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 Retirement Advisors, 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
Kimberly Michelle AndersonVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherSep 2, 2026Apr 29, 2021
Andrew Hamilton BrookshireVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherAug 21, 2026Aug 20, 2026
James Michael MccabeVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherAug 14, 2026Aug 24, 2026
Wayne Russell VealVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherAug 13, 2026Aug 12, 2026
Michael Joseph HeilCbiz Investment Advisory Services, LLC institutionalVoya Retirement Advisors, LLC otherOtherApr 7, 2026Jul 29, 2026 (113 d)
Jonathon FairmanEquitable Advisors, LLC national BDVoya Retirement Advisors, LLC otherOtherFeb 25, 2026Mar 4, 2026
Jeffrey S McmanusVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 2, 2026Feb 19, 2026
Evan James OllenborgerVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherJan 21, 2026Feb 19, 2026
Theresa VillellaVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherJan 21, 2026Feb 19, 2026
Peter Bo RappmundVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherJan 15, 2026Sep 14, 2022
Karmel Stapleton LewisStrategic Advisers LLC national BDVoya Retirement Advisors, LLC otherOtherDec 4, 2025Jan 7, 2026 (34 d)
Dylan BruceVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherOct 17, 2025Oct 15, 2025
Darleen Marie GarciaVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherSep 18, 2025Sep 25, 2025
Noemi RodriguezVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherSep 17, 2025Nov 12, 2020
Brad Damian MarzanoGlobal Retirement Partners LLC institutionalVoya Retirement Advisors, LLC otherOtherAug 28, 2025Sep 25, 2025
Timothy Cody ListermannPrincipal Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherAug 26, 2025Sep 9, 2025
Michael Perez JuarezCharles Schwab & Co., Inc. national BDVoya Retirement Advisors, LLC otherOtherAug 12, 2025Dec 2, 2025 (112 d)
Jay Thomas KirlandNationwide Investment Advisors, LLC BD affiliatedVoya Retirement Advisors, LLC otherOtherAug 4, 2025Aug 18, 2025
Todd Deyan BowerVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherJun 4, 2025Jun 2, 2025
Michael Ronald MessengerFidelity Personal And Workplace Advisors BD affiliatedVoya Retirement Advisors, LLC otherOtherMar 5, 2025Apr 4, 2025
Briana Dawn Conway BatemanEmpower Advisory Group, LLC BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 27, 2025Oct 29, 2025 (244 d)
Gustavo Amado GuerreroOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 13, 2025
Kailen H CookOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 3, 2025
Tricia Colleen SendelbachOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 19, 2025
David MedinaOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 14, 2025
Wade S SchmidtOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 20, 2025
Michael A KnappOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 25, 2025
David A TrapperOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 18, 2025
Chad Richard WilkinsOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 24, 2025
Joshua Jacob TimmermanOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Mar 13, 2025 (33 d)
Christopher James WhittakerOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Mar 18, 2025 (38 d)
Justin Edward Dale GantOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 6, 2025
David LutzOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 8, 2025Feb 18, 2025
Jeffrey Scott CasperOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 1, 2025Feb 11, 2026 (375 d)
Timothy Michael GraceOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherJan 17, 2025Apr 11, 2025 (84 d)
Susan Elaine KoontzOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherJan 6, 2025Apr 8, 2025 (92 d)
Eddie Martin Sidel SanchezEdward Jones national BDVoya Retirement Advisors, LLC otherOtherDec 23, 2024Apr 2, 2025 (100 d)
Elaine Thompson-PerezMML Investors Services, LLC BD affiliatedVoya Retirement Advisors, LLC otherOtherDec 9, 2024Jan 3, 2025
Jeffrey David EismanOneamerica Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherNov 20, 2024Jan 9, 2025 (50 d)
Nicholas James TroutNationwide Investment Advisors, LLC BD affiliatedVoya Retirement Advisors, LLC otherOtherNov 15, 2024Nov 19, 2024
Christopher Donald MathysGlobal Retirement Partners LLC institutionalVoya Retirement Advisors, LLC otherOtherOct 17, 2024Jun 22, 2024
John Howard MichaelFisher Investments independent RIAVoya Retirement Advisors, LLC otherOtherSep 18, 2024Feb 15, 2025 (150 d)
Andre David RobinsonVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherJul 23, 2024May 11, 2020
James Crawford LoganCliftonlarsonallen Wealth Advisors, LLC BD affiliatedVoya Retirement Advisors, LLC otherOtherMar 29, 2024Apr 30, 2024 (32 d)
Kevin Donald PaulLPL Financial LLC BD affiliatedVoya Retirement Advisors, LLC otherOtherMar 25, 2024Apr 4, 2024
Ryan Nicholas NotoOsaic Wealth, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherMar 5, 2024Jul 14, 2025 (496 d)
Christopher PhillipsMutual Of Omaha Investor Services, Inc. independent RIAVoya Retirement Advisors, LLC otherOtherNov 16, 2023Apr 2, 2024 (138 d)
Jake C Meza-HernandezRBC Capital Markets, LLC national BDVoya Retirement Advisors, LLC otherOtherNov 10, 2023Nov 21, 2023
Patrick Andrew JerebCharles Schwab & Co., Inc. national BDVoya Retirement Advisors, LLC otherOtherNov 1, 2023Dec 6, 2023 (35 d)
Joshua A. PuckettVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherOct 30, 2023Apr 29, 2021
Ridha DurraniClare Market Investments, LLC independent RIAVoya Retirement Advisors, LLC otherOtherSep 6, 2023Dec 14, 2023 (99 d)
William Gordon LesterPrincipal Securities, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherSep 5, 2023Sep 11, 2023
Lawrence Thomas DubeVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherSep 5, 2023Aug 31, 2023
Shana MauermanEdward Jones national BDVoya Retirement Advisors, LLC otherOtherJul 18, 2023Aug 10, 2023
Algie R HortonTransamerica Retirement Advisors, LLC BD affiliatedVoya Retirement Advisors, LLC otherOtherJun 1, 2023Jun 20, 2023
David Howard DouglasCetera Advisor Networks LLC BD affiliatedVoya Retirement Advisors, LLC otherOtherMay 31, 2023Aug 8, 2023 (69 d)
John W. WorleyA Better Way Financial, LLC independent RIAVoya Retirement Advisors, LLC otherOtherApr 11, 2023Jun 12, 2023 (62 d)
Marie A. CoxVoya Financial Advisors, Inc. BD affiliatedVoya Retirement Advisors, LLC otherOtherFeb 28, 2023Jul 11, 2023 (133 d)
Clare Ann DailyMoney Concepts Advisory Service BD affiliatedVoya Retirement Advisors, LLC otherOtherJan 5, 2023Jul 12, 2023 (188 d)
William Benjamin LoveAscensus Investment Advisors, LLC institutionalVoya Retirement Advisors, LLC otherOtherDec 20, 2022Jul 11, 2023 (203 d)
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124 moves match.