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 Rehmann 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
Theotime Ruddy Raniery DesmulierRehmann Wealth independent RIASchwab Wealth Advisory, Inc. no RAUMOtherNov 5, 2025Dec 8, 2025 (33 d)
Benjamin Duane BontragerRehmann Wealth independent RIAWashington Avenue Advisors independent RIARIA to RIAMar 13, 2024Sep 26, 2024 (197 d)
Matthew BillittiRehmann Wealth independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankDec 4, 2023Feb 19, 2024 (77 d)
Joseph OlekszykRehmann Wealth independent RIAQ3 Asset Management Corporation independent RIARIA to RIAMar 27, 2023Jan 26, 2024 (305 d)
Jason Allen BaumRehmann Wealth independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJul 26, 2022Jul 29, 2022
Avery Joseph HasenauerRehmann Wealth independent RIAIntegrated Investment Consultants, LLC independent RIARIA to RIAJul 26, 2022Jan 3, 2025 (892 d)
Robert Joseph SamrahRehmann Wealth independent RIAGfp Private Wealth independent RIARIA to RIAAug 9, 2021Oct 3, 2021 (55 d)
Jennifer Rae BaldiniRehmann Wealth independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 27, 2019Sep 27, 2019
Ethan Albert AndersonRehmann Wealth independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 27, 2019Sep 27, 2019
Lindsay FitzpatrickRehmann Wealth mixed wealthOld Mission Investment Company, LLC independent RIARIA to RIAMar 25, 2019Dec 18, 2025 (2460 d)
Paul Melvin AbendrothRehmann Wealth otherD.B. Root & Company, LLC otherOtherDec 31, 2017Jan 9, 2018
Daniel K PalmerRehmann Wealth otherCommonwealth Financial Network national BDOtherDec 31, 2017Feb 5, 2018 (36 d)
Ryan Nicholas BoruckiRehmann Wealth otherD.B. Root & Company, LLC otherOtherDec 31, 2017Jan 8, 2018
Brett JacksonRehmann Wealth otherSpc otherOtherAug 29, 2017Aug 28, 2017
Brenden Arnold StephensonRehmann Wealth otherCetera Investment Advisers LLC otherOtherJun 15, 2017Oct 17, 2016
Kimberly Ann HoustonRehmann Wealth otherLPL Financial LLC independent RIAOtherMay 5, 2017Jan 23, 2018 (263 d)
Erickson Richard BraundRehmann Wealth otherRegal Investment Advisors LLC otherOtherApr 21, 2017Apr 21, 2017
Gary Richard GilgenRehmann Wealth otherOsaic Wealth, Inc. otherOtherApr 11, 2017Apr 12, 2017
William Edward StewartRehmann Wealth otherLPL Financial LLC BD affiliatedOtherApr 11, 2017Oct 5, 2020 (1273 d)
Laura SternheimerRehmann Wealth otherCirrus Wealth Management no RAUMOtherJul 6, 2016Mar 9, 2016
Daniel Brady CotterRehmann Wealth otherEquitable Advisors, LLC national BDOtherApr 12, 2016Sep 25, 2017 (531 d)
Joseph Cox GranzierRehmann Wealth otherEquitable Advisors, LLC national BDOtherApr 12, 2016Apr 5, 2016
David C BarthRehmann Wealth otherEquitable Advisors, LLC national BDOtherApr 12, 2016Apr 5, 2016
Mark Nellis FosterRehmann Wealth otherLPL Financial LLC otherOtherNov 20, 2015Mar 13, 2015
Mandy Suzanne BartonRehmann Wealth otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 2, 2015Sep 15, 2015
Thomas G KennedyRehmann Wealth otherGlobal Retirement Partners LLC otherOtherJun 18, 2015Jul 10, 2015
Maddalena Maria ParksRehmann Wealth otherWells Fargo Advisors wirehouseOtherJan 2, 2014May 12, 2014 (130 d)
Mathew Ryan BrittRehmann Wealth otherRaymond James Financial Services Advisors, Inc otherOtherJan 2, 2014Jun 11, 2014 (160 d)
Michelle R SchroederRehmann Wealth otherOsaic Wealth, Inc. otherOtherDec 10, 2012Jul 5, 2013 (207 d)
Wendy KouvarasRehmann Wealth otherPension Builders And Consultants no RAUMOtherNov 26, 2012Jul 24, 2012
Lois J. GregoryRehmann Wealth otherPension Builders And Consultants no RAUMOtherNov 26, 2012Jul 24, 2012
Arturo Jesus Rodriguez DiazRehmann Wealth otherRiwm, LLC state registeredOtherSep 6, 2012Apr 26, 2012
Ricardo RamirezRehmann Wealth otherRiwm, LLC state registeredOtherSep 6, 2012May 9, 2012
Jose Eduardo Torres MartinezRehmann Wealth otherRiwm, LLC state registeredOtherSep 6, 2012May 9, 2012
Luiz David AzambujaRehmann Wealth otherRiwm, LLC state registeredOtherSep 6, 2012May 9, 2012
Antonio Salvador BauzaRehmann Wealth otherRiwm, LLC state registeredOtherSep 6, 2012May 9, 2012
Joseph OlekszykRehmann Wealth otherShell Capital Management, LLC otherOtherMay 14, 2012May 21, 2012
Michael Allen PolandRehmann Wealth otherBraeburn Wealth Management, LLC otherOtherAug 22, 2011Nov 30, 2012 (466 d)
Stephanie Anne NilsenRehmann Wealth otherMorgan Stanley wirehouseOtherMay 23, 2011Jul 28, 2011 (66 d)
William Arden BurnettRehmann Wealth otherMorgan Stanley wirehouseOtherSep 1, 2010Aug 30, 2018 (2920 d)
Ethan Albert AndersonRehmann Wealth otherC-Pas LLC otherOtherMay 18, 2010May 24, 2010
Gary William MedleyRehmann Wealth otherFifth Third Securities, Inc. otherOtherNov 29, 2007Sep 25, 2007
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42 moves match.