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 Aprio Wealth Management, 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
Charles Henry KochAprio Wealth Management, LLC independent RIAQuantum Financial Partners LLC independent RIARIA to RIAApr 23, 2026Apr 17, 2026
William Gregory Whittaker Jr.Aprio Wealth Management, LLC independent RIACreative Planning independent RIARIA to RIAMar 10, 2026May 29, 2026 (80 d)
Adam James NiestradtAprio Wealth Management, LLC independent RIARitholtz Wealth Management independent RIARIA to RIAFeb 6, 2026Jan 27, 2026
William Cory ArchibaldAprio Wealth Management, LLC independent RIAMaripau Wealth Management LLC independent RIARIA to RIANov 14, 2025Mar 16, 2026 (122 d)
Violet Amaranth HungerfordAprio Wealth Management, LLC independent RIAHelium Advisors LLC independent RIARIA to RIAAug 31, 2022Dec 9, 2022 (100 d)
Kelly Manning RodriguezAprio Wealth Management, LLC mixed wealthUnited Capital Financial Advisors independent RIARIA to RIASep 19, 2018Sep 27, 2018
Paul Matthew DammAprio Wealth Management, LLC otherMrp Capital Investments, LLC independent RIAOtherSep 25, 2015May 3, 2017 (586 d)
Dorothy StantonAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherApr 8, 2014Jan 22, 2015 (289 d)
Lisa Taranto SchifferAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherApr 8, 2014May 15, 2014 (37 d)
David Shane AustinAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherApr 8, 2014Apr 7, 2014
Christopher Jameson WynneAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherApr 8, 2014Apr 8, 2014
Niraj Nicholas BhandariAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherApr 8, 2014Apr 7, 2014
Shelly D. WaltonAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherApr 8, 2014Apr 7, 2014
Cortney Lynn RiceAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherApr 8, 2014May 15, 2014 (37 d)
Kory David LeeAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherApr 8, 2014Apr 7, 2014
Heather Ellise MurphyAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherApr 8, 2014Apr 8, 2014
Summer Anne RobertsAprio Wealth Management, LLC otherBison Wealth, LLC otherOtherFeb 10, 2014Feb 10, 2014
James Clinton BridgesAprio Wealth Management, LLC otherBison Wealth, LLC otherOtherFeb 3, 2014Feb 10, 2014
Allen Huggins JohnsonAprio Wealth Management, LLC otherDeutsche Bank Securities Inc. otherOtherJun 10, 2013Jun 7, 2013
Kim Marie MartinAprio Wealth Management, LLC otherDeutsche Bank Securities Inc. otherOtherJun 10, 2013Jun 17, 2013
Lauren Mouzayck MillardAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherJan 17, 2013Dec 6, 2012
Jana Schell ScottAprio Wealth Management, LLC otherMorgan Stanley wirehouseOtherJan 11, 2013Nov 1, 2013 (294 d)
Joseph S JamesAprio Wealth Management, LLC otherAvantax Planning Partners, Inc. otherOtherAug 22, 2012Apr 29, 2013 (250 d)
Lincoln Gerard MaguireAprio Wealth Management, LLC otherInvesmart Advisors Inc unclassifiedOtherJan 19, 2005Mar 11, 2005 (51 d)
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24 moves match.