DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Edelman Financial Engines

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
Kile Conley WeaverAe Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAFeb 26, 2025Mar 14, 2025
Bryan P RossodivitaEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 26, 2025Mar 12, 2025
Matthew John AlmaguerEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 26, 2025Mar 6, 2025
John Hamilton MackayCity Different Investments mixed wealthEdelman Financial Engines independent RIARIA to RIAFeb 21, 2025May 27, 2025 (95 d)
Daniel Andres RotheryPathstone independent RIAEdelman Financial Engines independent RIARIA to RIAFeb 20, 2025Jan 14, 2026 (328 d)
Elijah Dean OchoaThrivent Investment Management Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2025Feb 13, 2025
Kimberly Prince LoneyEdward Jones national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Nov 21, 2025 (282 d)
George R DenhamOneamerica Securities, Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Mar 5, 2025
Stephen Arthur BoyleCuso Financial Services, L.P. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2025Apr 25, 2025 (100 d)
Vincent Henry HowardGradient Advisors, LLC independent RIAEdelman Financial Engines independent RIARIA to RIADec 31, 2024Feb 21, 2025 (52 d)
Jason L VajdaMorgan Stanley wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIADec 9, 2024Apr 30, 2025 (142 d)
Derek Paul SubotickiCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIADec 3, 2024Jun 20, 2025 (199 d)
Conal Saturno-SanjanaSpire Wealth Management, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 29, 2024Dec 18, 2024
Jacob Todd OberenderMokosak Advisory Group, LLC independent RIAEdelman Financial Engines independent RIARIA to RIANov 21, 2024Aug 15, 2025 (267 d)
Bobby EmmettThrivent Investment Management Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2024Nov 14, 2024
Otoniel Francisco MaxwellFocus Partners Wealth, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAOct 8, 2024Nov 17, 2025 (405 d)
James N FisherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAOct 7, 2024Jul 15, 2025 (281 d)
Lionel PerkinsHorace Mann Investors, Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2024Sep 30, 2024
Houston Slade Holden ScottMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIASep 30, 2024May 19, 2025 (231 d)
Ashley Elizabeth MorrisFacet independent RIAEdelman Financial Engines independent RIARIA to RIASep 23, 2024Oct 23, 2024
Veton KabaUBS Financial Services Inc. wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIASep 18, 2024Sep 13, 2024
Tiffany Dea SilvaCitigroup Global Markets Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2024Aug 26, 2026 (714 d)
Thomas Raymond TedescoFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIASep 9, 2024Sep 12, 2024
Christopher J DiskinLPL Financial LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2024Sep 9, 2024
Brady Allan RuthEquitable Advisors, LLC national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2024Sep 11, 2024
Robert Matthew KinsellaFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2024Aug 12, 2024
Daniel Patrick AbramsEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 23, 2024Aug 7, 2024
James Lee CookVanguard Advisers, Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 18, 2024Dec 11, 2024 (146 d)
Neftali HernandezCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 5, 2024Jul 10, 2024
Christopher Blake DiazEquitable Advisors, LLC national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2024Aug 7, 2024 (58 d)
Jason Michael GuloshBogart Wealth, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAJun 4, 2024Sep 18, 2024 (106 d)
Joel Andrew KoelpinFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAMay 29, 2024Aug 8, 2024 (71 d)
Laela Susan EricksonLPL Financial LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2024Jun 12, 2024
Luke James SnyderMcadam LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 20, 2024May 23, 2024
William Joseph SchultheisSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024Apr 26, 2024
Therese Elizabeth MilleSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024May 1, 2024
Kalikolehua Michelle VeisehSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024Apr 22, 2024
Taraneh MozaffarianSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024Apr 22, 2024
Benjamin David HicksSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024Apr 22, 2024
Leo Joseph HullTrue Purpose Advisors, LLC state registeredEdelman Financial Engines independent RIAOtherMay 3, 2024May 28, 2024
Karl BruchCross Border Wealth, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAApr 26, 2024Apr 26, 2024
Anthony Massimo FalcoFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAApr 11, 2024Oct 1, 2024 (173 d)
Alexander Josue ReyesEdward Jones national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAApr 11, 2024Apr 15, 2024
Gregory Phillip LawrenceEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2024May 2, 2025 (389 d)
Jaden Jiseung JeongWells Fargo Advisors wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAMar 27, 2024Jun 20, 2025 (450 d)
Scelena RussellM Holdings Securities, Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2024Jul 22, 2025 (484 d)
Diana Leticia AndersenFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 29, 2024Oct 5, 2024 (219 d)
Bryan Patrick KeorletFisher Investments independent RIAEdelman Financial Engines mixed wealthRIA to RIAFeb 22, 2024Mar 15, 2024
Dylon MayFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 20, 2024Jul 8, 2024 (139 d)
Michael Thomas DentonFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2024Apr 3, 2024 (44 d)
Elaina Marie EvansFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 9, 2024Jun 25, 2024 (137 d)
Garrett Steven GunbergEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2024Jun 6, 2025 (493 d)
Parker ShetlerFlorida Financial Advisors, LLC BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJan 30, 2024Mar 27, 2024 (57 d)
Donald Anthony EdmundsMariner BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 17, 2024Aug 8, 2024 (204 d)
William Walker LohreyConnecticut Wealth Management, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAJan 17, 2024Feb 22, 2024 (36 d)
Diego A RojasFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAJan 11, 2024May 29, 2024 (139 d)
Michael Andrew StreetoCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2024Apr 22, 2024 (104 d)
Damian L BeardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines mixed wealthWirehouse to independent RIAJan 5, 2024Jan 19, 2024
Dennis Scott PackardAlign Wealth Management, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIADec 31, 2023Sep 8, 2023
Kevin Mark BrownAlign Wealth Management, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIADec 31, 2023Sep 8, 2023
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457 moves match.