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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Keaton Graham Anderson | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 9, 2024 | Aug 12, 2024 (34 d) |
| Maxwell Gilliam | Bright Financial Advisors, Inc. independent RIA | Fisher Investments independent RIA | RIA to RIA | Jul 9, 2024 | Jul 10, 2024 |
| Abram Shain Watson | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 3, 2024 | Oct 1, 2024 (90 d) |
| Andres Eduardo Martinez | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2024 | Jul 24, 2024 |
| Zachary Roberts | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2024 | Jul 23, 2024 |
| Paul Dobler | Kovack Advisors, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 28, 2024 | Aug 12, 2024 (45 d) |
| Cameron Martin | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2024 | Sep 10, 2025 (440 d) |
| Mohammad Raed Hijazi | Wells Fargo Advisors wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jun 24, 2024 | Jul 24, 2024 |
| Samuel Andrew Pleasant-Cress | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 19, 2024 | Jul 1, 2024 |
| Drew Zaiter | J.P. Morgan Securities LLC wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jun 18, 2024 | Jul 24, 2024 (36 d) |
| Seamus Ryan White | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jun 18, 2024 | Aug 15, 2024 (58 d) |
| Christopher Perry | Td Private Client Wealth LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2024 | Jun 15, 2024 |
| Stefan Faiaz Satar | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2024 | Aug 13, 2024 (60 d) |
| Robert Domenic Macdonald | Empower Advisory Group, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2024 | Jun 13, 2024 |
| Abraham Martinez | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2024 | Jul 24, 2024 (42 d) |
| Logan Alexander Auch | Prime Capital Financial mixed wealth | Fisher Investments independent RIA | RIA to RIA | Jun 6, 2024 | Jun 12, 2024 |
| Daniel Mckinley Yancy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jun 4, 2024 | Jun 14, 2024 |
| Ulysses Cervantes | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Jun 4, 2024 | Jun 14, 2024 |
| Christopher Gabriel Chavez | Blue Line Capital independent RIA | Fisher Investments independent RIA | RIA to RIA | Jun 3, 2024 | Aug 13, 2024 (71 d) |
| Aldian David - Jonathan Isaacs | Park Avenue Securities LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2024 | Jun 18, 2024 |
| David Cepeda | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 29, 2024 | Aug 16, 2024 (79 d) |
| Antonio Pina Zentella | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 23, 2024 | Feb 18, 2026 (636 d) |
| William James Mcgurk | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2024 | Jun 11, 2024 |
| Alejandro Bonilla | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2024 | Jul 22, 2024 (66 d) |
| Tyler St. Amand | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 16, 2024 | May 17, 2024 |
| Patrick Austin Shore | Mutual Of Omaha Investor Services, Inc. independent RIA | Fisher Investments independent RIA | RIA to RIA | May 15, 2024 | Jun 12, 2024 |
| Ryan Santana | Janney Montgomery Scott LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2024 | May 15, 2024 |
| Johnny Gabriel Ortega | J.P. Morgan Securities LLC wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 14, 2024 | Jul 23, 2024 (70 d) |
| Ryan Michael Zukowitz | Empower Advisory Group, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2024 | Jun 18, 2024 (35 d) |
| Jacob A Smith | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 14, 2024 | May 16, 2024 |
| Joshua Reed Young | Ameriprise Financial Services, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2024 | Jul 24, 2024 (72 d) |
| David Findley | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 13, 2024 | May 13, 2024 |
| Stephen William Nykamp | Empower Advisory Group, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 10, 2024 | May 14, 2024 |
| Daniel Sauceda | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 10, 2024 | May 24, 2024 |
| Justin W Hill | MML Investors Services, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2024 | Jun 14, 2024 (39 d) |
| Mark A Russell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | May 6, 2024 | May 14, 2024 |
| Daniel Alfonso Castro | Charles Schwab & Co., Inc. national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2024 | May 15, 2024 |
| Ryan M Pennington | Capital Analysts BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2024 | May 13, 2024 |
| Benjamin G Bamford | Empower Advisory Group, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2024 | May 14, 2024 |
| Christopher James Greene | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2024 | Aug 13, 2024 (106 d) |
| Michael John Mckenrick | Edward Jones national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2024 | May 15, 2024 |
| Damion Patrick Brown | Ameriprise Financial Services, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2024 | May 13, 2024 |
| Edward Troy Rossman | Charles Schwab & Co., Inc. national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 19, 2024 | Apr 20, 2024 |
| Gregory Benjamin Streitman | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2024 | May 14, 2024 |
| Matthew Jeremiah Cea Book | Tlg Advisors, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2024 | Jul 29, 2024 (105 d) |
| Miguel Rosas Aude | Citigroup Global Markets Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2024 | Apr 18, 2024 |
| Glen Thomas Flanaghan | Charles Schwab & Co., Inc. national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2024 | Apr 12, 2024 |
| Theresa Marie Yong | Osaic Fa, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2024 | Jan 24, 2025 (287 d) |
| John Mclamb | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Apr 9, 2024 | Apr 10, 2024 |
| Javier Martinez | Valic Financial Advisors, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2024 | Jul 24, 2024 (106 d) |
| Geraldo Balderrama | Charles Schwab & Co., Inc. national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2024 | Apr 9, 2024 |
| Daniel Lyon | Citigroup Global Markets Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2024 | Apr 12, 2024 |
| Ethan Patrick Duncan | Arvest Wealth Management independent RIA | Fisher Investments independent RIA | RIA to RIA | Apr 5, 2024 | Apr 10, 2024 |
| Leah M Hall | Morgan Stanley wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Mar 27, 2024 | Apr 11, 2024 |
| Jacob Foster | Blackrock Investment Management, LLC other | Fisher Investments independent RIA | Other | Mar 26, 2024 | Apr 11, 2024 |
| Matthew James Frain | Empower Advisory Group, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2024 | Apr 11, 2024 |
| Arnel Kostic | U.S. Bancorp Investments, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 22, 2024 | Apr 8, 2024 |
| Alexandra L Meyers | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Mar 19, 2024 | May 14, 2024 (56 d) |
| Zane Milton Levings | Wells Fargo Advisors wirehouse | Fisher Investments independent RIA | Wirehouse to independent RIA | Mar 19, 2024 | Mar 19, 2024 |
| Carlos Caban | Fidelity Personal And Workplace Advisors BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2024 | Apr 12, 2024 |
1,559 moves match.