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 The Burney Company

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
Benjamin David ScrivenerThe Burney Company independent RIASteigerwald, Gordon & Koch - Wealth Advisors independent RIARIA to RIASep 30, 2025Nov 4, 2025 (35 d)
Roch Earl MonnigThe Burney Company independent RIARoot Financial Partners independent RIARIA to RIAJun 4, 2025Jun 3, 2025
Janet L HowardThe Burney Company independent RIACassaday & Company, Inc. independent RIARIA to RIAMay 17, 2023Feb 14, 2024 (273 d)
Robert Anthony HardestyThe Burney Company independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2023Mar 2, 2023
Adam Michael NewmanThe Burney Company independent RIABragg Financial Advisors Inc independent RIARIA to RIADec 1, 2022Dec 11, 2022
Christopher Paul UrbanThe Burney Company independent RIADiscovery Wealth Planning LLC state registeredRIA to a state-registered adviserApr 11, 2022May 18, 2022 (37 d)
Madolynn Helen MorkenThe Burney Company independent RIASteigerwald, Gordon & Koch - Wealth Advisors independent RIARIA to RIADec 9, 2021Jan 7, 2022
Michael Waldorf PuckThe Burney Company independent RIAZega Financial, LLC independent RIARIA to RIAJul 1, 2021Jul 12, 2021
Chad Allen HooverThe Burney Company independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 4, 2020Jun 1, 2020
John Eugene AshcroftThe Burney Company independent RIAGirard Advisory Services, LLC independent RIARIA to RIAAug 28, 2018Aug 17, 2018
Michael Scott MartinThe Burney Company otherCwa Asset Management Group independent RIAOtherJan 3, 2018Oct 10, 2018 (280 d)
Didi ChenThe Burney Company otherEverleap Financial Planning state registeredOtherJun 20, 2017Feb 4, 2026 (3151 d)
Michael Lawrence HinsonThe Burney Company otherMercer Global Advisors Inc. otherOtherDec 1, 2014Dec 18, 2014
Evgeniy Yurievich YashinThe Burney Company otherSignet Management USA, LLC otherOtherNov 16, 2012Dec 6, 2012
Jeffrey Ray AlbrightThe Burney Company otherCreative Planning otherOtherSep 7, 2012Sep 7, 2012
John Christopher OhsnerThe Burney Company otherHeximer Investment Management Inc. otherOtherMar 5, 2012May 18, 2012 (74 d)
James Edward HarperThe Burney Company otherTrustmont Advisory Group, Inc. otherOtherAug 2, 2011Aug 8, 2011
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17 moves match.