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 Lord, Abbett & Co. 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
Susan Anne Galioto	Osaic Wealth, Inc. BD affiliated	Lord, Abbett & Co. LLC asset manager	Other	Aug 11, 2026	Sep 15, 2026 (35 d)
Pedro Farid Quintanilla-Dieck	UBS Financial Services Inc. wirehouse	Lord, Abbett & Co. LLC asset manager	Other	Jun 18, 2026	Jul 27, 2026 (39 d)
Austin James Eagan	Hartford Funds asset manager	Lord, Abbett & Co. LLC asset manager	Other	Jun 10, 2026	Jun 11, 2026
Michael Mcpherson	UBS Financial Services Inc. wirehouse	Lord, Abbett & Co. LLC asset manager	Other	Mar 18, 2026	Apr 16, 2026
Sophia Grace Swain	Goldman Sachs Wealth Services, L.P. BD affiliated	Lord, Abbett & Co. LLC asset manager	Other	Jan 21, 2026	Jan 13, 2026
David Vadakekkara	UBS Financial Services Inc. wirehouse	Lord, Abbett & Co. LLC asset manager	Other	Oct 17, 2025	Nov 5, 2025
Henry Hunter Deakins	Cetera Investment Advisers LLC BD affiliated	Lord, Abbett & Co. LLC asset manager	Other	Oct 16, 2025	Dec 2, 2025 (47 d)
Elliot Ross Poretzky	Valley Wealth Managers, Inc. independent RIA	Lord, Abbett & Co. LLC asset manager	Other	Jul 3, 2025	Jul 21, 2025
Kevin J Oconnor	Pgim Investments LLC asset manager	Lord, Abbett & Co. LLC asset manager	Other	Jun 16, 2025	Jun 18, 2025
Fernando Roberto Bloin	Pgim Quantitative Solutions asset manager	Lord, Abbett & Co. LLC asset manager	Other	Jan 31, 2025	Jun 13, 2024
Christopher Andre Torres	Alliancebernstein L.P. asset manager	Lord, Abbett & Co. LLC asset manager	Other	Apr 4, 2024	Aug 20, 2025 (503 d)
Demontae Marquan Foots	Allspring Funds Management, LLC asset manager	Lord, Abbett & Co. LLC asset manager	Other	Mar 7, 2024	May 16, 2024 (70 d)
Matthew Eisenberg	Morgan Stanley wirehouse	Lord, Abbett & Co. LLC asset manager	Other	Aug 16, 2023	Jan 19, 2024 (156 d)
Trevor Mason Bunn	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Lord, Abbett & Co. LLC asset manager	Other	Feb 9, 2023	Feb 3, 2023
Harrison Bogusz	Morgan Stanley wirehouse	Lord, Abbett & Co. LLC asset manager	Other	Dec 19, 2022	Jan 19, 2024 (396 d)
Elena R. Stanley	Nuveen Asset Management, LLC other	Lord, Abbett & Co. LLC asset manager	Other	Oct 17, 2022	Dec 21, 2022 (65 d)
Roger Elias Saleeby	Morgan Stanley wirehouse	Lord, Abbett & Co. LLC asset manager	Other	Oct 14, 2022	Nov 17, 2022 (34 d)
Robert Daniel Flynn	First Trust Advisors LP asset manager	Lord, Abbett & Co. LLC asset manager	Other	Sep 29, 2022	Dec 22, 2022 (84 d)
Stephen Bartholomew Luethi	Pgim Investments LLC asset manager	Lord, Abbett & Co. LLC asset manager	Other	Sep 28, 2022	Nov 25, 2022 (58 d)
Timothy Ryan Odonovan	City Different Investments other	Lord, Abbett & Co. LLC asset manager	Other	Aug 17, 2022	Sep 15, 2022
Michael Joseph Conway	Eagle Strategies LLC BD affiliated	Lord, Abbett & Co. LLC asset manager	Other	May 26, 2022	Jul 15, 2022 (50 d)
Robert Joseph Frawley	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Lord, Abbett & Co. LLC asset manager	Other	Jan 26, 2022	Mar 25, 2022 (58 d)
Stephen Robert Fox	Putnam Investment Management, LLC asset manager	Lord, Abbett & Co. LLC asset manager	Other	Sep 22, 2021	Mar 20, 2025 (1275 d)
Juan Eduardo Esparza	Alliancebernstein L.P. other	Lord, Abbett & Co. LLC asset manager	Other	Jul 24, 2020	Mar 20, 2023 (969 d)
Jason Christopher Acab	Blackrock Investment Management, LLC other	Lord, Abbett & Co. LLC asset manager	Other	Mar 28, 2019	Apr 9, 2019
James Edward Steinkamp	Allspring Funds Management, LLC asset manager	Lord, Abbett & Co. LLC asset manager	Other	Oct 15, 2018	Feb 4, 2019 (112 d)
Henry Mccomb Winchester	Alliancebernstein L.P. other	Lord, Abbett & Co. LLC asset manager	Other	Jul 17, 2018	Jul 24, 2018
Mark E. Donovan	Putnam Investment Management, LLC asset manager	Lord, Abbett & Co. LLC asset manager	Other	May 8, 2018	May 21, 2018
Roman Kim	M Holdings Securities, Inc. BD affiliated	Lord, Abbett & Co. LLC asset manager	Other	Apr 9, 2018	Aug 27, 2024 (2332 d)
Dominick J Trapasso	Nuveen Asset Management, LLC other	Lord, Abbett & Co. LLC asset manager	Other	Mar 14, 2018	Mar 14, 2018
Nicole Dimassa	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Lord, Abbett & Co. LLC asset manager	Other	Mar 13, 2018	Mar 22, 2018
Nicole Marie Deluise	UBS Financial Services Inc. wirehouse	Lord, Abbett & Co. LLC other	Other	Mar 6, 2017	Apr 6, 2017 (31 d)
Jeffrey Brent Pickering	Waterford Financial Management, LLC state registered	Lord, Abbett & Co. LLC other	Other	Jan 4, 2017	Feb 14, 2017 (41 d)
Taylor Leete Hogarth	Northwestern Mutual Investment Services,LLC no RAUM	Lord, Abbett & Co. LLC other	Other	Dec 19, 2016	Oct 23, 2017 (308 d)
Spencer James Knickerbocker	Raymond James & Associates, Inc. national BD	Lord, Abbett & Co. LLC other	Other	Jul 7, 2016	Jul 20, 2016
Cameron Emmott	Waddell & Reed other	Lord, Abbett & Co. LLC asset manager	Other	May 20, 2016	May 21, 2018 (731 d)
Alexis E Rodriguez	Equitable Advisors, LLC national BD	Lord, Abbett & Co. LLC other	Other	Dec 14, 2015	Dec 17, 2015
Eric Michael Szendrey	Pruco Securities, LLC other	Lord, Abbett & Co. LLC other	Other	Dec 3, 2015	Feb 2, 2016 (61 d)
Dominick Allen Mcpeake	Curian Capital, LLC other	Lord, Abbett & Co. LLC other	Other	Sep 15, 2015	Nov 27, 2015 (73 d)
Lauren Feigelman Colon	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Lord, Abbett & Co. LLC other	Other	Apr 9, 2015	Jun 3, 2015 (55 d)
Erin Elizabeth Burke	Blackrock Investment Management, LLC other	Lord, Abbett & Co. LLC other	Other	Mar 2, 2015	Apr 6, 2015 (35 d)
James Hawes Casler	Manulife Investment Management (US) LLC other	Lord, Abbett & Co. LLC other	Other	Oct 2, 2014	Nov 5, 2014 (34 d)
Maurice Leonard Whittaker	Equitable Advisors, LLC national BD	Lord, Abbett & Co. LLC other	Other	Apr 1, 2014	Apr 7, 2014
Joseph Hagner	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Lord, Abbett & Co. LLC other	Other	Jan 7, 2013	Feb 5, 2013
Christopher Sean Kerwin	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Lord, Abbett & Co. LLC other	Other	Jul 3, 2012	Jul 19, 2012
Dennis Thomas Byrne	E*Trade Capital Management, LLC other	Lord, Abbett & Co. LLC other	Other	Apr 17, 2012	Jun 12, 2012 (56 d)
Sean German	Morgan Stanley wirehouse	Lord, Abbett & Co. LLC other	Other	Feb 8, 2012	Mar 13, 2012 (34 d)
Eric Michael Clark	Breakaway Partners, LLC unclassified	Lord, Abbett & Co. LLC other	Other	Aug 22, 2011	Sep 9, 2013 (749 d)
Keith Thomas Truex	Cambridge Financial Group, Inc. other	Lord, Abbett & Co. LLC other	Other	Jun 27, 2011	May 17, 2012 (325 d)
Vernon Bice	UBS Financial Services Inc. wirehouse	Lord, Abbett & Co. LLC other	Other	May 16, 2011	Jun 21, 2011 (36 d)
John Robert Orwig	Directed Services LLC other	Lord, Abbett & Co. LLC other	Other	Dec 1, 2010	Jan 25, 2011 (55 d)
Therese Jeanne Cavanaugh	Neuberger Berman Bd LLC other	Lord, Abbett & Co. LLC other	Other	Aug 3, 2010	Aug 11, 2010
Elizabeth Rose Cillo	Janney Montgomery Scott LLC other	Lord, Abbett & Co. LLC other	Other	Jul 27, 2010	Feb 11, 2011 (199 d)
Matthew Thomas Nadeau	Evergreen Investment Management Co unclassified	Lord, Abbett & Co. LLC asset manager	Other	Jan 4, 2010	May 21, 2018 (3059 d)
Ricardo Jose Ruiz	Edward Jones national BD	Lord, Abbett & Co. LLC other	Other	Feb 9, 2009	May 19, 2011 (829 d)
Christopher Peter Fuschillo	Bny Mellon Securities Corporation other	Lord, Abbett & Co. LLC other	Other	Feb 25, 2008	Jul 14, 2008 (140 d)
Benjamin John Marcelliano	Ameriprise Financial Services, LLC national BD	Lord, Abbett & Co. LLC other	Other	Jan 15, 2008	Jan 30, 2012 (1476 d)
Christopher Ronald Miller	Oppenheimer & Co. Inc. other	Lord, Abbett & Co. LLC other	Other	Oct 16, 2007	Jan 28, 2008 (104 d)
Casey James Finneran	Morgan Stanley & Co. LLC unclassified	Lord, Abbett & Co. LLC asset manager	Other	Aug 1, 2007	Oct 28, 2025 (6663 d)
Kevin Edward Cox	Osaic Fa, Inc. other	Lord, Abbett & Co. LLC other	Other	Jul 20, 2007	Aug 20, 2007 (31 d)

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74 moves match.