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 Dowling & Yahnke, 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
Chris Martin JohnsonDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 1, 2025 (642 d)
Elias Franchesco VeraDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
William Giles BeamerDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Anna E. DiazDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Brett Ryan PernicanoDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Grant Allan WebsterDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
John Michael PetersDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Matthew Ross AdamsDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Michael S BrownDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Michael Nowlan StraussDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Jacob Thomas ErlendsonDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Jeffrey Michael GohslerDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Kendrick Akira UyedaDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Erik Henry NelsonDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Andrew Haines McnamaraDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Kelly Ann FeldmannDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 2, 2025 (643 d)
Raymond Mark WernigDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Sep 15, 2022
Andrew Yoontae KimDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 6, 2025 (647 d)
Robert Joseph HanlonDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 21, 2023 (235 d)
Brian Robert HebertDowling & Yahnke, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Mar 20, 2024 (355 d)
Hunter Pearson DanielDowling & Yahnke, LLC independent RIAMorton Wealth independent RIARIA to RIAJul 5, 2022Jul 8, 2022
Jason Michael AbbamonteDowling & Yahnke, LLC independent RIANew Millennium Group independent RIARIA to RIAMay 9, 2022Jul 6, 2022 (58 d)
Aria Kojima FalaheeDowling & Yahnke, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseNov 10, 2021Nov 17, 2022 (372 d)
Andrew James ChristopherDowling & Yahnke, LLC independent RIALeading Edge Financial Planning LLC independent RIARIA to RIANov 10, 2021Jun 22, 2023 (589 d)
Olivian Traian PitisDowling & Yahnke, LLC independent RIACsj Wealth Management, LLC state registeredRIA to a state-registered adviserMar 11, 2021May 8, 2026 (1884 d)
Racquel Leigh KolsrudDowling & Yahnke, LLC otherVigilare Wealth Management LLC otherOtherJun 24, 2011Jun 20, 2011
Peter Randall GordonDowling & Yahnke, LLC otherHighlands Wealth Advisors, LLC state registeredOtherMar 14, 2011Mar 11, 2011
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27 moves match.