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 Onedigital

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
Jordan Anthony BinghamOnedigital institutionalHidden Cove Wealth Management no RAUMOtherMay 4, 2022Mar 25, 2022
Jonathan Nollan MageeOnedigital institutionalHidden Cove Wealth Management no RAUMOtherMay 4, 2022Mar 25, 2022
Chad BeardenOnedigital institutionalHidden Cove Wealth Management no RAUMOtherMay 4, 2022Mar 25, 2022
Tanner Tessmer DanceOnedigital institutionalCore Capital Wealth Management, LLC independent RIAOtherApr 8, 2022Sep 21, 2020
James Andrew CarmichaelOnedigital institutionalVoya Retirement Advisors, LLC otherOtherFeb 23, 2022Jul 10, 2023 (502 d)
Eileen Patricia MahoneyOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 13, 2022Nov 28, 2023 (684 d)
James Dean McdonaldOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherJan 6, 2022Nov 9, 2021
Phillip Anthony MathesonOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 2, 2021
Jennifer Marie JorgensonOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherJan 6, 2022Nov 18, 2021
Lloyd Jon EnglemanOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 2, 2021
Glenn Mark CassidyOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 6, 2021
Daniel Robert StewartOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherJan 6, 2022Sep 30, 2022 (267 d)
John Michael EhlersOnedigital institutionalCreative Planning Institutional Advisors, LLC institutionalOtherJan 6, 2022Dec 22, 2021
Sophois SokhomOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Jan 27, 2022
Conor Kenneth WeirOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 2, 2021
Eric Carl CarlsonOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 2, 2021
Daniel John MurphyOnedigital institutionalGreater Good Financial state registeredOtherDec 16, 2021Aug 4, 2021
Rodney B BirchOnedigital institutionalThrivent Investment Management Inc. BD affiliatedOtherDec 15, 2021Nov 1, 2022 (321 d)
Joshua Lin WolbergOnedigital institutionalGreat River Financial no RAUMOtherDec 15, 2021Jul 9, 2021
John Drexel BarrettOnedigital institutionalSterling Capital Management LLC otherOtherNov 15, 2021Aug 24, 2022 (282 d)
Amy MackinOnedigital institutionalEmpower Advisory Group, LLC otherOtherOct 5, 2021Oct 18, 2021
Krystle Ann KaufmanOnedigital institutionalUsi Securities, Inc. no RAUMOtherSep 10, 2021Sep 30, 2021
Jared Jon ManvilleOnedigital institutionalMayflower Advisors independent RIAOtherJul 14, 2021Jul 13, 2021
Shawn Gary O'KeefeOnedigital institutionalImpact Partnership Wealth, LLC no RAUMOtherJun 30, 2021Jul 2, 2021
Daniel Roland BlairOnedigital institutionalImpact Partnership Wealth, LLC no RAUMOtherJun 30, 2021Jul 2, 2021
Benjamin Scott SmithOnedigital institutionalImpact Partnership Wealth, LLC no RAUMOtherJun 30, 2021Jul 2, 2021
Peter D VacheronOnedigital institutionalGlobal Retirement Partners LLC institutionalOtherJun 9, 2021Jun 1, 2021
Christopher Peter Michael HerselOnedigital institutionalGlobal Retirement Partners LLC institutionalOtherJun 9, 2021Jun 8, 2021
Kathleen Jo WoodOnedigital institutionalNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 9, 2021Jan 26, 2022 (231 d)
Jeffrey Neil ChapmanOnedigital institutionalResilience Wealth Advisors unclassifiedOtherMay 4, 2021May 10, 2021
James Lewis BattmerOnedigital institutionalNrp Advisors, Inc. unclassifiedOtherMar 24, 2021Aug 27, 2010
Heather Brooks PetersOnedigital institutionalValic Financial Advisors, Inc. BD affiliatedOtherMar 23, 2021Mar 29, 2021
Lawrence R KarleOnedigital institutionalCommonwealth Financial Network national BDOtherMar 22, 2021Mar 24, 2021
Paul OrlinoOnedigital institutionalNorthwest Asset Management independent RIAOtherMar 12, 2021Mar 17, 2021
Alexander Francis CastrichiniOnedigital institutionalCabot Wealth Management independent RIAOtherFeb 22, 2021Mar 3, 2021
Amir ArbabiOnedigital institutionalWoodbury Financial Services, Inc. BD affiliatedOtherJan 4, 2021Dec 21, 2020
Christopher Michael WilkinsonOnedigital institutionalAegis Wealth Management, Inc. independent RIAOtherOct 2, 2020Oct 30, 2020
Joseph Benjamin ThamanOnedigital institutionalMutual Advisors, LLC BD affiliatedOtherSep 2, 2020Sep 21, 2020
Brett Rogers HendersonOnedigital institutionalIndependent Financial Partners BD affiliatedOtherApr 1, 2020Apr 2, 2020
Jonathan B ErwinOnedigital institutionalSimplicity Wealth no RAUMOtherFeb 25, 2020Mar 10, 2020
Stephanie NgOnedigital institutionalGurtin Municipal Bond Management independent RIAOtherFeb 7, 2020Feb 7, 2020
Kathleen Marie BaezOnedigital institutionalIntegrated Wealth Concepts LLC independent RIAOtherNov 30, 2019Jan 22, 2020 (53 d)
Lindy Grace VenustusOnedigital institutionalCreate, LLC state registeredOtherNov 6, 2019Dec 14, 2020 (404 d)
Kelly Lisa HoltmanOnedigital institutionalSoltis Investment Advisors, LLC independent RIAOtherMay 7, 2019May 17, 2019
Ronald Todd SperryOnedigital otherAshton Thomas Private Wealth independent RIAOtherFeb 20, 2019Sep 16, 2020 (574 d)
Kristen Nicole MeyerOnedigital otherMariner independent RIAOtherJan 15, 2019Feb 8, 2019
Kara Michelle WaltersOnedigital otherIntellicents Investment Solutions Inc institutionalOtherNov 19, 2018Nov 7, 2018
Gary Allen ScottOnedigital otherCutter & Company, Inc. independent RIAOtherApr 27, 2018Apr 26, 2018
John W. DavisOnedigital otherTd Ameritrade, Inc. no RAUMOtherOct 3, 2017Oct 25, 2017
Nicholas Alexander MunozOnedigital otherErben Associates, LLC independent RIAOtherOct 3, 2017Nov 2, 2017
Bill SabatkaOnedigital otherPrincipal Securities, Inc. otherOtherAug 1, 2017Aug 14, 2017
Timothy Thomas SalleeOnedigital otherIndependent Financial Partners otherOtherMay 19, 2017Feb 24, 2017
Tanner Wayne GreerOnedigital otherLPL Financial LLC otherOtherMay 19, 2017Sep 29, 2016
Jeffrey Stewart RobertsOnedigital otherLamco Advisory Services Inc. otherOtherApr 13, 2017Jul 10, 2017 (88 d)
Preston J EnglundOnedigital otherIndependent Financial Partners otherOtherFeb 23, 2017Jan 23, 2017
Jessica Ruth SeifertOnedigital otherLockton Investment Advisors, LLC no RAUMOtherAug 2, 2016Aug 19, 2016
Jacqueline Simone O'HernOnedigital otherLockton Investment Advisors, LLC no RAUMOtherMay 24, 2016May 25, 2016
John Maurice NegreteOnedigital otherNfp Advisor Services, LLC otherOtherApr 12, 2016Jan 15, 2016
Jonathan Colby WinslowOnedigital otherWater Oak Advisors, LLC otherOtherApr 16, 2015Apr 6, 2015
Steven Donald WoodleyOnedigital otherCreative Planning Institutional Advisors, LLC institutionalOtherDec 31, 2014Nov 9, 2021 (2505 d)
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188 moves match.