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 Touchstone Advisors 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
Joseph Anthony CajkaLPL Financial LLC BD affiliatedTouchstone Advisors Inc asset managerOtherAug 5, 2026Aug 7, 2026
Stephanie PackT. Rowe Price Associates, Inc. asset managerTouchstone Advisors Inc asset managerOtherMay 21, 2026Jun 12, 2026
Dylan RuppVirtus Investment Advisers, LLC asset managerTouchstone Advisors Inc asset managerOtherApr 1, 2026Apr 30, 2026
Joseph GiarNatixis Advisors, LLC BD affiliatedTouchstone Advisors Inc asset managerOtherMar 18, 2026Mar 20, 2026
Andrew David MessnerMfs Institutional Advisors Inc. otherTouchstone Advisors Inc asset managerOtherNov 28, 2025Dec 18, 2025
Ryan KohoutW&S Brokerage Services, Inc. BD affiliatedTouchstone Advisors Inc asset managerOtherNov 3, 2025Nov 7, 2025
Austin WardFifth Third Securities, Inc. BD affiliatedTouchstone Advisors Inc asset managerOtherOct 16, 2025Oct 20, 2025
James Joseph KissaneColumbia Management Investment Advisers, LLC asset managerTouchstone Advisors Inc asset managerOtherJun 26, 2025Jul 11, 2025
Michael DayAdvisors Asset Management, Inc. mixed wealthTouchstone Advisors Inc asset managerOtherJun 9, 2025Jul 2, 2025
Timothy James PrattCharles Schwab & Co., Inc. national BDTouchstone Advisors Inc asset managerOtherFeb 4, 2025Jan 17, 2025
Matthew William Davoust WhallTlg Advisors, Inc. BD affiliatedTouchstone Advisors Inc asset managerOtherAug 11, 2022Sep 30, 2022 (50 d)
Christopher Ragen FrostFidelity Personal And Workplace Advisors BD affiliatedTouchstone Advisors Inc asset managerOtherApr 11, 2022Jun 16, 2022 (66 d)
Robert MoodyColumbia Management Investment Advisers, LLC asset managerTouchstone Advisors Inc asset managerOtherMar 22, 2022Apr 6, 2022
Shemika Lashawn FreemanSecurities America Advisors, Inc. BD affiliatedTouchstone Advisors Inc asset managerOtherMar 31, 2021Mar 31, 2021
Michael Raymond OrrColumbia Management Investment Advisers, LLC asset managerTouchstone Advisors Inc asset managerOtherFeb 25, 2021Jan 28, 2021
Chad William LivelyBankers Life Advisory Services, Inc. BD affiliatedTouchstone Advisors Inc asset managerOtherFeb 16, 2021Mar 3, 2021
Nicholas Michael SextonFidelity Personal And Workplace Advisors BD affiliatedTouchstone Advisors Inc asset managerOtherMar 18, 2020Oct 20, 2021 (581 d)
Kenneth Michael MisnerInvesco Advisers, Inc. asset managerTouchstone Advisors Inc asset managerOtherSep 11, 2019Sep 13, 2019
William Frederick KussinColumbia Management Investment Advisers, LLC asset managerTouchstone Advisors Inc asset managerOtherJul 17, 2019Jul 26, 2019
Jesse Michael NeerdaelsAllspring Funds Management, LLC asset managerTouchstone Advisors Inc asset managerOtherJun 4, 2019Jul 1, 2019
Thomas SkeenEdward Jones national BDTouchstone Advisors Inc asset managerOtherJan 30, 2019Feb 21, 2019
Brett WagnerFifth Third Securities, Inc. BD affiliatedTouchstone Advisors Inc asset managerOtherFeb 23, 2018Mar 12, 2018
Charles David LynamStadion Money Management, LLC otherTouchstone Advisors Inc otherOtherFeb 7, 2018Feb 9, 2018
Cody Lee OwensMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTouchstone Advisors Inc asset managerOtherFeb 2, 2018Jan 10, 2019 (342 d)
Todd Michael NussWaddell & Reed otherTouchstone Advisors Inc otherOtherJan 17, 2018Jan 19, 2018
Brendan William TullyHartford Funds otherTouchstone Advisors Inc asset managerOtherJan 4, 2018Sep 26, 2018 (265 d)
Kyle Eric MerkInvest Financial Corporation otherTouchstone Advisors Inc asset managerOtherDec 1, 2017Aug 16, 2019 (623 d)
Cameron Joseph MagoonStrategic Advisers LLC national BDTouchstone Advisors Inc asset managerOtherNov 1, 2017Jan 10, 2019 (435 d)
Kurt Justin DupuisMdt Advisers, A Division Of Federated Mdta LLC otherTouchstone Advisors Inc otherOtherApr 17, 2017Apr 17, 2017
Melinda Catherine BurgessStrategic Advisers LLC national BDTouchstone Advisors Inc otherOtherOct 5, 2016Oct 26, 2016
Zarinah Amatullah MitchellFifth Third Securities, Inc. otherTouchstone Advisors Inc asset managerOtherJun 27, 2016Jan 10, 2019 (927 d)
Robert George HendonFifth Third Securities, Inc. otherTouchstone Advisors Inc otherOtherApr 4, 2016Apr 14, 2016
Christopher Michael FangmannStrategic Advisers LLC national BDTouchstone Advisors Inc otherOtherMar 17, 2016Apr 21, 2017 (400 d)
Bree Erika BarlettoEaton Vance Management otherTouchstone Advisors Inc otherOtherJul 30, 2015Sep 17, 2015 (49 d)
Andrew Stephen DilboneUBS Financial Services Inc. wirehouseTouchstone Advisors Inc otherOtherJan 12, 2015Jan 28, 2015
Roberto CrugnaleEaton Vance Management otherTouchstone Advisors Inc otherOtherDec 9, 2014Jan 14, 2015 (36 d)
Alex Samuel KatzLord, Abbett & Co. LLC otherTouchstone Advisors Inc otherOtherNov 11, 2014Nov 26, 2014
Brendan J. McdonaldAllspring Funds Management, LLC otherTouchstone Advisors Inc otherOtherNov 3, 2014Nov 24, 2014
Andrew HallCalamos Advisors LLC otherTouchstone Advisors Inc otherOtherFeb 20, 2014Mar 24, 2017 (1128 d)
Timothy Steven StearnsEnvestnet Pmc otherTouchstone Advisors Inc otherOtherSep 6, 2013Sep 11, 2013
Brett WagnerStrategic Advisers LLC national BDTouchstone Advisors Inc otherOtherMar 18, 2013Apr 12, 2013
Andrea Lynn ErnstStrategic Advisers LLC national BDTouchstone Advisors Inc otherOtherFeb 4, 2013Feb 28, 2013
Matthew Edward CampbellPrincipal Securities, Inc. otherTouchstone Advisors Inc otherOtherDec 21, 2012Mar 14, 2013 (83 d)
Timothy John CostanzaManulife Investment Management (US) LLC otherTouchstone Advisors Inc otherOtherOct 26, 2012Nov 9, 2012
Paula Gallagher MoseleySuntrust Investment Services, Inc. otherTouchstone Advisors Inc otherOtherSep 10, 2012Sep 5, 2013 (360 d)
Thomas Joseph GroutStrategic Advisers LLC national BDTouchstone Advisors Inc otherOtherSep 6, 2012Sep 24, 2012
R Crit ThomasOne Compass Advisors unclassifiedTouchstone Advisors Inc otherOtherFeb 22, 2012Nov 9, 2017 (2087 d)
Thomas James SinglerStrategic Advisers LLC national BDTouchstone Advisors Inc otherOtherJan 4, 2012Jan 17, 2012
James M MccroryAllstate Financial Advisors, LLC no RAUMTouchstone Advisors Inc otherOtherSep 22, 2011Sep 26, 2011
Victor Allen LancasterJ.J.B. Hilliard, W.L. Lyons, LLC otherTouchstone Advisors Inc otherOtherJun 29, 2010Jul 9, 2010
Jacob Andrew WillisMorgan Stanley wirehouseTouchstone Advisors Inc asset managerOtherMar 12, 2010Jun 23, 2021 (4121 d)
Steven Forrest SchumacherRydex Advisory Services, LLC unclassifiedTouchstone Advisors Inc otherOtherNov 6, 2009Feb 2, 2018 (3010 d)
Casey S CroysdaleNatcity Investments, Inc. unclassifiedTouchstone Advisors Inc otherOtherAug 26, 2009Sep 1, 2009
Ravi Rameshchandra TalatiRydex Advisory Services, LLC unclassifiedTouchstone Advisors Inc otherOtherJul 7, 2009Dec 18, 2009 (164 d)
Mark Harold HustonVoya Investment Management Co. LLC otherTouchstone Advisors Inc otherOtherSep 12, 2008Jan 7, 2009 (117 d)
Brian Stephen CheyneWells Fargo Advisors wirehouseTouchstone Advisors Inc otherOtherMay 5, 2008Jun 17, 2008 (43 d)
James M MccroryMsi Financial Services, Inc. otherTouchstone Advisors Inc otherOtherMar 5, 2008Jul 8, 2008 (125 d)
Daniel SchwartzAmeriprise Financial Services, LLC national BDTouchstone Advisors Inc otherOtherNov 13, 2007Nov 30, 2007
Bradley Stephen WattersonRobert Leshner And Associates, Inc. otherTouchstone Advisors Inc otherOtherAug 31, 2007Oct 4, 2007 (34 d)
Erik AartsAllianz Global Investors Managed Accounts LLC otherTouchstone Advisors Inc asset managerOtherAug 17, 2007Jun 9, 2021 (5045 d)
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69 moves match.