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 Earned Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James Parker Dowell | Earned Wealth Advisors, LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 27, 2026 | Mar 5, 2026 (37 d) |
| James Reed Gerber | Earned Wealth Advisors, LLC independent RIA | Golden State Wealth Management, LLC independent RIA | RIA to RIA | Jul 15, 2025 | Apr 8, 2026 (267 d) |
| Hussein Elgohary | Earned Wealth Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 20, 2025 | Jul 31, 2025 (41 d) |
| Quentin Garrett Stoker | Earned Wealth Advisors, LLC independent RIA | Gallacher Capital Management, LLC independent RIA | RIA to RIA | Nov 13, 2023 | Jan 10, 2024 (58 d) |
| Jay W Wirig | Earned Wealth Advisors, LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Jul 25, 2018 | Jul 27, 2018 |
| Jay Paul Wirig | Earned Wealth Advisors, LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Jul 25, 2018 | Jul 27, 2018 |
| Nicholas Louis Gizzarelli | Earned Wealth Advisors, LLC other | Oriole Advisors, LLC unclassified | Other | Jun 24, 2016 | Jul 7, 2016 |
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7 moves match.