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 Forvis Mazars 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.

AdvisorFromToTypeLeftRegistered
Jeffrey Thomas LenhartForvis Mazars Wealth Advisors, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAJul 23, 2026Aug 28, 2026 (36 d)
Austin WhittonForvis Mazars Wealth Advisors, LLC independent RIASanctuary Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 2, 2026Jul 7, 2026 (35 d)
Shelby NewellForvis Mazars Wealth Advisors, LLC independent RIAIronwood Wealth Management, LLC independent RIARIA to RIAApr 24, 2026Jun 12, 2026 (49 d)
Ashley Witt IsraelForvis Mazars Wealth Advisors, LLC independent RIAVandalia Wealth no RAUMRIA to a newly registered adviserApr 7, 2026Apr 30, 2026
Robert D ParedesForvis Mazars Wealth Advisors, LLC independent RIAParedes Capital LLC state registeredRIA to a state-registered adviserFeb 17, 2026Feb 27, 2026
Paraskevi Eleni PorschForvis Mazars Wealth Advisors, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 20, 2026Apr 21, 2026 (91 d)
Justin Robert BaasForvis Mazars Wealth Advisors, LLC independent RIAOak Wealth Advisors LLC independent RIARIA to RIAJan 6, 2026Feb 5, 2026
John Kent DavisForvis Mazars Wealth Advisors, LLC independent RIAJkd Financial state registeredRIA to a state-registered adviserJan 6, 2026Feb 18, 2026 (43 d)
Jonathan Lee VanceForvis Mazars Wealth Advisors, LLC independent RIAVance Financial Planning state registeredRIA to a state-registered adviserSep 22, 2025Dec 8, 2025 (77 d)
Albert Donald ErbForvis Mazars Wealth Advisors, LLC independent RIASanctuary Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 31, 2025Apr 14, 2025
Dorsey Webster TyndallForvis Mazars Wealth Advisors, LLC independent RIAAxxcess Wealth Management, LLC independent RIARIA to RIAJan 30, 2025Jan 29, 2025
Jason Andrew LunsfordForvis Mazars Wealth Advisors, LLC independent RIAAxxcess Wealth Management, LLC independent RIARIA to RIAJan 30, 2025Feb 3, 2025
John Davis FlemingForvis Mazars Wealth Advisors, LLC independent RIAAxxcess Wealth Management, LLC independent RIARIA to RIAJan 30, 2025Jan 29, 2025
Brian R EllerForvis Mazars Wealth Advisors, LLC independent RIAAveo Capital Partners, LLC independent RIARIA to RIASep 12, 2024Oct 24, 2024 (42 d)
John Michael WildernForvis Mazars Wealth Advisors, LLC independent RIALegacy Financial Advisors, Inc. independent RIARIA to RIAApr 3, 2024May 7, 2024 (34 d)
Melissa BoyerForvis Mazars Wealth Advisors, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJan 23, 2024Feb 20, 2024
Matthew Patrick HolmesForvis Mazars Wealth Advisors, LLC independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 9, 2024Feb 14, 2024 (36 d)
William Fraser LairdForvis Mazars Wealth Advisors, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2023Oct 17, 2023
Brooke Taylor StanfordForvis Mazars Wealth Advisors, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2023Oct 17, 2023
Sarah Karp CharlesForvis Mazars Wealth Advisors, LLC independent RIASanctuary Financial Planning, LLC independent RIARIA to RIAJun 5, 2023Jul 5, 2023
Jaggar Daniel DeedsForvis Mazars Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAApr 13, 2022Aug 30, 2022 (139 d)
Casey James BollockForvis Mazars Wealth Advisors, LLC independent RIAFour Quadrant Wealth Advisors, Inc. independent RIARIA to RIANov 19, 2021Dec 7, 2021
Michael Walsh GormanForvis Mazars Wealth Advisors, LLC independent RIAFacet independent RIARIA to RIASep 30, 2021Oct 26, 2021
Katie Jo RossForvis Mazars Wealth Advisors, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 26, 2021Sep 13, 2021 (49 d)
Erica Yoshiko PuentForvis Mazars Wealth Advisors, LLC independent RIAFisher Investments independent RIARIA to RIAJan 25, 2021Feb 9, 2021
Kristen Paige KirklandForvis Mazars Wealth Advisors, LLC independent RIAOxford Financial Group, Ltd independent RIARIA to RIAOct 17, 2019Nov 7, 2019
Hannah Jill CashForvis Mazars Wealth Advisors, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankOct 16, 2019Oct 21, 2019
Steven Roger MartinForvis Mazars Wealth Advisors, LLC independent RIAForum Financial Management, LP independent RIARIA to RIAJun 10, 2019Sep 17, 2019 (99 d)
Beth A BoylanForvis Mazars Wealth Advisors, LLC independent RIAAvalon Wealth Advisory, Inc. state registeredRIA to a state-registered adviserJun 10, 2019Aug 29, 2019 (80 d)
Travis Dean KnightForvis Mazars Wealth Advisors, LLC independent RIACreative Planning independent RIARIA to RIADec 17, 2018Jan 7, 2019
Charlsie Irene AshlockForvis Mazars Wealth Advisors, LLC independent RIAColumn Capital Advisors, LLC independent RIARIA to RIANov 2, 2018Dec 4, 2018 (32 d)
Tiffany VanhookForvis Mazars Wealth Advisors, LLC otherSheaff Brock Investment Advisors, LLC independent RIAOtherApr 16, 2018Nov 2, 2018 (200 d)
Mychal Vashon EaglesonForvis Mazars Wealth Advisors, LLC otherAn Exceptional Life Financial, LLC independent RIAOtherJun 16, 2017Jun 28, 2017
Daniel Jad McguireForvis Mazars Wealth Advisors, LLC otherQuadcap Wealth Management, LLC otherOtherMay 18, 2017May 23, 2017
Simon B ManoyanForvis Mazars Wealth Advisors, LLC otherCliftonlarsonallen Wealth Advisors, LLC otherOtherApr 11, 2017Aug 25, 2017 (136 d)
Thomas William O'ShaughnessyForvis Mazars Wealth Advisors, LLC otherRaymond James Financial Services Advisors, Inc otherOtherFeb 26, 2016Sep 21, 2017 (573 d)
Philip Joseph FloydForvis Mazars Wealth Advisors, LLC otherRetirement Planners Of America otherOtherDec 18, 2015Jan 7, 2016
John E. RoesslerForvis Mazars Wealth Advisors, LLC otherFirstwave Financial otherOtherJul 22, 2015Nov 4, 2015 (105 d)
Edward Allen HumphreysForvis Mazars Wealth Advisors, LLC otherSheaff Brock Investment Advisors, LLC otherOtherMay 18, 2015Sep 1, 2015 (106 d)
Roy E CookForvis Mazars Wealth Advisors, LLC otherRaymond James Financial Services Advisors, Inc otherOtherApr 20, 2015Apr 3, 2015
William Justin ColeForvis Mazars Wealth Advisors, LLC otherCreative Planning otherOtherJul 15, 2014Jul 14, 2014
Michael Garrett HarveyForvis Mazars Wealth Advisors, LLC otherCreative Planning otherOtherJan 14, 2014Mar 25, 2014 (70 d)
Sergio Mikel CejaForvis Mazars Wealth Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherOct 9, 2013Sep 25, 2013
Scott Glen WallochForvis Mazars Wealth Advisors, LLC otherAvantax Planning Partners, Inc. otherOtherJun 11, 2012Jul 10, 2012
Daniel D MeiklejohnForvis Mazars Wealth Advisors, LLC otherSpectrum Wealth Management independent RIAOtherDec 5, 2011Feb 28, 2024 (4468 d)
Gregory SpearsForvis Mazars Wealth Advisors, LLC otherUBS Financial Services Inc. wirehouseOtherOct 20, 2011Oct 21, 2011
Teressa Lea RamboForvis Mazars Wealth Advisors, LLC otherDatapath Investment Advisors, Inc. state registeredOtherNov 22, 2010Oct 17, 2012 (695 d)
Darin Michael SnowForvis Mazars Wealth Advisors, LLC otherGill Capital Partners otherOtherApr 6, 2010Apr 1, 2010
Brenda Ann BuhrmesterForvis Mazars Wealth Advisors, LLC otherCetera Investment Advisers LLC BD affiliatedOtherOct 26, 2009Jun 23, 2026 (6084 d)
Daniel Ronie FosterForvis Mazars Wealth Advisors, LLC otherCreative Planning otherOtherApr 8, 2009Sep 15, 2009 (160 d)
James Timothy TyrrellForvis Mazars Wealth Advisors, LLC otherU.S. Bancorp Investments, Inc. BD affiliatedOtherJul 5, 2007Jan 17, 2019 (4214 d)
Kathleen Rose RandallForvis Mazars Wealth Advisors, LLC otherFisher Investments otherOtherOct 11, 2006Aug 31, 2012 (2151 d)
John Joseph GraneyForvis Mazars Wealth Advisors, LLC otherNicol Advisors Corporation unclassifiedOtherJul 28, 2004May 13, 2013 (3211 d)
Jeffrey Jen-Chie YuForvis Mazars Wealth Advisors, LLC otherAvalon Wealth Advisory, Inc. state registeredOtherJul 16, 2004Aug 18, 2004 (33 d)
Gayle Marlene MartinForvis Mazars Wealth Advisors, LLC otherThrivent Investment Management Inc. otherOtherJul 10, 2003Apr 12, 2007 (1372 d)
Eric Charles ClarkForvis Mazars Wealth Advisors, LLC otherSonas Financial Group, Inc. otherOtherJul 10, 2003Aug 3, 2005 (755 d)
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56 moves match.