DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Invesco Advisers, Inc.

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
Sophie Marie LittleMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherSep 4, 2026Sep 14, 2026
Gregory MccabeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInvesco Advisers, Inc. asset managerOtherAug 14, 2026Aug 17, 2026
Carson ScottVoya Investment Management Co. LLC asset managerInvesco Advisers, Inc. asset managerOtherJul 10, 2026Jul 30, 2026
Troy N ThompsonFisher Investments independent RIAInvesco Advisers, Inc. asset managerOtherMay 27, 2026Jul 8, 2026 (42 d)
Daniel Joseph BrooksBlackrock Investment Management, LLC asset managerInvesco Advisers, Inc. asset managerOtherMay 26, 2026May 27, 2026
Todd F GoesslingWells Fargo Advisors wirehouseInvesco Advisers, Inc. asset managerOtherFeb 3, 2026Feb 24, 2026
William WisneskiFlorida Financial Advisors, LLC BD affiliatedInvesco Advisers, Inc. asset managerOtherFeb 3, 2026Feb 24, 2026
Matthew James SvorinicAmeriprise Financial Services, LLC national BDInvesco Advisers, Inc. asset managerOtherDec 10, 2025Dec 11, 2025
Connie ZeenderCapital Client Group, Inc. no RAUMInvesco Advisers, Inc. asset managerOtherAug 20, 2025Jan 15, 2026 (148 d)
Matthew Lawrence RyanFederated Global Investment Management Corp. asset managerInvesco Advisers, Inc. asset managerOtherAug 11, 2025Aug 12, 2025
Jennifer TaboadaBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherJun 24, 2025Oct 24, 2025 (122 d)
Cynthia LeeNeuberger Berman Bd LLC no RAUMInvesco Advisers, Inc. asset managerOtherApr 8, 2025Jun 7, 2025 (60 d)
Carmen HuiNew York Life Investment Management LLC asset managerInvesco Advisers, Inc. asset managerOtherApr 2, 2025Apr 7, 2025
Daniel McatamneyJohn Hancock Investment Management LLC asset managerInvesco Advisers, Inc. asset managerOtherMar 28, 2025Apr 4, 2025
Monte Troy DopFiera Capital Inc. mixed wealthInvesco Advisers, Inc. asset managerOtherMar 10, 2025Mar 19, 2025
Keith Allen JonesNuveen Asset Management, LLC mixed wealthInvesco Advisers, Inc. asset managerOtherMar 6, 2025Jun 19, 2025 (105 d)
Benjamin CummingsMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherMar 6, 2025Mar 19, 2025
Shannon Dean SchofieldIntegrity Advisory Solutions independent RIAInvesco Advisers, Inc. asset managerOtherJan 31, 2025Feb 5, 2025
Jonathan Tyler HancockMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherJan 7, 2025Jul 18, 2025 (192 d)
Charles AbernathyStifel, Nicolaus & Company, Incorporated national BDInvesco Advisers, Inc. asset managerOtherDec 26, 2024Jan 16, 2025
Brian KichtonAmundi Asset Management US, Inc. asset managerInvesco Advisers, Inc. asset managerOtherDec 16, 2024Jan 13, 2025
Eric Henry ReeseBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherDec 11, 2024Dec 13, 2024
Christopher David DoleBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherDec 5, 2024Dec 18, 2024
William Bowen CrickCetera Investment Advisers LLC BD affiliatedInvesco Advisers, Inc. asset managerOtherNov 29, 2024Dec 5, 2024
Mitchell Harrington RossiVoya Investment Management Co. LLC asset managerInvesco Advisers, Inc. asset managerOtherOct 16, 2024Nov 11, 2024
Riley Bing BishopUBS Financial Services Inc. wirehouseInvesco Advisers, Inc. asset managerOtherOct 8, 2024Oct 9, 2024
Rachel Claire BonkowskiJohn Hancock Investment Management LLC asset managerInvesco Advisers, Inc. asset managerOtherOct 4, 2024Oct 24, 2024
Dawit KidaneBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherSep 5, 2024Oct 1, 2024
Carl David KingMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherAug 28, 2024Oct 15, 2024 (48 d)
Jamie-Lee MillerBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherJul 9, 2024Jul 11, 2024
Ravi Rameshchandra TalatiAllspring Funds Management, LLC asset managerInvesco Advisers, Inc. asset managerOtherJul 3, 2024Jul 8, 2024
Bryson LivingstonBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherJul 1, 2024Jul 18, 2024
Michael Joseph PorcelliBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherMay 15, 2024May 28, 2024
Christopher Randall LetsingerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInvesco Advisers, Inc. asset managerOtherMay 8, 2024May 23, 2024
Patrick Robert NelisThe Pacific Financial Group, Inc. independent RIAInvesco Advisers, Inc. asset managerOtherMay 2, 2024May 2, 2024
Karen FernandesFiera Capital Inc. mixed wealthInvesco Advisers, Inc. asset managerOtherApr 18, 2024May 3, 2024
Colin Geoffrey MccarthyBlackrock Investment Management, LLC otherInvesco Advisers, Inc. asset managerOtherMar 26, 2024Apr 2, 2024
Shannon Leigh Coady-RogersCalamos Advisors LLC asset managerInvesco Advisers, Inc. asset managerOtherFeb 16, 2024Feb 23, 2024
Brietta K PringleMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherJan 18, 2024Jan 30, 2024
Jesse Taishi De GroatMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInvesco Advisers, Inc. asset managerOtherJan 9, 2024Feb 10, 2026 (763 d)
Ashley MullenNew York Life Investment Management LLC asset managerInvesco Advisers, Inc. asset managerOtherDec 21, 2023Jan 8, 2024
James AnaniaGoldman Sachs Wealth Services, L.P. BD affiliatedInvesco Advisers, Inc. asset managerOtherDec 21, 2023Jan 8, 2024
Michael PlattNew York Life Investment Management LLC asset managerInvesco Advisers, Inc. asset managerOtherOct 30, 2023Nov 29, 2023
Ryan A MaglioWells Fargo Advisors wirehouseInvesco Advisers, Inc. asset managerOtherSep 25, 2023Jan 16, 2024 (113 d)
Amrit Ravi KathuriaCapital Client Group, Inc. no RAUMInvesco Advisers, Inc. asset managerOtherJul 5, 2023Mar 12, 2025 (616 d)
Christopher VandiverAdvisors Asset Management, Inc. otherInvesco Advisers, Inc. asset managerOtherJun 30, 2023Jul 20, 2023
Christopher Nontas LimazopoulosMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherJun 9, 2023Jan 17, 2024 (222 d)
Reed D SmithPruco Securities, LLC BD affiliatedInvesco Advisers, Inc. asset managerOtherJun 8, 2023Jun 27, 2023
Meredith Wyatt LoydVictory Capital Management Inc. asset managerInvesco Advisers, Inc. asset managerOtherJun 6, 2023Jun 8, 2023
Jennifer WellinsNuveen Asset Management, LLC otherInvesco Advisers, Inc. asset managerOtherApr 13, 2023Jun 30, 2023 (78 d)
Forrest Michael MurphyAspen Wealth Strategies, LLC independent RIAInvesco Advisers, Inc. asset managerOtherApr 4, 2023Jun 13, 2023 (70 d)
Collette FidrychAmundi Asset Management US, Inc. asset managerInvesco Advisers, Inc. asset managerOtherMar 17, 2023Mar 27, 2023
Madeleine Del SantoJ.P. Morgan Securities LLC wirehouseInvesco Advisers, Inc. asset managerOtherFeb 18, 2023Oct 25, 2023 (249 d)
Shannon L LoseyWells Fargo Advisors wirehouseInvesco Advisers, Inc. asset managerOtherFeb 8, 2023Feb 16, 2023
Nicholas R SpositoMorgan Stanley wirehouseInvesco Advisers, Inc. asset managerOtherJan 19, 2023Jan 30, 2023
Deandre LewisRaymond James & Associates, Inc. national BDInvesco Advisers, Inc. asset managerOtherDec 20, 2022Jan 3, 2023
Britney Page Kelly AnglinTruist Advisory Services, Inc. BD affiliatedInvesco Advisers, Inc. asset managerOtherAug 4, 2022Dec 2, 2022 (120 d)
Anthony Brent OwenTruist Advisory Services, Inc. BD affiliatedInvesco Advisers, Inc. asset managerOtherJun 30, 2022Jul 11, 2022
Vraj PatelUBS Financial Services Inc. wirehouseInvesco Advisers, Inc. asset managerOtherMay 11, 2022Jun 1, 2022
Katelyn DegnanRaymond James & Associates, Inc. national BDInvesco Advisers, Inc. asset managerOtherMay 9, 2022Jun 3, 2022
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207 moves match.