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 Plante Moran Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Pavani M Pennathur | Plante Moran Financial Advisors independent RIA | Santa Barbara Management independent RIA | RIA to RIA | Jul 23, 2026 | Aug 27, 2026 (35 d) |
| Andrew Schuh Finlay | Plante Moran Financial Advisors independent RIA | Kellett Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 1, 2026 | Jul 10, 2026 (39 d) |
| Jacob Christian Lyle | Plante Moran Financial Advisors independent RIA | Corient independent RIA | RIA to RIA | May 12, 2026 | Jun 2, 2026 |
| Jack T Stander | Plante Moran Financial Advisors independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Dec 16, 2025 | Feb 4, 2026 (50 d) |
| Parker Thomas Jamieson | Plante Moran Financial Advisors independent RIA | Corient independent RIA | RIA to RIA | Oct 10, 2025 | Jan 7, 2026 (89 d) |
| Jacob Nicholas Petrick | Plante Moran Financial Advisors independent RIA | Innovia Wealth, LLC independent RIA | RIA to RIA | Jul 10, 2025 | Sep 3, 2025 (55 d) |
| Christina Marie Morelli | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Jul 7, 2025 | Aug 14, 2025 (38 d) |
| Erin Kathleen Farley | Plante Moran Financial Advisors independent RIA | Azimuth Capital Management independent RIA | RIA to RIA | Jul 7, 2025 | Aug 5, 2025 |
| Jakob R Engelkes | Plante Moran Financial Advisors independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | May 22, 2025 | Jun 18, 2025 |
| Adam Brenders | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Apr 28, 2025 | May 7, 2025 |
| Preeti Narayan | Plante Moran Financial Advisors independent RIA | Cfm Wealth Partners LLC independent RIA | RIA to RIA | Apr 10, 2025 | Jun 2, 2025 (53 d) |
| Julian Gray Bell | Plante Moran Financial Advisors independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 26, 2025 | Apr 29, 2025 (62 d) |
| Ryan Patrick Conner | Plante Moran Financial Advisors independent RIA | Diversified Portfolios, Inc. independent RIA | RIA to RIA | Jan 8, 2025 | Jun 10, 2025 (153 d) |
| Molly Anne Brueggeman | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Nov 25, 2024 | Jan 30, 2025 (66 d) |
| Daniel Collins Montgomery | Plante Moran Financial Advisors independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Aug 16, 2024 | Sep 16, 2024 (31 d) |
| Colin Lennox | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Jun 21, 2024 | Jul 24, 2024 (33 d) |
| Avery Jordan Waite | Plante Moran Financial Advisors independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jun 4, 2024 | May 23, 2025 (353 d) |
| Connor Ross Gaffney | Plante Moran Financial Advisors independent RIA | Cg Advisory Services independent RIA | RIA to RIA | Feb 27, 2024 | Jun 6, 2024 (100 d) |
| William Lewis Lazar | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Feb 19, 2024 | Apr 2, 2024 (43 d) |
| Julia Madelyn Maguran | Plante Moran Financial Advisors independent RIA | Isto Advisors, LLC independent RIA | RIA to RIA | Feb 12, 2024 | Feb 20, 2024 |
| Braden Andrew Deforge | Plante Moran Financial Advisors independent RIA | Goalvest Advisory LLC other | Other | Feb 12, 2024 | Mar 22, 2024 (39 d) |
| Marcus Maxwell Grost | Plante Moran Financial Advisors independent RIA | Mattson Financial Services, LLC independent RIA | RIA to RIA | Sep 6, 2023 | Jan 1, 2025 (483 d) |
| Emily Ann Aepelbacher | Plante Moran Financial Advisors independent RIA | Tfo Family Office Partners independent RIA | RIA to RIA | Sep 5, 2023 | Oct 31, 2023 (56 d) |
| Joseph Daniel Lasslett | Plante Moran Financial Advisors independent RIA | Baron Wealth Management, LLC independent RIA | RIA to RIA | Jul 10, 2023 | Sep 13, 2023 (65 d) |
| Max Wellinger | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Apr 21, 2023 | May 11, 2023 |
| Paul Michael Bode | Plante Moran Financial Advisors independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Mar 15, 2023 | Apr 6, 2023 |
| Wyatt Smith | Plante Moran Financial Advisors independent RIA | Cg Advisory Services independent RIA | RIA to RIA | Jan 23, 2023 | Apr 3, 2023 (70 d) |
| Casey Michael Veach | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Dec 5, 2022 | Dec 20, 2022 |
| Avery Elise Ragatzki | Plante Moran Financial Advisors independent RIA | Baron Wealth Management, LLC independent RIA | RIA to RIA | Sep 28, 2022 | Jan 23, 2023 (117 d) |
| Emily Lorraine Chludzinski | Plante Moran Financial Advisors independent RIA | Baron Wealth Management, LLC independent RIA | RIA to RIA | Jul 5, 2022 | Jul 13, 2022 |
| Mary Sue Scholten | Plante Moran Financial Advisors independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Apr 19, 2022 | Aug 15, 2022 (118 d) |
| Cameron Ray Tinsley | Plante Moran Financial Advisors independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Apr 19, 2022 | Jun 1, 2022 (43 d) |
| Jean-Claude Schultz Morisset | Plante Moran Financial Advisors independent RIA | Trunorth Capital Management, LLC independent RIA | RIA to RIA | Apr 5, 2022 | Apr 27, 2022 |
| Aidan Richard Williams | Plante Moran Financial Advisors independent RIA | Plante Moran Real Estate Investment Advisors no RAUM | RIA to a newly registered adviser | Apr 5, 2022 | Feb 14, 2023 (315 d) |
| Brett James Long | Plante Moran Financial Advisors independent RIA | Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L independent RIA | RIA to RIA | Mar 7, 2022 | Mar 16, 2022 |
| Max Michael Murphy | Plante Moran Financial Advisors independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2022 | Apr 21, 2022 (66 d) |
| Nathan Holmes Lowe | Plante Moran Financial Advisors independent RIA | Jvl Wealth Strategies independent RIA | RIA to RIA | Jan 12, 2022 | Jan 1, 2025 (1085 d) |
| Erin Elizabeth Goss | Plante Moran Financial Advisors independent RIA | Blue Chip Partners, LLC independent RIA | RIA to RIA | Sep 21, 2021 | Oct 12, 2021 |
| Zachary Steven Hidden | Plante Moran Financial Advisors independent RIA | Perk Planning state registered | RIA to a state-registered adviser | Aug 23, 2021 | Aug 9, 2021 |
| Kyle Mcbrien | Plante Moran Financial Advisors independent RIA | Betterment independent RIA | RIA to RIA | Aug 2, 2021 | Oct 25, 2021 (84 d) |
| Nicholas Paul Sutherland | Plante Moran Financial Advisors independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jun 28, 2021 | Aug 23, 2021 (56 d) |
| Mark Andrew Meyers | Plante Moran Financial Advisors independent RIA | Citizens Private Wealth independent RIA | RIA to RIA | May 13, 2021 | Mar 10, 2022 (301 d) |
| Doris Jean Drayton | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Aug 25, 2020 |
| Susan Ann Shoemaker | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Aug 25, 2020 |
| Jeremy Stephen Tollas | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Aug 25, 2020 |
| Justin Kael Domber | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Aug 25, 2020 |
| Jeremy Allan Chambers | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Aug 25, 2020 |
| Cameron Tyler Kleinheksel | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Aug 25, 2020 |
| Brett Michael Reardon | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Sep 21, 2020 |
| Sarah Marie Rooding | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Oct 8, 2020 (36 d) |
| Justin Scott Cohen | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Apr 19, 2024 (1325 d) |
| Tyler Austin Sites | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Sep 2, 2020 | Sep 21, 2020 |
| Steven M Gibson | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Sep 1, 2020 | Jan 1, 2025 (1583 d) |
| Eric Edward Larson | Plante Moran Financial Advisors independent RIA | Sigma Investment Counselors independent RIA | RIA to RIA | Apr 29, 2020 | Feb 4, 2021 (281 d) |
| Timothy Michael Wendt | Plante Moran Financial Advisors independent RIA | Wendt Financial Advisors, LLC state registered | RIA to a state-registered adviser | Apr 8, 2020 | May 21, 2020 (43 d) |
| Andrew Daniel Morgan | Plante Moran Financial Advisors independent RIA | Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L independent RIA | RIA to RIA | Jan 23, 2020 | Jan 11, 2021 (354 d) |
| Thomas Joseph Schiller | Plante Moran Financial Advisors independent RIA | Wealth Dimensions Group, Ltd. independent RIA | RIA to RIA | Jan 6, 2020 | Feb 4, 2020 |
| Jeffrey Patrick Palleschi | Plante Moran Financial Advisors independent RIA | Baron Wealth Management, LLC independent RIA | RIA to RIA | Dec 16, 2019 | Jan 16, 2020 (31 d) |
| Michael Thomas Hymes | Plante Moran Financial Advisors independent RIA | Shufro, Rose & Co., LLC independent RIA | RIA to RIA | Nov 14, 2019 | Mar 25, 2020 (132 d) |
| Nathan William Pesch | Plante Moran Financial Advisors independent RIA | Cg Advisory Services independent RIA | RIA to RIA | Nov 5, 2019 | Jan 15, 2020 (71 d) |
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90 moves match.