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.

AdvisorFromToTypeLeftRegistered
Kristin Mae BennettPlante Moran Financial Advisors independent RIATrunorth Capital Management, LLC independent RIARIA to RIAOct 16, 2019Aug 24, 2023 (1408 d)
David Alan LadomerPlante Moran Financial Advisors independent RIARehmann Wealth independent RIARIA to RIAOct 2, 2019Apr 16, 2024 (1658 d)
Chad Nathan SoukupPlante Moran Financial Advisors independent RIAJvl Wealth Strategies independent RIARIA to RIAJan 7, 2019Jan 1, 2025 (2186 d)
Kevin Lee MillerPlante Moran Financial Advisors independent RIATrunorth Capital Management, LLC independent RIARIA to RIAJan 3, 2019Feb 19, 2019 (47 d)
Andrew Huston McguirePlante Moran Financial Advisors independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseNov 9, 2018Dec 20, 2018 (41 d)
Austin Grant PotterPlante Moran Financial Advisors independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2018Sep 22, 2020 (722 d)
Ryan William KnabuschPlante Moran Financial Advisors independent RIASculati Wealth Management, LLC independent RIARIA to RIASep 4, 2018Nov 3, 2018 (60 d)
Dane E. SelkePlante Moran Financial Advisors independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankAug 13, 2018Sep 5, 2018
Jennie Sydeile SpurlockPlante Moran Financial Advisors independent RIAWilliam Mack & Associates Inc independent RIARIA to RIAJul 17, 2018May 22, 2019 (309 d)
James Joseph SmerkePlante Moran Financial Advisors otherWellspring Family Office independent RIAOtherFeb 6, 2018Jan 8, 2020 (701 d)
Branden CarneyPlante Moran Financial Advisors otherLiberty Wealth Advisors, LLC independent RIAOtherOct 17, 2017Feb 25, 2019 (496 d)
Allesandro Ranjan DuttaPlante Moran Financial Advisors otherFisher Investments independent RIAOtherOct 13, 2017Apr 24, 2018 (193 d)
Kolby Loren SmithPlante Moran Financial Advisors otherZhang Financial otherOtherOct 9, 2017Oct 26, 2017
Robert Andrew PietrasPlante Moran Financial Advisors otherOsaic Wealth, Inc. BD affiliatedOtherOct 3, 2017Aug 10, 2026 (3233 d)
John Angus CampbellPlante Moran Financial Advisors otherDiversified Portfolios, Inc. independent RIAOtherSep 26, 2017Jan 31, 2022 (1588 d)
Diane Louise PrengerPlante Moran Financial Advisors otherStarfire Investment Advisers Inc otherOtherAug 9, 2017Aug 9, 2017
Amanda Lynn ScullPlante Moran Financial Advisors otherEdelman Financial Engines otherOtherAug 9, 2017Aug 11, 2017
Michael Wellington BorkPlante Moran Financial Advisors otherCapital Directions LLC otherOtherMay 22, 2017Aug 16, 2017 (86 d)
David Grant MetzgerPlante Moran Financial Advisors otherOnyx Wealth Management LLC unclassifiedOtherJan 3, 2017Jan 6, 2017
Hannah Lizabeth McgrathPlante Moran Financial Advisors otherBb&T Securities, LLC otherOtherDec 2, 2016Mar 29, 2017 (117 d)
David Christian BrinkmanPlante Moran Financial Advisors otherSchneider Downs Wealth Management Advisors, LP otherOtherApr 1, 2016May 18, 2016 (47 d)
Laura Ann TessmerPlante Moran Financial Advisors otherTelemus Capital, LLC otherOtherApr 1, 2015May 8, 2015 (37 d)
Michael Neville MccarthyPlante Moran Financial Advisors otherNeville Wealth Management state registeredOtherApr 1, 2015Mar 4, 2022 (2529 d)
Christopher KadowakiPlante Moran Financial Advisors otherDougherty Investment Advisors independent RIAOtherDec 5, 2014Sep 14, 2020 (2110 d)
Kenneth Joseph MelottePlante Moran Financial Advisors otherMelotte Financial Advisors unclassifiedOtherMar 17, 2014Apr 11, 2014
William Joseph StonePlante Moran Financial Advisors other46 And 2 Investment Advisors, LLC state registeredOtherOct 21, 2013Dec 20, 2013 (60 d)
Kelley Adams KingPlante Moran Financial Advisors otherValmark Advisers, Inc. otherOtherOct 3, 2013Oct 31, 2013
Scott Thomas DavisonPlante Moran Financial Advisors otherWealthcare Capital Management LLC otherOtherMay 14, 2012Apr 9, 2014 (695 d)
Toni Marie WanderPlante Moran Financial Advisors otherCommonwealth Financial Network national BDOtherAug 16, 2010Feb 19, 2019 (3109 d)
James R RayPlante Moran Financial Advisors otherInvestment Professionals, Inc. otherOtherApr 30, 2009Apr 16, 2010 (351 d)
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90 moves match.