Advisor moves

Arrivals at Fisher Investments

1,648 moves
AdvisorFromToTypeLeftRegistered
Stephen Matthew ClarkSignator Investors, Inc. otherFisher Investments otherOtherOct 16, 2017Oct 18, 2017
Jennifer Nicole CarterUsaa Financial Planning Services no RAUMFisher Investments otherOtherOct 13, 2017Oct 18, 2017
Allesandro Ranjan DuttaPlante Moran Financial Advisors otherFisher Investments independent RIAOtherOct 13, 2017Apr 24, 2018 (193 d)
Sergey V SmirnovAdvice And Planning Services otherFisher Investments otherOtherOct 12, 2017Nov 16, 2017 (35 d)
Alan Hays RicheyEdward Jones national BDFisher Investments otherOtherOct 10, 2017Oct 19, 2017
Damon Alan MartyD.A. Davidson & Co. otherFisher Investments independent RIAOtherOct 9, 2017May 22, 2018 (225 d)
Ryan Paul ByrdE*Trade Capital Management, LLC otherFisher Investments otherOtherOct 5, 2017Oct 18, 2017
Chase Gregory AmisStrategic Advisers LLC national BDFisher Investments otherOtherOct 5, 2017Oct 18, 2017
Daniel Robert HamiltonStrategic Advisers LLC national BDFisher Investments otherOtherOct 2, 2017Nov 15, 2017 (44 d)
Alex Jordan RicheyBrookstone Financial state registeredFisher Investments otherOtherSep 27, 2017Oct 9, 2017
Neil P LynchPeak American Investment Advisors, Inc. independent RIAFisher Investments independent RIARIA to RIASep 27, 2017Aug 17, 2021 (1420 d)
Laurin Byars KleemanValic Financial Advisors, Inc. otherFisher Investments otherOtherSep 21, 2017Sep 22, 2017
Andrew Richard RumbelowRaymond James & Associates, Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2017May 23, 2018 (245 d)
Eduardo ValeroTd Ameritrade, Inc. no RAUMFisher Investments otherOtherSep 15, 2017Sep 27, 2017
Eduardo ValeroTd Ameritrade Investment Management, LLC otherFisher Investments otherOtherSep 15, 2017Sep 27, 2017
Lawrence Louis VelardeAdvice And Planning Services otherFisher Investments otherOtherSep 14, 2017Oct 20, 2017 (36 d)
Kevin Ryan AdamsMML Investors Services, LLC otherFisher Investments otherOtherSep 14, 2017Oct 6, 2017
Ryan Thomas MctigueAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2017Mar 4, 2019 (549 d)
Jonathan Angelo MalpezziUBS Financial Services Inc. wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 28, 2017Dec 9, 2022 (1929 d)
Andrew Richard KunitomoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments otherOtherAug 24, 2017Sep 20, 2017
Jesus BanuelosEdward Jones national BDFisher Investments otherOtherAug 21, 2017Mar 2, 2018 (193 d)
Glen David AmasonCapital One Advisors, LLC otherFisher Investments otherOtherAug 15, 2017Sep 20, 2017 (36 d)
Spencer Curtis ChristiansenUsaa Financial Planning Services no RAUMFisher Investments otherOtherAug 9, 2017Aug 23, 2017
Nathan Andrew SmithMML Investors Services, LLC otherFisher Investments independent RIAOtherAug 4, 2017Jul 24, 2020 (1085 d)
Eric SnellEdward Jones national BDFisher Investments otherOtherAug 4, 2017Feb 16, 2018 (196 d)
Ronald Edwin BarnetteU.S. Bancorp Investments, Inc. otherFisher Investments otherOtherAug 1, 2017Aug 16, 2017
John Stanley KornagaVoya Financial Advisors, Inc. otherFisher Investments otherOtherJul 17, 2017Oct 30, 2017 (105 d)
Ryan Patrick GoodmanVanguard Advisers, Inc. otherFisher Investments otherOtherJul 13, 2017Jul 18, 2017
Dale CathcartMML Investors Services, LLC otherFisher Investments otherOtherJul 13, 2017Feb 13, 2018 (215 d)
Chance Brendon WinberryScottrade Investment Management otherFisher Investments otherOtherJul 5, 2017Sep 20, 2017 (77 d)
Ledawn GriesNational Planning Corporation ("Npc Of America" In Fl & Ny) otherFisher Investments independent RIAOtherJun 13, 2017Jun 7, 2022 (1820 d)
Eric Ross DavidoffNorthern Trust Securities, Inc otherFisher Investments otherOtherJun 13, 2017Oct 19, 2017 (128 d)
Benjamin Carl HustonStrategic Advisers LLC national BDFisher Investments otherOtherJun 5, 2017Jun 13, 2017
Jaime David McauliffeVoya Financial Advisors, Inc. otherFisher Investments otherOtherMay 31, 2017Jun 20, 2017
Samuel Louis RiveraThrivent Investment Management Inc. otherFisher Investments otherOtherMay 25, 2017Jun 29, 2017 (35 d)
Andrew Charles KnottsUBS Financial Services Inc. wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 19, 2017Apr 25, 2019 (706 d)
Rickey D BellewScottrade Investment Management otherFisher Investments otherOtherMay 15, 2017May 25, 2017
Aaron NielsenMariner Wealth Advisors otherFisher Investments otherOtherMay 11, 2017Aug 16, 2017 (97 d)
Aaron NielsenMariner otherFisher Investments otherOtherMay 11, 2017Aug 16, 2017 (97 d)
Nicole Joanna HaseltineOsaic Fa, Inc. otherFisher Investments otherOtherMay 10, 2017Apr 25, 2017
Russell Christopher TothScottrade Investment Management otherFisher Investments otherOtherMay 8, 2017May 23, 2017
Patrick Wayne ListerPnc Wealth Management otherFisher Investments independent RIAOtherMay 1, 2017Jul 18, 2023 (2269 d)
Andrew John FreibergThrivent Investment Management Inc. otherFisher Investments independent RIAOtherApr 25, 2017Mar 14, 2025 (2880 d)
Laurie Lynn RapsU.S. Bancorp Investments, Inc. otherFisher Investments otherOtherApr 24, 2017Apr 25, 2017
Kristina Anne FratesStrategic Advisers LLC national BDFisher Investments otherOtherApr 20, 2017Jun 29, 2017 (70 d)
Eli David Paul CohenBcg Securities, Inc. otherFisher Investments otherOtherApr 18, 2017Jan 16, 2018 (273 d)
Jonathan Thomas GannonCornerstone Advisors Inc otherFisher Investments otherOtherApr 11, 2017Apr 25, 2017
David Joseph TariMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 30, 2017Jun 3, 2020 (1161 d)
Anthony Rod OrtaleCastle Rock Wealth Management, LLC otherFisher Investments otherOtherMar 29, 2017Dec 12, 2017 (258 d)
Joseph Kendrick ReynoldsBb&T Securities, LLC otherFisher Investments otherOtherMar 23, 2017May 3, 2017 (41 d)
Jessica Danielle BreilandEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 20, 2017Feb 19, 2019 (701 d)
Derek Colby GrissettPark Avenue Securities LLC otherFisher Investments otherOtherMar 16, 2017Jul 13, 2017 (119 d)
Bryan Patrick KeorletWbi Investments, LLC otherFisher Investments independent RIAOtherFeb 24, 2017Aug 15, 2018 (537 d)
Mark Gerard MaddenWedbush Asset Management, LLC otherFisher Investments independent RIAOtherFeb 23, 2017Jun 22, 2022 (1945 d)
Kwame Julius JamesAlan B. Lancz & Associates, Inc. otherFisher Investments independent RIAOtherFeb 23, 2017Jan 1, 2021 (1408 d)
Katie Oneill NestlerodeAlliancebernstein L.P. otherFisher Investments otherOtherFeb 8, 2017Sep 19, 2017 (223 d)
James Russell ThompsonCambridge Investment Research Advisors, Inc. otherFisher Investments otherOtherFeb 3, 2017Feb 23, 2017
Joshua Matthew HoldenA.G.P / Alliance Global Partners otherFisher Investments otherOtherJan 27, 2017Feb 17, 2017
Cameron Cooper MillstoneOsaic Fa, Inc. otherFisher Investments independent RIAOtherJan 25, 2017Jul 24, 2018 (545 d)
Scott Michael PerryCetera Investment Advisers LLC otherFisher Investments otherOtherJan 24, 2017Feb 17, 2017
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