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 Clifton Gunderson Wealth 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
Richard Mark TrittschuhClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Christopher King MossClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Jeffrey John HuizengaClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Bradley John MuellerClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Elizabeth G SchneiderClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Andrew Jay HengstClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Dierdre LlewellynClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Christine Lee BulferClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Jeffrey Richard SecordClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Marie Anne BurnsClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Mar 12, 2012
Quintin Andrew HogrefeClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Sarah Elizabeth JensenClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Nathan Sorenson KublankClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Brian Matthew D'OrazioClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Stanley Eugene PoormanClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Scott Alexander DavisClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Timothy T LuchsingerClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Robert Alan MathersClifton Gunderson Wealth Advisors otherValmark Advisers, Inc. otherOtherOct 14, 2010Nov 18, 2010 (35 d)
Michael Jerome MckersieClifton Gunderson Wealth Advisors otherMp & H Financial Group, LLC unclassifiedOtherMar 30, 2010Jun 17, 2010 (79 d)
Alan David HolmanClifton Gunderson Wealth Advisors otherGeneos Wealth Management, Inc. otherOtherJan 4, 2010Jan 8, 2010
Julie Michelle DantClifton Gunderson Wealth Advisors otherHolistic Financial Partners, LLC otherOtherFeb 11, 2009Aug 25, 2016 (2752 d)
Jason Christopher LlewellynClifton Gunderson Wealth Advisors otherRaymond James & Associates, Inc. national BDOtherSep 29, 2008Sep 29, 2009 (365 d)
George Severn JankiewiczClifton Gunderson Wealth Advisors otherUnited Planners' Financial Services Of America A Limited Partner otherOtherJun 13, 2008Jun 13, 2008
Christine Marie DroneClifton Gunderson Wealth Advisors otherCuna Brokerage Services, Inc. otherOtherJan 18, 2008Jan 22, 2008
Dierdre LlewellynClifton Gunderson Wealth Advisors otherValmark Advisers, Inc. otherOtherDec 7, 2007Nov 30, 2007
Craig Roger PerkinsClifton Gunderson Wealth Advisors otherOsaic Wealth, Inc. otherOtherJan 31, 2007Jan 30, 2007
Steven David FerrisClifton Gunderson Wealth Advisors otherM&I Investment Management Corp. otherOtherSep 15, 2006Nov 2, 2006 (48 d)
David Lee ChristensenClifton Gunderson Wealth Advisors otherWells Fargo Advisors wirehouseOtherJan 3, 2006Nov 6, 2006 (307 d)
Danielle Anne ThielClifton Gunderson Wealth Advisors otherGoldman Sachs Wealth Services, L.P. otherOtherDec 19, 2005Jul 5, 2006 (198 d)
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29 moves match.