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 Sequoia Financial Group, L.L.C.

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
Gregory James RevakSequoia Financial Group, L.L.C. independent RIACreative Planning independent RIARIA to RIAApr 29, 2026May 3, 2026
Travis DraganSequoia Financial Group, L.L.C. independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 23, 2026Mar 9, 2026
Nicole SavageSequoia Financial Group, L.L.C. independent RIAWild Iris Financial state registeredRIA to a state-registered adviserMar 10, 2026May 10, 2026 (61 d)
Alissa M HitchcockSequoia Financial Group, L.L.C. independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMar 3, 2026Feb 19, 2026
Michael Levon DanielsSequoia Financial Group, L.L.C. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankDec 26, 2025Dec 10, 2025
Shawn HaywardSequoia Financial Group, L.L.C. independent RIASavvy independent RIARIA to RIASep 24, 2025Dec 22, 2025 (89 d)
Jessica Lily VongsaphaySequoia Financial Group, L.L.C. independent RIALido independent RIARIA to RIAAug 5, 2025Mar 3, 2026 (210 d)
Ashley Candace CostelloSequoia Financial Group, L.L.C. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2025Jun 3, 2025
Emily Nicole EbelSequoia Financial Group, L.L.C. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJun 20, 2025Jun 13, 2025
Michael Sean SpanglerSequoia Financial Group, L.L.C. independent RIAKohmann Bosshard Financial Services, LLC. independent RIARIA to RIAJun 6, 2025May 13, 2025
Kevin Allen McpeekSequoia Financial Group, L.L.C. independent RIAJourney Wealth Management independent RIARIA to RIAJun 6, 2025Jul 2, 2025
Justin M PatellaroSequoia Financial Group, L.L.C. independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankMar 10, 2025Feb 18, 2025
Ryan Thomas WeigelSequoia Financial Group, L.L.C. independent RIAElysium Wealth Management, LLC independent RIARIA to RIAFeb 28, 2025Feb 4, 2025
Ashley Elizabeth CrotwellSequoia Financial Group, L.L.C. independent RIAMesirow Financial Investment Management, Inc. mixed wealthRIA to RIAJan 16, 2025Jan 24, 2025
Brian VoelkerSequoia Financial Group, L.L.C. independent RIAThe Table Financial Planning LLC state registeredRIA to a state-registered adviserJan 16, 2025Feb 26, 2026 (406 d)
Zachary Miller RosenthalSequoia Financial Group, L.L.C. independent RIAMma Securities LLC no RAUMOtherJan 10, 2025Apr 16, 2025 (96 d)
Jill J KloseSequoia Financial Group, L.L.C. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankDec 5, 2024Nov 12, 2024
Daren Lee PladsonSequoia Financial Group, L.L.C. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankDec 5, 2024Nov 19, 2024
Samantha Rae GilgoschSequoia Financial Group, L.L.C. independent RIASagespring Wealth Partners independent RIARIA to RIANov 8, 2024Feb 19, 2025 (103 d)
Elizabeth Pierce ScheidererSequoia Financial Group, L.L.C. independent RIASignal Tree Financial Partners LLC no RAUMOtherAug 23, 2024Aug 30, 2024
Joshua Arthur Ryan RennertSequoia Financial Group, L.L.C. independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2024Apr 15, 2024
Andrew Conley KinderSequoia Financial Group, L.L.C. independent RIAMdrn Capital independent RIARIA to RIAApr 3, 2024Jul 30, 2024 (118 d)
Danielle Starr WashingtonSequoia Financial Group, L.L.C. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankFeb 13, 2024Mar 12, 2024
Taylor E PapiernikSequoia Financial Group, L.L.C. independent RIAFairway Wealth Management LLC independent RIARIA to RIADec 4, 2023Jan 9, 2024 (36 d)
Mitchell Alban KotheimerSequoia Financial Group, L.L.C. independent RIADomain Money Advisors, LLC no RAUMOtherSep 19, 2023Jan 25, 2024 (128 d)
David John MassareSequoia Financial Group, L.L.C. independent RIASignal Tree Financial Partners LLC no RAUMOtherMar 3, 2023Jun 22, 2023 (111 d)
Chad RoopeSequoia Financial Group, L.L.C. independent RIALineweaver Wealth Advisors independent RIARIA to RIANov 3, 2022Aug 21, 2023 (291 d)
Noel Dacanay VillajuanSequoia Financial Group, L.L.C. independent RIADiversified Portfolios, Inc. independent RIARIA to RIAOct 20, 2022Jul 18, 2023 (271 d)
Alan Brian ZinkinSequoia Financial Group, L.L.C. independent RIALPL Financial LLC independent RIARIA to RIAAug 9, 2022Jan 24, 2023 (168 d)
Michael Lawrence HinsonSequoia Financial Group, L.L.C. independent RIAArs Wealth Advisors independent RIARIA to RIAApr 21, 2022Feb 3, 2023 (288 d)
Michael Ryan BakerSequoia Financial Group, L.L.C. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankFeb 22, 2022Mar 8, 2022
Max FilbeckSequoia Financial Group, L.L.C. independent RIACreative Planning independent RIARIA to RIADec 1, 2021Dec 21, 2021
Terence James GlihaSequoia Financial Group, L.L.C. independent RIAJourney Wealth Management independent RIARIA to RIAJan 22, 2021Feb 3, 2021
Jeff Edward RovnakSequoia Financial Group, L.L.C. independent RIASignal Tree Financial Partners LLC no RAUMRIA to a newly registered adviserJan 12, 2020Jan 11, 2021 (365 d)
Blake C PokleySequoia Financial Group, L.L.C. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 19, 2019Jan 21, 2022 (764 d)
David TaucherSequoia Financial Group, L.L.C. independent RIASpringside Partners LLC independent RIARIA to RIAApr 10, 2019Apr 16, 2019
Lauren Irene MaclarenSequoia Financial Group, L.L.C. independent RIAJourney Wealth Management independent RIARIA to RIAFeb 1, 2019Mar 1, 2019
Stanley Donald MilovancevSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Kimberly Lynn OrosSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Joseph Scott LongSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 20, 2018
Kevin Patrick VaillancourtSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Morgan Lee DesalvoSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Anthony Thomas GarganoSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Jonathan J SquireSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 20, 2018
Scott DiehlSequoia Financial Group, L.L.C. independent RIAAllstate Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 28, 2018Jan 22, 2019 (116 d)
Vincent A PanizziSequoia Financial Group, L.L.C. otherAdvisors Capital Management, LLC independent RIAOtherFeb 20, 2018Oct 29, 2025 (2808 d)
Michael Anthony ChisnellSequoia Financial Group, L.L.C. otherBruton Financial Advisors, LLC mixed wealthOtherJan 17, 2018Feb 2, 2018
Steven Michael NofarSequoia Financial Group, L.L.C. otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherOct 27, 2017Aug 21, 2018 (298 d)
Angela WetzigSequoia Financial Group, L.L.C. otherFifth Third Securities, Inc. otherOtherMar 24, 2017Apr 13, 2017
Thomas Breslin StrauchonSequoia Financial Group, L.L.C. otherValmark Advisers, Inc. mixed wealthOtherDec 18, 2015Jun 13, 2018 (908 d)
Amy Lynne WhiteSequoia Financial Group, L.L.C. otherSignal Tree Financial Partners LLC no RAUMOtherDec 18, 2015Jan 3, 2022 (2208 d)
Ryan Paul O'LearySequoia Financial Group, L.L.C. otherMercer Global Advisors Inc. otherOtherSep 30, 2015Dec 23, 2015 (84 d)
Pamela Sue GhezziSequoia Financial Group, L.L.C. otherOsaic Fs, Inc. otherOtherMar 10, 2015Apr 10, 2015 (31 d)
Dana G HastingsSequoia Financial Group, L.L.C. otherMcdonald Partners LLC otherOtherOct 15, 2012Oct 17, 2012
Justin Gregory RushSequoia Financial Group, L.L.C. otherWilcox Wealth Advisors unclassifiedOtherJan 26, 2009May 4, 2009 (98 d)
Darian Hong ChenSequoia Financial Group, L.L.C. otherBray Capital Advisors, LLC otherOtherDec 23, 2008Aug 28, 2014 (2074 d)
Mark David WilcoxSequoia Financial Group, L.L.C. otherWilcox Wealth Advisors unclassifiedOtherOct 22, 2008May 4, 2009 (194 d)
Fred G BotekSequoia Financial Group, L.L.C. otherCm Wealth Advisors LLC otherOtherFeb 10, 2006Dec 4, 2015 (3584 d)
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58 moves match.