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 Robinhood Asset Management
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 |
|---|---|---|---|---|---|
| Irvin Ortiz Chavez | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Sep 8, 2026 (82 d) |
| Caleb George | Charles Schwab & Co., Inc. national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2026 | Aug 12, 2026 (88 d) |
| Jared Mann | Cetera Investment Advisers LLC BD affiliated | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | May 28, 2026 (42 d) |
| Danielle Renea Halford | Advice And Planning Services BD affiliated | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2026 | Sep 9, 2026 (149 d) |
| Michael Heath | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Jul 7, 2026 (88 d) |
| Austin Steward | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2026 | Jul 7, 2026 (95 d) |
| John Olson | Empower Advisory Group, LLC BD affiliated | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Mar 18, 2026 | Jun 10, 2026 (84 d) |
| Brandon Willis | J.P. Morgan Securities LLC wirehouse | Robinhood Asset Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 10, 2026 | Jun 10, 2026 (92 d) |
| Eyob Girma | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | May 28, 2026 (84 d) |
| Zachary Leonard | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Apr 30, 2026 (76 d) |
| Aarek Barnett | J.P. Morgan Securities LLC wirehouse | Robinhood Asset Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 29, 2026 | Apr 28, 2026 (89 d) |
| Robert Anthony Torres | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | May 28, 2026 (127 d) |
| Alejandro M Toledo | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jun 10, 2026 (140 d) |
| Steven Blake Briscoe | Charles Schwab & Co., Inc. national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Apr 6, 2026 (116 d) |
| Randolph Alexander Harvey | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Robinhood Asset Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 24, 2025 | Apr 28, 2026 (155 d) |
| Cameron James Owen | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2025 | Apr 30, 2026 (169 d) |
| Patrick A Mckevitt | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | May 1, 2026 (176 d) |
| Gregory Shinderman | Northern Trust Securities, Inc BD affiliated | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Apr 30, 2026 (177 d) |
| Caleb Allen Grounds | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2025 | Apr 6, 2026 (179 d) |
| Kirk Dietrick | LPL Financial LLC BD affiliated | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2025 | Feb 11, 2026 (146 d) |
| Nicholas Eppes Braun | Fisher Investments independent RIA | Robinhood Asset Management BD affiliated | RIA to affiliated broker-dealer or bank | Sep 18, 2025 | Jun 11, 2026 (266 d) |
| Michael John Mckenrick | Fisher Investments independent RIA | Robinhood Asset Management BD affiliated | RIA to affiliated broker-dealer or bank | Aug 26, 2025 | Mar 2, 2026 (188 d) |
| Madeline Mahoney | J.P. Morgan Securities LLC wirehouse | Robinhood Asset Management independent RIA | Wirehouse to independent RIA | Aug 17, 2025 | Sep 11, 2025 |
| Jasmine Garcia | Strategic Advisers LLC national BD | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 3, 2025 | Feb 13, 2026 (225 d) |
| Justin Hoang | Charles Schwab & Co., Inc. national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2025 | Apr 28, 2026 (300 d) |
| Jarred Christopher Oldham | Strategic Advisers LLC national BD | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2025 | Aug 29, 2025 (78 d) |
| Shijie Jason Li | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Robinhood Asset Management independent RIA | Wirehouse to independent RIA | Jun 6, 2025 | Sep 23, 2025 (109 d) |
| Elizabeth Legacy | Realta Investment Advisors, Inc BD affiliated | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2025 | Jan 13, 2026 (230 d) |
| Michael Anthony Wenc | Morgan Stanley wirehouse | Robinhood Asset Management independent RIA | Wirehouse to independent RIA | May 20, 2025 | Aug 18, 2025 (90 d) |
| Thomas Ryan Kushnerick | Cuso Financial Services, L.P. BD affiliated | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 16, 2025 | Sep 23, 2025 (130 d) |
| Diksha Garg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Robinhood Asset Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 14, 2025 | Apr 30, 2026 (351 d) |
| Andrew Robert Sandoz | LPL Financial LLC BD affiliated | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2025 | Aug 15, 2025 (113 d) |
| Christopher Scott Bowman | Strategic Advisers LLC national BD | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2025 | Sep 23, 2025 (152 d) |
| Daniel Karyin Pak | Charles Schwab & Co., Inc. national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2025 | Jun 10, 2026 (413 d) |
| Robert Farzad Foroughi | Morgan Stanley wirehouse | Robinhood Asset Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 2, 2025 | Jul 31, 2026 (575 d) |
| Jordan Livolsi | Fidelity Personal And Workplace Advisors BD affiliated | Robinhood Asset Management no RAUM | Other | Sep 12, 2024 | Mar 17, 2025 (186 d) |
| RubéN Zavier DíAz III | Gfg Solutions independent RIA | Robinhood Asset Management independent RIA | RIA to RIA | Sep 12, 2024 | May 9, 2025 (239 d) |
| Salvador Roberto Rosas | Empower Advisory Group, LLC BD affiliated | Robinhood Asset Management no RAUM | Other | Sep 11, 2024 | Apr 14, 2025 (215 d) |
| Beth Ann Bailen | Commonwealth Financial Network national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2024 | May 6, 2026 (666 d) |
| Ashley Dominique Pettway-Shine | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Robinhood Asset Management no RAUM | Other | Jul 2, 2024 | Apr 11, 2025 (283 d) |
| Cameron Arthur Gomez-Meyer | Fidelity Personal And Workplace Advisors BD affiliated | Robinhood Asset Management no RAUM | Other | May 20, 2024 | Mar 17, 2025 (301 d) |
| Raymond Joseph Albano | Morgan Stanley wirehouse | Robinhood Asset Management no RAUM | Other | May 1, 2024 | Apr 1, 2025 (335 d) |
| Patrick John Clark | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Robinhood Asset Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 29, 2024 | Apr 24, 2026 (725 d) |
| Sergey Kouprievitch | Charles Schwab & Co., Inc. national BD | Robinhood Asset Management no RAUM | Other | Mar 29, 2024 | Mar 17, 2025 (353 d) |
| James Cox | Raymond James & Associates, Inc. national BD | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 16, 2024 | Jan 14, 2026 (698 d) |
| Brett Mulitz | J.P. Morgan Securities LLC wirehouse | Robinhood Asset Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jan 17, 2024 | Mar 27, 2025 (435 d) |
| Christopher Anthony Test | Charles Schwab & Co., Inc. national BD | Robinhood Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 10, 2024 | Mar 17, 2025 (432 d) |
| Scott Michael Gehring | Fisher Investments independent RIA | Robinhood Asset Management no RAUM | RIA to a newly registered adviser | Jun 9, 2023 | Mar 17, 2025 (647 d) |
| Tessa Champlin | Acorns independent RIA | Robinhood Asset Management no RAUM | RIA to a newly registered adviser | May 17, 2023 | Jan 28, 2025 (622 d) |
| Markus Crockett | Thrivent Investment Management Inc. BD affiliated | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2022 | May 11, 2026 (1402 d) |
| Mykel Jerome King | First Command Advisory Services BD affiliated | Robinhood Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 1, 2022 | Mar 17, 2025 (1112 d) |
| Dustin Goff | First Command Advisory Services BD affiliated | Robinhood Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 8, 2022 | Mar 17, 2025 (1164 d) |
| Alexander Przada | Citigroup Global Markets Inc. BD affiliated | Robinhood Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 10, 2021 | May 7, 2025 (1244 d) |
| Francine Gray | Eagle Strategies LLC BD affiliated | Robinhood Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 20, 2021 | May 7, 2025 (1295 d) |
| Frank Hardy Roddy | J.P. Morgan Securities LLC wirehouse | Robinhood Asset Management independent RIA | Wirehouse to independent RIA | Oct 6, 2021 | Aug 18, 2025 (1412 d) |
| Katelin Dilger | Fidelity Personal And Workplace Advisors BD affiliated | Robinhood Asset Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 7, 2021 | Apr 17, 2025 (1318 d) |
| Ryan Joshua Hohman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Robinhood Asset Management independent RIA | Wirehouse to independent RIA | Jul 6, 2021 | May 9, 2025 (1403 d) |
| Jason Louis Riss | Edward Jones national BD | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2021 | Sep 16, 2025 (1540 d) |
| Jacob Richard Macklin | MML Investors Services, LLC BD affiliated | Robinhood Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 7, 2021 | May 9, 2025 (1432 d) |
| Mitchell Thunell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Robinhood Asset Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 20, 2021 | May 7, 2025 (1478 d) |
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71 moves match.