DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Fisher Investments
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Evan Rump | Ameritas Advisory Services, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2026 | Mar 27, 2026 |
| Judson Harwood Arrington | Voya Financial Advisors, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2026 | Mar 12, 2026 |
| China Marie Bell-Simmons | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Feb 23, 2026 | Mar 13, 2026 |
| Yue Tan | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2026 | Mar 11, 2026 |
| Camilo Trejos | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Feb 18, 2026 | Mar 18, 2026 |
| Makila Nicole Ballard | Ameriprise Financial Services, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2026 | Feb 12, 2026 |
| Ronald F. Deshotels Jr. | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Mar 19, 2026 (36 d) |
| Gehrig T Grzanka | LPL Financial LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 10, 2026 | Feb 11, 2026 |
| Michael Patrick Tennie | MML Investors Services, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Jun 11, 2026 (122 d) |
| Connor Samuel Crescimanno | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2026 | Apr 21, 2026 (77 d) |
| Brian William Pope | LPL Enterprise, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2026 | Feb 11, 2026 |
| Dave Jn Pierre | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jan 28, 2026 | Feb 18, 2026 |
| Vinay Pabbathi | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Feb 22, 2026 (32 d) |
| Brandon Michael King-Hackley | Wells Fargo Advisors wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jan 20, 2026 | Feb 10, 2026 |
| Ronald A Franco | Thrivent Investment Management Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 15, 2026 | Aug 20, 2026 (217 d) |
| Devon Sheets | Empower Advisory Group, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 14, 2026 | Sep 17, 2026 (246 d) |
| Joshua Neil Cleland | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2026 | Mar 11, 2026 (57 d) |
| Mark Julius Belozeroff | First Command Advisory Services BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2026 | Jan 14, 2026 |
| Dawn M Marion | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jan 8, 2026 | Apr 17, 2026 (99 d) |
| Gabriella Reale | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Jan 28, 2026 |
| Nicholas John Falzarano | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Feb 11, 2026 (35 d) |
| Koby Cordova | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jan 2, 2026 | Apr 17, 2026 (105 d) |
| Jon William Munro | American Century Investments Private Client Group, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Jan 20, 2026 |
| Jennifer Li Lucius | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Dec 25, 2025 | Feb 6, 2026 (43 d) |
| James Dean Ramirez | LPL Enterprise, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2025 | Feb 20, 2026 (58 d) |
| Caleb M Craig | LPL Enterprise, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2025 | Feb 12, 2026 (50 d) |
| Paul Joseph Valente | LPL Financial LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2025 | Dec 11, 2025 |
| Adil Lalljee | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Dec 17, 2025 | Feb 13, 2026 (58 d) |
| Zachary Alexander Kari | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Dec 16, 2025 | May 13, 2026 (148 d) |
| Austin Hagen | Elevate Financial Planning And Wealth Management independent RIA | Fisher Investments independent RIA | RIA to RIA | Dec 10, 2025 | Jan 22, 2026 (43 d) |
| Cannon Travis Leifeste | MML Investors Services, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 10, 2025 | Aug 12, 2026 (245 d) |
| Tyler James Sanchez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Dec 9, 2025 | Dec 11, 2025 |
| Aidan Mccaffrey | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2025 | Mar 17, 2026 (98 d) |
| Nathan Yan-Zhi Tan | Equitable Advisors, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2025 | Apr 15, 2026 (128 d) |
| Andrew Christopher Dans | MML Investors Services, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2025 | Dec 16, 2025 |
| Lawrence Li | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2025 | Feb 11, 2026 (71 d) |
| Ronald Dean Jackson | Advice And Planning Services BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2025 | Feb 17, 2026 (83 d) |
| Jacob Ean Goodbread | Independent Financial Partners BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 21, 2025 | Mar 16, 2026 (115 d) |
| Luke T Liacone | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Nov 19, 2025 | Jan 14, 2026 (56 d) |
| Ernesto Ivan Rodriguez | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Nov 17, 2025 | Jan 15, 2026 (59 d) |
| Nicholas Jeffrey Sievers | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2025 | Jun 9, 2026 (210 d) |
| Marcos Rivas | Nepsis, Inc. independent RIA | Fisher Investments independent RIA | RIA to RIA | Nov 7, 2025 | Feb 11, 2026 (96 d) |
| Joel Castor | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Jan 13, 2026 (68 d) |
| Jacob Matthew Flinchum | Pcm Encore, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Nov 5, 2025 | Jan 15, 2026 (71 d) |
| Logan Davis | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2025 | Apr 21, 2026 (168 d) |
| Brandon Michael Smith | Wise Wealth, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Nov 3, 2025 | Jan 14, 2026 (72 d) |
| Nicholaus Glocke | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2025 | Oct 30, 2025 |
| Jonathan E Sousa | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Oct 22, 2025 | Dec 11, 2025 (50 d) |
| Nico Anthony Fiume | Charles Schwab & Co., Inc. national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 20, 2025 | Nov 17, 2025 |
| Bryan Chiu | UBS Financial Services Inc. wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Oct 20, 2025 | Mar 16, 2026 (147 d) |
| Austin Pare | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Oct 15, 2025 | Oct 21, 2025 |
| Arianna Dacey Pels | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2025 | Sep 22, 2025 |
| James Francis Sherlock | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2025 | Aug 26, 2026 (316 d) |
| Jackson N Turner | Edward Jones national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2025 | Oct 21, 2025 |
| Andrew J Pearlman | Bankers Life Advisory Services, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2025 | Dec 11, 2025 (59 d) |
| Gregory W Spurr | Empower Advisory Group, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2025 | Oct 20, 2025 |
| Austin Hogan | Ameriprise Financial Services, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2025 | Oct 17, 2025 |
| Christopher Cody Holbrook | Meeder Advisory Services, Inc. independent RIA | Fisher Investments independent RIA | RIA to RIA | Oct 7, 2025 | Oct 17, 2025 |
| Ivan Gonzalez | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Oct 6, 2025 | Oct 24, 2025 |
| Thomas L Simons | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2025 | Oct 24, 2025 |
1,559 moves match.