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 Korhorn Financial 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.

AdvisorFromToTypeLeftRegistered
Tanner Michael WatsonKorhorn Financial Group independent RIAWalter Keenan Wealth Management independent RIARIA to RIAJan 27, 2026Feb 5, 2026
Kaleb John ParrettKorhorn Financial Group independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 24, 2025Jul 22, 2026 (454 d)
Lance Christian LudwigKorhorn Financial Group independent RIAKingdom Financial state registeredRIA to a state-registered adviserAug 14, 2023Oct 2, 2023 (49 d)
Jacob Aaron KerseyKorhorn Financial Group independent RIAChoreo, LLC independent RIARIA to RIAOct 17, 2022Oct 31, 2022
Janelle StclairKorhorn Financial Group independent RIASecurian Financial Services, Inc. independent RIARIA to RIAOct 6, 2022Jan 19, 2023 (105 d)
Samuel Christopher EllsworthKorhorn Financial Group independent RIAMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankApr 18, 2022May 2, 2022
Randolph Earl RaileyKorhorn Financial Group independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 3, 2021Sep 3, 2021
Octavian Tuturu SayumweKorhorn Financial Group independent RIASym Financial Advisors independent RIARIA to RIAFeb 15, 2021Mar 26, 2021 (39 d)
Jacob PhelpsKorhorn Financial Group independent RIABonfire Financial, LLC independent RIARIA to RIANov 20, 2020Nov 16, 2020
Nicolas Adam ChaputKorhorn Financial Group independent RIALPL Financial LLC independent RIARIA to RIAFeb 13, 2019Apr 8, 2019 (54 d)
Evan Timothy StarkKorhorn Financial Group independent RIASym Financial Advisors independent RIARIA to RIAJul 16, 2018May 2, 2019 (290 d)
Jared Scott MillerKorhorn Financial Group otherHarbour Investments, Inc. otherOtherDec 1, 2016Jan 30, 2017 (60 d)
Joseph David GastaldiKorhorn Financial Group otherGreenleaf Advisors otherOtherAug 31, 2015Feb 17, 2016 (170 d)
Daniel Lee HoldenKorhorn Financial Group otherTd Ameritrade, Inc. no RAUMOtherDec 3, 2013Apr 4, 2017 (1218 d)
Matthew James MeekKorhorn Financial Group otherAvantax Advisory Services otherOtherNov 19, 2013Aug 12, 2013
Beth Ann AndrewsKorhorn Financial Group otherSecurities America Advisors, Inc. otherOtherNov 9, 2004Nov 15, 2004
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16 moves match.