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
Departures from Edelman Financial Engines
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 |
|---|---|---|---|---|---|
| Kyle Samuel Page | Edelman Financial Engines independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 11, 2026 | Aug 28, 2026 |
| Chad Ashton Kasper | Edelman Financial Engines independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Aug 21, 2026 | Jul 31, 2026 |
| Cristina Gomez Lipson | Edelman Financial Engines independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2026 | Jul 21, 2026 |
| Derek Paul Suboticki | Edelman Financial Engines independent RIA | LPL Enterprise, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2026 | Sep 8, 2026 (43 d) |
| Gabriel M Maires | Edelman Financial Engines independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2026 | Jul 6, 2026 |
| Marriann Daoud | Edelman Financial Engines independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jul 9, 2026 | Jun 24, 2026 |
| Joseph Louis Salcido | Edelman Financial Engines independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Jun 11, 2026 | Jun 26, 2026 |
| Brendan John Kenny | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Jun 5, 2026 | May 8, 2026 |
| Ninos George Mirza | Edelman Financial Engines independent RIA | Creative Planning independent RIA | RIA to RIA | Jun 5, 2026 | Jun 16, 2026 |
| Conal Saturno-Sanjana | Edelman Financial Engines independent RIA | Gallagher Fiduciary Advisors, LLC institutional | Other | May 11, 2026 | Aug 26, 2026 (107 d) |
| Christopher J Diskin | Edelman Financial Engines independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Mar 13, 2026 | Mar 25, 2026 |
| Steven Todd Hillstead | Edelman Financial Engines independent RIA | Private Advisory independent RIA | RIA to RIA | Mar 6, 2026 | Feb 17, 2026 |
| Joan N Greenspon | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Mar 6, 2026 | Feb 13, 2026 |
| Amanda Rose Salyer | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Mar 6, 2026 | Feb 13, 2026 |
| Tricia Eliason | Edelman Financial Engines independent RIA | Private Advisory independent RIA | RIA to RIA | Feb 20, 2026 | Feb 17, 2026 |
| Jason Cowans | Edelman Financial Engines independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Feb 20, 2026 | Jan 30, 2026 |
| Wilson Lemmon Mitchell | Edelman Financial Engines independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Feb 20, 2026 | Jan 30, 2026 |
| Shateela Monique Winters | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Feb 20, 2026 | Feb 13, 2026 |
| James N Fisher | Edelman Financial Engines independent RIA | Voya Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 20, 2026 | Apr 2, 2026 (41 d) |
| Chance Dakota Coker | Edelman Financial Engines independent RIA | Earned Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 20, 2026 | Feb 25, 2026 |
| Joseph Litterio Olivo | Edelman Financial Engines independent RIA | Facet independent RIA | RIA to RIA | Feb 13, 2026 | Apr 17, 2026 (63 d) |
| Kenneth Malcolm Murray III | Edelman Financial Engines independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Feb 6, 2026 | Jan 15, 2026 |
| Paul Daniel Brick | Edelman Financial Engines independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Jan 27, 2026 | Jan 15, 2026 |
| Nolan D Reynolds | Edelman Financial Engines independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jan 26, 2026 | Feb 6, 2026 |
| John Pershing Sayers | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 23, 2025 | Dec 15, 2025 |
| Eric Thomas Pailing | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 23, 2025 | Dec 15, 2025 |
| Angela Dawn Shelton | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Dec 23, 2025 | Dec 15, 2025 |
| Matthew Prince | Edelman Financial Engines independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 10, 2025 | Dec 16, 2025 |
| Michael Anthony Trezza | Edelman Financial Engines independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 28, 2025 | May 7, 2026 (160 d) |
| David J Fennell | Edelman Financial Engines independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Nov 4, 2025 | Oct 7, 2025 |
| Ben H. Gesink | Edelman Financial Engines independent RIA | Water Valley Investment Advisors, Inc. independent RIA | RIA to RIA | Nov 4, 2025 | Dec 17, 2025 (43 d) |
| Eduardo J Gelpi | Edelman Financial Engines independent RIA | T. Rowe Price Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 22, 2025 | Nov 12, 2025 |
| Sean Charles Wintz | Edelman Financial Engines independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Oct 21, 2025 | Sep 25, 2025 |
| Clarence Leroy Haynes | Edelman Financial Engines independent RIA | Wealthspire Retirement Advisory institutional | Other | Oct 21, 2025 | Apr 2, 2026 (163 d) |
| Jason Brady Dixon | Edelman Financial Engines independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Oct 13, 2025 | Sep 12, 2025 |
| Christopher Todd Brittingham | Edelman Financial Engines independent RIA | Diversified Portfolios, Inc. independent RIA | RIA to RIA | Oct 13, 2025 | Feb 9, 2026 (119 d) |
| Robert S Choy | Edelman Financial Engines independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Sep 26, 2025 | Aug 28, 2025 |
| Alfonso Burgos | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Sep 26, 2025 | Aug 29, 2025 |
| Joanna Lynn Cecilia-Fleming | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Sep 26, 2025 | Sep 5, 2025 |
| Fernando Quezada | Edelman Financial Engines independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Sep 18, 2025 | Oct 28, 2025 (40 d) |
| Edmund Michael Callahan | Edelman Financial Engines independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Sep 18, 2025 | Aug 22, 2025 |
| Christopher P Colon | Edelman Financial Engines independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Sep 12, 2025 | Aug 11, 2025 |
| Ryan Patrick Cosgrove | Edelman Financial Engines independent RIA | Lido independent RIA | RIA to RIA | Aug 28, 2025 | Aug 11, 2025 |
| Ronald Curtis Greene | Edelman Financial Engines independent RIA | Polley Wealth Management LLC state registered | RIA to a state-registered adviser | Aug 15, 2025 | Aug 13, 2025 |
| Loran Scott Coffman | Edelman Financial Engines independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Jul 18, 2025 | Jun 30, 2025 |
| Jason Andrew Beatty | Edelman Financial Engines independent RIA | Kestra Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2025 | Jun 13, 2025 |
| Walter Andrew Varian | Edelman Financial Engines independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | May 22, 2025 | May 23, 2025 |
| Ben Taylor Poulos | Edelman Financial Engines independent RIA | B&E Financial Services state registered | RIA to a state-registered adviser | May 16, 2025 | Jun 20, 2025 (35 d) |
| Tyler M Brown | Edelman Financial Engines independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | May 8, 2025 | Apr 14, 2025 |
| Michael Brannon | Edelman Financial Engines independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2025 | Feb 3, 2026 (279 d) |
| Daniel Joseph Shearman | Edelman Financial Engines independent RIA | Umb Financial Services, Inc. independent RIA | RIA to RIA | Apr 30, 2025 | Nov 14, 2025 (198 d) |
| Gayle Marie Rodriguez | Edelman Financial Engines independent RIA | Broadway Wealth Solutions independent RIA | RIA to RIA | Apr 25, 2025 | May 12, 2025 |
| Parker Shetler | Edelman Financial Engines independent RIA | Fisher Investments independent RIA | RIA to RIA | Apr 21, 2025 | Apr 29, 2025 |
| Nicole Elizabeth Paradise | Edelman Financial Engines independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 4, 2025 | Jun 26, 2025 (83 d) |
| John Douglas Hill | Edelman Financial Engines independent RIA | Edgerock Wealth Management independent RIA | RIA to RIA | Mar 28, 2025 | Jan 8, 2026 (286 d) |
| Mariah Dehaven | Edelman Financial Engines independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Mar 21, 2025 | Feb 27, 2025 |
| Alexander Coats | Edelman Financial Engines independent RIA | Wt Wealth Management, LLC independent RIA | RIA to RIA | Mar 21, 2025 | May 5, 2025 (45 d) |
| Alexander Jesus Feria | Edelman Financial Engines independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 21, 2025 | Apr 29, 2025 (39 d) |
| Nicholas Jacob Friedman | Edelman Financial Engines independent RIA | Ritholtz Wealth Management independent RIA | RIA to RIA | Mar 10, 2025 | Feb 13, 2025 |
| Patrick Gregory Strodtman | Edelman Financial Engines independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Mar 10, 2025 | Feb 13, 2025 |
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333 moves match.