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 Cg Advisory Services

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
Ariel RequeCg Advisory Services independent RIANicolet Wealth Management independent RIARIA to RIAJul 6, 2026May 18, 2026
Faye Michael SykesCg Advisory Services independent RIATuttle Wealth Partners LLC no RAUMRIA to a newly registered adviserFeb 4, 2026Feb 5, 2026
Kristopher Garrett LewisCg Advisory Services independent RIATuttle Wealth Partners LLC no RAUMRIA to a newly registered adviserFeb 4, 2026Feb 4, 2026
Frances Lynn NewtonCg Advisory Services independent RIATuttle Wealth Partners LLC no RAUMRIA to a newly registered adviserFeb 4, 2026Feb 5, 2026
Juan Leon MunozCg Advisory Services independent RIAThe Wealth Consulting Group independent RIARIA to RIAJan 7, 2026Jan 5, 2026
Connor Ross GaffneyCg Advisory Services independent RIAAdvisory Alpha, LLC independent RIARIA to RIAJul 31, 2025Nov 3, 2025 (95 d)
Russell Earl SlackCg Advisory Services independent RIAPortside Wealth Group, LLC independent RIARIA to RIAMay 12, 2025Jun 9, 2025
Ryan PittmanCg Advisory Services independent RIALido independent RIARIA to RIAMay 6, 2025May 19, 2025
Nicholas Donald ThiedeCg Advisory Services independent RIASovereign Financial Group, Inc. independent RIARIA to RIAApr 7, 2025Apr 29, 2025
Dennis James ProutCg Advisory Services independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAApr 2, 2025Feb 20, 2025
Heidi Jane CartwrightCg Advisory Services independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAApr 2, 2025Feb 20, 2025
Nathaniel ProutCg Advisory Services independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAApr 2, 2025Feb 21, 2025
Heath D HeavyCg Advisory Services independent RIAAlbion Financial Group independent RIARIA to RIAJul 23, 2024Aug 9, 2024
Anthony Dean BagneschiCg Advisory Services independent RIAMdrn Capital independent RIARIA to RIAMay 29, 2024Dec 2, 2024 (187 d)
Nathan William PeschCg Advisory Services independent RIAAspire Wealth state registeredRIA to a state-registered adviserNov 30, 2023Dec 12, 2023
Douglas G FeatherstoneCg Advisory Services independent RIAMissionsquare Retirement institutionalOtherNov 15, 2023Sep 7, 2023
Nathaniel David RobinsonCg Advisory Services independent RIACampbell Wealth Management, Inc. independent RIARIA to RIANov 15, 2023Mar 7, 2023
Jeffrey A NewsomeCg Advisory Services independent RIAFoguth Wealth Management, LLC. independent RIARIA to RIANov 15, 2023Feb 21, 2024 (98 d)
Thomas J MyersCg Advisory Services independent RIAFoguth Wealth Management, LLC. no RAUMRIA to a newly registered adviserSep 11, 2023Oct 10, 2023
Donald A McleodCg Advisory Services independent RIAGeneos Wealth Management, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 1, 2023Jun 6, 2023
Gerard Joseph O'NeillCg Advisory Services independent RIAElevated Capital Advisors, LLC independent RIARIA to RIAApr 3, 2023Mar 8, 2023
David Louis MessingCg Advisory Services independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 13, 2023Mar 16, 2023
Julie Marie CunninghamCg Advisory Services independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 13, 2023Mar 17, 2023
Kasey Allen ByrdCg Advisory Services independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 2, 2023Mar 6, 2023
Nicholas J UrbanCg Advisory Services independent RIAWaldron Private Wealth independent RIARIA to RIAFeb 23, 2023Feb 15, 2023
Justin A CasonCg Advisory Services independent RIAVerus Financial Partners independent RIARIA to RIAJan 30, 2023Feb 1, 2023
Debra Adair Rosenthal-RitterCg Advisory Services independent RIARetirement Management Systems independent RIARIA to RIAJan 2, 2023Jan 6, 2023
Ryan PorterCg Advisory Services independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 7, 2022Apr 24, 2024 (504 d)
Michael John GranboisCg Advisory Services independent RIAKure Advisory, LLC independent RIARIA to RIAJul 9, 2022Jun 25, 2021
Karen Elizabeth StayCg Advisory Services independent RIAKure Advisory, LLC independent RIARIA to RIAJul 9, 2022Jun 18, 2021
Joshua J NolbyCg Advisory Services independent RIAKure Advisory, LLC independent RIARIA to RIAJul 9, 2022Jun 18, 2021
Thomas John WadeCg Advisory Services independent RIAKure Advisory, LLC independent RIARIA to RIAJul 8, 2022Jun 18, 2021
Matthew T HartCg Advisory Services independent RIAVerde Capital Management, Inc. independent RIARIA to RIAJun 16, 2022Jan 3, 2025 (932 d)
John Alan ThomasCg Advisory Services independent RIAFoxstone Financial state registeredRIA to a state-registered adviserMay 17, 2022Apr 26, 2022
Ronald Chris PackardCg Advisory Services independent RIAConsolidated Portfolio Review Corp independent RIARIA to RIAApr 4, 2022Aug 22, 2022 (140 d)
Angela Rene RehkopCg Advisory Services independent RIAGeneos Wealth Management, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 4, 2022Mar 3, 2022
Bently Gordon FordCg Advisory Services independent RIACentric Advisors, LLC independent RIARIA to RIAApr 4, 2022Mar 11, 2022
Daniel James PackardCg Advisory Services independent RIAConsolidated Portfolio Review Corp independent RIARIA to RIAApr 4, 2022Apr 15, 2022
Clayton WoodCg Advisory Services independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 4, 2022Aug 12, 2024 (861 d)
Anna M KindleyCg Advisory Services independent RIAAkpride Financial Services state registeredRIA to a state-registered adviserMar 14, 2022Feb 3, 2022
Scott Christopher BradyCg Advisory Services independent RIAPeace Of Mind Wealth Management no RAUMRIA to a newly registered adviserMar 9, 2022Mar 1, 2022
John Allan DuncanCg Advisory Services independent RIANovapoint Capital LLC independent RIARIA to RIAJan 7, 2022Jan 27, 2022
Brian KunkelCg Advisory Services independent RIATlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 21, 2021Nov 19, 2021
Dustin Keeton RossCg Advisory Services independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankDec 7, 2021Apr 29, 2021
Michael Joseph AlimoCg Advisory Services independent RIAU.S.A. Financial & Tax Services, LLC independent RIARIA to RIANov 5, 2021Nov 5, 2021
Samuel R. WilliamsCg Advisory Services independent RIAForum Financial Management, LP independent RIARIA to RIAAug 17, 2021Aug 26, 2021
Christopher Michael RoumayehCg Advisory Services independent RIASb Advisory, LLC independent RIARIA to RIAJun 30, 2021Aug 26, 2026 (1883 d)
Thomas Obrien TurnerCg Advisory Services independent RIAConsolidated Portfolio Review Corp independent RIARIA to RIAMay 3, 2021Apr 30, 2021
Matthew Roy StahlCg Advisory Services independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJul 27, 2020Jul 29, 2020
Adam Casey WohlscheidCg Advisory Services independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 14, 2020Nov 24, 2020 (133 d)
Arthur J NietlingCg Advisory Services independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 9, 2020Mar 30, 2021 (294 d)
James R DischertCg Advisory Services independent RIAThree Sixty Wealth Management, LLC independent RIARIA to RIAMar 30, 2020May 8, 2019
Todd HayworthCg Advisory Services independent RIATlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 30, 2020Feb 1, 2021 (308 d)
Timothy Roy LovingCg Advisory Services independent RIATruadvice LLC independent RIARIA to RIAJan 2, 2020Sep 3, 2019
Bradly Joseph GottoCg Advisory Services independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJan 2, 2020Jan 10, 2020
Jeffrey Alan ImberCg Advisory Services independent RIAImber Financial Group, LLC independent RIARIA to RIAJan 2, 2020Aug 7, 2024 (1679 d)
Nicholes Cain-Jayshoun BaldwinCg Advisory Services independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 21, 2019Oct 15, 2019
Warren Craig JuddCg Advisory Services independent RIATownsquare Capital, LLC independent RIARIA to RIAOct 7, 2019Jul 30, 2019
Ryan Richard PoterackCg Advisory Services independent RIATruadvice LLC independent RIARIA to RIAJun 17, 2019Jun 14, 2019
Jonathan Michael ImberCg Advisory Services independent RIAImber Financial Group, LLC independent RIARIA to RIAJun 5, 2019Jun 12, 2024 (1834 d)
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97 moves match.