DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Invesco Advisers, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Stanley M DomanskiLord, Abbett & Co. LLC asset managerInvesco Advisers, Inc. asset managerOtherApr 5, 2022Apr 8, 2022
Andrew Harris CooleyJ.P. Morgan Private Wealth Advisors LLC BD affiliatedInvesco Advisers, Inc. asset managerOtherMar 14, 2022Mar 25, 2022
Babatunde Micheal AiyegbusiJ.P. Morgan Securities LLC wirehouseInvesco Advisers, Inc. asset managerOtherFeb 16, 2022Feb 24, 2022
Dominick Jeffery JohnsonMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherFeb 1, 2022Feb 4, 2022
Anthony LegaultMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInvesco Advisers, Inc. asset managerOtherDec 16, 2021Jan 18, 2022 (33 d)
Denis Ryan O'DonoghueNeuberger Berman Bd LLC no RAUMInvesco Advisers, Inc. asset managerOtherNov 16, 2021Dec 2, 2021
Brenden James UrbanFidelity Personal And Workplace Advisors BD affiliatedInvesco Advisers, Inc. asset managerOtherJul 27, 2021Aug 3, 2021
Daniel KursmanPnc Capital Advisors LLC otherInvesco Advisers, Inc. asset managerOtherMay 13, 2021Jun 2, 2021
Alexander EdelmanColumbia Management Investment Advisers, LLC asset managerInvesco Advisers, Inc. asset managerOtherApr 14, 2021Jan 6, 2022 (267 d)
Matthew Allen KothRussell Investments otherInvesco Advisers, Inc. asset managerOtherJan 14, 2021Jul 11, 2022 (543 d)
Dylan DeleonPacer Advisors, Inc. asset managerInvesco Advisers, Inc. asset managerOtherSep 16, 2020Nov 3, 2021 (413 d)
Bryan ClaphamRound Table Capital Management unclassifiedInvesco Advisers, Inc. asset managerOtherSep 2, 2020Sep 10, 2020
Dana BelfleurOsaic Fa, Inc. BD affiliatedInvesco Advisers, Inc. asset managerOtherAug 31, 2020Oct 7, 2020 (37 d)
Aaron SiegelHorizon Investments LLC asset managerInvesco Advisers, Inc. asset managerOtherAug 27, 2020Sep 9, 2020
Lajuan T WrightE*Trade Capital Management, LLC independent RIAInvesco Advisers, Inc. asset managerOtherJul 17, 2020Jul 30, 2020
Shannon Dean SchofieldFocus Advisor Solutions, LLC independent RIAInvesco Advisers, Inc. asset managerOtherJul 2, 2020Aug 20, 2020 (49 d)
Matthew Joseph MillerRollins Financial Inc independent RIAInvesco Advisers, Inc. asset managerOtherJun 25, 2020Jun 25, 2020
Justin LabierUBS Financial Services Inc. wirehouseInvesco Advisers, Inc. asset managerOtherMay 26, 2020May 28, 2020
Desteni Lynn LawhornCuna Brokerage Services, Inc. BD affiliatedInvesco Advisers, Inc. asset managerOtherApr 29, 2020Apr 30, 2020
Robert Michael KunceMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherMar 19, 2020Mar 31, 2020
Robert Nicholas Edward CaineThornburg Investment Management Inc asset managerInvesco Advisers, Inc. asset managerOtherFeb 19, 2020Mar 5, 2020
Edward Benjamin MaranAlliancebernstein L.P. otherInvesco Advisers, Inc. asset managerOtherJan 29, 2020May 24, 2021 (481 d)
Matthew Wayne AdcockStadion Money Management, LLC asset managerInvesco Advisers, Inc. asset managerOtherJan 9, 2020Jan 16, 2020
David John BoldgerJ.P. Morgan Securities LLC wirehouseInvesco Advisers, Inc. asset managerOtherJan 9, 2020Jan 14, 2020
Jacob William LiebermanJ.P. Morgan Securities LLC wirehouseInvesco Advisers, Inc. asset managerOtherDec 26, 2019Jan 7, 2020
Spencer Redmond WilliamsRaymond James & Associates, Inc. national BDInvesco Advisers, Inc. asset managerOtherDec 17, 2019Dec 19, 2019
Victor MonteJ.P. Morgan Securities LLC wirehouseInvesco Advisers, Inc. asset managerOtherNov 26, 2019Dec 12, 2019
Eric Douglas LarsenEdward Jones national BDInvesco Advisers, Inc. asset managerOtherNov 8, 2019Dec 4, 2019
Mark Duane LinneckeAllspring Funds Management, LLC asset managerInvesco Advisers, Inc. asset managerOtherOct 3, 2019Oct 24, 2019
James Edward SteinkampLord, Abbett & Co. LLC asset managerInvesco Advisers, Inc. asset managerOtherOct 1, 2019Dec 5, 2019 (65 d)
Thomas Todd StattonIfg Advisory, LLC independent RIAInvesco Advisers, Inc. asset managerOtherSep 20, 2019Oct 15, 2019
Robert Wesley CarterEdward Jones national BDInvesco Advisers, Inc. asset managerOtherSep 6, 2019Dec 5, 2019 (90 d)
Cameron FinleyLord, Abbett & Co. LLC asset managerInvesco Advisers, Inc. asset managerOtherAug 27, 2019Mar 22, 2024 (1669 d)
Joseph Raymond MontgomeryMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherJul 8, 2019Mar 20, 2020 (256 d)
Gabriel G BaawoEdward Jones national BDInvesco Advisers, Inc. asset managerOtherMay 14, 2019Jan 22, 2020 (253 d)
Mason BillockSwan Global Investments, LLC mixed wealthInvesco Advisers, Inc. asset managerOtherMar 26, 2019Aug 27, 2024 (1981 d)
John William DanielVirtus Investment Advisers, LLC asset managerInvesco Advisers, Inc. asset managerOtherJan 4, 2019Sep 25, 2019 (264 d)
Jeffrey StrittmatterCetera Investment Advisers LLC BD affiliatedInvesco Advisers, Inc. asset managerOtherNov 7, 2018Nov 20, 2018
Anita KharwadkarMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherNov 1, 2018Nov 16, 2018
Kyle Kenneth RossStrategic Wealth Partners independent RIAInvesco Advisers, Inc. asset managerOtherOct 29, 2018Nov 1, 2018
Alexander Charles MorrisonAmeriprise Financial Services, LLC national BDInvesco Advisers, Inc. asset managerOtherOct 29, 2018Oct 31, 2018
Brett David BoorUBS Financial Services Inc. wirehouseInvesco Advisers, Inc. asset managerOtherSep 10, 2018Sep 14, 2018
Tyler DubayStephens BD affiliatedInvesco Advisers, Inc. asset managerOtherAug 29, 2018Jul 10, 2019 (315 d)
Trent Xavier DiekvossEdward Jones national BDInvesco Advisers, Inc. asset managerOtherAug 27, 2018Sep 4, 2018
Li Yan JiangBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherAug 3, 2018Mar 9, 2020 (584 d)
Tanya Ghaleb-HarterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInvesco Advisers, Inc. asset managerOtherJul 23, 2018Jul 26, 2018
Karl Nathan GillPrime Capital Financial otherInvesco Advisers, Inc. asset managerOtherJul 23, 2018Aug 16, 2018
Colleen Ann ZieglerUnited Capital Financial Advisors independent RIAInvesco Advisers, Inc. asset managerOtherJun 8, 2018Jun 22, 2018
Christopher W LaucksMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInvesco Advisers, Inc. asset managerOtherMay 21, 2018Nov 1, 2018 (164 d)
Jeffrey John MurphyManulife Investment Management (US) LLC asset managerInvesco Advisers, Inc. asset managerOtherMay 18, 2018Jun 5, 2018
David Scott AhernGuggenheim Investments asset managerInvesco Advisers, Inc. asset managerOtherApr 20, 2018Apr 25, 2018
Emily Smith ProvostBrookstone Capital Management LLC independent RIAInvesco Advisers, Inc. asset managerOtherApr 18, 2018Apr 18, 2018
Naveed LalaniCambridge Investment Research Advisors, Inc. otherInvesco Advisers, Inc. asset managerOtherMar 26, 2018Apr 4, 2018
Irina ShimarovaClearbridge Investments, LLC otherInvesco Advisers, Inc. asset managerOtherMar 14, 2018Mar 21, 2018
John - Dylan RomannStadion Money Management, LLC otherInvesco Advisers, Inc. otherOtherJan 2, 2018Jan 25, 2018
Deandre LewisLPL Financial LLC independent RIAInvesco Advisers, Inc. otherOtherNov 24, 2017Nov 28, 2017
Kenneth Andrew ShawEnvestnet Pmc otherInvesco Advisers, Inc. otherOtherOct 24, 2017Feb 22, 2018 (121 d)
Jesse Thomas Stackland-WintererPutnam Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherSep 21, 2017Jul 8, 2019 (655 d)
Anthony Robert FarinaroStrategic Advisers LLC national BDInvesco Advisers, Inc. otherOtherAug 31, 2017Sep 20, 2017
Walter Keith MartinBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherJun 8, 2017Aug 3, 2018 (421 d)
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207 moves match.