 2, 2019May 17, 2019
Chase Ryan CarmichaelTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAMay 2, 2019May 17, 2019
Elliot James CoffeyTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAMay 1, 2019Jul 17, 2019 (77 d)
Elliot James CoffeyTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherMay 1, 2019Jul 17, 2019 (77 d)
Chad Michael BakerWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 1, 2019Nov 17, 2021 (931 d)
Kirsten Elizabeth SandbergJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 24, 2019Oct 28, 2019 (187 d)
Dylan Matthew HensleyFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2019May 15, 2019
Christian Samuel TiscarenoSecurities America Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2019May 14, 2019 (57 d)
Andrew John ChristensenTransamerica Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 14, 2019Sep 17, 2019 (187 d)
Jordan Nicholas AndreolaLevel Four Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 13, 2019Dec 4, 2018
Freddie Latron BroadwayCapital One Advisors, LLC no RAUMFisher Investments independent RIAOtherMar 12, 2019Aug 7, 2024 (1975 d)
Andrew Daniel HilgenbergFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 11, 2019Dec 16, 2019 (280 d)
Kevin ZasadaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 6, 2019Mar 12, 2019
Nicholas Oliver HeremUBS Financial Services Inc. wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 5, 2019Mar 12, 2019
Krystle Sumner McentireDuncan & Haley, Ltd. mixed wealthFisher Investments independent RIARIA to RIAMar 4, 2019Feb 5, 2019
Cedric Lloyd BlairE*Trade Capital Management, LLC independent RIAFisher Investments independent RIARIA to RIAFeb 28, 2019Mar 14, 2019
Gregg Donald VanasseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 14, 2019Dec 11, 2019 (300 d)
Jeffrey Michael BowlbyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 14, 2019Feb 6, 2019
Chase Andrew HutterEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 28, 2019Jan 14, 2021 (717 d)
Cody Richard HallMercer Global Advisors Inc. independent RIAFisher Investments independent RIARIA to RIAJan 22, 2019Apr 23, 2020 (457 d)
Andrew Lee GryszowkaTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 18, 2019Jan 9, 2019
Andrew Lee GryszowkaTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 18, 2019Jan 9, 2019
Laura B WestEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 11, 2019Mar 25, 2022 (1169 d)
Atif Iqbal MughalAdvisor Resource Council independent RIAFisher Investments independent RIARIA to RIAJan 8, 2019May 15, 2019 (127 d)
Michael James ShevlinoTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 4, 2019Jan 16, 2019
Michael James ShevlinoTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 4, 2019Jan 16, 2019
Hareesh Vishal SivashankerAvantax Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 27, 2018Jan 9, 2019
Kenneth Albert CusickMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIADec 26, 2018Jul 6, 2021 (923 d)
Jordan C. FowlerFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2018Jan 9, 2019
James MaherAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 18, 2018Jan 11, 2019
Cindy ScottTransamerica Retirement Advisors, LLC mixed wealthFisher Investments independent RIARIA to RIADec 17, 2018May 15, 2019 (149 d)
Anthony Phillip JohnsonTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherDec 14, 2018Jan 9, 2019
Anthony Phillip JohnsonTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIADec 14, 2018Jan 9, 2019
Jason Jeffry LongCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 12, 2018Dec 6, 2018
Rory James MckendrickMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIADec 6, 2018Dec 5, 2018
Richard Edward OlssonWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIANov 28, 2018Jun 4, 2020 (554 d)
Matthew Aaron MowrerLPL Financial LLC independent RIAFisher Investments independent RIARIA to RIANov 26, 2018Nov 13, 2018
Matthew Jon SwangoEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 21, 2018Dec 4, 2018
Aaron PimentelU.S. Bancorp Investments, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2018Dec 4, 2018
Scott Matthew SchwitzerLPL Financial LLC independent RIAFisher Investments independent RIARIA to RIANov 12, 2018Dec 4, 2018
Joseph R. MaroneTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherNov 6, 2018Nov 8, 2018
Joseph R. MaroneTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIANov 6, 2018Nov 8, 2018
Brian Patrick MarionPnc Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2018Dec 4, 2018 (33 d)
Jared Michael KerstenPnc Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2018Oct 17, 2018
Jeffrey Scott MoellerPnc Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2018Oct 17, 2018
Michael Theodore IannuzziPnc Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2018Nov 13, 2018
Timothy James HoffmanSanctuary Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 30, 2018Oct 17, 2018
Matthew IrwinEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 22, 2018Oct 17, 2018
Brad Allen Van AlstyneUsaa Investment Services Company BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 19, 2018Feb 3, 2026 (2664 d)
Gregory Scott GroomsSanctuary Wealth Management, LLC independent RIAFisher Investments independent RIARIA to RIAOct 15, 2018Oct 16, 2018
Matthew Eric CanoAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 12, 2018Dec 4, 2020 (784 d)
Zachry Eldon MillerThrivent Investment Management Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 12, 2018Oct 16, 2018
Chris BrefeldLPL Financial LLC independent RIAFisher Investments independent RIARIA to RIAOct 5, 2018Oct 16, 2018
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