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 Capital Management, 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 Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Janet Carol SteinkeBuckingham Capital Management, Inc. independent RIABuckingham Financial Group, Inc. no RAUMOtherMar 17, 2025Mar 23, 2016
Gerald Valentine KrachBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Jeff Harold GroezingerBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Ryan Patrick JohnsonBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 12, 2024
Melissa Lynn MuellerBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Nicole Theisen StrbichBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Tracy E TravisBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Bradley Paul GriffithBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Marla Rae ChambersBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Allen Zachariah ThumaBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Christina N IsraelBuckingham Capital Management, Inc. independent RIABuckingham Financial Group, Inc. no RAUMOtherMar 17, 2025Apr 23, 2022
Lance C SteinerBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 8, 2024
Emily M CozadBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
James Alan BrownBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 17, 2025Nov 13, 2024
Mitchell Thomas BodenmillerBuckingham Capital Management, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 14, 2025Nov 26, 2024
Brad Thomas GregoryBuckingham Capital Management, Inc. independent RIAG2 Capital Management, LLC independent RIARIA to RIAJun 10, 2022Jul 22, 2022 (42 d)
Jessica B DeboldBuckingham Capital Management, Inc. independent RIAEdelman Financial Engines mixed wealthRIA to RIADec 2, 2021Jan 10, 2022 (39 d)
Ashlee Danette WaltonBuckingham Capital Management, Inc. independent RIAJames Investment Research Inc mixed wealthRIA to RIADec 2, 2021Aug 29, 2022 (270 d)
Neal Gregg DavisBuckingham Capital Management, Inc. independent RIAFort Washington Investment Advisors Inc institutionalOtherSep 28, 2021Jan 25, 2022 (119 d)
Adam R SchafferBuckingham Capital Management, Inc. independent RIAA Schaffer Advisor Services state registeredRIA to a state-registered adviserMay 15, 2020Apr 29, 2022 (714 d)
Carolyn Jean CookBuckingham Capital Management, Inc. independent RIABuckingham Financial Group, Inc. no RAUMOtherJan 6, 2020Mar 27, 2015
Timothy Laverne WhetroBuckingham Capital Management, Inc. independent RIABuckingham Financial Group, Inc. no RAUMOtherJan 2, 2020Jun 12, 2017
Matthew James McdonoughBuckingham Capital Management, Inc. independent RIABuckingham Financial Group, Inc. no RAUMOtherAug 14, 2018Oct 31, 2016
Travis DenkenbergerBuckingham Capital Management, Inc. otherMoney Concepts Advisory Service otherOtherMay 4, 2017Jul 13, 2017 (70 d)
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25 moves match.