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
Michael Anthony TrezzaPsp Financial Services LLC unclassifiedEdelman Financial Engines mixed wealthOtherJun 16, 2020Jan 4, 2021 (202 d)
Chance Kenneth VogelTd Ameritrade Investment Management, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAMay 30, 2020Jun 1, 2020
Ryan Patrick CosgroveLifetyme Financial Advisors, LLC state registeredEdelman Financial Engines mixed wealthOtherMay 15, 2020Jun 26, 2020 (42 d)
Joseph Thongdy SongvilayEk Riley Investments, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAMay 12, 2020May 14, 2020
Mazin Ahmed QureshiLcm Capital Management Inc independent RIAEdelman Financial Engines mixed wealthRIA to RIAMay 12, 2020Apr 26, 2022 (714 d)
Matthew Robert LoefflerBlue Tree Wealth Advisors LLC unclassifiedEdelman Financial Engines independent RIAOtherMay 8, 2020May 17, 2019
Patrick Gregory StrodtmanEmpower Advisory Group, LLC institutionalEdelman Financial Engines mixed wealthOtherApr 21, 2020May 15, 2020
Andrew James GreeneFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAMar 31, 2020Apr 3, 2020
Brian Michael SitesFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAMar 24, 2020Apr 17, 2020
Nicholas John LuitgaardenVanguard Advisers, Inc. BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAMar 13, 2020Oct 8, 2020 (209 d)
Scott Addison GarrigusPnc Wealth Management BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMar 10, 2020Mar 20, 2020
Zachary Jonathan Logan WikCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 21, 2020Mar 4, 2020
Jaci L IannelloStonex Advisors Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 18, 2020Mar 2, 2020
Levi Glade LarsenCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 7, 2020Feb 21, 2020
Rodney Eugene WeaverFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2020Jan 30, 2020
Christopher Glenn SparksArvest Wealth Management BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJan 30, 2020Jun 23, 2020 (145 d)
Thad BorowiakUnited Capital Financial Advisors BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJan 21, 2020Apr 28, 2021 (463 d)
Tyler M BrownFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAJan 8, 2020Jan 21, 2020
Ho Young LeeEdward Jones national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2020Jan 22, 2020
Joseph Litterio OlivoUsaa Investment Services Company BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAJan 3, 2020Aug 15, 2023 (1320 d)
Christopher Brian ThomSchwab Wealth Advisory, Inc. BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIADec 2, 2019Apr 14, 2020 (134 d)
Ronald Edgar NewtonCommonwealth Financial Network national BDEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIANov 29, 2019Mar 11, 2021 (468 d)
Daniel Lee AlexanderStangier Wealth Management independent RIAEdelman Financial Engines mixed wealthRIA to RIANov 15, 2019Sep 13, 2022 (1033 d)
Anamika Bala MadanCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2019Nov 19, 2019
Thomas DicristofaroAdvice And Planning Services BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIANov 12, 2019Apr 16, 2020 (156 d)
Charles Mitten FoxMML Investors Services, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2019Jan 24, 2020 (80 d)
Alexander CoatsAmeriprise Financial Services, LLC national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2019Jan 21, 2020 (78 d)
Gabriel TalleyAbound Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAOct 31, 2019Nov 5, 2019
Amanda Rose SalyerFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAOct 28, 2019Nov 19, 2019
Roberto David LopezSagepoint Financial, Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2019Oct 30, 2019
Ryan Matthew LindTd Ameritrade, Inc. no RAUMEdelman Financial Engines independent RIAOtherOct 3, 2019Oct 23, 2019
Lisa Marie Lacross-CourtneyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIASep 24, 2019Oct 11, 2019
Sean Anthony ConnollyRaymond James Financial Services Advisors, Inc BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 17, 2019Oct 8, 2019
Ashley Lauren KremhelmerFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2019Oct 11, 2019
Dorothy Ann SperryTd Ameritrade, Inc. no RAUMEdelman Financial Engines independent RIAOtherAug 29, 2019Oct 15, 2019 (47 d)
William Cory ArchibaldCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2019Sep 23, 2019
Brian James MurphyFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAAug 22, 2019Oct 23, 2019 (62 d)
Christopher Edward ZiolaFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIAAug 16, 2019Nov 20, 2019 (96 d)
Virgil Shane WimberlyBeaumont Financial Partners LLC independent RIAEdelman Financial Engines independent RIARIA to RIAJul 31, 2019Sep 6, 2019 (37 d)
Ian Anthony GedminasHorter Investment Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAJul 26, 2019Aug 7, 2019
Charles Christopher ScottAdvice And Planning Services BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2019Nov 6, 2019 (113 d)
Kirk Len PorterNorthwestern Mutual Investment Services,LLC no RAUMEdelman Financial Engines mixed wealthOtherJul 1, 2019Sep 4, 2020 (431 d)
Rebecca Dawn PawukMdt Advisers, A Division Of Federated Mdta LLC asset managerEdelman Financial Engines independent RIAOtherJun 27, 2019Jul 8, 2019
Andrew Samuel BandFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJun 3, 2019Jan 21, 2020 (232 d)
Cynthia AutenreithCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2019May 23, 2019
Lavonne Nicole PattersonMorgan Stanley wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAMay 21, 2019Mar 13, 2020 (297 d)
Kyle Andrew KrausVanguard Advisers, Inc. BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2019Nov 15, 2019 (198 d)
Erin Marie FultonTd Ameritrade Investment Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAApr 23, 2019Apr 29, 2019
Nathan Paul MerrillFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMar 27, 2019Jun 25, 2019 (90 d)
Han C LeeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIAFeb 20, 2019Nov 5, 2024 (2085 d)
Andrew J LowCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 28, 2019Feb 25, 2019
Christopher Sean KennyTd Ameritrade Investment Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAJan 3, 2019Jan 7, 2019
Markeith Anthoni RowleyFidelity Personal And Workplace Advisors BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 28, 2018May 30, 2019 (183 d)
Kurt Arthur SkinnerCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 22, 2018Jan 3, 2019 (42 d)
Cody Dalton DravesRepublic Wealth Advisors independent RIAEdelman Financial Engines independent RIARIA to RIANov 16, 2018Apr 11, 2019 (146 d)
William Lee LoganFisher Investments independent RIAEdelman Financial Engines independent RIARIA to RIANov 16, 2018Nov 20, 2018
David Paul BlackMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Engines independent RIAWirehouse to independent RIANov 12, 2018Nov 21, 2018
Edmund Michael CallahanCharles Schwab & Co., Inc. national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2018Nov 28, 2018
Rafael Antonio GutierrezCommonwealth Financial Network national BDEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2018Apr 25, 2019 (171 d)
Peter Joseph HoraLPL Financial LLC independent RIAEdelman Financial Engines independent RIARIA to RIAOct 15, 2018Dec 6, 2024 (2244 d)
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458 moves match.