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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CPR INVESTMENTS INC

CRD 139067

ROCHESTER, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bb6a52f3-4df4-b859-4306-417b909f7bfe

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 57
Dated events: 21
On other graphs: 0
Observed: Oct 17, 2017 to Aug 28, 2026
76 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $239MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $239M
Private client RAUM: $235MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 25
RAUM per advisor: $9.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 25
Advisory employees: 25
Offices: 15Schedule D 1.F, beyond the principal office
Accounts: 1,954
Individual clients: 1,127
High net worth clients: 38
Custody, client assets: $0
SEC number: 801-112038
CRD: 139067
Filings on the tape: 76
First filed: Oct 17, 2017
Latest filed: Aug 28, 2026
Organised: Corporation, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHARLES PAUL REINHOLD	n/a	ROCHESTER, MI	16	40	1	yes
JUSTIN PAUL REINHOLD	n/a	ROCHESTER, MI	10	14	1	yes
KRISTIN MICHELLE MENZ-YIANNI	n/a	Chesterfield, VA \| ROCHESTER, MI	10	23	1	no
JOHN ROBERT FAWCETT	n/a	ROCHESTER, MI	10	24	3	no
FRED WILLIAM FREIMARK	n/a	Wilsonville, OR \| ROCHESTER, MI	10	35	1	no
BRUCE ROBERT DENK	n/a	ROCHESTER, MI \| PORTLAND, OR	10	22	1	yes
JOSEPH J LAROCCA	n/a	ROCHESTER, MI	9	14	1	no
ADAM JOHN SIMON	n/a	ROCHESTER, MI	9	21	1	no
JAMES RICHARD ARNHOLT	n/a	ROCHESTER, MI \| Bassett, NE	9	35	2	no
BOBBY L BURNS	n/a	ROCHESTER, MI \| Arlington, TX	8	23	1	no
JOSEPH HENRY BORCHERS	n/a	ROCHESTER, MI \| Lutz, FL	8	34	2	no
Nicholas Paul Perkins	n/a	ROCHESTER, MI \| Hampstead, NC	7	22	n/a	no
Robert Luke Elliston	n/a	ROCHESTER, MI \| Powhatan, VA	6	13	n/a	no
JOHN ANTHONY PERKO	n/a	ROCHESTER, MI \| Mears, MI	6	29	1	no
Mark James Smith	n/a	ROCHESTER, MI \| Troy, NY	4	10	n/a	no
Reza Akbari	n/a	Fort Lauderdale, FL \| ROCHESTER, MI	4	22	n/a	no
PATRICIA IVETTE GOMEZ	n/a	Riverside, CA \| ROCHESTER, MI	3	28	2	no
JOSEPH BRIAN CHILDREY	n/a	Bellevue, WA \| ROCHESTER, MI	2	38	6	no
ROBERT BURNS AUSDAL	Chartered Financial Analyst	ROCHESTER, MI \| Milan, IL	2	46	1	no
CHRISTOPHER ANDREW CRAWFORD	n/a	ROCHESTER, MI	2	12	4	yes
JANELL LAULEAN DENK	n/a	ROCHESTER, MI \| PORTLAND, OR	1	36	2	yes
KENDRA KAY SIMON	n/a	ROCHESTER, MI \| Grandville, MI	1	25	2	no
LANCE BURTON WHITNEY	n/a	ROCHESTER, MI	0	21	1	no
GARY LYNN LLOYD	n/a	ROCHESTER, MI	0	21	1	no
Dominic Neal Stewart	n/a	ROCHESTER, MI	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHILDREY, JOSEPH, BRIAN	EXECUTIVE VICE PRESIDENT	Na	yes	10/2023	Nov 14, 2023	Nov 19, 2024
REINHOLD, CHARLES, PAUL	CEO, CCO	E	yes	12/2005	Oct 17, 2017	Nov 19, 2024
REINHOLD, JUSTIN, PAUL	EXECUTIVE VICE PRESIDENT	Na	no	07/2017	Feb 1, 2019	Nov 19, 2024
REINHOLD, NANCY, LYNN	SECRETARY/TREASURER	Na	no	05/2009	Oct 17, 2017	Nov 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CPR FINANCIAL GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a
JASON YOUNG, SOLE PROPRIETOR	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Riverside	CA	United States	1	no
Bassett	Ne	United States	1	no
Cobleskill	NY	United States	1	no
Hawthorne	NY	United States	1	no
Troy	NY	United States	1	no
Arlington	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$239M	$239M	24	24	15	n/a	n/a
2024	Mar 1, 2025	$213M	$213M	28	28	16	n/a	n/a
2023	Feb 2, 2024	$295M	$295M	39	39	23	n/a	n/a
2022	Jan 25, 2023	$295M	$295M	37	37	22	n/a	n/a
2021	Feb 4, 2022	$406M	$406M	33	33	19	n/a	n/a
2020	Feb 2, 2021	$250M	$250M	31	31	18	n/a	n/a
2019	Feb 18, 2020	$167M	$167M	29	29	17	n/a	n/a
2018	Feb 1, 2019	$113M	$113M	28	28	16	n/a	n/a
2017	Jan 19, 2018	$101M	$101M	21	21	10	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	2	0	8.0%	0	0	0	7	13

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$239M	$213M	12.0%	$295M	-6.8%	25	28	15	16

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IMPACT PARTNERSHIP WEALTH, LLC	2	Mar 10, 2026	Mar 17, 2026	ROCHESTER, MI	Team lift out	RIA to RIA	7.7%
DISCIPLINE WEALTH SOLUTIONS, INC.	4	Oct 24, 2024	Jan 1, 2025	ROCHESTER, MI	Team lift out	RIA to RIA	13.8%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRIMERICA ADVISORS	2	Aug 24, 2023	Sep 5, 2023	BRIARCLIFF MANOR, NY	Team lift out	Ibd to RIA	0.1%
HBW ADVISORY SERVICES LLC	3	Jun 9, 2017	Jan 1, 2025	MEARS, MI	Team lift out	Other	8.8%
HBW ADVISORY SERVICES LLC	3	Apr 4, 2016	Jan 1, 2025	PORTLAND, OR	Team lift out	Other	9.4%
HBW ADVISORY SERVICES LLC	2	Nov 4, 2015	Sep 29, 2025	STERLING HTS, MI	Team lift out	Other	5.4%
HBW ADVISORY SERVICES LLC	2	Sep 23, 2015	Oct 1, 2015	SIMI VALLEY, CA	Team lift out	Other	5.0%

Relationships

Registered with (46)

← Dominic Neal StewartAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← GARY LYNN LLOYDAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← LANCE BURTON WHITNEYAdvisorregistration: current employment
Sep 29, 2025 to presentfactForm ADV
← JANELL LAULEAN DENKAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← KENDRA KAY SIMONAdvisorregistration: previous registration
Dec 8, 2009 to Dec 31, 2009factForm ADV
← CHRISTOPHER ANDREW CRAWFORDAdvisorregistration: current employment
Apr 3, 2024 to presentfactForm ADV
← ROBERT BURNS AUSDALAdvisorregistration: current employment
Dec 2, 2023 to presentfactForm ADV
← JOSEPH BRIAN CHILDREYAdvisorregistration: current employment
Nov 15, 2023 to presentfactForm ADV
← PATRICIA IVETTE GOMEZAdvisorregistration: current employment
Sep 28, 2022 to presentfactForm ADV
← Reza AkbariAdvisorregistration: current employment
Aug 11, 2022 to presentfactForm ADV
← Mark James SmithAdvisorregistration: current employment
Feb 10, 2022 to presentfactForm ADV
← JOHN ANTHONY PERKOAdvisorregistration: current employment
Apr 13, 2020 to presentfactForm ADV
← Robert Luke EllistonAdvisorregistration: current employment
Oct 9, 2019 to presentfactForm ADV
← Nicholas Paul PerkinsAdvisorregistration: current employment
Feb 13, 2019 to presentfactForm ADV
← JOSEPH HENRY BORCHERSAdvisorregistration: current employment
Aug 13, 2018 to presentfactForm ADV
← BOBBY L BURNSAdvisorregistration: current employment
May 9, 2018 to presentfactForm ADV
← JAMES RICHARD ARNHOLTAdvisorregistration: current employment
Jul 13, 2017 to presentfactForm ADV
← ADAM JOHN SIMONAdvisorregistration: current employment
Jun 15, 2017 to presentfactForm ADV
← JOSEPH J LAROCCAAdvisorregistration: current employment
Apr 11, 2017 to presentfactForm ADV
← BRUCE ROBERT DENKAdvisorregistration: current employment
Apr 8, 2016 to presentfactForm ADV
← FRED WILLIAM FREIMARKAdvisorregistration: current employment
Apr 4, 2016 to presentfactForm ADV
← JOHN ROBERT FAWCETTAdvisorregistration: current employment
Feb 8, 2016 to presentfactForm ADV
← KRISTIN MICHELLE MENZ-YIANNIAdvisorregistration: current employment
Jan 20, 2016 to presentfactForm ADV
← JUSTIN PAUL REINHOLDAdvisorregistration: current employment
Oct 1, 2015 to presentfactForm ADV
← CHARLES PAUL REINHOLDAdvisorregistration: current employment
Apr 6, 2010 to presentfactForm ADV
← JOSE MARIA VALENZUELAAdvisorregistration: previous registration
Oct 20, 2017 to Mar 10, 2026factForm ADV
← Julia Marie ValenzuelaAdvisorregistration: previous registration
Jul 29, 2023 to Mar 10, 2026factForm ADV
← Bart Francis DiChiaroAdvisorregistration: previous registration
Aug 23, 2023 to Feb 3, 2025factForm ADV
← Ernest Paul RispoliAdvisorregistration: previous registration
Sep 5, 2023 to Oct 30, 2024factForm ADV
← RENEE LYNN CUCHETTIAdvisorregistration: previous registration
Jul 7, 2016 to Oct 24, 2024factForm ADV
and 16 more

Moved with (3)

← HBW ADVISORY SERVICES LLCRegistered adviser2 advisors, team lift out
Nov 4, 2015 to Sep 29, 2025factForm ADV
→ DISCIPLINE WEALTH SOLUTIONS, INC.Registered adviser4 advisors, team lift out, same day
Oct 24, 2024 to Jan 1, 2025factForm ADV
← PRIMERICA ADVISORSRegistered adviser2 advisors, team lift out
Aug 24, 2023 to Sep 5, 2023factForm ADV

Controls (2)

← REINHOLD, CHARLES, PAULOwnerCEO, CCO, ownership code E, individual
Oct 17, 2017 to Nov 19, 2024factForm ADV
← CHILDREY, JOSEPH, BRIANOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Nov 14, 2023 to Nov 19, 2024factForm ADV

Owns (2)

← REINHOLD, NANCY, LYNNOwnerSECRETARY/TREASURER, ownership code NA, individual
Oct 17, 2017 to Nov 19, 2024factForm ADV
← REINHOLD, JUSTIN, PAULOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Feb 1, 2019 to Nov 19, 2024factForm ADV

Dated events

Occurred
Mar 10, 2026
Team lift-out
2 advisors left Cpr Investments Inc (Rochester, MI) for Impact Partnership Wealth, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 10, 2026
Advisor changed firm
Julia Marie Valenzuela left Cpr Investments Inc for Impact Partnership Wealth, Llc (registered 2026-03-12)
Form ADVobserved 5 days ago
Occurred
Mar 10, 2026
Advisor changed firm
Jose Maria Valenzuela left Cpr Investments Inc for Impact Partnership Wealth, Llc (registered 2026-03-17)
Form ADVobserved 5 days ago
Occurred
Feb 3, 2025
Advisor changed firm
Bart Francis Dichiaro left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2025-02-04)
Form ADVobserved 5 days ago
Occurred
Oct 30, 2024
Advisor changed firm
Ernest Paul Rispoli left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-10-28)
Form ADVobserved 5 days ago
Occurred
Oct 24, 2024
Team lift-out
4 advisors left Cpr Investments Inc (Rochester, MI) for Discipline Wealth Solutions, Inc. on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Oct 24, 2024
Advisor changed firm
David Wayne Ficarra left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-10-22)
Form ADVobserved 5 days ago
Occurred
Oct 24, 2024
Advisor changed firm
Renee Lynn Cuchetti left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-10-21)
Form ADVobserved 5 days ago
Occurred
Oct 24, 2024
Advisor changed firm
Rodney Au Yeung left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2025-07-10)
Form ADVobserved 5 days ago
Occurred
Oct 24, 2024
Advisor changed firm
George Wesley Johnson left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2025-01-01)
Form ADVobserved 5 days ago
Occurred
Oct 24, 2024
Advisor changed firm
Bryan R Byrd left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-10-22)
Form ADVobserved 5 days ago
Occurred
Aug 23, 2024
Advisor changed firm
Orlando Ismael Luna left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-08-26)
Form ADVobserved 5 days ago
Occurred
Aug 23, 2024
Advisor changed firm
Jason Lee Young left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-08-23)
Form ADVobserved 5 days ago
Occurred
Aug 23, 2024
Advisor changed firm
William Joseph Joslyn left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-08-26)
Form ADVobserved 5 days ago
Occurred
Jul 30, 2024
Advisor changed firm
Joseph W Petry left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-08-02)
Form ADVobserved 5 days ago
Occurred
Nov 14, 2023
Control person joined
Brian Joseph Childrey (Executive Vice President) appeared on Schedule A of Cpr Investments Inc
Form ADVobserved 5 days ago
Occurred
Aug 24, 2023
Team lift-out
2 advisors left Primerica Advisors (Briarcliff Manor, NY) for Cpr Investments Inc within 13 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 7, 2023
Advisor changed firm
Daniel P Ostlund left Cpr Investments Inc for Pinkerton Wealth Partners (registered 2023-03-08)
Form ADVobserved 5 days ago
Occurred
Jan 25, 2023
Regulatory AUM changed
Cpr Investments Inc reported RAUM $295.3M, down 27% from $406.4M (2022-11-10 to 2023-01-25)
Form ADVobserved 5 days ago
$-111M
Occurred
Sep 23, 2022
Advisor changed firm
Matthew Carl Philistine left Cpr Investments Inc for Trustmont Advisory Group, Inc. (registered 2022-12-12)
Form ADVobserved 5 days ago
Occurred
Oct 17, 2017
First Form ADV filing
Cpr Investments Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb6a52f3-4df4-b859-4306-417b909f7bfe
First observed: Oct 17, 2017
Last observed: Aug 28, 2026 23 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CPR INVESTMENTS INC

CRD 139067

ROCHESTER, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bb6a52f3-4df4-b859-4306-417b909f7bfe

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHARLES PAUL REINHOLD

n/a

ROCHESTER, MI

yes

JUSTIN PAUL REINHOLD

n/a

ROCHESTER, MI

yes

KRISTIN MICHELLE MENZ-YIANNI

n/a

Chesterfield, VA | ROCHESTER, MI

JOHN ROBERT FAWCETT

n/a

ROCHESTER, MI

FRED WILLIAM FREIMARK

n/a

Wilsonville, OR | ROCHESTER, MI

BRUCE ROBERT DENK

n/a

ROCHESTER, MI | PORTLAND, OR

yes

JOSEPH J LAROCCA

n/a

ROCHESTER, MI

ADAM JOHN SIMON

n/a

ROCHESTER, MI

JAMES RICHARD ARNHOLT

n/a

ROCHESTER, MI | Bassett, NE

BOBBY L BURNS

n/a

ROCHESTER, MI | Arlington, TX

JOSEPH HENRY BORCHERS

n/a

ROCHESTER, MI | Lutz, FL

Nicholas Paul Perkins

n/a

ROCHESTER, MI | Hampstead, NC

n/a

Robert Luke Elliston

n/a

ROCHESTER, MI | Powhatan, VA

n/a

JOHN ANTHONY PERKO

n/a

ROCHESTER, MI | Mears, MI

Mark James Smith

n/a

ROCHESTER, MI | Troy, NY

n/a

Reza Akbari

n/a

Fort Lauderdale, FL | ROCHESTER, MI

n/a

PATRICIA IVETTE GOMEZ

n/a

Riverside, CA | ROCHESTER, MI

JOSEPH BRIAN CHILDREY

n/a

Bellevue, WA | ROCHESTER, MI

ROBERT BURNS AUSDAL

Chartered Financial Analyst

ROCHESTER, MI | Milan, IL

CHRISTOPHER ANDREW CRAWFORD

n/a

ROCHESTER, MI

yes

JANELL LAULEAN DENK

n/a

ROCHESTER, MI | PORTLAND, OR

yes

KENDRA KAY SIMON

n/a

ROCHESTER, MI | Grandville, MI

LANCE BURTON WHITNEY

n/a

ROCHESTER, MI

GARY LYNN LLOYD

n/a

ROCHESTER, MI

Dominic Neal Stewart

n/a

ROCHESTER, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHILDREY, JOSEPH, BRIAN

EXECUTIVE VICE PRESIDENT

yes

10/2023

Nov 14, 2023

Nov 19, 2024

REINHOLD, CHARLES, PAUL

CEO, CCO

yes

12/2005

Oct 17, 2017

Nov 19, 2024

REINHOLD, JUSTIN, PAUL

EXECUTIVE VICE PRESIDENT

07/2017

Feb 1, 2019

Nov 19, 2024

REINHOLD, NANCY, LYNN

SECRETARY/TREASURER

05/2009

Oct 17, 2017

Nov 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CPR FINANCIAL GROUP, LLC

n/a

yes

n/a

JASON YOUNG, SOLE PROPRIETOR

n/a

City

State

Country

Employees

Also broker-dealer

Riverside

United States

Bassett

United States

Cobleskill

United States

Hawthorne

United States

Troy

United States

Arlington

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$239M

n/a

2024

Mar 1, 2025

$213M

n/a

2023

Feb 2, 2024

$295M

n/a

2022

Jan 25, 2023

$295M

n/a

2021

Feb 4, 2022

$406M

n/a

2020

Feb 2, 2021

$250M

n/a

2019

Feb 18, 2020

$167M

n/a

2018

Feb 1, 2019

$113M

n/a

2017

Jan 19, 2018

$101M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

8.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$239M

$213M

12.0%

$295M

-6.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IMPACT PARTNERSHIP WEALTH, LLC

Mar 10, 2026

Mar 17, 2026

ROCHESTER, MI

Team lift out

RIA to RIA

7.7%

DISCIPLINE WEALTH SOLUTIONS, INC.

Oct 24, 2024

Jan 1, 2025

ROCHESTER, MI

Team lift out

RIA to RIA

13.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRIMERICA ADVISORS

Aug 24, 2023

Sep 5, 2023

BRIARCLIFF MANOR, NY

Team lift out

Ibd to RIA

0.1%

HBW ADVISORY SERVICES LLC

Jun 9, 2017

Jan 1, 2025

MEARS, MI

Team lift out

Other

8.8%

HBW ADVISORY SERVICES LLC

Apr 4, 2016

Jan 1, 2025

PORTLAND, OR

Team lift out

Other

9.4%

HBW ADVISORY SERVICES LLC

Nov 4, 2015

Sep 29, 2025

STERLING HTS, MI

Team lift out

Other

5.4%

HBW ADVISORY SERVICES LLC

Sep 23, 2015

Oct 1, 2015

SIMI VALLEY, CA

Team lift out

Other

5.0%