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 Missionsquare Retirement
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 |
|---|---|---|---|---|---|
| Kevin Zickler | Voya Financial Advisors, Inc. BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2026 | Jul 24, 2026 |
| Michael Irion | Advice And Planning Services BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Sep 17, 2026 (70 d) |
| Jamie Lynn Wice | LPL Financial LLC BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Aug 25, 2026 (172 d) |
| Adam J Klumb | Edward Jones national BD | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Mar 11, 2026 |
| Jacob Mitchell | Ally Invest Advisors independent RIA | Missionsquare Retirement BD affiliated | RIA to affiliated broker-dealer or bank | Feb 5, 2026 | Feb 6, 2026 |
| Zachary Rosequist | Wealth Enhancement Advisory Services, LLC BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Mar 12, 2026 (38 d) |
| Jonathan Ceci | Eagle Strategies LLC BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2026 | Jan 30, 2026 |
| Bryce Michael Thalacker | Fisher Investments independent RIA | Missionsquare Retirement BD affiliated | RIA to affiliated broker-dealer or bank | Jan 20, 2026 | Jan 30, 2026 |
| Keith David Barnofski | Voya Financial Advisors, Inc. BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2025 | Dec 10, 2025 |
| Jacob Dreiling | Strategic Advisers LLC national BD | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Nov 12, 2025 |
| Ryan Watson | Fisher Investments independent RIA | Missionsquare Retirement BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2025 | Dec 1, 2025 (76 d) |
| Tyquia Clark | Edward Jones national BD | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Nov 4, 2025 (60 d) |
| Michael Allen Larosa | LPL Financial LLC BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2025 | Aug 26, 2025 |
| Dayla Cabeza De Vaca | T. Rowe Price Advisory Services, Inc. BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Dec 19, 2025 (133 d) |
| Gregory Madison | Slavic Mutual Funds Management Corp. institutional | Missionsquare Retirement BD affiliated | Other | Jul 15, 2025 | Aug 27, 2026 (408 d) |
| Reginald K Johnson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Missionsquare Retirement BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 30, 2025 | Aug 20, 2025 (51 d) |
| Victoria L Harrison | Transamerica Retirement Advisors, LLC BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2025 | Aug 7, 2025 (45 d) |
| Manuel Beltran Zuniga | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Missionsquare Retirement BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 20, 2025 | Jun 27, 2025 |
| Nicholas Larry | LPL Financial LLC BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2025 | Jun 12, 2025 |
| Elena Lepeshkova | Morgan Stanley wirehouse | Missionsquare Retirement BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 6, 2025 | Jun 29, 2026 (388 d) |
| Tiffany S Taylor | Empower Advisory Group, LLC BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2025 | Jun 7, 2025 (31 d) |
| Jason M White | Voya Retirement Advisors, LLC other | Missionsquare Retirement BD affiliated | Other | Mar 24, 2025 | Jun 24, 2025 (92 d) |
| Brian Sherman | Avantax Advisory Services BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2025 | Mar 24, 2025 |
| Lauren F Russo | Farther independent RIA | Missionsquare Retirement BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2025 | Mar 18, 2025 |
| Janet L Kendall | Advice And Planning Services BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2025 | Sep 5, 2025 (217 d) |
| Brandi Kachouri | Raymond James Financial Services Advisors, Inc BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2024 | Nov 4, 2025 (356 d) |
| Druery Thorn Holloway | Voya Financial Advisors, Inc. BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2024 | Jan 22, 2025 (90 d) |
| Shannon C Boyle | Cetera Investment Advisers LLC BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2024 | Oct 13, 2025 (356 d) |
| Amy B Lillis-Konopacki | Arkadios Wealth Advisors BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2024 | Jun 12, 2025 (234 d) |
| Robert D Wilson | Dimensional Fund Advisors LP asset manager | Missionsquare Retirement BD affiliated | Other | Oct 9, 2024 | Mar 5, 2025 (147 d) |
| Liam Ehlers | Fidelity Personal And Workplace Advisors BD affiliated | Missionsquare Retirement institutional | Other | Oct 8, 2024 | Nov 4, 2024 |
| Lynwood Leroy Hill | Advice And Planning Services BD affiliated | Missionsquare Retirement institutional | Other | Sep 30, 2024 | Oct 23, 2024 |
| Scott Robenalt Seidel | Transamerica Retirement Advisors, LLC BD affiliated | Missionsquare Retirement institutional | Other | Sep 17, 2024 | Sep 19, 2024 |
| Daniel I Regalado | First Command Advisory Services BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2024 | May 7, 2025 (338 d) |
| Omar Jesus Guevara | Fidelity Personal And Workplace Advisors BD affiliated | Missionsquare Retirement institutional | Other | May 21, 2024 | Sep 10, 2024 (112 d) |
| James C Cantela | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Missionsquare Retirement institutional | Other | Apr 16, 2024 | Apr 18, 2024 |
| Julie Ann Flores | Pfg Advisors independent RIA | Missionsquare Retirement institutional | Other | Mar 11, 2024 | Mar 25, 2024 |
| Regina J Burks | Kestra Advisory Services, LLC BD affiliated | Missionsquare Retirement institutional | Other | Feb 13, 2024 | Mar 11, 2024 |
| Mary T Mcgovern | Morgan Stanley wirehouse | Missionsquare Retirement institutional | Other | Feb 1, 2024 | Feb 29, 2024 |
| Joshua Nicholas Dalafu | Mosley Wealth Management, Inc. independent RIA | Missionsquare Retirement institutional | Other | Dec 14, 2023 | Mar 22, 2024 (99 d) |
| Joan M O'Connell | Blue Water Capital Management, LLC independent RIA | Missionsquare Retirement BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2023 | Dec 23, 2024 (390 d) |
| Douglas G Featherstone | Cg Advisory Services independent RIA | Missionsquare Retirement institutional | Other | Nov 15, 2023 | Sep 7, 2023 |
| Adele Kates | Manning & Napier Advisors, LLC mixed wealth | Missionsquare Retirement institutional | Other | Oct 11, 2023 | Oct 31, 2023 |
| Harold Hubert Michael | Primerica Advisors national BD | Missionsquare Retirement institutional | Other | Oct 9, 2023 | Oct 31, 2023 |
| Matthew Porter Barton | Farther independent RIA | Missionsquare Retirement institutional | Other | Aug 21, 2023 | Aug 25, 2023 |
| Daniel Kierath | Primerica Advisors national BD | Missionsquare Retirement institutional | Other | Aug 21, 2023 | Aug 23, 2023 |
| Laramy Ayers | Fisher Investments independent RIA | Missionsquare Retirement institutional | Other | Aug 16, 2023 | Sep 22, 2023 (37 d) |
| Nancy Agaiby | Voya Financial Advisors, Inc. BD affiliated | Missionsquare Retirement institutional | Other | Aug 7, 2023 | Mar 19, 2024 (225 d) |
| John Howard Murray | Voya Financial Advisors, Inc. BD affiliated | Missionsquare Retirement institutional | Other | Aug 7, 2023 | Aug 11, 2023 |
| Ian T Swafford | LPL Financial LLC BD affiliated | Missionsquare Retirement institutional | Other | Aug 1, 2023 | Jul 31, 2023 |
| Ryan Andre Myers | Empower Advisory Group, LLC BD affiliated | Missionsquare Retirement institutional | Other | Jul 16, 2023 | Aug 3, 2023 |
| Paula Clifton Schnoebelen | Ameriprise Financial Services, LLC national BD | Missionsquare Retirement institutional | Other | Jul 12, 2023 | Jul 17, 2023 |
| Andre David Robinson | Voya Financial Partners, LLC no RAUM | Missionsquare Retirement BD affiliated | Other | Jul 12, 2023 | Jul 6, 2026 (1090 d) |
| Catherine Harstick | Citigroup Global Markets Inc. BD affiliated | Missionsquare Retirement institutional | Other | Jun 13, 2023 | Jun 15, 2023 |
| Daniel Joseph Lattarulo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Missionsquare Retirement institutional | Other | May 16, 2023 | May 19, 2023 |
| Richard Donald Kennedy | Pruco Securities, LLC BD affiliated | Missionsquare Retirement institutional | Other | Mar 30, 2023 | Apr 3, 2023 |
| Marysol Flores Salazar | Ameriprise Financial Services, LLC national BD | Missionsquare Retirement institutional | Other | Mar 23, 2023 | Mar 30, 2023 |
| Rajesh Cheethirala | MML Investors Services, LLC BD affiliated | Missionsquare Retirement institutional | Other | Feb 3, 2023 | Apr 28, 2023 (84 d) |
| James Jorge Martin Tavares | Symmetry Partners independent RIA | Missionsquare Retirement institutional | Other | Feb 2, 2023 | Oct 13, 2023 (253 d) |
| Zachary Pitman | Edward Jones national BD | Missionsquare Retirement institutional | Other | Dec 2, 2022 | Dec 20, 2022 |
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196 moves match.