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 Morningstar Investment Management 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.

AdvisorFromToTypeLeftRegistered
Christopher Edward FitzgeraldMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025Jun 16, 2023
Rebecca Lynn BennettMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 29, 2025
Adam John HerakovichMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Timothy John BottomlyMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Sara Frances Kasun-FretzMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Matthew J OchoaMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Madeline Elizabeth RappMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Robert David MizaurMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Bradley Michael CohenMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Jeff RichertMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Michael Edward GroverMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025Aug 8, 2025 (53 d)
Maxwell Bauer BromleyMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025Jan 2, 2025
Kenneth Lavon ChambersMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025Jun 9, 2025
Sara Elizabeth BuffingtonMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025Jan 7, 2025
Robert Emmet MccabeMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Max SchankermanMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025Jun 12, 2025
Ryan Michael WalkerMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Maria Demitra BlanasMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 29, 2025
Edward Joseph ReynoldsMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 16, 2025May 30, 2025
Aaron Brent PetersonMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 11, 2025May 30, 2025
Risa L LamontagneMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJan 7, 2025Jan 7, 2025
Louise C MccullochMorgan Stanley wirehouseMorningstar Investment Management LLC mixed wealthWirehouse to independent RIAAug 2, 2024Aug 21, 2026 (749 d)
Brian MccarthyEnvestnet Retirement Solutions, LLC otherMorningstar Investment Management LLC mixed wealthOtherSep 28, 2023Nov 6, 2024 (405 d)
Andrew HudsonCharles Schwab & Co., Inc. national BDMorningstar Investment Management LLC mixed wealthAffiliated broker-dealer or bank to independent RIAApr 17, 2023Oct 12, 2023 (178 d)
David Trevor RixCaptrust institutionalMorningstar Investment Management LLC mixed wealthOtherOct 26, 2022Jan 24, 2023 (90 d)
Peter John DugeryMorningstar Investment Services LLC independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJan 31, 2022Jan 31, 2022
Hannah L RitchieBudros, Ruhlin & Roe independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 24, 2021Jul 6, 2021
Francis A AnelloLineweaver Wealth Advisors independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAMar 29, 2021Sep 1, 2021 (156 d)
Sandie Kay RoddaInvesco Advisers, Inc. asset managerMorningstar Investment Management LLC mixed wealthOtherJun 1, 2018Jan 22, 2020 (600 d)
Paul Raymond DowdDws Investment Management Americas, Inc. otherMorningstar Investment Management LLC otherOtherApr 4, 2008May 9, 2011 (1130 d)
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30 moves match.