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 Faithward 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
Matthew William DiersFaithward Advisors, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 5, 2026Oct 9, 2025
Reed Jason BrunerFaithward Advisors, LLC independent RIARkl Private Wealth independent RIARIA to RIAOct 7, 2024Nov 6, 2024
Kimberly Cullen BlackFaithward Advisors, LLC independent RIAGreythorne Advisors LLC state registeredRIA to a state-registered adviserJul 15, 2024Jan 13, 2025 (182 d)
Rebecca Ashbridge StecherFaithward Advisors, LLC independent RIAAmerican Portfolios Advisors, Inc otherOtherJun 20, 2024Oct 31, 2013
Michael Joseph StecherFaithward Advisors, LLC independent RIAAmerican Portfolios Advisors, Inc otherOtherJun 18, 2024Oct 9, 2013
Ryan Matthew MiddletonFaithward Advisors, LLC independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 7, 2024Mar 31, 2023
Eric Charles BeittelFaithward Advisors, LLC independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 7, 2024Mar 31, 2023
William J Cuthbertson IIFaithward Advisors, LLC independent RIAMain Street Financial Solutions, LLC independent RIARIA to RIADec 15, 2023Dec 18, 2023
George Herbert ZookFaithward Advisors, LLC independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 10, 2023May 4, 2023
David A OverFaithward Advisors, LLC independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 9, 2023Feb 27, 2023
Joseph L LeonFaithward Advisors, LLC independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 9, 2023Mar 7, 2023
Bryce M WandellFaithward Advisors, LLC independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 9, 2023Mar 22, 2023
Caleb Matthew Bogia-CurlesFaithward Advisors, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJan 2, 2023Jan 11, 2023
Bradley WilcoxFaithward Advisors, LLC independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 21, 2022Jan 6, 2023 (46 d)
Jonathan LappFaithward Advisors, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIANov 16, 2022Nov 15, 2022
Lawrence Matthew KnolleFaithward Advisors, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIANov 16, 2022Nov 15, 2022
Russell James CampbellFaithward Advisors, LLC independent RIAProvise Management Group, LLC independent RIARIA to RIAJan 26, 2021Feb 3, 2021
Curtis Duane StoltzfusFaithward Advisors, LLC independent RIAFaithward Capital no RAUMRIA to a newly registered adviserAug 31, 2020Nov 27, 2019
Jason Matthew PeroniFaithward Advisors, LLC independent RIARetirement Specialty Group, Inc. independent RIARIA to RIAAug 31, 2020May 5, 2021 (247 d)
Michael Loren NicholsFaithward Advisors, LLC independent RIAAmerican Portfolios Advisors, Inc otherOtherDec 19, 2019Oct 31, 2013
Jeremy Scott MocekFaithward Advisors, LLC independent RIACetera Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 19, 2019Mar 1, 2019
Kevin LamsonFaithward Advisors, LLC independent RIAAmerican Portfolios Advisors, Inc independent RIARIA to RIAAug 1, 2018Jun 7, 2018
Steven Andrew KavanaughFaithward Advisors, LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankMay 1, 2018May 1, 2018
David Orin McmillinFaithward Advisors, LLC otherOsaic Wealth, Inc. BD affiliatedOtherJan 25, 2017Oct 11, 2024 (2816 d)
Paul David McmillinFaithward Advisors, LLC otherAmerican Portfolios Advisors, Inc otherOtherJan 25, 2017Jan 13, 2017
Brandon K AdamsFaithward Advisors, LLC otherRkl Private Wealth otherOtherNov 18, 2016Dec 7, 2016
Joseph EvansFaithward Advisors, LLC otherAmerican Portfolios Advisors, Inc otherOtherApr 18, 2016Nov 5, 2013
Thomas Edward TalbottFaithward Advisors, LLC otherEquitable Advisors, LLC national BDOtherMay 6, 2010Aug 16, 2002
Andrew H SchallFaithward Advisors, LLC otherCambridge Investment Research Advisors, Inc. otherOtherOct 30, 2009Jul 16, 2009
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29 moves match.