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 Natixis Advisors, LLC
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 |
|---|---|---|---|---|---|
| Scott Wayne Clattenburg | LPL Financial LLC BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2026 | Aug 14, 2026 |
| Henry Mccomb Winchester | Columbia Management Investment Advisers, LLC asset manager | Natixis Advisors, LLC BD affiliated | Other | Jul 24, 2026 | Jul 1, 2026 |
| Allison Small | Commonwealth Financial Network national BD | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Feb 19, 2026 |
| Alexa M Fitzgerald | John Hancock Investment Management LLC asset manager | Natixis Advisors, LLC BD affiliated | Other | Nov 10, 2025 | Nov 20, 2025 |
| Ronak H Doshi | Three Arch Wealth Management LLC independent RIA | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2025 | Feb 17, 2026 (224 d) |
| Zacharias Miller | Amundi Asset Management US, Inc. asset manager | Natixis Advisors, LLC BD affiliated | Other | Apr 25, 2025 | Aug 6, 2025 (103 d) |
| Colleen M Lentz | Neuberger Berman Bd LLC no RAUM | Natixis Advisors, LLC BD affiliated | Other | Feb 11, 2025 | Jun 16, 2025 (125 d) |
| Hardy Noble Walther | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 2, 2025 | Aug 6, 2025 (216 d) |
| James Anthony Guarciariello | Pacer Advisors, Inc. asset manager | Natixis Advisors, LLC BD affiliated | Other | Nov 4, 2024 | May 7, 2025 (184 d) |
| Nicholas James Kimmett | Blue Jean Financial LLC independent RIA | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 31, 2024 | Jul 3, 2025 (245 d) |
| Eric Lancellotti | One Charles Private Wealth independent RIA | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2024 | Dec 10, 2025 (489 d) |
| Matthew Thomas Broadley | J.P. Morgan Securities LLC wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 13, 2024 | Jul 10, 2025 (362 d) |
| Jake Conway Treanor | Fidelity Personal And Workplace Advisors BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2024 | May 9, 2024 (36 d) |
| Michael E Abramo | Morgan Stanley wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 4, 2024 | Jan 18, 2024 |
| Rourke Magwood | John Hancock Personal Financial Services, LLC BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2024 | Jan 18, 2024 |
| Brenden Matthew Hagner | Truist Advisory Services, Inc. BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2023 | Jul 26, 2023 |
| Thomas Neil Townsend | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 19, 2023 | Oct 30, 2023 (194 d) |
| Sean Francis Lynch | Pathstone independent RIA | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 3, 2023 | Apr 25, 2023 (112 d) |
| Connor Daniel Reardon | Sandy Cove Advisors, LLC independent RIA | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 10, 2022 | Dec 21, 2022 (72 d) |
| Colby Bates | Morgan Stanley wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 12, 2022 | May 4, 2022 |
| William Malcolm Moore | Fidelity Personal And Workplace Advisors BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2022 | Mar 24, 2022 |
| Emilio Alfredo Ramos | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 28, 2022 | Mar 8, 2022 |
| David J Petruzzelli | LPL Financial LLC BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2021 | Dec 9, 2021 |
| John Michael Flammia | Morgan Stanley wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2021 | Nov 22, 2021 |
| Daniel Thomas Nickerson | Voya Financial Advisors, Inc. BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2021 | Feb 15, 2022 (132 d) |
| Michael Pergola | Alight Financial Advisors, LLC independent RIA | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2021 | Nov 10, 2021 (35 d) |
| Alexander Robert Buhler | Equitable Advisors, LLC national BD | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2021 | Oct 13, 2021 |
| Kevin Truckly | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 23, 2021 | Sep 9, 2021 |
| Andrea Giganti Brooklier | Nuveen Asset Management, LLC other | Natixis Advisors, LLC BD affiliated | Other | Aug 16, 2021 | Jun 15, 2021 |
| Fredric William Pappas | Fidelity Personal And Workplace Advisors BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2021 | Aug 10, 2021 (42 d) |
| Anthony Henriquez | John Hancock Personal Financial Services, LLC BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2021 | Aug 10, 2021 (64 d) |
| Quinn O'Connor | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 5, 2021 | May 5, 2021 |
| Felipe Ayala | Wells Fargo Advisors wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 13, 2020 | Feb 9, 2021 (88 d) |
| Viviana A Vilacha | Securian Financial Services, Inc. BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2020 | Nov 9, 2020 (87 d) |
| Codi Smith | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 9, 2020 | Aug 11, 2020 (63 d) |
| Ann Margaret Macagba Bishop | Wells Fargo Advisors wirehouse | Natixis Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 31, 2019 | Dec 11, 2019 (41 d) |
| Jennifer Marie Round | Neuberger Berman Bd LLC no RAUM | Natixis Advisors, LLC BD affiliated | Other | Sep 24, 2019 | Oct 2, 2019 |
| Nathan Robert Stevens | Equitable Advisors, LLC national BD | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2019 | Sep 23, 2019 |
| Alanna Danielle Bollas | Eaton Vance Management mixed wealth | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 12, 2019 | Sep 23, 2019 |
| Mindy Freedman | Eaton Vance Management mixed wealth | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 6, 2019 | Aug 21, 2019 |
| Kelsey Lynn Slonieski | John Hancock Personal Financial Services, LLC BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2019 | May 31, 2018 |
| Marina F Destefanis | Signator Investors, Inc. BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2018 | Dec 14, 2018 (42 d) |
| Yousef S Naga | Pruco Securities, LLC BD affiliated | Natixis Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 25, 2018 | Jun 28, 2018 (34 d) |
| Vincent Bertram | Eaton Vance Management mixed wealth | Natixis Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 26, 2018 | May 7, 2018 |
| Alexander Casey Haigis | Securian Financial Services, Inc. other | Natixis Advisors, LLC other | Other | Jan 15, 2018 | Feb 27, 2018 (43 d) |
| Samuel Haggis Hodgson | Eaton Vance Management other | Natixis Advisors, LLC other | Other | Jun 22, 2017 | Jul 18, 2017 |
| Eric Lawrence Hopkins | Santander Securities other | Natixis Advisors, LLC other | Other | Jun 3, 2016 | Jun 13, 2016 |
| Benjamin Paul Pagett | LPL Financial LLC other | Natixis Advisors, LLC BD affiliated | Other | Feb 8, 2016 | Jul 21, 2021 (1990 d) |
| James Burgess Conner | Blackrock Investment Management, LLC other | Natixis Advisors, LLC BD affiliated | Other | Jun 8, 2015 | Sep 29, 2020 (1940 d) |
| Douglas Theodore Van Sickle | Amundi Pioneer Institutional Asset Management, Inc. other | Natixis Advisors, LLC other | Other | May 4, 2015 | May 6, 2015 |
| Justin Appel | Capital Client Group, Inc. no RAUM | Natixis Advisors, LLC other | Other | Mar 19, 2015 | Aug 11, 2016 (511 d) |
| Cristina Marie Campbell | Charles Schwab & Co., Inc. national BD | Natixis Advisors, LLC other | Other | Feb 3, 2015 | Jun 2, 2016 (485 d) |
| Jeremiah Dallas Gallington | Morgan Stanley wirehouse | Natixis Advisors, LLC other | Other | Apr 14, 2014 | Sep 22, 2014 (161 d) |
| Kevin Patrick O'Regan | Manulife Investment Management (US) LLC other | Natixis Advisors, LLC other | Other | Feb 13, 2014 | May 4, 2015 (445 d) |
| Joseph Giar | Columbia Management Investment Advisers, LLC other | Natixis Advisors, LLC other | Other | Feb 11, 2014 | Mar 10, 2014 |
| Daniel R Adams | Columbia Management Investment Advisers, LLC other | Natixis Advisors, LLC other | Other | Jul 29, 2013 | Aug 5, 2013 |
| Jacob Ryan Stewart | Manulife Investment Management (US) LLC other | Natixis Advisors, LLC other | Other | Jul 25, 2013 | Aug 5, 2013 |
| Kenneth A Birely | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Natixis Advisors, LLC other | Other | Mar 5, 2013 | Apr 8, 2013 (34 d) |
| Jeremy A Taylor | Manulife Investment Management (US) LLC other | Natixis Advisors, LLC other | Other | Feb 4, 2013 | Feb 21, 2013 |
| Bryan Dennis Carpenter | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Natixis Advisors, LLC other | Other | Jan 22, 2013 | Oct 6, 2014 (622 d) |
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90 moves match.