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
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)
Giuseppe Felice VivianoEmpower Advisory Group, LLC BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 2, 2026Feb 5, 2026
Jordan IsbellEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 26, 2026Jan 22, 2026
Jesse Ray PawlowskiEmpower Advisory Group, LLC BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherJan 21, 2026Jun 22, 2026 (152 d)
Kerriann Margaret CollinsEmpower Advisory Group, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 14, 2026Sep 2, 2026 (231 d)
Devon SheetsEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2026Sep 17, 2026 (246 d)
Austin Chandler DixonEmpower Advisory Group, LLC BD affiliatedAlphastar Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 12, 2026Feb 9, 2026
Deacon PattersonEmpower Advisory Group, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 12, 2026Jan 16, 2026
John Peter JenkinsEmpower Advisory Group, LLC BD affiliatedXypn Sapphire independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2026Aug 24, 2026 (230 d)
Evan Michael KaczkaEmpower Advisory Group, LLC BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherJan 6, 2026Mar 3, 2026 (56 d)
Garrett Scott HawkinsEmpower Advisory Group, LLC BD affiliatedMariner BD affiliatedAffiliated broker-dealer or bank to anotherJan 6, 2026Jan 16, 2026
Ronald BellamyEmpower Advisory Group, LLC BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 6, 2026Jan 7, 2026
Dorath V ChamarthiEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2026Jun 16, 2026 (161 d)
Thomas Jeffrey ShullEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2026Jan 16, 2026
Orianna CoolEmpower Advisory Group, LLC BD affiliatedStrategic Advisers LLC national BDAffiliated broker-dealer or bank to anotherDec 23, 2025Sep 11, 2026 (262 d)
Paul KrepinskiEmpower Advisory Group, LLC BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherDec 16, 2025Feb 25, 2026 (71 d)
Keia K HoltEmpower Advisory Group, LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 16, 2025Mar 9, 2026 (83 d)
Elizabeth Ann PlotkinEmpower Advisory Group, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 16, 2025Jul 2, 2026 (198 d)
Thomas Brett MakinEmpower Advisory Group, LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 5, 2025Dec 8, 2025
Benjamin HarrisEmpower Advisory Group, LLC BD affiliatedFoundations Investment Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 4, 2025Jan 20, 2026 (47 d)
Albert Frank DonofrioEmpower Advisory Group, LLC BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherDec 2, 2025Dec 12, 2025
Jose Louise AmaroEmpower Advisory Group, LLC BD affiliatedDigital Ascension Group - Wealth otherOtherDec 2, 2025Dec 19, 2025
Zack Michael WaltonEmpower Advisory Group, LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherDec 2, 2025Dec 18, 2025
Brian YannacconeEmpower Advisory Group, LLC BD affiliatedOxford Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 25, 2025Mar 12, 2026 (107 d)
Ryan Nicholas LedetEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 25, 2025Dec 9, 2025
Richard Kevin FrankEmpower Advisory Group, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 19, 2025Dec 12, 2025
Chris Andrew DanielsEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2025Nov 14, 2025
Kevin Leo GaffeyEmpower Advisory Group, LLC BD affiliatedZacks Investment Management, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIANov 19, 2025Nov 28, 2025
Jonathan J BolstonEmpower Advisory Group, LLC BD affiliatedWilson Wealth Management Group, L. L. C. state registeredAffiliated broker-dealer or bank to a state-registered adviserNov 19, 2025Nov 25, 2025
Leo Eugene LauterbachEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2025Nov 13, 2025
John CainEmpower Advisory Group, LLC BD affiliatedSofi Wealth LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2025Dec 11, 2025
Keith CasianoEmpower Advisory Group, LLC BD affiliatedKey Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2025Nov 19, 2025
Reed SalonyEmpower Advisory Group, LLC BD affiliatedFacet independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2025Jun 12, 2026 (211 d)
Paul Gregory SobranEmpower Advisory Group, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2025Nov 17, 2025
Michele Ann FloydEmpower Advisory Group, LLC BD affiliatedCx Institutional, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2025Jan 21, 2026 (75 d)
Roosevelt TerryEmpower Advisory Group, LLC BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 7, 2025Feb 18, 2026 (103 d)
Shawn Patrick BresnahanEmpower Advisory Group, LLC BD affiliatedKerberrose Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2025Nov 20, 2025
Michael Anthony TruskowskiEmpower Advisory Group, LLC BD affiliatedSummit Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2025Jan 27, 2026 (81 d)
Alexandra Marie ParsonsEmpower Advisory Group, LLC BD affiliatedRetirement And Wealth At Alliant, LLC institutionalOtherNov 7, 2025Dec 5, 2025
Jing ChenEmpower Advisory Group, LLC BD affiliatedAllworth Financial, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2025Oct 30, 2025
Justin CabibiEmpower Advisory Group, LLC BD affiliatedValic Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2025Nov 25, 2025
Samuel CurtisEmpower Advisory Group, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2025Feb 17, 2026 (110 d)
Alexander A PageEmpower Advisory Group, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2025Oct 10, 2025
Alec BedardEmpower Advisory Group, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 10, 2025Oct 8, 2025
Gregory W SpurrEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2025Oct 20, 2025
Barton JefferysEmpower Advisory Group, LLC BD affiliatedStrategic Advisers LLC national BDAffiliated broker-dealer or bank to anotherSep 29, 2025Nov 13, 2025 (45 d)
Daniel Robert MoroneyEmpower Advisory Group, LLC BD affiliatedSound Income Strategies, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 29, 2025Oct 8, 2025
Paul SternEmpower Advisory Group, LLC BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 22, 2025Sep 23, 2025
James Bryant HicksEmpower Advisory Group, LLC BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherSep 22, 2025Nov 14, 2025 (53 d)
Cheryl Lynn KimmelEmpower Advisory Group, LLC BD affiliatedState Farm Investment Management Corp. asset managerOtherSep 16, 2025Apr 9, 2026 (205 d)
Jonathan Allen LoreEmpower Advisory Group, LLC BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2025Jan 15, 2026 (121 d)
Anthony Joseph PiazzaEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2025Sep 3, 2025
Tammy Lee BeasleyEmpower Advisory Group, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 15, 2025Jul 20, 2026 (308 d)
Matthew Leonard ErbEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2025Sep 5, 2025
James Connard HaneyEmpower Advisory Group, LLC BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherSep 8, 2025Aug 29, 2025
Jason HinesleyEmpower Advisory Group, LLC BD affiliatedSofi Wealth LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 26, 2025Jan 13, 2026 (140 d)
Joseph Paul ChalifouxEmpower Advisory Group, LLC BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherAug 25, 2025Jan 2, 2026 (130 d)
Nicholas Peter SwansonEmpower Advisory Group, LLC BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2025Aug 27, 2025
Cory David BeamEmpower Advisory Group, LLC BD affiliatedRoot Financial Partners independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2025Aug 26, 2025
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578 moves match.