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 Buckingham Financial Group, Inc.

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
Jay Allen BuckinghamBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. otherOtherMar 6, 2025Oct 18, 1999
Janet Carol SteinkeBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Nov 8, 2024
Melissa Lynn MuellerBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Sep 1, 2022
Nicole Theisen StrbichBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Mar 29, 2018
Tracy E TravisBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Mar 8, 2022
Bradley Paul GriffithBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Sep 14, 2018
Marla Rae ChambersBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. otherOtherMar 6, 2025Oct 19, 2015
Christina Lynn DerhamBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Jan 14, 2025
Christina N IsraelBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Nov 12, 2024
Lance C SteinerBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025Aug 15, 2018
Emily M CozadBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherMar 6, 2025May 6, 2021
Michael O HaysBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Jul 23, 2025 (139 d)
Sydney B BurchettBuckingham Financial Group, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 6, 2025Nov 13, 2024
Jessica B DeboldBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. independent RIAOtherDec 2, 2021Mar 29, 2018
Ashlee Danette WaltonBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. otherOtherDec 2, 2021Jun 12, 2017
Carolyn Jean CookBuckingham Financial Group, Inc. no RAUMWhat About US Financial state registeredOtherJan 6, 2020Jan 6, 2020
Timothy Laverne WhetroBuckingham Financial Group, Inc. no RAUMCapital Investment Advisory Services, LLC BD affiliatedOtherJan 2, 2020Jan 2, 2020
Matthew James McdonoughBuckingham Financial Group, Inc. no RAUMValic Financial Advisors, Inc. BD affiliatedOtherAug 14, 2018Oct 19, 2018 (66 d)
Travis DenkenbergerBuckingham Financial Group, Inc. no RAUMBuckingham Capital Management, Inc. otherOtherMay 4, 2017Feb 10, 2017
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19 moves match.