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 Reilly Financial Advisors

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
Bradley BermanReilly Financial Advisors independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJan 3, 2022Mar 21, 2022 (77 d)
Lisa Marie GoodmanReilly Financial Advisors independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 3, 2022Apr 12, 2022 (99 d)
Scott Udall FortneyReilly Financial Advisors independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2022Nov 2, 2022 (303 d)
Scott Morris MartineauReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Apr 23, 2025 (1206 d)
Andrew Roy FerretteReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 3, 2022
Ryan Timothy MunroeReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Richard D BoydReilly Financial Advisors independent RIADunham independent RIARIA to RIAJan 3, 2022Feb 16, 2022 (44 d)
Joshua Eugene LandReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Jason WattersReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Jenifer Patricia PrattReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 5, 2022
Gabriel Seth AdamsReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Christopher DrakeReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 5, 2022
Dylan Jacob DunleaReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Yasasri Umesha WeerasuriyaReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 1, 2026 (1459 d)
Gabrielle Nicole Reilly WattersReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Bradley Keith JohnstonReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Hanna Grace KennedyReilly Financial Advisors independent RIACreative Planning independent RIARIA to RIAJan 3, 2022Jan 4, 2022
Damian Jacques DufourReilly Financial Advisors independent RIAWealthspire Retirement Advisory institutionalOtherDec 1, 2021Dec 2, 2021
Jackson Kaye MillerReilly Financial Advisors independent RIAWealthspire Retirement Advisory institutionalOtherDec 1, 2021Dec 2, 2021
Jeffrey A ClarkReilly Financial Advisors independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 13, 2021Feb 7, 2022 (147 d)
James Curtis WestReilly Financial Advisors independent RIAPlatt Wealth Management independent RIARIA to RIAMay 28, 2021Jan 1, 2025 (1314 d)
Nathaniel Stephen NieriReilly Financial Advisors independent RIAModern Money Management LLC state registeredRIA to a state-registered adviserJan 27, 2021Nov 10, 2020
Matthew Richard GriffithReilly Financial Advisors independent RIACentura Wealth Advisory independent RIARIA to RIAFeb 28, 2019Feb 4, 2019
David Joseph CarianiReilly Financial Advisors independent RIACentura Wealth Advisory independent RIARIA to RIAFeb 28, 2019Feb 4, 2019
Michael Domonic BarilReilly Financial Advisors independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 16, 2018Jan 17, 2019 (62 d)
Jason WattersReilly Financial Advisors independent RIALPL Financial LLC independent RIARIA to RIASep 26, 2018Oct 3, 2018
Natalie YoungReilly Financial Advisors independent RIAPolaris Wealth Advisory Group independent RIARIA to RIAJun 22, 2018Jul 9, 2018
Eric Edward SwansonReilly Financial Advisors independent RIACapital Management Services, Inc. independent RIARIA to RIADec 31, 2017Mar 1, 2018 (60 d)
Michael Patrick HartmanReilly Financial Advisors otherWealthsource? otherOtherDec 15, 2016Feb 21, 2017 (68 d)
Sara KalsmanReilly Financial Advisors otherBeacon Pointe Wealth Advisors, LLC otherOtherFeb 19, 2016Mar 23, 2016 (33 d)
Jason Ian AbarReilly Financial Advisors otherSchwab Wealth Advisory, Inc. otherOtherDec 19, 2014Dec 18, 2014
Derek Brian MooreReilly Financial Advisors otherZega Financial, LLC otherOtherDec 17, 2013Jan 7, 2014
Ronny InnigerReilly Financial Advisors otherOsborne Partners otherOtherAug 9, 2011Dec 14, 2011 (127 d)
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33 moves match.