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 Moneta Group Investment 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
Richard J BettgerMoneta Group Investment Advisors, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankSep 3, 2026Sep 8, 2026
Robert Anthony SchaferMoneta Group Investment Advisors, LLC independent RIAOnedigital institutionalOtherJun 22, 2026Jun 22, 2026
Jackson James WegnerMoneta Group Investment Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJun 2, 2026Jun 18, 2026
Richard Patrick McdonaldMoneta Group Investment Advisors, LLC independent RIABenjamin F. Edwards & Company, Incorporated BD affiliatedRIA to affiliated broker-dealer or bankMay 11, 2026May 18, 2026
Kaleb Stuart DoyleMoneta Group Investment Advisors, LLC independent RIABrand Asset Management Group, Inc. independent RIARIA to RIAFeb 13, 2026Feb 13, 2026
Geneen Marie Von KlohaMoneta Group Investment Advisors, LLC independent RIAKrilogy independent RIARIA to RIAJan 2, 2026Feb 17, 2026 (46 d)
Sarah Rae MeyerMoneta Group Investment Advisors, LLC independent RIAKrilogy independent RIARIA to RIANov 14, 2025Nov 13, 2025
Andrew Louis BouquetMoneta Group Investment Advisors, LLC independent RIAKrilogy independent RIARIA to RIANov 6, 2025Nov 5, 2025
Jack Andrew BrooksMoneta Group Investment Advisors, LLC independent RIAIeq Capital, LLC independent RIARIA to RIAOct 10, 2025Oct 30, 2025
Brian Patrick RiggsMoneta Group Investment Advisors, LLC independent RIAPlancorp, LLC independent RIARIA to RIAOct 7, 2025Oct 15, 2025
Stacey Lynn MannebachMoneta Group Investment Advisors, LLC independent RIAPlancorp, LLC independent RIARIA to RIASep 8, 2025Nov 13, 2025 (66 d)
Parshad Kirpal SinghMoneta Group Investment Advisors, LLC independent RIACentura Wealth Advisory independent RIARIA to RIASep 5, 2025Nov 24, 2025 (80 d)
Katherine Jane GilletteMoneta Group Investment Advisors, LLC independent RIAThe Ameriflex Group BD affiliatedRIA to affiliated broker-dealer or bankJul 16, 2025Aug 19, 2025 (34 d)
Mark J WebsterMoneta Group Investment Advisors, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMay 30, 2025Nov 21, 2025 (175 d)
Brandon BineauMoneta Group Investment Advisors, LLC independent RIAOwl Creek Wealth Partners independent RIARIA to RIAMay 30, 2025Jun 30, 2025 (31 d)
Gerald T PlowmanMoneta Group Investment Advisors, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMay 27, 2025Apr 28, 2026 (336 d)
Richard David ArmstrongMoneta Group Investment Advisors, LLC independent RIAFaith Investor Services mixed wealthRIA to RIAMar 10, 2025Apr 23, 2025 (44 d)
David T WickenhauserMoneta Group Investment Advisors, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankDec 17, 2024Feb 18, 2025 (63 d)
Jacob Christopher NeinerMoneta Group Investment Advisors, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIANov 22, 2024Mar 13, 2025 (111 d)
Justin H VolkmarMoneta Group Investment Advisors, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 30, 2024Feb 10, 2025 (164 d)
Logan Dean RenoMoneta Group Investment Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 2, 2024May 22, 2024
Andrew Christopher PhippsMoneta Group Investment Advisors, LLC independent RIADetalus Advisors, LLC independent RIARIA to RIAMay 30, 2024Jul 1, 2024 (32 d)
Timothy NielsenMoneta Group Investment Advisors, LLC independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 25, 2024Apr 29, 2024
Melissa BoyerMoneta Group Investment Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 19, 2024May 28, 2024 (39 d)
Jacob Martin JaegleMoneta Group Investment Advisors, LLC independent RIAMaia Wealth independent RIARIA to RIAMar 5, 2024Mar 5, 2024
Brandon Jay Reef LaxtonMoneta Group Investment Advisors, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 11, 2024Mar 1, 2024 (50 d)
William Nicholas JenkinsMoneta Group Investment Advisors, LLC independent RIAComprehensive Wealth Planning, LLC state registeredRIA to a state-registered adviserJul 27, 2023Oct 6, 2023 (71 d)
Edward Harrison KorthMoneta Group Investment Advisors, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJul 27, 2023Aug 31, 2023 (35 d)
Charles Seno O'RourkeMoneta Group Investment Advisors, LLC independent RIAJag Capital Management LLC mixed wealthRIA to RIAJul 6, 2023Jul 10, 2023
Lucas Wyatt KulmaMoneta Group Investment Advisors, LLC independent RIAHoylecohen, LLC independent RIARIA to RIAJun 15, 2023Jan 4, 2024 (203 d)
Jennifer Michelle O'ConnorMoneta Group Investment Advisors, LLC independent RIAVista Finance, LLC independent RIARIA to RIAApr 26, 2023Oct 12, 2023 (169 d)
Andrew Steven KowalMoneta Group Investment Advisors, LLC independent RIACornerstone Wealth Management, LLC independent RIARIA to RIAApr 25, 2023Nov 29, 2023 (218 d)
Brendon WinklerMoneta Group Investment Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2023Jan 7, 2025 (712 d)
John Andrew LintonMoneta Group Investment Advisors, LLC independent RIAMosaic Wealth independent RIARIA to RIAJan 17, 2023Jan 30, 2023
Anthony HillMoneta Group Investment Advisors, LLC independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIANov 10, 2022Jun 23, 2023 (225 d)
Kellan SlatteryMoneta Group Investment Advisors, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 10, 2022Nov 17, 2022
Carolyn Gerae BowlesMoneta Group Investment Advisors, LLC independent RIAAlbright Wealth unclassifiedOtherNov 3, 2022Aug 5, 2024 (641 d)
Katherine Kostecki JohnsonMoneta Group Investment Advisors, LLC independent RIAQuantitative Advantage, LLC independent RIARIA to RIAJul 27, 2022Aug 16, 2022
Nicholas Wayne KroegerMoneta Group Investment Advisors, LLC independent RIAOnedigital institutionalOtherJul 26, 2022May 22, 2024 (666 d)
Elizabeth SwitzerMoneta Group Investment Advisors, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMay 31, 2022Jun 15, 2022
Max Cooper NovakMoneta Group Investment Advisors, LLC independent RIACore Planning independent RIARIA to RIAApr 7, 2022May 9, 2025 (1128 d)
Joshua Huels RauterkusMoneta Group Investment Advisors, LLC independent RIACuri Capital, LLC independent RIARIA to RIAJul 2, 2021Oct 15, 2021 (105 d)
John Joseph RhodesMoneta Group Investment Advisors, LLC independent RIAKrilogy independent RIARIA to RIAJul 2, 2021Jul 7, 2021
Lauren Elizabeth FerraroMoneta Group Investment Advisors, LLC independent RIAClayton Financial Group, LLC independent RIARIA to RIAJun 15, 2021Jun 21, 2021
Lauren Nicole RandazzoMoneta Group Investment Advisors, LLC independent RIAArchford Capital Strategies, LLC independent RIARIA to RIAJun 15, 2021Jul 19, 2021 (34 d)
Meghan Marie Dorsey AbelnMoneta Group Investment Advisors, LLC independent RIAKrilogy independent RIARIA to RIAMay 28, 2021Jun 25, 2021
Peter Allin ZobelMoneta Group Investment Advisors, LLC independent RIACreative Planning independent RIARIA to RIANov 24, 2020Dec 2, 2020
Janelle M MccrearyMoneta Group Investment Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankSep 17, 2020May 27, 2021 (252 d)
William Allen HornbargerMoneta Group Investment Advisors, LLC independent RIABenjamin F. Edwards & Company, Incorporated BD affiliatedRIA to affiliated broker-dealer or bankAug 28, 2020Sep 8, 2020
Ranie J VerbyMoneta Group Investment Advisors, LLC independent RIAPlancorp, LLC independent RIARIA to RIAOct 30, 2019Oct 26, 2019
Zachary Patrick KratofilMoneta Group Investment Advisors, LLC independent RIAClayton Financial Group, LLC independent RIARIA to RIAAug 19, 2019Sep 5, 2019
Amanda Leigh MerrillMoneta Group Investment Advisors, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 24, 2019Jun 13, 2019
Stephen Earl WagnerMoneta Group Investment Advisors, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 18, 2019Jul 19, 2023 (1643 d)
Daniel BrownMoneta Group Investment Advisors, LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankJan 4, 2019Nov 15, 2024 (2142 d)
Geoffrey EikmannMoneta Group Investment Advisors, LLC independent RIAMbm Wealth Consultants, LLC independent RIARIA to RIAJan 4, 2019Aug 17, 2023 (1686 d)
Patrick Michael BrittMoneta Group Investment Advisors, LLC otherClayton Financial Group, LLC otherOtherMar 2, 2018Mar 7, 2018
Eric William MundwillerMoneta Group Investment Advisors, LLC otherAdviceperiod, LLC independent RIAOtherJan 16, 2018Feb 6, 2018
Adam Byron ClarkMoneta Group Investment Advisors, LLC otherAdviceperiod, LLC independent RIAOtherJan 16, 2018Mar 1, 2018 (44 d)
Laura Mannz SlawskiMoneta Group Investment Advisors, LLC otherMatter Family Office otherOtherJan 2, 2018Jan 30, 2018
Ryan Michael BowmanMoneta Group Investment Advisors, LLC otherDunston Financial Group, LLC unclassifiedOtherSep 8, 2017Sep 25, 2017
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84 moves match.