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 Credit Union Investment Services
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 |
|---|---|---|---|---|---|
| Mark Wade Martin | First Citizens Investor Services, Inc. BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 19, 2026 | Apr 14, 2026 |
| Ally Kaye Goss | Equitable Advisors, LLC national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 14, 2026 | Jan 13, 2026 |
| Elvis Dobro | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Dec 18, 2025 | Jan 6, 2026 |
| Megan Elena Daniel | Equitable Advisors, LLC national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 29, 2025 | Nov 17, 2025 |
| Tevin Jorge Pettiford-Dubose | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Sep 17, 2025 | Sep 17, 2025 |
| Matthew William Foushee | Cambridge Investment Research Advisors, Inc. BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 7, 2025 | Aug 27, 2025 |
| Eagan Xavier Rooney | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Jun 5, 2025 | Jun 18, 2025 |
| Alexander Joseph Hoscila | Equitable Advisors, LLC national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 7, 2025 | Jun 10, 2025 (34 d) |
| Kevin Michael Furr | Charles Schwab & Co., Inc. national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 19, 2025 | Apr 9, 2025 |
| Matthew Wyatt Mcneill | Fidelity Personal And Workplace Advisors BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 25, 2025 | Mar 19, 2025 |
| Zachary David Green | Edward Jones national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 3, 2025 | Feb 13, 2025 |
| Christopher George Satalino | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Nov 7, 2024 | Dec 3, 2024 |
| Michael Bryan Metcalf | Pruco Securities, LLC BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 3, 2024 | Mar 13, 2025 (253 d) |
| Kevin Durrelle Haggard | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Jun 11, 2024 | Oct 29, 2024 (140 d) |
| Noah Hollowell | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Mar 19, 2024 | Apr 11, 2024 |
| Michael Alan Boedeker | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Jan 19, 2024 | Sep 18, 2024 (243 d) |
| Joshua Eric Hart | Osaic Fa, Inc. BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 12, 2023 | Oct 24, 2023 (42 d) |
| Gerrit Dirkse Van Schalkwyk | Quest 10 Wealth Builders, Inc. independent RIA | Credit Union Investment Services state registered | RIA to a state-registered adviser | Aug 8, 2023 | Sep 28, 2023 (51 d) |
| Riddhi K Agarwal | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Jun 21, 2023 | Apr 16, 2024 (300 d) |
| Brent A Niswander | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | May 30, 2023 | Jun 1, 2023 |
| Michael Shane Pate | Allstate Financial Advisors, LLC BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 11, 2023 | May 25, 2023 |
| Bart Kendall Gregory | Vanguard Advisers, Inc. BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 25, 2023 | May 9, 2023 |
| Keith Arnold Bell | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Feb 3, 2023 | Jul 19, 2023 (166 d) |
| Boman Wayne Richardson | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Jan 26, 2023 | Mar 15, 2023 (48 d) |
| Ernest Brad Hatley | Capital Analysts BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 10, 2022 | Nov 8, 2022 |
| David Lindsey Spencer | Fidelity Personal And Workplace Advisors BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 3, 2022 | Oct 21, 2022 |
| Caroline Helen Georgiadis | Cuso Financial Services, L.P. BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 9, 2022 | Sep 7, 2022 |
| Thomas Garrison Baysinger | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Jun 13, 2022 | Jul 12, 2022 |
| John Newton Holding | Principal Securities, Inc. BD affiliated | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 25, 2022 | Jun 1, 2022 |
| Christopher Charles Gray | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | May 5, 2022 | Jun 3, 2022 |
| Airis Alexander Abolins | First Oak Wealth Management, LLC independent RIA | Credit Union Investment Services state registered | RIA to a state-registered adviser | May 13, 2021 | Apr 28, 2023 (715 d) |
| Andrew M Johnson | Provision Wealth Management, Inc state registered | Credit Union Investment Services state registered | Other | Apr 30, 2019 | Feb 6, 2023 (1378 d) |
| Angela Atkins Ambrose | Edward Jones national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 17, 2018 | Jan 22, 2019 (66 d) |
| Robert Allen Talton | Edward Jones national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 4, 2017 | Dec 14, 2018 (375 d) |
| Ross Garrett Allen | Lawrence Financial Planning, LLC independent RIA | Credit Union Investment Services state registered | RIA to a state-registered adviser | Mar 6, 2017 | May 23, 2018 (443 d) |
| Jesse Carl Hudson | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Jun 9, 2016 | Jul 20, 2016 (41 d) |
| Philip Andrew Lahr | Equitable Advisors, LLC national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 19, 2016 | Jun 12, 2017 (389 d) |
| Paul Harris Lloyd | Valic Financial Advisors, Inc. other | Credit Union Investment Services state registered | Other | Apr 28, 2016 | Dec 3, 2024 (3141 d) |
| Karl Desmond Spruill | LPL Financial LLC other | Credit Union Investment Services state registered | Other | Aug 3, 2012 | Sep 11, 2013 (404 d) |
| Jesse Carl Hudson | Edward Jones national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 4, 2009 | Jan 18, 2013 (1416 d) |
| Tenesha Thompson Carter | Secu Brokerage Services unclassified | Credit Union Investment Services state registered | Other | Oct 8, 2007 | Oct 5, 2007 |
| Danny Bostic | Secu Brokerage Services unclassified | Credit Union Investment Services state registered | Other | Oct 4, 2007 | Sep 18, 2007 |
| Andrew M Johnson | Secu Brokerage Services unclassified | Credit Union Investment Services state registered | Other | Oct 4, 2007 | Sep 18, 2007 |
| Chelsea Hunt Trimble | Ameriprise Financial Services, LLC national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 19, 2007 | Dec 1, 2016 (3453 d) |
| Russell D Ahlers | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Jun 11, 2003 | Nov 30, 2023 (7477 d) |
| Matthew Allen Hamilton | Waddell & Reed other | Credit Union Investment Services state registered | Other | Oct 23, 2002 | Sep 18, 2007 (1791 d) |
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46 moves match.