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
Sergio Anthony DecurtisNew England Investment Consultants, Ltd. mixed wealthEdelman Financial Engines mixed wealthRIA to RIADec 15, 2023Dec 7, 2023
Elliot Bruce HermanPrw Wealth Management LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIADec 11, 2023Nov 3, 2023
Nathan Jacob BaldwinPrw Wealth Management LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIADec 11, 2023Nov 3, 2023
Stephanie Ann ManchonPrw Wealth Management LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIADec 11, 2023Nov 7, 2023
Debra Ann BurnsPrw Wealth Management LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIADec 11, 2023Nov 7, 2023
Eusevius I HowardCore Planning independent RIAEdelman Financial Engines mixed wealthRIA to RIANov 16, 2023Aug 31, 2023
Ronald Curtis GreenePolley Wealth Management LLC state registeredEdelman Financial Engines mixed wealthOtherNov 15, 2023Dec 1, 2023
Kari Sue NellerIndependent Financial Partners BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2023Jan 27, 2026 (837 d)
Drake HoganExecutive Wealth Management, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAOct 3, 2023Nov 9, 2023 (37 d)
Lawrence Andrew ForbishTruist Advisory Services, Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2023Aug 15, 2024 (336 d)
Justin J BoxleiterEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAAug 31, 2023Nov 21, 2023 (82 d)
Jason Andrew BeattyCapital Analysts BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAAug 31, 2023Nov 27, 2023 (88 d)
Kelly Meyer LewisJohn G. Ullman & Associates, Inc independent RIAEdelman Financial Engines mixed wealthRIA to RIAAug 30, 2023Sep 26, 2023
Lenin IbarraWells Fargo Advisors wirehouseEdelman Financial Engines mixed wealthWirehouse to independent RIAAug 24, 2023Nov 20, 2023 (88 d)
Daniel Joseph ShearmanMulholland Wealth Advisors, LLC mixed wealthEdelman Financial Engines mixed wealthRIA to RIAAug 24, 2023Sep 18, 2023
Brian William GilroyE*Trade Capital Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAAug 18, 2023Aug 8, 2024 (356 d)
Mikah Lee CalpMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAAug 16, 2023Nov 20, 2024 (462 d)
Luke E GeraldNorthwestern Mutual Investment Services,LLC no RAUMEdelman Financial Engines independent RIAOtherAug 4, 2023May 20, 2024 (290 d)
Jonathan D NidaMontgomery Wealth Advisors state registeredEdelman Financial Engines mixed wealthOtherJul 28, 2023Feb 12, 2024 (199 d)
Matthew L DaviesFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJul 25, 2023Aug 24, 2023
Christopher P ColonLPL Financial LLC BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJul 18, 2023Feb 21, 2024 (218 d)
Rodney James WillyerdCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2023Jul 8, 2025 (742 d)
John Douglas HillNorthstar Investment Advisory LLC no RAUMEdelman Financial Engines mixed wealthOtherJun 22, 2023Sep 18, 2023 (88 d)
Matthew PrinceSharp Financial independent RIAEdelman Financial Engines mixed wealthRIA to RIAJun 5, 2023Nov 15, 2023 (163 d)
Juan Carlos SuarezPortfolio Medics, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAApr 14, 2023Jan 25, 2024 (286 d)
Amadeus John FregaE*Trade Capital Management, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAApr 4, 2023Jun 27, 2023 (84 d)
Eranious Mcneil MurrayJ.P. Morgan Securities LLC wirehouseEdelman Financial Engines mixed wealthWirehouse to independent RIAMar 15, 2023Nov 21, 2023 (251 d)
Nefartari Titi WardEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJan 31, 2023Sep 28, 2023 (240 d)
Howard Dale ErmanErman Retirement Advisory independent RIAEdelman Financial Engines mixed wealthRIA to RIADec 31, 2022Apr 21, 2023 (111 d)
Brandon Alexander BellFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIADec 15, 2022Jan 13, 2023
David L BaileyCuso Financial Services, L.P. BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIADec 1, 2022Dec 9, 2022
Thomas Jason ColantunoAmeriprise Financial Services, LLC national BDEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIANov 29, 2022Jan 12, 2023 (44 d)
Alina M PinkardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines mixed wealthWirehouse to independent RIANov 3, 2022Nov 10, 2022
Ashley Patricia DeckerThrivent Investment Management Inc. BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAOct 21, 2022Oct 24, 2022
Jason Michael CookeHerrmann & Cooke Wealth Management independent RIAEdelman Financial Engines mixed wealthRIA to RIAOct 14, 2022Sep 26, 2022
Travis Christopher MceuenHerrmann & Cooke Wealth Management independent RIAEdelman Financial Engines mixed wealthRIA to RIAOct 14, 2022Sep 26, 2022
Jane Baker LangHerrmann & Cooke Wealth Management independent RIAEdelman Financial Engines mixed wealthRIA to RIAOct 14, 2022Sep 26, 2022
Nicole Elizabeth ParadiseVoya Retirement Advisors, LLC otherEdelman Financial Engines mixed wealthOtherOct 12, 2022Nov 3, 2022
Douglas Bruce SmithE*Trade Capital Management, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAOct 11, 2022Oct 7, 2022
Francis Anthony PetrangeloCitizens Securities, Inc. BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAOct 11, 2022Nov 2, 2022
Haley Rachel StinsonEdward Jones national BDEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAOct 5, 2022Oct 11, 2022
Cheryl West LangstonWest Financial Services, Inc. independent RIAEdelman Financial Engines mixed wealthRIA to RIASep 23, 2022Oct 11, 2022
Megan SowinskiLPL Financial LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIASep 20, 2022Oct 3, 2022
Tracy Lynn GunterSmart Investor, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAAug 25, 2022Jul 25, 2022
Aaron Charles SchmoekelSmart Investor, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAAug 25, 2022Jul 25, 2022
Madeline Loomis PhillipsSmart Investor, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAAug 25, 2022Jul 25, 2022
Lynn Richard PetkusFischer Investment Strategies, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAAug 22, 2022Jan 12, 2024 (508 d)
Ross RyanLPL Financial LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAAug 18, 2022Aug 12, 2022
Jason Michael BrightVanguard Advisers, Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2022Jul 9, 2024 (692 d)
Don G BanksAlight Financial Advisors, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAAug 11, 2022Aug 11, 2022
Aaron Lehi KirklandCharles Schwab & Co., Inc. national BDEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJul 27, 2022Jul 28, 2022
Brian Jeffrey DeutschFisher Investments independent RIAEdelman Financial Engines mixed wealthRIA to RIAJul 14, 2022Aug 8, 2022
Jennifer Lyn KeilingEisneramper Wealth Management & Corporate Benefits, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAJul 11, 2022Aug 8, 2022
Brynne Lee Kuberski-GarrisBcr Wealth Strategies independent RIAEdelman Financial Engines mixed wealthRIA to RIAJul 4, 2022Jul 6, 2022
Michael BrannonLPL Financial LLC independent RIAEdelman Financial Engines independent RIARIA to RIAJun 30, 2022Aug 28, 2024 (790 d)
Patrick James DurbinFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJun 30, 2022Jul 18, 2022
Andrew Paul ThomasU.S. Bancorp Investments, Inc. BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJun 28, 2022Jul 21, 2022
Matthew Thomas CollingtonRaymond James & Associates, Inc. national BDEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJun 24, 2022Jun 29, 2022
Aaron Joseph HaleySchwab Wealth Advisory, Inc. no RAUMEdelman Financial Engines mixed wealthOtherJun 21, 2022Jul 7, 2022
Jeffrey Scott MerkowSeverin Investments LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAJun 13, 2022Sep 19, 2022 (98 d)
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457 moves match.