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 Great Valley Advisor Group, LLC

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
Tiernan Patrick TalbotGreat Valley Advisor Group, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseAug 10, 2026Aug 13, 2026
David M HawleyGreat Valley Advisor Group, LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 28, 2026May 20, 2026
Kristie Lynn WeberGreat Valley Advisor Group, LLC independent RIABernicke Wealth Management independent RIARIA to RIAJan 5, 2026Nov 20, 2025
Katherine Jade AubartGreat Valley Advisor Group, LLC independent RIABernicke Wealth Management independent RIARIA to RIAOct 9, 2025Nov 26, 2025 (48 d)
Tasha StrandGreat Valley Advisor Group, LLC independent RIABernicke Wealth Management independent RIARIA to RIAOct 9, 2025Nov 20, 2025 (42 d)
Annasia Marie Ford-MccollumGreat Valley Advisor Group, LLC independent RIABernicke Wealth Management independent RIARIA to RIAOct 9, 2025Dec 1, 2025 (53 d)
Bryce ClevelandGreat Valley Advisor Group, LLC independent RIAGrey Fox Wealth Advisors, LLC independent RIARIA to RIASep 23, 2025Oct 14, 2025
Robert Francis SiejaGreat Valley Advisor Group, LLC independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseSep 9, 2025Sep 22, 2025
Kurt Edwin PhilionGreat Valley Advisor Group, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2025Jul 28, 2025
John Paul NapolitanoGreat Valley Advisor Group, LLC independent RIANapier Financial no RAUMRIA to a newly registered adviserJul 25, 2025Jul 21, 2025
Robert Michael GeorgiouGreat Valley Advisor Group, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherMay 7, 2025May 1, 2025
Joseph Michael KouryGreat Valley Advisor Group, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherMay 7, 2025May 2, 2025
Ty Alan BernickeGreat Valley Advisor Group, LLC independent RIABernicke Wealth Management no RAUMRIA to a newly registered adviserApr 28, 2025Apr 28, 2025
Steven Pearson LathamGreat Valley Advisor Group, LLC independent RIABernicke Wealth Management no RAUMRIA to a newly registered adviserApr 28, 2025Apr 28, 2025
Daniel Vernon EstensonGreat Valley Advisor Group, LLC independent RIABernicke Wealth Management no RAUMRIA to a newly registered adviserApr 28, 2025Apr 28, 2025
Lindsey Marie HendricksonGreat Valley Advisor Group, LLC independent RIABernicke Wealth Management no RAUMRIA to a newly registered adviserApr 28, 2025Apr 28, 2025
Tenner C StoeGreat Valley Advisor Group, LLC independent RIABernicke Wealth Management no RAUMRIA to a newly registered adviserApr 28, 2025Apr 28, 2025
Mitchell Antone VandenmeerendonkGreat Valley Advisor Group, LLC independent RIALPL Financial LLC independent RIARIA to RIAApr 28, 2025Jul 12, 2022
Eric Felton JohnsonGreat Valley Advisor Group, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 17, 2025Mar 17, 2025
Vincent Patrick PaganoGreat Valley Advisor Group, LLC independent RIAPagano Wealth Management LLC unclassifiedOtherFeb 12, 2025Feb 12, 2025
Lee Robert JohnsonGreat Valley Advisor Group, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 27, 2025Jan 27, 2025
Joseph Mark PetryGreat Valley Advisor Group, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Oct 30, 2024
Marc James PoulosGreat Valley Advisor Group, LLC independent RIACalamos Wealth Management LLC independent RIARIA to RIAJul 22, 2024Aug 9, 2024
Matthew LaciskeyGreat Valley Advisor Group, LLC independent RIANorthwest Asset Management independent RIARIA to RIAJun 14, 2024Jul 1, 2024
Blake T GleasonGreat Valley Advisor Group, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 9, 2024May 13, 2024 (34 d)
Lynn Marie OlsonGreat Valley Advisor Group, LLC independent RIAAmeritas Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 14, 2023Feb 2, 2024 (141 d)
Michelle Marie KlassGreat Valley Advisor Group, LLC independent RIAPrincipal Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 14, 2023Jan 3, 2024 (111 d)
George Robert PlockGreat Valley Advisor Group, LLC independent RIAJ. W. Cole Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 5, 2023Sep 11, 2023
Sarah Ann NobleGreat Valley Advisor Group, LLC independent RIAAis Planning independent RIARIA to RIAAug 29, 2023Oct 16, 2023 (48 d)
Ryan John BrumfieldGreat Valley Advisor Group, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankAug 1, 2023Aug 4, 2023
Ann M. CovingtonGreat Valley Advisor Group, LLC independent RIACovingtonalsina no RAUMRIA to a newly registered adviserJun 26, 2023Jun 26, 2023
John Lawrence GrantGreat Valley Advisor Group, LLC independent RIACovingtonalsina independent RIARIA to RIAJun 26, 2023Apr 22, 2025 (666 d)
James Patrick KarthausGreat Valley Advisor Group, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJun 6, 2023May 26, 2023
Matthew Ryan SatherGreat Valley Advisor Group, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2023Jun 5, 2023
Jude Richard KaveGreat Valley Advisor Group, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAApr 28, 2023May 26, 2023
James Arthur OneillGreat Valley Advisor Group, LLC independent RIALPL Financial LLC independent RIARIA to RIAJan 2, 2023Dec 6, 2022
Emil Alan FleischauerGreat Valley Advisor Group, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankNov 18, 2022Nov 30, 2022
Charles Edward ZwiefelhoferGreat Valley Advisor Group, LLC independent RIALPL Financial LLC independent RIARIA to RIANov 11, 2022Nov 10, 2022
Julie Anne DrainvilleGreat Valley Advisor Group, LLC independent RIACorrigan Financial Inc independent RIARIA to RIAOct 17, 2022May 25, 2023 (220 d)
Mark Timothy FitchGreat Valley Advisor Group, LLC independent RIACetera Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2022Jul 13, 2022
Jackie Katherine SchoettlGreat Valley Advisor Group, LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 17, 2022Aug 9, 2022 (53 d)
Maria Giacalone-MozoGreat Valley Advisor Group, LLC independent RIALPL Financial LLC independent RIARIA to RIAMar 23, 2022Apr 5, 2022
Bronwyn Verre DeweyGreat Valley Advisor Group, LLC independent RIAConestoga Capital Advisors, LLC asset managerOtherJan 3, 2022Jan 21, 2022
Christopher David SchwartzGreat Valley Advisor Group, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankDec 14, 2021May 12, 2022 (149 d)
Dylan VasbinderGreat Valley Advisor Group, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankSep 16, 2021Jun 8, 2022 (265 d)
Brandon Richard BishopGreat Valley Advisor Group, LLC independent RIAUnited Capital Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2021Aug 9, 2022 (404 d)
Hiram Nmn HutchisonGreat Valley Advisor Group, LLC independent RIACore Advisory Group independent RIARIA to RIAMar 17, 2021Apr 29, 2021 (43 d)
Sean Alexander HardingGreat Valley Advisor Group, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankMar 16, 2021Feb 10, 2021
Jon Henry JandroGreat Valley Advisor Group, LLC independent RIAValley Ridge Wealth unclassifiedOtherDec 15, 2020Apr 18, 2022 (489 d)
Karlyn Renee EtheridgeGreat Valley Advisor Group, LLC independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAAug 11, 2020Sep 1, 2020
Justin John ZoromskiGreat Valley Advisor Group, LLC independent RIAAdvisors' Pride Inc. independent RIARIA to RIAMay 6, 2019May 21, 2019
Phillip Albert LorenzonGreat Valley Advisor Group, LLC independent RIADuke And Duke Wealth Management LLC state registeredRIA to a state-registered adviserNov 19, 2018Jun 26, 2019 (219 d)
Louis C BavielloGreat Valley Advisor Group, LLC otherBaviello Investment Management, LLC state registeredOtherMar 19, 2018Mar 20, 2018
Robert Benjamin SeidenGreat Valley Advisor Group, LLC otherOsaic Advisory Services, LLC independent RIAOtherMar 13, 2018Jun 4, 2018 (83 d)
Jason O'MearaGreat Valley Advisor Group, LLC otherSfg Investment Advisors, Inc. otherOtherFeb 26, 2018Mar 12, 2018
Mark AxmacherGreat Valley Advisor Group, LLC otherPeachcap Tax & Advisory, LLC otherOtherJun 13, 2017Aug 4, 2017 (52 d)
Hajir John MoghaddamGreat Valley Advisor Group, LLC otherVanguard Advisers, Inc. BD affiliatedOtherJun 13, 2017Oct 13, 2021 (1583 d)
Nathan Allen RichterGreat Valley Advisor Group, LLC otherStrategic Wealth Group otherOtherMay 1, 2017May 5, 2017
Matthew A. PetersonGreat Valley Advisor Group, LLC otherStrategic Wealth Group otherOtherMay 1, 2017May 8, 2017
Paul Kenneth KingstonGreat Valley Advisor Group, LLC otherMeridian Wealth Partners, LLC otherOtherApr 11, 2017Apr 6, 2017
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66 moves match.