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 Liberty Wealth Management, 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
David James HollanderLiberty Wealth Management, LLC otherWildwood Asset Management LLC unclassifiedOtherOct 10, 2018Aug 25, 2011
Robert Alan LoveLiberty Wealth Management, LLC otherLPL Financial LLC independent RIAOtherJan 17, 2018Jan 17, 2018
Stephen Ernest MantzourisLiberty Wealth Management, LLC otherO'Donnell Financial Services, LLC otherOtherOct 9, 2017Nov 29, 2017 (51 d)
Michael PowellLiberty Wealth Management, LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJun 19, 2013Jun 27, 2013
Everett Lyle JohnsonLiberty Wealth Management, LLC otherWildwood Asset Management LLC unclassifiedOtherFeb 20, 2013Aug 25, 2011
Robert Paul KlaessLiberty Wealth Management, LLC otherAlphastar Capital Management otherOtherJul 20, 2012Jul 18, 2012
Matthew S KlaessLiberty Wealth Management, LLC otherAlphastar Capital Management otherOtherJul 20, 2012Jul 18, 2012
Erik Lawrence KromLiberty Wealth Management, LLC otherAlphastar Capital Management otherOtherJul 20, 2012Jul 18, 2012
Erik Jason KautzmannLiberty Wealth Management, LLC otherStrategic Advisers LLC national BDOtherOct 18, 2011Nov 10, 2015 (1484 d)
Elaine Thompson-PerezLiberty Wealth Management, LLC otherAmeritas Advisory Services otherOtherOct 12, 2011Oct 4, 2013 (723 d)
Randy King BarkleyLiberty Wealth Management, LLC otherTricord Advisors, Inc. independent RIAOtherApr 1, 2011Jan 1, 2025 (5024 d)
David A MinorLiberty Wealth Management, LLC otherAmeriprise Financial Services, LLC national BDOtherNov 22, 2010Oct 29, 2010
M. Benay Curtis-BauerLiberty Wealth Management, LLC otherCetera Investment Advisers LLC BD affiliatedOtherNov 2, 2009Jun 29, 2023 (4987 d)
Gregory Charles O'DonnellLiberty Wealth Management, LLC otherFinancial Telesis, Inc. otherOtherMay 28, 2009May 26, 2009
Brent Curtis WolfLiberty Wealth Management, LLC otherQa3 Financial LLC unclassifiedOtherMay 18, 2009May 13, 2009
Adam Senator WiatrakLiberty Wealth Management, LLC otherGbs Advisors otherOtherJul 23, 2008Jul 25, 2008
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16 moves match.