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 Foster Victor
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 |
|---|---|---|---|---|---|
| Dylan Corey Nertavich | Fisher Investments independent RIA | Foster Victor independent RIA | RIA to RIA | Jun 22, 2026 | Jul 22, 2026 |
| Michael Blake Crosby | Raymond James Financial Services Advisors, Inc BD affiliated | Foster Victor independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Jan 30, 2026 |
| Corrine Anita Lowitz | Trunorth Advisors independent RIA | Foster Victor independent RIA | RIA to RIA | Dec 2, 2025 | Feb 3, 2026 (63 d) |
| Grant Dowis | J.P. Morgan Securities LLC wirehouse | Foster Victor independent RIA | Wirehouse to independent RIA | Aug 28, 2025 | Sep 3, 2025 |
| Matthew Allen Hart | Valic Financial Advisors, Inc. BD affiliated | Foster Victor independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2025 | Feb 3, 2025 |
| Yuval Ezer | Wealth Enhancement Advisory Services, LLC independent RIA | Foster Victor independent RIA | RIA to RIA | Feb 20, 2024 | Feb 22, 2024 |
| Jackson Creech Morrissey | Match Grade Advisors mixed wealth | Foster Victor independent RIA | RIA to RIA | Jan 5, 2024 | Jan 8, 2024 |
| Andrew Zachary Brown | Edward Jones national BD | Foster Victor independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 21, 2021 | Jan 10, 2022 |
| Sara Clough Allen | Raymond James & Associates, Inc. national BD | Foster Victor independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2021 | Aug 9, 2021 |
| Brett F Anderson | Fisher Investments independent RIA | Foster Victor independent RIA | RIA to RIA | Aug 3, 2021 | Aug 10, 2021 |
| Jonathan Hugh Mcadams | Taverik Capital, LLC other | Foster Victor independent RIA | Other | Jul 27, 2021 | Jan 1, 2025 (1254 d) |
| Ashley Beth Cluley | Bb&T Institutional Investment Advisers, Inc. institutional | Foster Victor independent RIA | Other | Dec 31, 2020 | Jan 5, 2021 |
| Jonathan Ament | LPL Financial LLC BD affiliated | Foster Victor independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2020 | Feb 24, 2021 (166 d) |
| Paul Alexander Austin | Allworth Financial, L.P. independent RIA | Foster Victor independent RIA | RIA to RIA | Jun 2, 2020 | Oct 14, 2020 (134 d) |
| Paul William Foster | Northwestern Mutual Investment Services,LLC no RAUM | Foster Victor no RAUM | Other | Jun 21, 2016 | May 27, 2016 |
| Robert Thomas Victor | Northwestern Mutual Investment Services,LLC no RAUM | Foster Victor no RAUM | Other | Jun 21, 2016 | May 27, 2016 |
| Erik Christopher Mizell | Northwestern Mutual Investment Services,LLC no RAUM | Foster Victor independent RIA | Other | Jun 21, 2016 | Jan 6, 2025 (3121 d) |
| Aaron Robert Kohl | Northwestern Mutual Investment Services,LLC no RAUM | Foster Victor no RAUM | Other | Jun 21, 2016 | May 27, 2016 |
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18 moves match.