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
Taylor M GayMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 28, 2025May 15, 2025 (48 d)
Milan GrbicFirst Command Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2025Apr 15, 2025
Austin Jamial JeffersonValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 21, 2025Apr 17, 2025
Makayla BowmanOnedigital institutionalFisher Investments independent RIAOtherMar 17, 2025Jun 13, 2025 (88 d)
Wyatt James Ray MansfieldWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 13, 2025Mar 18, 2025
Christopher Scott CheckettsMML Investors Services, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2025Apr 16, 2025 (35 d)
Terry JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAMar 11, 2025Nov 12, 2025 (246 d)
Seth Houston FrenchFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 10, 2025Mar 13, 2025
Annuar AbudFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 28, 2025Apr 15, 2025 (46 d)
Jason P MagnottiCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2025Feb 20, 2025
Jared Ryan MesserMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 19, 2025Feb 24, 2025
Andrew Bryan AndersonFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2025Mar 11, 2025
Ronan TownsendFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2025Jun 5, 2026 (471 d)
Matthew Laanan AquinoVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 18, 2025Feb 18, 2025
Adriene Elaine Price-MolvinAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Feb 24, 2025
John G OlevnikFirst Command Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Dec 16, 2025 (307 d)
Nicholas Robert CombsSei Investments Management Corp otherFisher Investments independent RIAOtherFeb 11, 2025Feb 19, 2025
Anders Thomas DavidsonBolthouse Investment Management Services mixed wealthFisher Investments independent RIARIA to RIAFeb 11, 2025Feb 14, 2025
Saima Khalid NaseemWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 11, 2025Feb 12, 2025
Gabriel A CoughlinMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 10, 2025May 12, 2026 (456 d)
Jonathon P WitteMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 7, 2025Apr 15, 2025 (67 d)
Armando VegaMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAFeb 3, 2025Jan 30, 2025
Clayton Dean KentAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2025Apr 16, 2025 (75 d)
Myat T MayMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 30, 2025Feb 6, 2025
George Frank GarciaVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2025Sep 16, 2026 (594 d)
James Jeffrey ProctorBrookstone Capital Management LLC independent RIAFisher Investments independent RIARIA to RIAJan 21, 2025May 19, 2026 (483 d)
Isiah Theodore TaylorCapital Client Group, Inc. no RAUMFisher Investments independent RIAOtherJan 21, 2025Jun 18, 2025 (148 d)
Ricardo R SantosEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 17, 2025Jan 22, 2025
Jonathan ShargBroadway Wealth Solutions independent RIAFisher Investments independent RIARIA to RIAJan 16, 2025Jan 16, 2025
Samuel J RyanEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2025Jan 14, 2025
Brian R Del GuercioMorningstar Investment Services LLC independent RIAFisher Investments independent RIARIA to RIAJan 13, 2025Jan 17, 2025
Jim Charles DunnLincoln Investment independent RIAFisher Investments independent RIARIA to RIAJan 9, 2025Jan 14, 2025
James W SkoggardMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 7, 2025Feb 11, 2025 (35 d)
Jordan Reece BowmanFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2025Jan 21, 2025
Nicholas SeeberFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2025Feb 14, 2025 (38 d)
Jerome Allen WigginsStrategic Wealth Partners, Ltd. independent RIAFisher Investments independent RIARIA to RIAJan 3, 2025Jan 22, 2025
Chris BrefeldTrajan Wealth, L.L.C. independent RIAFisher Investments independent RIARIA to RIAJan 2, 2025Apr 17, 2025 (105 d)
Tyler Lee HembreeAdvice And Planning Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2025Jan 22, 2025
Travis E DoughertyOneamerica Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2024Jan 18, 2025
Roney JunVanguard Advisers, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2024May 16, 2025 (136 d)
Sutton Lee BowersFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 19, 2024Dec 23, 2024
Zachary CabraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIADec 17, 2024Dec 24, 2024
Andres G LamasMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIADec 12, 2024Dec 13, 2024
Steven BeimlerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIADec 10, 2024Jan 21, 2025 (42 d)
Sarah Marie YoheFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 10, 2024Apr 15, 2025 (126 d)
Michael RogerCetera Investment Advisers LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2024Dec 10, 2024
Ben GivanEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 2, 2024May 13, 2025 (162 d)
Chloe WingateFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2024Jan 17, 2025 (52 d)
Curtis Michael WilliamsonCapital Wealth Planning, LLC independent RIAFisher Investments independent RIARIA to RIANov 26, 2024Nov 29, 2024
Michael Ryan WoodlandFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2024Mar 14, 2025 (115 d)
David Victor FishmanRaymond James & Associates, Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2024Nov 14, 2024
Kelsea VollandMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIANov 7, 2024May 28, 2025 (202 d)
Anthony DimaiutaBlackrock Investment Management, LLC otherFisher Investments independent RIAOtherNov 5, 2024Nov 15, 2024
Guy Kelly AlexanderFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2024Jan 21, 2025 (78 d)
Jared Clark Van MoorlehemAlliancebernstein L.P. asset managerFisher Investments independent RIAOtherNov 1, 2024Nov 5, 2024
Marray BaileyGodsey & Gibb Wealth Management independent RIAFisher Investments independent RIARIA to RIAOct 28, 2024Nov 19, 2024
Timothy S YazawaFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 25, 2024Nov 15, 2024
Benjamin R CasonCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2024Jan 15, 2025 (86 d)
Steven Michael VanhornMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 21, 2024Oct 24, 2024
Kevin Edward BergeronMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 18, 2024Oct 23, 2024
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1,559 moves match.