DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Steven Blake PackardEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 4, 2018Jun 14, 2019 (253 d)
Daniel Patrick HeadCetera Advisor Networks LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 1, 2018Sep 3, 2021 (1068 d)
Thaddeus Mark ObrienCommonwealth Financial Network national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 28, 2018Apr 17, 2026 (2758 d)
Dustin Dayton WigingtonPrincipal Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2018Sep 18, 2018
Aric Michael HarrisPnc Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2018Dec 14, 2018 (84 d)
Stephen Francis ShelveyMercer Global Advisors Inc. independent RIAFisher Investments independent RIARIA to RIASep 19, 2018Sep 18, 2018
Ronnie HiggsArvest Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2018Jul 3, 2019 (287 d)
Rachel Louise WileyArvest Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2018Oct 16, 2018 (32 d)
Tyler Winston KeeganKingsview Wealth Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 14, 2018Jun 4, 2020 (629 d)
Joshua David Thomas HallJ.P. Morgan Private Wealth Advisors LLC mixed wealthFisher Investments independent RIARIA to RIASep 14, 2018Aug 12, 2019 (332 d)
Kelly Jane RomanoJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIASep 12, 2018Sep 18, 2018
Joel Robert GallowayTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherSep 7, 2018Sep 18, 2018
Joel Robert GallowayTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 7, 2018Sep 18, 2018
Rafael Cliefverth OtoyaTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherSep 7, 2018Dec 4, 2018 (88 d)
Rafael Cliefverth OtoyaTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 7, 2018Dec 4, 2018 (88 d)
Joel CasperMorningstar Investment Services LLC independent RIAFisher Investments independent RIARIA to RIAAug 27, 2018Mar 17, 2022 (1298 d)
David Allen DodgenJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 22, 2018Aug 14, 2018
John Tyler Vander PloegSecurian Financial Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2018Sep 27, 2018 (41 d)
Danielle MillsWaddell & Reed BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 14, 2018Aug 23, 2018
Richard Andrew SoltEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 8, 2018Aug 14, 2018
Donald Richard FrankKennedy Capital Management otherFisher Investments independent RIAOtherAug 7, 2018Jun 14, 2019 (311 d)
Sait A SaraciMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 6, 2018Jan 11, 2019 (158 d)
Bryan Robert HuhnHennion & Walsh Asset Management, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2018Jul 19, 2018
Dante Reynaud JeffersonRaymond James Financial Services Advisors, Inc BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2018Aug 14, 2018
Brice Austin ParrLegend Advisory, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2018Sep 18, 2018 (43 d)
Brice Austin ParrLincoln Investment BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2018Sep 18, 2018 (43 d)
Timothy Kenneth RiderUBS Financial Services Inc. wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 31, 2018Jul 22, 2024 (2183 d)
Joel Mark FiscusPnc Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 26, 2018Aug 15, 2018
Oanh Hong RodricksStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 12, 2018Jul 17, 2018
Kevin MadiganE*Trade Capital Management, LLC independent RIAFisher Investments independent RIARIA to RIAJul 12, 2018Aug 15, 2018 (34 d)
Jerome Vance RadersStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 12, 2018Jun 26, 2018
Alexx Jule GauthierMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 12, 2018Jul 17, 2018
Michael T. O'BrienNeuberger Berman Bd LLC no RAUMFisher Investments independent RIAOtherJul 5, 2018Jan 30, 2024 (2035 d)
Adam Rene EugeneMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 28, 2018Jul 19, 2018
Michael Daniel WagnerAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2018Aug 22, 2018 (56 d)
Jesse Bennett LaytonEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2018Jul 3, 2018
Brandon Maxwell CohenWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 20, 2018Oct 28, 2020 (861 d)
Brett F AndersonStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 13, 2018Jun 26, 2018
Santiago Philippe WorkmanLearnvest Planning Services, LLC no RAUMFisher Investments independent RIAOtherJun 11, 2018Nov 13, 2018 (155 d)
Shane SmithInvesco Advisers, Inc. asset managerFisher Investments independent RIAOtherJun 4, 2018Sep 12, 2025 (2657 d)
Joshua Keith VelasquezMML Investors Services, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2018Nov 9, 2022 (1619 d)
Jordan Lee HumbleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 21, 2018Jan 3, 2022 (1323 d)
Douglas Earl RobertsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 16, 2018Nov 20, 2020 (919 d)
Scott Michael WalshMcadam LLC independent RIAFisher Investments independent RIARIA to RIAMay 7, 2018May 8, 2018
Dylan Frank Patrick YounceMercer Global Advisors Inc. independent RIAFisher Investments independent RIARIA to RIAMay 3, 2018Jul 19, 2018 (77 d)
Robert Walker EvansHornor, Townsend & Kent, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2018Jun 6, 2025 (2597 d)
David James LundSecurian Financial Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 19, 2018Jul 1, 2020 (804 d)
Maxwell Addison RinnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 16, 2018Apr 20, 2021 (1100 d)
Paul Anthony AnelloStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 12, 2018Apr 9, 2018
Shannon Maureen SpanglerAlliancebernstein L.P. otherFisher Investments independent RIAOtherApr 11, 2018Apr 10, 2018
William Edwin MeihoffMosaic Research, Inc. unclassifiedFisher Investments independent RIAOtherApr 9, 2018Apr 26, 2018
Kyle Tanner KeatyTransamerica Retirement Advisors, LLC mixed wealthFisher Investments independent RIARIA to RIAApr 9, 2018Apr 25, 2018
Keith Richard DorneyWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 5, 2018Apr 18, 2018
Shawn Christjon JensenUsaa Investment Services Company BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2018Mar 20, 2018
Patrick Charles MccormickAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2018May 8, 2018 (34 d)
Samuel MattsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 3, 2018Apr 24, 2018
Jeremiah Dallas GallingtonNatixis Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2018May 23, 2018 (50 d)
Elizabeth Marie EngleMcadam LLC independent RIAFisher Investments independent RIARIA to RIAMar 22, 2018Mar 26, 2019 (369 d)
Christopher MancusoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 20, 2018Apr 24, 2018 (35 d)
Griffin James GilliamPark Avenue Securities LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2018May 22, 2018 (64 d)
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