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 Ernst & Young Investment Advisers Llp

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
Alana Denese Ibironke	Cetera Investment Advisers LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	May 21, 2026	May 13, 2026
Sebastian A Cooper	Oneamerica Securities, Inc. BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	May 13, 2026	May 20, 2026
Julian Brian Ma	Equitable Advisors, LLC national BD	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 31, 2026	May 14, 2026 (44 d)
Kelvin You	UBS Financial Services Inc. wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 24, 2026	May 13, 2026 (50 d)
Aaron Constante	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	Feb 11, 2026	Jun 10, 2026 (119 d)
Valencia Brown Jones	Origin Investment Advisory LLC independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 18, 2025	Jul 25, 2022
Stephanie A Coleman-Risher	Oneamerica Securities, Inc. BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	May 20, 2025	Jun 19, 2025
William Ehrbar	Family Financial independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Apr 24, 2025	Jun 6, 2025 (43 d)
Buddy Brisco Farmer	Teacher Advisors, LLC unclassified	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 27, 2025	Jan 6, 2026 (285 d)
Eduardo Porras	Florida Financial Advisors, LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Nov 26, 2024	Jun 16, 2025 (202 d)
Nathaniel Dechant Adams	Keenan Financial independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Nov 4, 2024	Jul 10, 2025 (248 d)
Aaron Simon	Fidelity Personal And Workplace Advisors BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Oct 14, 2024	Jun 6, 2025 (235 d)
Ilya Arturovich Pogosyan	Florida Financial Advisors, LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Oct 2, 2024	Nov 26, 2024 (55 d)
Justin Rennhack	Cetera Investment Advisers LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 26, 2024	Dec 10, 2024 (106 d)
Travis Joseph Smyth	Tjsinvest unclassified	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 12, 2024	Jul 22, 2022
Billy Dewayne Ray	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	Jul 12, 2024	Jun 4, 2025 (327 d)
Ya Ting Yang	Sugarloaf Wealth Management, LLC independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 6, 2024	Nov 15, 2024 (254 d)
Mathew Jason Demikat	RBC Capital Markets, LLC national BD	Ernst & Young Investment Advisers Llp no RAUM	Other	Sep 27, 2023	Jun 11, 2025 (623 d)
Corey S Durden	Equitable Advisors, LLC national BD	Ernst & Young Investment Advisers Llp no RAUM	Other	Sep 12, 2023	May 8, 2024 (239 d)
Samuel Mason Westers	Brookstone Wealth Advisors, LLC no RAUM	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 25, 2023	Sep 13, 2023
Keith Jackson	Summit Global Investments, LLC mixed wealth	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 18, 2023	May 9, 2023
Andres Guarin	We Family Offices independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Jul 25, 2023	Jun 16, 2024 (327 d)
James Matthew Weeks	Allegiance Financial Planning unclassified	Ernst & Young Investment Advisers Llp no RAUM	Other	May 31, 2023	Sep 23, 2022
Francisco Javier Medina	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 16, 2023	May 17, 2023 (62 d)
Ryan Matthew Kennedy	Morgan Stanley wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 6, 2023	Jun 5, 2023 (91 d)
Amanda M Pennfield	Morgan Stanley wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 2, 2023	Apr 24, 2024 (419 d)
Benjamin Daniel Crofford	Usaa Investment Services Company no RAUM	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 1, 2023	May 18, 2023 (78 d)
Gordon Haas	Haas Wealth Strategies LLC unclassified	Ernst & Young Investment Advisers Llp no RAUM	Other	Dec 3, 2022	May 6, 2020
Rhowan Babekir Ahmed	J.P. Morgan Securities LLC wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	Nov 9, 2022	Jul 2, 2024 (601 d)
Tracey J Breaux	Fruitful no RAUM	Ernst & Young Investment Advisers Llp no RAUM	Other	Sep 20, 2022	Sep 22, 2022
Douglas Anthony Berti	Valic Financial Advisors, Inc. BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Sep 9, 2022	Sep 23, 2022
Gregory S Williams	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 9, 2022	Aug 8, 2022
Elisa D Ramos	MML Investors Services, LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Jul 12, 2022	Jul 22, 2022
Victor Hugo Garza	Amicus Financial Advisors, LLC independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Jun 15, 2022	Feb 16, 2021
Ivan Bondarenko	W&S Brokerage Services, Inc. BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Jun 13, 2022	Jun 5, 2023 (357 d)
Edward James Acker	St. Pete Financial Group unclassified	Ernst & Young Investment Advisers Llp no RAUM	Other	May 31, 2022	Jul 13, 2023 (408 d)
Justin Louis Hyman	Morgan Stanley wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	May 10, 2022	Oct 25, 2022 (168 d)
Christopher Glenn Thomason	LPL Financial LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Mar 3, 2022	Jul 21, 2022 (140 d)
Galen Bearden	Conscious Money Solutions, LLC unclassified	Ernst & Young Investment Advisers Llp no RAUM	Other	Nov 15, 2021	Sep 22, 2022 (311 d)
Devoda D Owens	Robert W. Baird & Co. Incorporated mixed wealth	Ernst & Young Investment Advisers Llp no RAUM	Other	Oct 20, 2021	Oct 6, 2021
Artur Garcia Engler-Pinto	Fsa Advisors, Inc. independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Oct 8, 2021	Sep 26, 2022 (353 d)
William Snyder	Pruco Securities, LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Jul 29, 2021	Oct 6, 2021 (69 d)
Jack Earl Clemans	Cx Institutional, LLC independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Jul 6, 2021	Oct 6, 2021 (92 d)
Virginia Ann Hoffman	Fidelity Personal And Workplace Advisors BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Jul 2, 2021	Jun 16, 2023 (714 d)
Robert James Gartner	Pruco Securities, LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Feb 19, 2021	Dec 16, 2021 (300 d)
Preston O Duppins	Fidelity Personal And Workplace Advisors BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Dec 2, 2020	Apr 20, 2021 (139 d)
Yerassyl Almatyli Sundetbayev	First Command Advisory Services BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Dec 2, 2020	Jan 6, 2021 (35 d)
Charles Calogero Locicero	Vanguard Advisers, Inc. BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Oct 28, 2020	Oct 14, 2021 (351 d)
Rene Hernandez	Cuna Brokerage Services, Inc. BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Sep 15, 2020	Aug 30, 2022 (714 d)
Alex Spencer Bethune	Cps Investment Advisors independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 26, 2020	Jan 15, 2021 (142 d)
Jimmy Allen Warwick	Cx Institutional, LLC independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 11, 2020	Oct 7, 2021 (422 d)
Sabrina Abdelaaty	Hightower Advisors, LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Apr 24, 2020	May 1, 2020
Loren Christopher Krieg	Florida Financial Advisors, LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Feb 11, 2020	Jun 3, 2020 (113 d)
Clifford Andrew Brockmann	Edward Jones national BD	Ernst & Young Investment Advisers Llp no RAUM	Other	Oct 25, 2019	Jan 14, 2020 (81 d)
Christopher James Millius	Pruco Securities, LLC BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Oct 21, 2019	Nov 12, 2019
Joseph Matthew Suarez	Equitable Advisors, LLC national BD	Ernst & Young Investment Advisers Llp no RAUM	Other	Sep 25, 2019	Oct 11, 2019
Manan Amin	Morgan Stanley wirehouse	Ernst & Young Investment Advisers Llp no RAUM	Other	Sep 5, 2019	Nov 12, 2019 (68 d)
Mary Ann Dianna	Osaic Wealth, Inc. BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Aug 22, 2019	Oct 11, 2019 (50 d)
Jeffery B Kimball	Raymond James Financial Services Advisors, Inc BD affiliated	Ernst & Young Investment Advisers Llp no RAUM	Other	Jul 10, 2019	Dec 23, 2019 (166 d)
Scott Edward Harris	T. Rowe Price Advisory Services, Inc. independent RIA	Ernst & Young Investment Advisers Llp no RAUM	Other	Jul 10, 2019	Dec 23, 2019 (166 d)

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116 moves match.