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 Pbmares Wealth Management 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
Robert Lewis KlingensmithPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Feb 23, 2026 (54 d)
David Eugene BushPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 7, 2026
Daniel Joseph BenderPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 8, 2026
Kurtis Lee JohnsonPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 8, 2026
Daniel H YooPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 7, 2026
Addison Maximilian Prescott PockPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 9, 2026
Alexander Ross CrawfordPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 8, 2026
Shelly Haas BradenPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 7, 2026
Michael D MaglieriPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 7, 2026
Kyle Austin EaglePbmares Wealth Management LLC independent RIAMason & Associates, LLC independent RIARIA to RIADec 31, 2025Jan 12, 2026
Austin J EasonPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 7, 2026
Anthony James DetranePbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 8, 2026
Thomas Glen SpavonePbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 8, 2026
Carter Bryant EasleyPbmares Wealth Management LLC independent RIAApella Wealth independent RIARIA to RIADec 31, 2025Jan 7, 2026
Charles Pierre Francois HeurtevinPbmares Wealth Management LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 28, 2025Sep 18, 2025
Andrew David EvansPbmares Wealth Management LLC independent RIARevolution Wealth, LLC state registeredRIA to a state-registered adviserMay 15, 2025Jun 10, 2025
Tyler Reed DunnPbmares Wealth Management LLC independent RIARiver Crescent Advisors, LLC no RAUMRIA to a newly registered adviserApr 16, 2025Apr 3, 2025
Bradley Christopher WilksPbmares Wealth Management LLC independent RIARevolution Wealth, LLC state registeredRIA to a state-registered adviserFeb 10, 2025Feb 21, 2025
Derek HessPbmares Wealth Management LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankMay 31, 2022Jun 15, 2022
Kevin Christopher LutzPbmares Wealth Management LLC independent RIACreativeone Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 5, 2020Jun 8, 2020
Shelly Haas BradenPbmares Wealth Management LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankAug 28, 2018Oct 17, 2018 (50 d)
Jacolyn Helen WetmorePbmares Wealth Management LLC otherCalvert Investment Counsel otherOtherJul 28, 2016Aug 18, 2016
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22 moves match.