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 Eide Bailly Advisors, 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
Bradley Mark KelleyEide Bailly Advisors, LLC no RAUMSequoia Financial Group, L.L.C. independent RIAOtherFeb 19, 2025Sep 27, 2024
Jill Naomi FlodenEide Bailly Advisors, LLC no RAUMElysium Wealth Management, LLC independent RIAOtherFeb 7, 2025Feb 4, 2025
Jill J KloseEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 15, 2024Sep 16, 2024
Daren Lee PladsonEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 15, 2024Sep 16, 2024
Ryan Christopher SpaudeEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 13, 2024
June Rochelle Malvin LonnquistEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Nov 11, 2024
Jeffrey Todd LesterEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 13, 2024
Justin M PatellaroEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 13, 2024
Brett Michael MyerEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 30, 2024
Jenna Marie JohnsonEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 16, 2024
Austin T FieldsEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 24, 2024
Ryan Thomas WeigelEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 26, 2024
Kelley GraceEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 13, 2024
Emily Nicole EbelEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Oct 7, 2024
Landon EatoughEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 24, 2024
Brian VoelkerEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 1, 2024Sep 16, 2024
Andrea NelsonEide Bailly Advisors, LLC independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAOct 7, 2024Oct 11, 2024
Matthew Joseph CawleyEide Bailly Advisors, LLC independent RIALincoln Park Capital LLC no RAUMRIA to a newly registered adviserSep 16, 2024Nov 12, 2024 (57 d)
Cassity Nicole WingenbachEide Bailly Advisors, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAJan 19, 2024Aug 19, 2024 (213 d)
Bradley BlazekEide Bailly Advisors, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankSep 27, 2021Sep 27, 2021
Andrew Joseph McdirmidEide Bailly Advisors, LLC independent RIALodestone Wealth Management LLC independent RIARIA to RIAApr 14, 2021Apr 14, 2021
John Wesley CarringtonEide Bailly Advisors, LLC independent RIASalt Wealth Partners unclassifiedOtherMar 23, 2021Mar 26, 2021
Nathaniel Jackson BenceEide Bailly Advisors, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 14, 2020Jan 1, 2025 (1570 d)
Mark David WhittakerEide Bailly Advisors, LLC independent RIATrek Financial independent RIARIA to RIAJun 17, 2020Jun 22, 2020
Jeffrey Lee Ou BatyEide Bailly Advisors, LLC independent RIAExencial Wealth Advisors independent RIARIA to RIANov 14, 2019Nov 13, 2019
Brandy Dusa PearceEide Bailly Advisors, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMay 17, 2019Jul 11, 2019 (55 d)
Neil Howard GraffEide Bailly Advisors, LLC independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAJan 23, 2019Apr 5, 2019 (72 d)
David Marvin KaltEide Bailly Advisors, LLC otherAmeriprise Financial Services, LLC national BDOtherDec 31, 2017Aug 15, 2018 (227 d)
Jordan NygaardEide Bailly Advisors, LLC otherEdward Jones national BDOtherJul 7, 2017Jul 29, 2017
Robert Allen ByeEide Bailly Advisors, LLC otherConcourse Financial Group Advisors otherOtherApr 28, 2017May 18, 2017
Jay Blakeley WillcoxEide Bailly Advisors, LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherNov 12, 2015Oct 9, 2015
Monica Lynn MurphyEide Bailly Advisors, LLC otherConcourse Financial Group Advisors otherOtherJan 13, 2015Nov 22, 2016 (679 d)
Dustin Neil ChristophersonEide Bailly Advisors, LLC otherCetera Advisors LLC otherOtherFeb 27, 2014Feb 24, 2014
Agatha Kay JohnsonEide Bailly Advisors, LLC otherWillkate Wealth Management, LLC state registeredOtherMar 5, 2013Apr 2, 2013
Angela O'KeefeEide Bailly Advisors, LLC otherPhillips Capital Advisors, Inc. otherOtherOct 8, 2012Sep 20, 2012
Bradley Shayne LesterEide Bailly Advisors, LLC otherUnited Planners' Financial Services Of America A Limited Partner otherOtherMar 23, 2012May 14, 2012 (52 d)
Andrea NelsonEide Bailly Advisors, LLC otherSecurities America Advisors, Inc. otherOtherMar 7, 2011Feb 11, 2011
Crystal Michelle SoderlindEide Bailly Advisors, LLC otherThe Oak Ridge Financial Services Group, Inc otherOtherMay 5, 2010May 5, 2010
John Paul SchwanEide Bailly Advisors, LLC otherSchwan Financial Advisors, LLC otherOtherMay 25, 2004May 26, 2004
Timothy Michael DardisEide Bailly Advisors, LLC otherPrincipal Securities, Inc. otherOtherAug 5, 2003Aug 19, 2003
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40 moves match.