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 Everence Trust Company
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 |
|---|---|---|---|---|---|
| Glen Emerson Kauffman | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Eric Scott Groff | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Robert Allan Wall | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Russell Michael Burton | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Dennis Allen Lefevre | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Jay Kevin Kready | Everence Trust Company mixed wealth | Stewardship Advisors, LLC independent RIA | RIA to RIA | Sep 30, 2019 | Jun 25, 2024 (1730 d) |
| Kenteth James Blossom | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Christopher James Kaufman | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Steven Eric Schroll | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Hayden Joel Goerzen | Everence Trust Company mixed wealth | Concourse Financial Group Advisors other | Other | Sep 30, 2019 | May 17, 2017 |
| Shane Michael Landis | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Brian Frederick Rhodes | Everence Trust Company mixed wealth | Concourse Financial Group Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Dec 1, 2019 (62 d) |
| Benjamin E Gooding | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Kevin James Nice | Everence Trust Company mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Feb 20, 2025 (1970 d) |
| Kristina Groff | Everence Trust Company mixed wealth | Greenspring Advisors, LLC other | Other | Sep 30, 2019 | Sep 27, 2022 (1093 d) |
| Steven Tyler Moyer | Everence Trust Company mixed wealth | Sfg Investment Advisors, Inc. independent RIA | RIA to RIA | Apr 30, 2019 | May 8, 2019 |
| Lucas Charles Fox | Everence Trust Company mixed wealth | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Sep 13, 2018 | Mar 1, 2019 (169 d) |
| Robert John Hamill | Everence Trust Company other | Ameriprise Financial Services, LLC national BD | Other | Jul 11, 2017 | Aug 3, 2017 |
| Erik Martin Herstad | Everence Trust Company other | Hefty Wealth Partners other | Other | Oct 12, 2015 | Jan 15, 2016 (95 d) |
| Debra Lynn Wachter | Everence Trust Company other | Msi Financial Services, Inc. other | Other | Feb 4, 2015 | Feb 12, 2015 |
| Adam Detweiler Savanick | Everence Trust Company other | Concourse Financial Group Advisors other | Other | Jul 2, 2009 | Jul 2, 2009 |
| Joseph Alexander Shenk | Everence Trust Company other | Cetera Investment Advisers LLC BD affiliated | Other | Jan 28, 2009 | Feb 20, 2025 (5867 d) |
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22 moves match.