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
Robert Benton AdayFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 22, 2023Feb 15, 2024 (85 d)
Timotej CzernekPrimerica Advisors national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2023Nov 20, 2023
Christopher WoodhamAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2023Jul 23, 2024 (249 d)
Raymond A HasseyAmeriprise Financial Services, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2023Apr 11, 2024 (150 d)
Christopher Alexander TenorioPrivate Portfolio Of San Diego otherFisher Investments independent RIAOtherNov 13, 2023Nov 13, 2023
Alexander LiedbergCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 10, 2023Nov 15, 2023
Benjamin Mark HoltsingerVoya Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2023Nov 28, 2023
Joshua Eric ColeNdvr independent RIAFisher Investments independent RIARIA to RIAOct 31, 2023Dec 12, 2023 (42 d)
Liam PommerichSpc BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 30, 2023Jan 12, 2024 (74 d)
Marc HolzhauerValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 19, 2023Oct 24, 2023
Joshua Depaull TravisSilver Oak Securities, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2023Jan 13, 2026 (819 d)
Donald Joseph JacobsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 9, 2023Oct 9, 2023
Nardis WalkerCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2023Oct 10, 2023
Muhammad Naadir JalillThe Fiduciary Alliance independent RIAFisher Investments independent RIARIA to RIAOct 5, 2023Oct 26, 2023
Michael Foster McgovernD.A. Davidson & Co. independent RIAFisher Investments independent RIARIA to RIAOct 4, 2023Oct 16, 2023
Miles A WelchMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIASep 27, 2023May 13, 2024 (229 d)
Carl David AschenbrennerWhalen Financial independent RIAFisher Investments independent RIARIA to RIASep 22, 2023Mar 13, 2024 (173 d)
Meredith L IngleGoldman Sachs Wealth Services, L.P. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2023Nov 16, 2023 (57 d)
Roland VillanuevaEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2023Sep 21, 2023
Nicholas G BarnettEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2023Sep 18, 2023
Peter James WalshNightingale Advisors, LLC unclassifiedFisher Investments independent RIAOtherSep 15, 2023Jul 31, 2024 (320 d)
Pablo Eleazar MarapodiJohn Hancock Investment Management LLC asset managerFisher Investments independent RIAOtherSep 13, 2023Nov 16, 2023 (64 d)
Ray MontalvoMorgan Stanley wirehouseFisher Investments independent RIAWirehouse to independent RIASep 13, 2023Nov 14, 2023 (62 d)
John Laurence ZimnikTransamerica Retirement Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2023Jun 12, 2024 (275 d)
Thomas Michael SalvatierraEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2023Sep 15, 2023
Brian MillerTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 7, 2023Jun 14, 2024 (281 d)
Gabriella TamayoHokin Investment Advisors Inc. state registeredFisher Investments independent RIAOtherSep 6, 2023Oct 16, 2023 (40 d)
Joshua Steven FishmanEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2023Sep 13, 2023
John Kevin BurkeEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2023Sep 8, 2023
Robert C JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFisher Investments independent RIAWirehouse to independent RIASep 1, 2023Oct 10, 2023 (39 d)
Adam Ran BakerHilltop Securities Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2023Apr 15, 2026 (957 d)
Lora Lynn LeavenworthFinancial Advocates Investment Management independent RIAFisher Investments independent RIARIA to RIAAug 29, 2023Sep 12, 2023
James Patrick ScalfaroFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2023Mar 19, 2024 (203 d)
Jose Wilfredo PalaciosLPL Financial LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2023Oct 12, 2023 (52 d)
Tyler James BarrientosMariner BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2023Dec 12, 2023 (113 d)
Peter Robert RaspitziErnst & Young Investment Advisers Llp no RAUMFisher Investments independent RIAOtherAug 18, 2023Jul 31, 2024 (348 d)
Peter Timothy DanilaitisWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAAug 14, 2023May 14, 2024 (274 d)
Stuart Roger SandersCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 14, 2023Sep 15, 2023 (32 d)
Geoffrey WaiteEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2023Jul 12, 2023
Brian James RadackW&S Brokerage Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2023Oct 11, 2023 (93 d)
Jonathan OrtegaAmundi Asset Management US, Inc. asset managerFisher Investments independent RIAOtherJul 7, 2023Aug 2, 2023
Charla Scott DetervilleJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAJul 1, 2023Jul 12, 2023
Tarainia Sherri McdanielFidelity Personal And Workplace Advisors BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 21, 2023Sep 14, 2023 (85 d)
Robert Nicholas MaloneOsaic Fa, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2023Jul 1, 2024 (391 d)
Alpeshkumar R PatelIronoak Wealth independent RIAFisher Investments independent RIARIA to RIAMay 12, 2023Sep 13, 2023 (124 d)
Garrett Maurice HittnerThrivent Investment Management Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMay 10, 2023Jun 12, 2023 (33 d)
Carrie RegisterJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIAMay 6, 2023Jun 14, 2023 (39 d)
Gunnar Chase HolcombEquitable Advisors, LLC national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2023Dec 10, 2025 (981 d)
Stephanie Marie PritchardCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 14, 2023Mar 12, 2024 (364 d)
Daniel Edwards DiehlCs Planning Corp independent RIAFisher Investments independent RIARIA to RIAJan 30, 2023Mar 12, 2024 (407 d)
Michael Patrick KeldermanWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAJan 18, 2023Jan 19, 2023
Joseph Beach DanielsPruco Securities, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2023Jun 22, 2026 (1265 d)
Garrett M FrankFlorida Financial Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 23, 2022Feb 14, 2024 (448 d)
Michael Luis BetancourtValic Financial Advisors, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2022Nov 21, 2022
Kevin JacksonJ.P. Morgan Securities LLC wirehouseFisher Investments independent RIAWirehouse to independent RIANov 12, 2022Nov 18, 2022
Bethlyn Renie BrookesFacet independent RIAFisher Investments independent RIARIA to RIANov 10, 2022May 15, 2024 (552 d)
Hilda Arden SpencerEdward Jones national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 28, 2022Nov 18, 2022
James Warren WestCharles Schwab & Co., Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2022Nov 7, 2022
Ross Edward MortensenFirst Command Advisory Services BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2022Oct 10, 2022
Brenton William MatzekWells Fargo Advisors wirehouseFisher Investments independent RIAWirehouse to independent RIAOct 4, 2022Oct 13, 2022
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1,563 moves match.