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 Empower Advisory Group, 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
Brendon Dean FrazierEmpower Advisory Group, LLC BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2026Sep 2, 2026
Damien Andrew RuybalEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAAug 20, 2026Aug 20, 2026
Andrew CarleyEmpower Advisory Group, LLC BD affiliatedLarson Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2026Aug 19, 2026
Logan Thomas StelznerEmpower Advisory Group, LLC BD affiliatedPcm Encore, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2026Aug 5, 2026
Erik Chase HansenEmpower Advisory Group, LLC BD affiliatedHub Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 11, 2026Aug 10, 2026
Lance Leslie ShriverEmpower Advisory Group, LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2026Aug 4, 2026
Ryan Garrick WaldripEmpower Advisory Group, LLC BD affiliatedMerit Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2026Aug 11, 2026
Jessica CrandallEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 27, 2026Aug 17, 2026
Shawn Lynn TippingEmpower Advisory Group, LLC BD affiliatedCreativeone Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2026Aug 14, 2026
Tyler John BinghamEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2026Jul 16, 2026
Charlton Eduardo GutierrezEmpower Advisory Group, LLC BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2026Jul 16, 2026
Terrance Andreco CampbellEmpower Advisory Group, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 8, 2026Aug 12, 2026 (35 d)
Bryant MayesEmpower Advisory Group, LLC BD affiliatedT. Rowe Price Advisory Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 6, 2026Jul 23, 2026
Miguel A JohnsonEmpower Advisory Group, LLC BD affiliatedModern Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2026Jul 9, 2026
Daniel Anthony EinsteinEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2026Jul 10, 2026
Pablo Enrique CrissienEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2026Aug 19, 2026 (44 d)
Tahirah HamiltonEmpower Advisory Group, LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJun 26, 2026Jul 2, 2026
Christopher Michael MaasEmpower Advisory Group, LLC BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2026Sep 16, 2026 (82 d)
Robert WilliamsEmpower Advisory Group, LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJun 26, 2026Jul 9, 2026
Brian Wesley HoodEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2026Jul 16, 2026
Collin Clark WalkerEmpower Advisory Group, LLC BD affiliatedTrek Financial independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2026Sep 3, 2026 (73 d)
Alexander TinleyEmpower Advisory Group, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJun 22, 2026Jul 22, 2026
Jonathan Pierce SwoffordEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 17, 2026Jun 29, 2026
Masi MottEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJun 17, 2026Jul 1, 2026
Robert Jonathan VictoriaEmpower Advisory Group, LLC BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherJun 11, 2026Jul 1, 2026
Keegan Andrew JusticeEmpower Advisory Group, LLC BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2026Jun 24, 2026
Nicholas FalcoEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2026Jul 16, 2026 (35 d)
Kimberly Ann HynesEmpower Advisory Group, LLC BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 8, 2026Jun 12, 2026
Juan Carlos MirelesEmpower Advisory Group, LLC BD affiliatedRockefeller Capital Management BD affiliatedAffiliated broker-dealer or bank to anotherJun 8, 2026Jun 11, 2026
Melissa R. LesterEmpower Advisory Group, LLC BD affiliatedStrategic Advisers LLC national BDAffiliated broker-dealer or bank to anotherJun 3, 2026Jul 21, 2026 (48 d)
John Joseph MohanEmpower Advisory Group, LLC BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAJun 3, 2026Sep 9, 2026 (98 d)
Robert Ervin WilliamsEmpower Advisory Group, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 3, 2026Jun 15, 2026
Emerson Paul DesjardinsEmpower Advisory Group, LLC BD affiliatedHarbour Investments, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 3, 2026Jun 1, 2026
Christopher AndersonEmpower Advisory Group, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 2, 2026Jun 2, 2026
Brenda A KellyEmpower Advisory Group, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMay 26, 2026Jun 17, 2026
Matthew A ZamorekEmpower Advisory Group, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMay 26, 2026Jul 23, 2026 (58 d)
Ronel Capinig SulitEmpower Advisory Group, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 26, 2026Sep 9, 2026 (106 d)
Charles ChristensenEmpower Advisory Group, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 22, 2026Jun 1, 2026
Odesseas DaramouskasEmpower Advisory Group, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 19, 2026Jun 18, 2026
Jackson Edward PetefishEmpower Advisory Group, LLC BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherMay 11, 2026Jun 25, 2026 (45 d)
Scott Douglas BilheimerEmpower Advisory Group, LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherMay 11, 2026May 26, 2026
Jamal GaryEmpower Advisory Group, LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseMay 11, 2026May 28, 2026
Jillian Beninson WardEmpower Advisory Group, LLC BD affiliatedIma Advisory Services, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMay 1, 2026Apr 29, 2026
Marcus ColemanEmpower Advisory Group, LLC BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2026Mar 23, 2026
David L SteinbergEmpower Advisory Group, LLC BD affiliatedT. Rowe Price Advisory Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 14, 2026Sep 2, 2026 (141 d)
Robert Sidney ThompsonEmpower Advisory Group, LLC BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAApr 14, 2026Jun 9, 2026 (56 d)
Jeremy Benjamin NeilsonEmpower Advisory Group, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 6, 2026Apr 7, 2026
Matthew WeaverEmpower Advisory Group, LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseMar 30, 2026Apr 1, 2026
Rolando Nicholas QuintanaEmpower Advisory Group, LLC BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherMar 23, 2026Aug 27, 2026 (157 d)
Antoinette Victoria McraeEmpower Advisory Group, LLC BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherMar 23, 2026Apr 13, 2026
John OlsonEmpower Advisory Group, LLC BD affiliatedRobinhood Asset Management BD affiliatedAffiliated broker-dealer or bank to anotherMar 18, 2026Jun 10, 2026 (84 d)
Jonathan DannenbergEmpower Advisory Group, LLC BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherMar 18, 2026Apr 2, 2026
Hunter BoardwineEmpower Advisory Group, LLC BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherMar 18, 2026Mar 18, 2026
Dana AllingerEmpower Advisory Group, LLC BD affiliatedStrategic Advisers LLC national BDAffiliated broker-dealer or bank to anotherMar 10, 2026Apr 16, 2026 (37 d)
Daniel Lee HoneycuttEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAMar 5, 2026Apr 1, 2026
Arturo Mendez VegaEmpower Advisory Group, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 4, 2026Mar 3, 2026
Anthony FerraraEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2026Mar 12, 2026
Michael James PhyillaierEmpower Advisory Group, LLC BD affiliatedAlight Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2026Mar 3, 2026
Andres BayonaEmpower Advisory Group, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseFeb 25, 2026Aug 12, 2026 (168 d)
Brian WhiteEmpower Advisory Group, LLC BD affiliatedFinancial & Tax Architects, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2026Sep 3, 2026 (211 d)
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575 moves match.