DFX Intelligence

RIA Intelligence

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.

AdvisorFromToTypeLeftRegistered
Austin Taylor GarciaMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 2, 2025Oct 30, 2025
Matthew SchneiderFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2025Dec 10, 2025 (71 d)
Andrzej D KubinskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 29, 2025Jan 15, 2026 (108 d)
Christopher P FarkasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 26, 2025Apr 14, 2026 (200 d)
Jeffrey Scott HayesVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2025Aug 12, 2026 (327 d)
Brett Michael RayshellCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2025Oct 17, 2025 (31 d)
Myles DuboisStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2025Oct 23, 2025 (37 d)
Allan Paul SommerNorthwestern Mutual Investment Services,LLC no RAUMFisher Investments independent RIAOtherSep 15, 2025Feb 11, 2026 (149 d)
Laura BondLPL Enterprise, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2025Sep 16, 2025
Maximilian S HamburgerNeuberger Berman Bd LLC no RAUMFisher Investments independent RIAOtherSep 12, 2025Sep 15, 2025
Tyler SmithPrimerica Advisors national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2025Sep 16, 2025
Anthony J AdenLPL Enterprise, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2025Sep 15, 2025
Miles WillmanEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2025Sep 16, 2025
Diego A RojasMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 29, 2025Aug 26, 2026 (362 d)
Dayron Bueno MoralesU.S. Bancorp Investments, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2025Sep 10, 2025
Christopher Gerald BoyerPnc Wealth Management BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 25, 2025Sep 16, 2025
Blaine Matthew RogersCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2025Oct 17, 2025 (56 d)
Ulysses Valente CisnerosEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 18, 2025Aug 20, 2025
Keegan Ryan MurrayFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2025Jan 29, 2026 (177 d)
Garett Lee HoltonWhichard Roach Financial state registeredFisher Investments independent RIAOtherAug 4, 2025Sep 16, 2025 (43 d)
Guy Cameron ClarkNewedge Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2025May 20, 2026 (292 d)
David CarlsonStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2025Jun 15, 2026 (319 d)
Michael Adam BakerEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 29, 2025Aug 15, 2025
Daniel Nelson TurnerThrivent Investment Management Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 23, 2025Jul 29, 2025
Charles SheridanMosley Wealth Management, Inc. independent RIAFisher Investments independent RIARIA to RIAJul 7, 2025Oct 27, 2025 (112 d)
Zachary Paul GrossEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2025Sep 15, 2025 (70 d)
Desiree Danielle De HoyosCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2025Jul 3, 2025
Travis A KerrMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 1, 2025Apr 15, 2026 (288 d)
Brandon AustrengMML Investors Services, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 17, 2025
Thomas J BourgSage Advisory Services Ltd Co mixed wealthFisher Investments independent RIARIA to RIAJun 23, 2025Aug 18, 2025 (56 d)
Crystal Latorial RosemanCapitalwize, LLC state registeredFisher Investments independent RIAOtherJun 13, 2025Jun 27, 2025
Thomas Matthew CarneyStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 12, 2025Jun 30, 2025
Frederic J WoodsMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 11, 2025Apr 17, 2026 (310 d)
Derek Winston LantzEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2025Jul 17, 2025 (41 d)
Cesar Edgardo VargasEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2025Jun 12, 2025
Shelby ReevesPgim Investments LLC asset managerFisher Investments independent RIAOtherJun 3, 2025Jun 26, 2025
Carson Andrew RoyeStorehouse Financial LLC independent RIAFisher Investments independent RIARIA to RIAJun 3, 2025Aug 25, 2025 (83 d)
Aaron Paul JaramilloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAJun 2, 2025Jun 18, 2025
Daniel Stephen BoyntonMutual Of Omaha Investor Services, Inc. independent RIAFisher Investments independent RIARIA to RIAMay 28, 2025May 30, 2025
Jorge Armando SalinasManske Wealth Management, LLC independent RIAFisher Investments independent RIARIA to RIAMay 23, 2025Sep 16, 2025 (116 d)
Marc W. SloneStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 20, 2025Jun 11, 2025
Pelayo E RodriguezGoldman Sachs Wealth Services, L.P. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 20, 2025Oct 20, 2025 (153 d)
Zachary Lee KieffnerWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 20, 2025Sep 10, 2025 (113 d)
Michael StevensonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 19, 2025Jun 10, 2025
Keagan NwosuPcm Encore, LLC independent RIAFisher Investments independent RIARIA to RIAMay 19, 2025Nov 21, 2025 (186 d)
Daniel GardinerCetera Investment Advisers LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 16, 2025May 20, 2025
David Michael ImhoffMultnomah Group, Inc. institutionalFisher Investments independent RIAOtherMay 15, 2025Aug 15, 2025 (92 d)
Michael David KlingenbergerCitigroup Global Markets Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2025Nov 11, 2025 (182 d)
Robert Stirling TinkerAlly Invest Advisors independent RIAFisher Investments independent RIARIA to RIAMay 12, 2025May 14, 2025
Kyle CarneyEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2025May 15, 2025
Kathleen R MerrimanSound Income Strategies, LLC independent RIAFisher Investments independent RIARIA to RIAMay 5, 2025Aug 14, 2025 (101 d)
John Timothy JoynerEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2025May 14, 2025
Alexander BreaCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 28, 2025Apr 29, 2025
Jameson Luke BrinksStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2025Apr 28, 2025
David YurmanLPL Enterprise, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2025Dec 12, 2025 (232 d)
Parker ShetlerEdelman Financial Engines independent RIAFisher Investments independent RIARIA to RIAApr 21, 2025Apr 29, 2025
Kevin M WrightStrategic Advisers LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 11, 2025Apr 23, 2025
Connor Michael StiscakCetera Investment Advisers LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2025Apr 16, 2025
Clayton Harris KornhauserNavellier & Associates Inc independent RIAFisher Investments independent RIARIA to RIAApr 4, 2025Apr 8, 2025
Nathaniel BodemMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAApr 4, 2025Apr 15, 2025
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1,559 moves match.