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 Russell 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
William Joseph KingMutual Of Omaha Investor Services, Inc. independent RIARussell Investments otherOtherApr 16, 2025Apr 24, 2025
Claire Katherine HemmelgarnGuggenheim Investments asset managerRussell Investments otherOtherMar 25, 2025Apr 24, 2025
Jack Henry FischerLPL Financial LLC BD affiliatedRussell Investments otherOtherAug 27, 2024Sep 3, 2024
Runya NieMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRussell Investments otherOtherJul 26, 2024Aug 29, 2024 (34 d)
Jarred Taylor SchmitzRobert W. Baird & Co. Incorporated mixed wealthRussell Investments otherOtherJun 6, 2024Jun 21, 2024
Kyle HoeppnerNorthwestern Mutual Investment Services,LLC no RAUMRussell Investments otherOtherMay 24, 2024Jun 21, 2024
Jenna Katherine SnittjerEaton Vance Management asset managerRussell Investments otherOtherApr 19, 2024May 7, 2024
Kari Ann MaenhoutM Holdings Securities, Inc. BD affiliatedRussell Investments otherOtherMar 29, 2024Jun 25, 2024 (88 d)
Daniel Tyler SmithDaybright Advisory Services, Inc. institutionalRussell Investments otherOtherJan 4, 2024Nov 3, 2023
Rilus James NicholsBear Mountain Capital Inc. independent RIARussell Investments otherOtherFeb 15, 2023Jun 21, 2023 (126 d)
Gregory Thomas GrocholskiPruco Securities, LLC BD affiliatedRussell Investments otherOtherDec 6, 2022Nov 3, 2023 (332 d)
Luke David HenricksPruco Securities, LLC BD affiliatedRussell Investments otherOtherDec 6, 2022Nov 3, 2023 (332 d)
Mary ErwinRaymond James & Associates, Inc. national BDRussell Investments otherOtherNov 17, 2022Apr 18, 2023 (152 d)
Michael Connor CallahanProshare Advisors LLC asset managerRussell Investments otherOtherMay 3, 2022Oct 21, 2022 (171 d)
Michael Steven RothAnnex Wealth Management, LLC independent RIARussell Investments otherOtherJul 22, 2021May 22, 2025 (1400 d)
Lamuweri Nasani GulukaWells Fargo Advisors wirehouseRussell Investments otherOtherApr 22, 2021Apr 23, 2021
Zachary T VandeyachtRobert W. Baird & Co. Incorporated mixed wealthRussell Investments otherOtherMar 1, 2021Feb 25, 2021
John Clancy RocheAnchor Capital Advisors LLC mixed wealthRussell Investments otherOtherDec 8, 2020May 20, 2024 (1259 d)
Skyler Tate ErbenMorgan Stanley wirehouseRussell Investments otherOtherApr 2, 2020Apr 14, 2020
Richard James CartledgeAllspring Funds Management, LLC asset managerRussell Investments otherOtherFeb 25, 2020Apr 13, 2020 (48 d)
Kevin McauliffeEhlert Financial Group, Inc. unclassifiedRussell Investments otherOtherJul 8, 2019Aug 12, 2019 (35 d)
Daric Hugh OlsonInvesco Advisers, Inc. asset managerRussell Investments otherOtherJun 6, 2019Jul 19, 2019 (43 d)
Kevin Thomas Carl NielsenInvesco Advisers, Inc. asset managerRussell Investments otherOtherMay 31, 2019Jul 3, 2019 (33 d)
Dawn L LewisRobert W. Baird & Co. Incorporated mixed wealthRussell Investments otherOtherMay 28, 2019Jun 10, 2019
Roman Jourdain SamuelsSage Advisory Services Ltd Co otherRussell Investments otherOtherMay 2, 2019May 8, 2019
Robert Michael McaleerCharles Schwab & Co., Inc. national BDRussell Investments asset managerOtherMar 13, 2019Mar 28, 2019
Jason Cole StorjohannPruco Securities, LLC BD affiliatedRussell Investments asset managerOtherFeb 5, 2019Mar 14, 2019 (37 d)
Alexandra Elizabeth SheiFisher Investments independent RIARussell Investments asset managerOtherOct 19, 2018Oct 19, 2018
Matthew Jordan SeliharBlackrock Investment Management, LLC otherRussell Investments asset managerOtherOct 17, 2018Oct 24, 2018
William Courtney CainEquitable Advisors, LLC national BDRussell Investments asset managerOtherAug 6, 2018Aug 8, 2018
Tina Marie DowningAst Investment Services, Inc. asset managerRussell Investments asset managerOtherJul 31, 2018Oct 23, 2018 (84 d)
Bradley Michael ReinkeInvestment Centers Of America, Inc. no RAUMRussell Investments otherOtherApr 24, 2018Jul 1, 2020 (799 d)
Allison StaabAmundi Pioneer Institutional Asset Management, Inc. otherRussell Investments asset managerOtherApr 6, 2018Apr 23, 2018
Nicholas James CoccioAmundi Pioneer Institutional Asset Management, Inc. otherRussell Investments asset managerOtherMar 12, 2018Nov 8, 2018 (241 d)
Matthew Allen KothBlackrock Investment Management, LLC otherRussell Investments asset managerOtherMar 6, 2018Jul 16, 2018 (132 d)
Sean Robert WalkerBlackrock Investment Management, LLC otherRussell Investments otherOtherDec 14, 2017Jun 12, 2025 (2737 d)
Billie Joan ChristiansenRobert W. Baird & Co. Incorporated otherRussell Investments otherOtherDec 11, 2017Jan 3, 2018
Joseph W GaudreauNational Planning Corporation ("Npc Of America" In Fl & Ny) otherRussell Investments otherOtherNov 10, 2017Nov 21, 2017
John G AhlersCapital One Advisors, LLC otherRussell Investments asset managerOtherJul 11, 2017Apr 30, 2018 (293 d)
Todd Eugene SultPnc Wealth Management otherRussell Investments otherOtherOct 12, 2016May 2, 2017 (202 d)
William Scott CollinsEdward Jones national BDRussell Investments otherOtherMay 18, 2016Jun 20, 2016 (33 d)
Gage Chambers DavidsonMorgan Stanley wirehouseRussell Investments otherOtherApr 29, 2016Apr 25, 2016
Benjamin Paul SmithAmeriprise Financial Services, LLC national BDRussell Investments otherOtherApr 7, 2016Apr 27, 2016
Jared HareMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRussell Investments otherOtherJan 26, 2016Feb 10, 2016
Martin Patrick RocheThornburg Investment Management Inc otherRussell Investments otherOtherOct 12, 2015Nov 5, 2015
Adam Richard BurlesonWells Fargo Advisors wirehouseRussell Investments otherOtherJul 20, 2015Aug 3, 2015
Monica J WilliamsFreestone Capital Management, LLC otherRussell Investments otherOtherJun 3, 2015Jul 30, 2015 (57 d)
Austin Michael O'NeillEdward Jones national BDRussell Investments otherOtherJan 23, 2015Feb 11, 2015
Jayson David LeachJ.P. Morgan Securities LLC wirehouseRussell Investments otherOtherOct 9, 2014Oct 6, 2014
Michael Henry GavanMsi Financial Services, Inc. otherRussell Investments otherOtherSep 19, 2014Sep 16, 2020 (2189 d)
Michael A GuthrieStrategic Advisers LLC national BDRussell Investments otherOtherJun 12, 2014Aug 4, 2014 (53 d)
James SabbatiniAssetmark, Inc. otherRussell Investments otherOtherMay 23, 2014May 15, 2014
Christian M GwethWells Fargo Advisors wirehouseRussell Investments otherOtherMay 14, 2014Jun 26, 2015 (408 d)
Thomas Aaron BakamusCapital One Advisors, LLC no RAUMRussell Investments otherOtherApr 17, 2014Apr 28, 2014
Lesley Parrish ReinhartRobert W. Baird & Co. Incorporated otherRussell Investments otherOtherMar 24, 2014Mar 27, 2014
Brandon LehmanThrivent Investment Management Inc. otherRussell Investments otherOtherOct 14, 2013Oct 10, 2013
Brian Eric BoydenU.S. Bancorp Investments, Inc. otherRussell Investments otherOtherAug 26, 2013Sep 6, 2013
Christopher Shawn WilsonCrawford Investment Counsel Inc otherRussell Investments otherOtherMay 14, 2013May 30, 2013
Kathleen M BerneWells Fargo Advisors wirehouseRussell Investments otherOtherJan 18, 2013Feb 6, 2013
Jesse Ryan DavidsonMontage Investments, LLC otherRussell Investments otherOtherMay 21, 2012Jun 13, 2012
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106 moves match.