DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Onyx Wealth Advisors, 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
John Dennis KellyOnyx Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherDec 31, 2013Nov 27, 2013
Benjamin Herschel DeanOnyx Wealth Advisors, Inc. otherDean Wealth Management, LLC state registeredOtherDec 31, 2013Oct 2, 2014 (275 d)
Kenneth Andrew DaveyOnyx Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherDec 31, 2013Nov 26, 2013
Alan Charles DeetjenOnyx Wealth Advisors, Inc. otherSumma Wealth Management state registeredOtherDec 31, 2013Nov 7, 2016 (1042 d)
David Michael BreedloveOnyx Wealth Advisors, Inc. otherConcorde Asset Management, LLC otherOtherDec 31, 2013Nov 19, 2013
Stephen James MylerOnyx Wealth Advisors, Inc. otherMpm Wealth Advisors otherOtherDec 31, 2013Jun 12, 2015 (528 d)
Don Ross MartinOnyx Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherDec 31, 2013Nov 26, 2013
Todd Michael CourOnyx Wealth Advisors, Inc. otherFirst Allied Securities, Inc. otherOtherDec 31, 2013May 25, 2012
James Raleigh BailesOnyx Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherDec 31, 2013Nov 27, 2013
Jon Aubrey NettlesOnyx Wealth Advisors, Inc. otherRevo Financial, LLC independent RIAOtherDec 31, 2013Jun 13, 2017 (1260 d)
Steven David FruehOnyx Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherDec 31, 2013Nov 25, 2013
Erik C BloomfeldtOnyx Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherDec 31, 2013Nov 27, 2013
James Bradley CarrollOnyx Wealth Advisors, Inc. otherBlack Swan Management Group, Inc. state registeredOtherDec 31, 2013Jul 19, 2011
Chris Alan BettencourtOnyx Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherDec 31, 2013Nov 22, 2013
Carmel John SpiteriOnyx Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherDec 31, 2013Nov 26, 2013
Benjamin Jacob ChildsOnyx Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherDec 31, 2013Nov 26, 2013
Michael Lee JonesOnyx Wealth Advisors, Inc. otherFirst Allied Advisory Services, Inc. otherOtherDec 16, 2013May 16, 2013
Brian Paul KoeppOnyx Wealth Advisors, Inc. otherThe Institute otherOtherMay 16, 2013Jun 10, 2013
Douglas Wayne BlankenshipOnyx Wealth Advisors, Inc. otherFirst Allied Advisory Services, Inc. otherOtherMay 8, 2013May 3, 2013
Angel Manuel PerezOnyx Wealth Advisors, Inc. otherLPL Financial LLC otherOtherDec 31, 2012Apr 24, 2012
Byron Lee PreussOnyx Wealth Advisors, Inc. otherHoward Capital Management, LLC otherOtherDec 31, 2012May 4, 2009
Dominique Godfroy Henri VercaemertOnyx Wealth Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherOct 3, 2012Sep 19, 2012
Kathy Joy GordonOnyx Wealth Advisors, Inc. otherJ. W. Cole Advisors, Inc. otherOtherMay 17, 2012Jun 22, 2012 (36 d)
Tommy Edward FincherOnyx Wealth Advisors, Inc. otherInstitute For Wealth Advisors, Inc. otherOtherMay 1, 2012Jun 17, 2014 (777 d)
John Andrew WhiteOnyx Wealth Advisors, Inc. otherRchristianfinancial Consultants, LLC "The Clients Fiduciary" state registeredOtherJul 1, 2011Jul 5, 2011
Doyel Nmn PriceOnyx Wealth Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherMay 13, 2011May 11, 2011
Barry Douglas ToddOnyx Wealth Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherMay 13, 2011May 11, 2011
Reid Jordan StognerOnyx Wealth Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherMay 13, 2011Jan 3, 2017 (2062 d)
Steven Roger MartinOnyx Wealth Advisors, Inc. otherWolf Financial Management, LLC otherOtherNov 12, 2010Nov 11, 2010
Ronald Vance HowardOnyx Wealth Advisors, Inc. otherBlue Duck Wealth Management no RAUMOtherAug 26, 2009Jun 20, 2016 (2490 d)
Debra Lynn NelsonOnyx Wealth Advisors, Inc. otherLPL Financial LLC otherOtherAug 5, 2008Aug 22, 2008
Frank O AkridgeOnyx Wealth Advisors, Inc. otherDirect Capital Advisors unclassifiedOtherMar 28, 2008Sep 25, 2009 (546 d)
Ruben Edward GuerraOnyx Wealth Advisors, Inc. otherGuerra Investment Advisors otherOtherDec 31, 2005Apr 12, 2006 (102 d)
Jackie Ray BushOnyx Wealth Advisors, Inc. otherState Farm Investment Management Corp. asset managerOtherSep 9, 2005Aug 13, 2018 (4721 d)
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34 moves match.