DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Vanguard Advisers, Inc.

1,050 moves
AdvisorFromToTypeLeftRegistered
Pouya HorzadehMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 1, 2022Sep 22, 2025 (1179 d)
David Andrew BeagleWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 30, 2022Aug 26, 2022 (57 d)
Bradley Alan KucharoCi Brightworth Private Wealth independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2022Sep 29, 2022 (91 d)
Matthew James LoughrenEtico Wealth Management LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2022Jul 19, 2022
David Fraher SeligmanWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 27, 2022Jul 1, 2022
Jeffrey Michael LloydFidelity Personal And Workplace Advisors BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 27, 2022Jul 6, 2022
Drake Jonathon DaltonFidelity Personal And Workplace Advisors BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 27, 2022Jun 30, 2022
Placido John RodriguezFidelity Personal And Workplace Advisors BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 25, 2022Jul 12, 2022
Jennifer Nicole CarterE*Trade Capital Management, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 24, 2022Aug 11, 2022 (48 d)
Bryce Oscar DawsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 15, 2022Jun 24, 2022
Ryan Matthew AdlerJ.P. Morgan Securities LLC wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 15, 2022Jun 17, 2022
Elizabeth GarntoBeirne. institutionalVanguard Advisers, Inc. BD affiliatedOtherJun 7, 2022Jun 9, 2022
Arshan AbidWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 7, 2022Jun 9, 2022
Gavin Timothy FoxMcadam LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 2, 2022Aug 25, 2022 (84 d)
Garrett GroveChurchill Management Group independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 1, 2022Jun 28, 2022
Dawn Marie BuscherFidelity Personal And Workplace Advisors BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 27, 2022May 31, 2022
John William McconnellOneseven independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 27, 2022May 31, 2022
Christopher John CharteSelective Wealth Management, Inc. independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 19, 2022Jun 22, 2022 (34 d)
Kenneth Edward HackMML Investors Services, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 17, 2022Jun 2, 2022
Jenny Cristine Desiree LeekMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 17, 2022Sep 6, 2022 (112 d)
Jeffrey BeckPersonal Capital Advisors Corporation independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 13, 2022Jun 3, 2022
Patrick Wetherill DonovanAmeriprise Financial Services, LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 13, 2022Jun 3, 2022
Joshua Clifford MillerCredit Union Investment Services state registeredVanguard Advisers, Inc. BD affiliatedOtherMay 12, 2022May 26, 2022
Sanae KobayashiWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 10, 2022Aug 4, 2022 (86 d)
Stephen Jay MyersLPL Financial LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 6, 2022May 10, 2022
Isaac Alexander BollFas Wealth Partners, Inc. independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 5, 2022Jun 10, 2022 (36 d)
Earl Thomas WeedonSchwab Wealth Advisory, Inc. no RAUMVanguard Advisers, Inc. BD affiliatedOtherMay 4, 2022Jun 9, 2022 (36 d)
Esteban RomeroAdvice And Planning Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 4, 2022Jun 10, 2022 (37 d)
Yumei HuangJ.P. Morgan Securities LLC wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 2, 2022May 6, 2022
Joanna Westhafer PetersFidelity Personal And Workplace Advisors BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 20, 2022Jul 13, 2022 (84 d)
Michael Zachary BechardFidelity Personal And Workplace Advisors BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 19, 2022May 19, 2022
Thomas Alan StewartMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 18, 2022May 13, 2022
William Dorrington FisherEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 18, 2022Jun 14, 2022 (57 d)
Jonathan Admiral CovingtonThrivent Advisor Network, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 18, 2022Apr 29, 2022
James Benjamin PalmerTmd Wealth Management independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 11, 2022Apr 26, 2022
Lance David PerryFirst Command Advisory Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 7, 2022May 3, 2022
Britney Francis BennettMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 6, 2022Apr 8, 2022
Charlie Antone O'BrienEquitable Advisors, LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 4, 2022May 25, 2022 (51 d)
George VargasTd Ameritrade, Inc. no RAUMVanguard Advisers, Inc. BD affiliatedOtherApr 2, 2022Apr 28, 2022
Scott Michael AtkinsonWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 30, 2022May 3, 2022 (34 d)
Damon Allen TrammellProspera Financial Services, Inc. independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 24, 2022Jun 23, 2022 (91 d)
Daniel JacksonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 21, 2022May 26, 2022 (66 d)
Cody James CatronJ.P. Morgan Securities LLC wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 17, 2022Apr 11, 2022
Jason Ryan SalmonNationwide Investment Advisors, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 16, 2022Mar 17, 2022
Alan Rafael MenaseMallard Financial Partners Inc independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 16, 2022May 17, 2022 (62 d)
Jamie Dewayne CarmackNorthwestern Mutual Investment Services,LLC no RAUMVanguard Advisers, Inc. BD affiliatedOtherMar 15, 2022Mar 31, 2022
Allen Christopher KlippelFidelity Personal And Workplace Advisors BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 14, 2022Apr 5, 2022
Nicholas L MaxEmpower Advisory Group, LLC otherVanguard Advisers, Inc. BD affiliatedOtherMar 9, 2022Mar 17, 2022
Robert MalzbergMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 9, 2022Apr 8, 2022
Lony Floyd ParkerFisher Investments independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 3, 2022Mar 15, 2022
Lauren MaMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 3, 2022May 10, 2022 (68 d)
Brad ArringtonAdvice And Planning Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 1, 2022Jun 22, 2022 (113 d)
Eric Ray FrancisMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 22, 2022Mar 16, 2022
Shawn HaywardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 18, 2022Sep 23, 2022 (217 d)
Saul RuizCharles Schwab & Co., Inc. national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 17, 2022Mar 1, 2022
Max Michael MurphyPlante Moran Financial Advisors independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 14, 2022Apr 21, 2022 (66 d)
Patrick Dominic MelvinModera Wealth Management, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2022Mar 15, 2022 (33 d)
Antonio ZambranoFisher Investments independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2022Mar 31, 2022 (49 d)
Eugene FilippiAcorn Consulting unclassifiedVanguard Advisers, Inc. BD affiliatedOtherFeb 8, 2022Mar 21, 2022 (41 d)
Cindy Ann CarpenterMatson Money, Inc. mixed wealthVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 3, 2022Mar 7, 2022 (32 d)
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