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 Camarda Wealth Advisory Group

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
Arthur Barbosa DelgadoCamarda Wealth Advisory Group independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankMar 4, 2026Apr 13, 2026 (40 d)
Clifford Jonathan CamardaCamarda Wealth Advisory Group independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJan 16, 2026Dec 23, 2025
Scott Richard ClementiCamarda Wealth Advisory Group independent RIAOxford Wealth Group, LLC independent RIARIA to RIASep 24, 2025Oct 28, 2025 (34 d)
Gale Edward GravesCamarda Wealth Advisory Group independent RIAZacks Intelligence LLC independent RIARIA to RIAJul 1, 2025Mar 5, 2026 (247 d)
Christopher Stephen MattoxCamarda Wealth Advisory Group independent RIAEdelman Financial Engines independent RIARIA to RIAJun 30, 2025Jul 14, 2025
Brian Patrick CallahanCamarda Wealth Advisory Group independent RIAEdelman Financial Engines independent RIARIA to RIAJun 20, 2025Jun 5, 2025
Jennifer PasterczykCamarda Wealth Advisory Group independent RIACovingtonalsina independent RIARIA to RIAAug 14, 2024Sep 24, 2024 (41 d)
Troy Richard LercheCamarda Wealth Advisory Group independent RIADavis Capital Management independent RIARIA to RIAJan 4, 2024Jan 8, 2024
Peter Alba TriceCamarda Wealth Advisory Group independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankNov 28, 2023Mar 27, 2024 (120 d)
Thomas Jon CasperCamarda Wealth Advisory Group independent RIALyons Wealth Management independent RIARIA to RIAJun 10, 2022Jun 8, 2023 (363 d)
Marc Edward FaulerCamarda Wealth Advisory Group independent RIAGlobal Wealth Management Investment Advisory, Inc. independent RIARIA to RIAMay 25, 2022Aug 19, 2022 (86 d)
Scott Michael StrattonCamarda Wealth Advisory Group independent RIAParallel Advisors, LLC independent RIARIA to RIAMay 19, 2022Nov 13, 2023 (543 d)
Richard Robert DwyerCamarda Wealth Advisory Group independent RIACapital Management Services, Inc. independent RIARIA to RIAJul 7, 2021Jul 20, 2021
Daniel Baret HowellCamarda Wealth Advisory Group independent RIACwa Asset Management Group independent RIARIA to RIAJun 4, 2021Apr 22, 2022 (322 d)
Jason HinesleyCamarda Wealth Advisory Group independent RIACitigroup Global Markets Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 25, 2021Jan 3, 2022 (284 d)
Francesco AmatoCamarda Wealth Advisory Group independent RIASouth Lake Wealth Management, LLC unclassifiedOtherJun 13, 2019Jul 26, 2021 (774 d)
Alan Karlis LaneCamarda Wealth Advisory Group independent RIAArvest Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankMar 26, 2019Apr 2, 2019
Joshua Adam KeyesCamarda Wealth Advisory Group independent RIASecurian Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2018Sep 10, 2018
Bashar K. BarazCamarda Wealth Advisory Group independent RIASecurian Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2018Sep 13, 2018
Brian Alan SirotaCamarda Wealth Advisory Group independent RIAModern Capital Advisors, LLC otherOtherMar 26, 2018Mar 23, 2018
Lloyd W. ArchibaldCamarda Wealth Advisory Group independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJan 15, 2018Jan 9, 2018
Richard Leslie WellsCamarda Wealth Advisory Group independent RIAOdingard Capital Management state registeredRIA to a state-registered adviserDec 8, 2017Aug 7, 2018 (242 d)
Daniel MaurinoCamarda Wealth Advisory Group otherModern Capital Advisors, LLC otherOtherAug 10, 2017Oct 17, 2017 (68 d)
Matthew CarterCamarda Wealth Advisory Group otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 24, 2017Jun 9, 2017
Ronald Thomas LeclaireCamarda Wealth Advisory Group otherCaliber Wealth Advisory state registeredOtherMar 31, 2017Oct 4, 2017 (187 d)
Dwain Arthur BlakeCamarda Wealth Advisory Group otherModern Capital Advisors, LLC otherOtherFeb 11, 2017Oct 17, 2017 (248 d)
Cory Matthew ShraderCamarda Wealth Advisory Group otherTd Ameritrade, Inc. no RAUMOtherFeb 6, 2017Mar 6, 2017
Clifford Jonathan CamardaCamarda Wealth Advisory Group otherProsperity Capital Group, Inc. unclassifiedOtherJul 5, 2016Nov 23, 2016 (141 d)
Sonja Michelle EliaCamarda Wealth Advisory Group otherSalvus Wealth Management, LLC independent RIAOtherApr 4, 2016May 16, 2016 (42 d)
Donald Michael VandenbordCamarda Wealth Advisory Group otherRevere Asset independent RIAOtherSep 3, 2013Oct 28, 2015 (785 d)
Patrick Keith RileyCamarda Wealth Advisory Group otherLPL Financial LLC otherOtherMar 28, 2013Mar 25, 2013
Grant Stephen FrederickCamarda Wealth Advisory Group otherMercer Global Advisors Inc. otherOtherDec 17, 2012Feb 19, 2013 (64 d)
Carol Ann BoweCamarda Wealth Advisory Group otherMorgan Stanley wirehouseOtherOct 9, 2012May 29, 2013 (232 d)
Jorge Christian ChainCamarda Wealth Advisory Group otherInternational Assets Investment Management, LLC otherOtherOct 4, 2012Sep 27, 2013 (358 d)
Mark Brian FricksCamarda Wealth Advisory Group otherMasterplan Retirement Consultants state registeredOtherJun 25, 2012May 30, 2014 (704 d)
John Taylor GenoveseCamarda Wealth Advisory Group otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 9, 2012Apr 11, 2012 (62 d)
Thomas C ScottCamarda Wealth Advisory Group otherValic Financial Advisors, Inc. otherOtherJun 20, 2011Jul 28, 2011 (38 d)
David Alden CroneyCamarda Wealth Advisory Group otherKey Financial Group Of Jacksonville, Inc. otherOtherJan 12, 2009Jul 24, 2009 (193 d)
Mark Thomas BourgeoisCamarda Wealth Advisory Group otherMfa Asset Management, LLC otherOtherApr 11, 2008Aug 7, 2008 (118 d)
James J HughesCamarda Wealth Advisory Group otherUBS Financial Services Inc. wirehouseOtherJul 18, 2005Aug 15, 2005
Brian W FultonCamarda Wealth Advisory Group otherPnc Managed Account Solutions, Inc. otherOtherJul 19, 2004Nov 30, 2012 (3056 d)
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41 moves match.