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 Voya Financial Partners, LLC

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.

AdvisorFromToTypeLeftRegistered
Andre David RobinsonVoya Retirement Advisors, LLC otherVoya Financial Partners, LLC no RAUMOtherJul 23, 2024May 4, 2022
Sherry Lanette TurnerVoya Financial Advisors, Inc. BD affiliatedVoya Financial Partners, LLC no RAUMOtherFeb 23, 2023Feb 21, 2023
Timothy Paul FoleyEmpower Advisory Group, LLC BD affiliatedVoya Financial Partners, LLC no RAUMOtherNov 25, 2022Feb 9, 2023 (76 d)
Jesse HernandezVanguard Advisers, Inc. BD affiliatedVoya Financial Partners, LLC no RAUMOtherNov 8, 2022Nov 30, 2022
Antonios DelistathisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVoya Financial Partners, LLC no RAUMOtherOct 7, 2022Nov 3, 2022
Timothy D StoutOneamerica Securities, Inc. BD affiliatedVoya Financial Partners, LLC no RAUMOtherApr 12, 2022Feb 8, 2023 (302 d)
Jeffrey Dean WallerAllstate Financial Advisors, LLC BD affiliatedVoya Financial Partners, LLC no RAUMOtherMar 18, 2022May 17, 2022 (60 d)
Michael Spencer LovelessJohn Hancock Investment Management LLC asset managerVoya Financial Partners, LLC no RAUMOtherFeb 9, 2022Sep 15, 2022 (218 d)
James Harman BishoppVoya Financial Advisors, Inc. BD affiliatedVoya Financial Partners, LLC otherOtherNov 29, 2021Jan 31, 2011
Steven Brian BishoppVoya Financial Advisors, Inc. BD affiliatedVoya Financial Partners, LLC otherOtherNov 29, 2021Jan 11, 2011
Steven Louis UrliPrincipal Securities, Inc. BD affiliatedVoya Financial Partners, LLC no RAUMOtherSep 7, 2021Sep 21, 2021
Corey Allen DayVoya Financial Advisors, Inc. BD affiliatedVoya Financial Partners, LLC otherOtherJun 15, 2021Jun 24, 2010
Steven J KaminskiVoya Financial Advisors, Inc. BD affiliatedVoya Financial Partners, LLC otherOtherJun 9, 2021Feb 28, 2014
Joyce Ann SobczykVoya Financial Advisors, Inc. BD affiliatedVoya Financial Partners, LLC otherOtherJun 9, 2021Aug 25, 2015
Bret ContrerasLord, Abbett & Co. LLC asset managerVoya Financial Partners, LLC no RAUMOtherJun 3, 2021Jun 20, 2021
David A TrapperPrudential Select Strategies LLC independent RIAVoya Financial Partners, LLC no RAUMOtherApr 24, 2020Apr 28, 2020
April Dawn RoseMissionsquare Retirement asset managerVoya Financial Partners, LLC independent RIAOtherMar 10, 2020Mar 23, 2020
Nicole Elizabeth ParadiseSantander Securities BD affiliatedVoya Financial Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 13, 2020Feb 7, 2020
Kari M LusbyNationwide Investment Advisors, LLC BD affiliatedVoya Financial Partners, LLC no RAUMOtherAug 19, 2019Jan 22, 2021 (522 d)
Nathan Charles SelfVoya Financial Advisors, Inc. BD affiliatedVoya Financial Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2019Aug 13, 2019
Sherry Lanette TurnerWells Fargo Advisors wirehouseVoya Financial Partners, LLC independent RIAWirehouse to independent RIAFeb 19, 2019Feb 27, 2019
Dieter WaltersState Farm Investment Management Corp. asset managerVoya Financial Partners, LLC independent RIAOtherFeb 7, 2019Feb 7, 2020 (365 d)
Kyle A JarvisVoya Financial Advisors, Inc. BD affiliatedVoya Financial Partners, LLC otherOtherDec 10, 2018Oct 4, 2017
James Alan CutlerVoya Retirement Advisors, LLC independent RIAVoya Financial Partners, LLC otherOtherJun 5, 2018Apr 2, 2012
Kadin Dale WhitePrincipal Securities, Inc. otherVoya Financial Partners, LLC otherOtherApr 17, 2017Nov 21, 2017 (218 d)
Jeffrey Michael SajdakMmlisi Financial Alliances, LLC no RAUMVoya Financial Partners, LLC otherOtherMay 26, 2016Nov 18, 2016 (176 d)
Neal Dryton SmithNuveen Asset Management, LLC otherVoya Financial Partners, LLC otherOtherApr 6, 2016Apr 21, 2016
Robert Lane StephensonPrincipal Securities, Inc. otherVoya Financial Partners, LLC otherOtherFeb 17, 2016May 13, 2016 (86 d)
Micah Wesley ToddValic Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherOct 14, 2015Oct 21, 2015
Jeffery Lee GardnerWells Fargo Advisors wirehouseVoya Financial Partners, LLC otherOtherSep 3, 2015May 13, 2016 (253 d)
Todd John JohnsonPrincipal Securities, Inc. otherVoya Financial Partners, LLC otherOtherAug 17, 2015Aug 24, 2015
Jeremy Nathan WinigGoldman Sachs Wealth Services, L.P. otherVoya Financial Partners, LLC otherOtherJun 24, 2015Jul 10, 2015
Jared Lee StinesPnc Wealth Management otherVoya Financial Partners, LLC otherOtherMar 25, 2015May 24, 2016 (426 d)
Erika A RomanceMorgan Stanley wirehouseVoya Financial Partners, LLC otherOtherMar 3, 2015Nov 16, 2016 (624 d)
Nancy StillmanVoya Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherJan 12, 2015Apr 17, 2012
Ernest Lino JordanMsi Financial Services, Inc. otherVoya Financial Partners, LLC otherOtherApr 17, 2013Jul 2, 2013 (76 d)
Gerald Palmer PascalVoya Retirement Advisors, LLC otherVoya Financial Partners, LLC otherOtherFeb 14, 2013Jan 17, 2013
Charles B HagelSsn Advisory, Inc. otherVoya Financial Partners, LLC otherOtherMay 14, 2012Jul 31, 2012 (78 d)
Katherine Elizabeth LewisVoya Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherMar 9, 2011Mar 1, 2011
Stephen Joseph PeifferVoya Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherMar 4, 2011Mar 4, 2011
Steven Joseph DeaconDirected Services LLC otherVoya Financial Partners, LLC otherOtherDec 1, 2010Jul 12, 2010
Eric Wayne SeiferthIronview Capital Management, LLC otherVoya Financial Partners, LLC otherOtherAug 19, 2010Aug 18, 2010
Mark Christopher TrawickVoya Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherApr 14, 2010Apr 22, 2010
Steven Glynn SchrammVoya Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherMar 4, 2010Mar 11, 2010
Jeffrey WrightEsi Financial Advisors otherVoya Financial Partners, LLC otherOtherDec 7, 2009Dec 22, 2009
Alicia Stephaine KongValic Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherSep 30, 2009Sep 25, 2009
George Daniel DoughertyValic Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherJul 30, 2009Jul 27, 2009
Andrew Hamilton BrookshireStanford Group Company unclassifiedVoya Financial Partners, LLC otherOtherJun 17, 2009Sep 8, 2010 (448 d)
Judith Gail WilloughbyValic Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherJun 11, 2009Jul 17, 2009 (36 d)
Ashley Nicole DominguezValic Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherJun 11, 2009Aug 1, 2009 (51 d)
Ana D PortilloValic Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherMay 1, 2009Jul 14, 2009 (74 d)
Eric GibbsGlobal Portfolio Strategies, Inc. otherVoya Financial Partners, LLC otherOtherApr 9, 2009Apr 17, 2009
David Richard BowmanStanford Group Company unclassifiedVoya Financial Partners, LLC otherOtherMar 9, 2009Jul 29, 2010 (507 d)
Laura Lee ProvostVoya Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherFeb 25, 2009Feb 27, 2009
Angela Marie SecoloValic Financial Advisors, Inc. otherVoya Financial Partners, LLC otherOtherJan 8, 2009Jan 9, 2009
Omar Guadalupe EsparzaPrincipal Securities, Inc. otherVoya Financial Partners, LLC otherOtherDec 2, 2008Nov 9, 2010 (707 d)
Matthew John DrummondEquitable Advisors, LLC national BDVoya Financial Partners, LLC otherOtherDec 2, 2008Nov 21, 2008
Stephen Cesar SelemaEquitable Advisors, LLC national BDVoya Financial Partners, LLC otherOtherDec 2, 2008Dec 10, 2008
Aaron W HarrisEquitable Advisors, LLC national BDVoya Financial Partners, LLC otherOtherDec 2, 2008Dec 3, 2008
Sandre NaumoskiHaddon Financial Group, Inc. unclassifiedVoya Financial Partners, LLC otherOtherNov 20, 2008Nov 18, 2008
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178 moves match.