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 Avidian Wealth Solutions

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
David Matthew ThailingAvidian Wealth Solutions independent RIAConcurrent Investment Advisors, LLC independent RIARIA to RIAJul 8, 2026Jun 26, 2026
Joshua William PattersonAvidian Wealth Solutions independent RIAConcurrent Investment Advisors, LLC independent RIARIA to RIAJul 8, 2026Jul 2, 2026
Robert PalmerAvidian Wealth Solutions independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankJan 21, 2026Jan 29, 2026
Robert Allen BoswellAvidian Wealth Solutions independent RIASunbelt Securities BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2025Feb 4, 2025
Jared D KenneyAvidian Wealth Solutions independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 10, 2023Oct 9, 2023
Nicholas LowAvidian Wealth Solutions independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 28, 2023Jul 19, 2023
Scott A BishopAvidian Wealth Solutions independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2023Jun 18, 2023
Robert HarrisAvidian Wealth Solutions independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2023Jun 12, 2023
Cy Garrett CattanAvidian Wealth Solutions independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2023Jun 12, 2023
Patrick John FlemingAvidian Wealth Solutions independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2023Jun 12, 2023
Latika TillisAvidian Wealth Solutions independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2023Jun 12, 2023
Sarahbeth PipkinAvidian Wealth Solutions independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2023Jun 12, 2023
Braxton BartlettAvidian Wealth Solutions independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2023Jun 12, 2023
Michael ChurchillAvidian Wealth Solutions independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2023Jun 12, 2023
David Michael SabonghyAvidian Wealth Solutions independent RIAWaterloo Capital independent RIARIA to RIANov 16, 2022Nov 1, 2022
Jeremy Daniel CurtisAvidian Wealth Solutions independent RIALightstone Wealth Planning Solutions, LLC unclassifiedOtherOct 17, 2022Jan 9, 2023 (84 d)
James Ray MunchbachAvidian Wealth Solutions otherArkos Global Advisors, LLC no RAUMOtherApr 25, 2017Apr 25, 2017
Chandra Alexis BurnsAvidian Wealth Solutions otherRBC Capital Markets, LLC national BDOtherNov 18, 2016Nov 15, 2016
Lance Eric RobertsAvidian Wealth Solutions otherRia Advisors otherOtherDec 3, 2015Dec 22, 2015
Daniel Allen DoughtyAvidian Wealth Solutions otherLPL Financial LLC otherOtherAug 5, 2013Aug 2, 2013
Jenel Amber DarlandAvidian Wealth Solutions otherRaymond James Financial Services Advisors, Inc otherOtherSep 26, 2012Sep 26, 2012
James Kenneth BlakeAvidian Wealth Solutions otherLPL Financial LLC otherOtherApr 7, 2008Mar 13, 2017 (3262 d)
John Aaron RamirezAvidian Wealth Solutions otherB Riley Wealth Management otherOtherApr 7, 2008Dec 5, 2007
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23 moves match.