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 Alliancebernstein L.P.

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
Ryleigh WilliamsCharles Schwab & Co., Inc. national BDAlliancebernstein L.P. otherOtherAug 29, 2026Sep 9, 2026
Aaron John SchulzEquitable Advisors, LLC national BDAlliancebernstein L.P. otherOtherAug 3, 2026Sep 15, 2026 (43 d)
Connor Matthew GageAmeriprise Financial Services, LLC national BDAlliancebernstein L.P. otherOtherJul 20, 2026Aug 7, 2026
Camille Aman TambuntingGoldman Sachs Wealth Services, L.P. BD affiliatedAlliancebernstein L.P. otherOtherJul 6, 2026Aug 3, 2026
Tatiana S CluverMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. otherOtherJun 3, 2026Jun 24, 2026
Keaton Jack WrightRobert W. Baird & Co. Incorporated mixed wealthAlliancebernstein L.P. otherOtherMay 19, 2026Jun 15, 2026
Carey M FortnamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. otherOtherMay 15, 2026May 26, 2026
William D. BishopStrategic Advisers LLC national BDAlliancebernstein L.P. otherOtherMay 12, 2026May 5, 2026
Marco Philip YeppezWells Fargo Advisors wirehouseAlliancebernstein L.P. otherOtherMay 11, 2026May 26, 2026
Connor Edward Van SkikeMwa Financial Services, Inc. BD affiliatedAlliancebernstein L.P. otherOtherMay 11, 2026May 27, 2026
James Cameron HolmesTruist Advisory Services, Inc. BD affiliatedAlliancebernstein L.P. otherOtherMay 6, 2026May 20, 2026
Joshua Ford MurrayRockefeller Capital Management BD affiliatedAlliancebernstein L.P. otherOtherMay 5, 2026May 11, 2026
Jaden ElsingerStrategic Advisers LLC national BDAlliancebernstein L.P. otherOtherMay 5, 2026May 12, 2026
Liam Leo KeefeFlorida Financial Advisors, LLC BD affiliatedAlliancebernstein L.P. otherOtherApr 27, 2026Jun 22, 2026 (56 d)
Karyll S HyacintheMorgan Stanley wirehouseAlliancebernstein L.P. otherOtherApr 20, 2026Apr 23, 2026
Olivia SongLord, Abbett & Co. LLC asset managerAlliancebernstein L.P. otherOtherApr 13, 2026Apr 14, 2026
Matthew A BellLPL Financial LLC BD affiliatedAlliancebernstein L.P. otherOtherApr 1, 2026Mar 30, 2026
Jeremiah Orlando JamesLido independent RIAAlliancebernstein L.P. asset managerOtherFeb 13, 2026Feb 17, 2026
Nathan Michael MartinThrivent Investment Management Inc. BD affiliatedAlliancebernstein L.P. asset managerOtherFeb 4, 2026Feb 6, 2026
Katherine JacobsonPrincipal Securities, Inc. BD affiliatedAlliancebernstein L.P. asset managerOtherJan 15, 2026Jan 21, 2026
Patrick Robert ConleyJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. asset managerOtherJan 2, 2026Jan 22, 2026
Katharine Wingfield FloryMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. asset managerOtherJan 2, 2026Jan 15, 2026
Tucker Thomas HastingsGoldman Sachs Wealth Services, L.P. BD affiliatedAlliancebernstein L.P. otherOtherDec 22, 2025Jul 31, 2026 (221 d)
Gregory Anthony KoppSavant Wealth Management independent RIAAlliancebernstein L.P. otherOtherDec 20, 2025Apr 2, 2026 (103 d)
David Alexander MorrisThe Mather Group, LLC independent RIAAlliancebernstein L.P. asset managerOtherDec 16, 2025Nov 11, 2025
Janine ShiehJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. otherOtherDec 3, 2025Apr 30, 2026 (148 d)
Zainab RizviPark Avenue Securities LLC BD affiliatedAlliancebernstein L.P. asset managerOtherOct 31, 2025Nov 5, 2025
Meehir PatelJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. asset managerOtherSep 30, 2025Jan 13, 2026 (105 d)
Jack Patrick SpoonerVoya Financial Advisors, Inc. BD affiliatedAlliancebernstein L.P. asset managerOtherSep 26, 2025Oct 6, 2025
Isheka AgarwalAltar Rock independent RIAAlliancebernstein L.P. otherOtherJul 9, 2025Jul 20, 2026 (376 d)
Owen Robert Freese49 Financial independent RIAAlliancebernstein L.P. otherOtherJul 8, 2025Jun 3, 2026 (330 d)
Lawrence N/A LamonicaSol Capital Management Co mixed wealthAlliancebernstein L.P. otherOtherJul 2, 2025Jul 22, 2026 (385 d)
Gregory Robert KadetUBS Financial Services Inc. wirehouseAlliancebernstein L.P. asset managerOtherJul 1, 2025Jul 1, 2025
Harry James SeymourColumbia Management Investment Advisers, LLC asset managerAlliancebernstein L.P. asset managerOtherJun 27, 2025Jun 5, 2025
Thomas PerkinsJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. asset managerOtherMay 29, 2025May 29, 2025
Michael James FerraroEnvestnet Pmc independent RIAAlliancebernstein L.P. asset managerOtherApr 22, 2025Apr 25, 2025
Emily Nicole WiserCorient independent RIAAlliancebernstein L.P. asset managerOtherApr 8, 2025Apr 2, 2025
Dalton Jace HarrisEdward Jones national BDAlliancebernstein L.P. asset managerOtherApr 1, 2025Apr 11, 2025
Brooke N VannoyNuveen Asset Management, LLC mixed wealthAlliancebernstein L.P. asset managerOtherMar 19, 2025Apr 14, 2025
Cameron LaneFidelity Personal And Workplace Advisors BD affiliatedAlliancebernstein L.P. asset managerOtherMar 5, 2025Jun 3, 2025 (90 d)
Halle Rawlings ReganT. Rowe Price Associates, Inc. asset managerAlliancebernstein L.P. asset managerOtherMar 4, 2025Mar 20, 2025
Paige E DeasyMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherFeb 25, 2025Mar 5, 2025
Jared HareRussell Investments otherAlliancebernstein L.P. asset managerOtherJan 21, 2025Jan 9, 2025
Christine Williams MillenEnza Financial, LLC independent RIAAlliancebernstein L.P. asset managerOtherDec 24, 2024Jan 14, 2025
Addison Marguerite ValleUBS Financial Services Inc. wirehouseAlliancebernstein L.P. asset managerOtherDec 17, 2024Jan 3, 2025
Keegan C O'SheaFidelity Personal And Workplace Advisors BD affiliatedAlliancebernstein L.P. asset managerOtherNov 25, 2024Jan 13, 2025 (49 d)
Ruben Alexander FerrerMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherOct 4, 2024Oct 30, 2024
Lauren Ann RiccaWells Fargo Advisors wirehouseAlliancebernstein L.P. asset managerOtherOct 3, 2024Sep 12, 2024
Emma Catherine ThomasJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. asset managerOtherAug 30, 2024Sep 17, 2024
Jackson Ryan RauMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. asset managerOtherAug 23, 2024Sep 6, 2024
Caleb Jeffrey HanieRBC Capital Markets, LLC national BDAlliancebernstein L.P. asset managerOtherAug 21, 2024Sep 5, 2024
John FloresJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. asset managerOtherAug 15, 2024Sep 4, 2024
Hongyu LiuCharles Schwab & Co., Inc. national BDAlliancebernstein L.P. asset managerOtherAug 9, 2024Mar 13, 2025 (216 d)
Zakery Evan ProsmushkinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. asset managerOtherJul 15, 2024Aug 15, 2024 (31 d)
Matthew Barker CornfieldCary Street Partners BD affiliatedAlliancebernstein L.P. asset managerOtherJun 28, 2024Jul 8, 2024
Drew Thomas GibbonsCorient independent RIAAlliancebernstein L.P. asset managerOtherJun 18, 2024Sep 13, 2024 (87 d)
Emiliano DeriquerPruco Securities, LLC BD affiliatedAlliancebernstein L.P. asset managerOtherJun 17, 2024Jun 28, 2024
Jeffrey A LewisFisher Investments independent RIAAlliancebernstein L.P. asset managerOtherJun 13, 2024Sep 13, 2024 (92 d)
Jacob Philip MotzGoldman Sachs Wealth Services, L.P. BD affiliatedAlliancebernstein L.P. asset managerOtherJun 5, 2024May 28, 2024
Gina CohenPrincipled Planning & Wealth Management unclassifiedAlliancebernstein L.P. asset managerOtherMay 14, 2024May 31, 2024
Page 1 of 6Next
350 moves match.