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 Willis Johnson Wealth

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
Logan T MulloyWillis Johnson Wealth independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankMay 29, 2026Jul 13, 2026 (45 d)
Ryan Matthew McdonaldWillis Johnson Wealth independent RIAUnited Capital Financial Advisors independent RIARIA to RIAMar 19, 2026Apr 6, 2026
Andrew Horst CalhounWillis Johnson Wealth independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 17, 2026Feb 24, 2026
Megan Lee ClineWillis Johnson Wealth independent RIAFinancial Synergies independent RIARIA to RIAAug 21, 2025Sep 11, 2025
John Alexander GeresiWillis Johnson Wealth independent RIARhame & Gorrell Wealth Management independent RIARIA to RIAJun 11, 2025Sep 17, 2025 (98 d)
Tyson Enrique ThomasWillis Johnson Wealth independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankMay 12, 2025May 27, 2025
Austin HilscherWillis Johnson Wealth independent RIABogart Wealth, LLC independent RIARIA to RIAMay 9, 2025Jun 17, 2025 (39 d)
Steven ChambersWillis Johnson Wealth independent RIACreative Planning independent RIARIA to RIAFeb 24, 2025Feb 27, 2025
Odaro Eric AisueniWillis Johnson Wealth independent RIAPlancorp, LLC independent RIARIA to RIAOct 29, 2024Dec 10, 2025 (407 d)
Bethanie Anne BakerWillis Johnson Wealth independent RIAGranite Harbor Advisors, Inc. independent RIARIA to RIAApr 14, 2024Apr 26, 2024
Glen Alan RivesWillis Johnson Wealth independent RIABakeravenue independent RIARIA to RIAFeb 20, 2023Jun 22, 2023 (122 d)
Ashley Tiffany RichardsWillis Johnson Wealth independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJul 22, 2020Jun 23, 2020
Robert Paterson CopeWillis Johnson Wealth independent RIARfg Advisory, LLC independent RIARIA to RIAJan 6, 2020Jan 6, 2020
Tyler Steven BakerWillis Johnson Wealth independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMar 7, 2019Apr 2, 2019
Geraldo Flores OlivoWillis Johnson Wealth independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankFeb 11, 2019Feb 11, 2019
Amanda M MuseWillis Johnson Wealth otherThe Mather Group, LLC otherOtherJul 20, 2017Aug 11, 2017
Walter Dean JohnsonWillis Johnson Wealth otherCharles Schwab & Co., Inc. national BDOtherOct 13, 2016Apr 3, 2018 (537 d)
Daniel James BenderWillis Johnson Wealth otherMbr Financial no RAUMOtherOct 8, 2013Nov 18, 2013 (41 d)
Christopher George DysonWillis Johnson Wealth otherMbr Financial otherOtherJun 24, 2013Mar 25, 2015 (639 d)
Paige Pickar GuinnWillis Johnson Wealth otherIntegra Wealth Advisors, LLC no RAUMOtherDec 9, 2010Nov 17, 2011 (343 d)
Mark Richard SchaafWillis Johnson Wealth otherB & V Advisors, LLC state registeredOtherDec 31, 2008Jan 2, 2009
John Joseph VeselkaWillis Johnson Wealth otherB & V Advisors, LLC state registeredOtherDec 31, 2008Jan 1, 2009
James Steven AwaltWillis Johnson Wealth otherB & V Advisors, LLC state registeredOtherDec 31, 2008Jan 2, 2009
John C FlatowiczWillis Johnson Wealth otherB & V Advisors, LLC state registeredOtherDec 31, 2008Jan 2, 2009
Charles Fenton WellerWillis Johnson Wealth otherB & V Advisors, LLC state registeredOtherDec 31, 2008Jan 9, 2009
Gary Patrick TrochtaWillis Johnson Wealth otherB & V Advisors, LLC state registeredOtherDec 31, 2008Jan 2, 2009
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26 moves match.