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 Cutler Investment Group
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Michael Wagner | Cutler Investment Group independent RIA | West Wealth Group, LLC independent RIA | RIA to RIA | May 13, 2026 | May 21, 2026 |
| Stanley Sroufe Barnes | Cutler Investment Group independent RIA | Sei Investments Management Corp mixed wealth | RIA to RIA | May 26, 2025 | Jun 30, 2025 (35 d) |
| Matthew M Jensen | Cutler Investment Group independent RIA | US Capital Global Wealth Management, LLC state registered | RIA to a state-registered adviser | Jul 25, 2024 | Oct 15, 2025 (447 d) |
| Bryan Milloy Knutson | Cutler Investment Group independent RIA | South Cove Financial, LLC independent RIA | RIA to RIA | Dec 12, 2023 | Sep 9, 2026 (1002 d) |
| Hugo R Sanchez | Cutler Investment Group mixed wealth | Koenig Investment Advisory, LLC independent RIA | RIA to RIA | Aug 6, 2020 | Jan 3, 2022 (515 d) |
| Jonas Lincoln Means | Cutler Investment Group mixed wealth | Mariposa Wealth Solutions LLC state registered | RIA to a state-registered adviser | Sep 27, 2019 | Aug 30, 2019 |
| Andrew Donald Frey | Cutler Investment Group mixed wealth | United Capital Financial Advisors independent RIA | RIA to RIA | Dec 6, 2018 | Mar 15, 2019 (99 d) |
| Xavier Jose Urpi | Cutler Investment Group mixed wealth | Emergent Financial Services, LLC. institutional | Other | Jan 18, 2018 | Feb 16, 2018 |
| Amy Marie Mutal | Cutler Investment Group other | Prevail Wealth Management independent RIA | Other | Jun 20, 2016 | Oct 25, 2022 (2318 d) |
| Keegan Jay Denn | Cutler Investment Group other | Fidelis Im independent RIA | Other | Mar 8, 2012 | Dec 5, 2024 (4655 d) |
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10 moves match.