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 Fisher\Smb
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 |
|---|---|---|---|---|---|
| Robert Patrick Olson | M Financial Asset Management, Inc. independent RIA | Fisher\Smb institutional | Other | Jul 22, 2026 | Sep 15, 2026 (55 d) |
| Scott Matthew Devlin | Strategic Advisers LLC national BD | Fisher\Smb institutional | Other | Jul 16, 2026 | Aug 12, 2026 |
| James Wesley Humphries | Advice And Planning Services BD affiliated | Fisher\Smb institutional | Other | May 4, 2026 | May 22, 2026 |
| Matthew L Zokai | Cetera Investment Advisers LLC BD affiliated | Fisher\Smb institutional | Other | Apr 6, 2026 | Apr 14, 2026 |
| Joseph Mattei | Allworth Financial, L.P. BD affiliated | Fisher\Smb institutional | Other | Mar 30, 2026 | Apr 14, 2026 |
| Jesse Henley | Cfo4life independent RIA | Fisher\Smb institutional | Other | Feb 13, 2026 | Jun 29, 2026 (136 d) |
| Andrew Crim | Cetera Investment Advisers LLC BD affiliated | Fisher\Smb institutional | Other | Sep 24, 2025 | Sep 5, 2025 |
| Mathew Thomas O'Brien | Fidelity Personal And Workplace Advisors BD affiliated | Fisher\Smb institutional | Other | Dec 4, 2024 | Jan 7, 2026 (399 d) |
| Gregory Mark Weisbruch | Thrivent Investment Management Inc. BD affiliated | Fisher\Smb institutional | Other | Jun 21, 2023 | Jul 17, 2026 (1122 d) |
| Ty Cliffton Boggs | Fidelity Personal And Workplace Advisors BD affiliated | Fisher\Smb institutional | Other | Mar 24, 2022 | Mar 16, 2026 (1453 d) |
| Peter Joseph Calvo | Strategic Advisers LLC national BD | Fisher\Smb institutional | Other | Jul 21, 2017 | Nov 24, 2025 (3048 d) |
| Justin Edward Mcdonald | Wells Fargo Advisors wirehouse | Fisher\Smb institutional | Other | Apr 29, 2016 | Dec 15, 2025 (3517 d) |
| Nicholas Wolejsza | Td Ameritrade Investment Management, LLC other | Fisher\Smb institutional | Other | Jan 15, 2016 | Aug 29, 2025 (3514 d) |
| Jason Scott Brantley | Strategic Advisers LLC national BD | Fisher\Smb institutional | Other | Jan 25, 2011 | May 28, 2026 (5602 d) |
| Adam Frederick Coleman | Wells Fargo Investments, LLC unclassified | Fisher\Smb institutional | Other | Jun 22, 2010 | Dec 23, 2025 (5663 d) |
| Bryan Leslie Satterfield | Signal Securities, Inc. other | Fisher\Smb institutional | Other | Jul 29, 2005 | Jul 27, 2026 (7668 d) |
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16 moves match.