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 Larson Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael David Kotila | Larson Financial Group, LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2026 | Jun 22, 2026 |
| Andrea Megan Fletcher | Larson Financial Group, LLC BD affiliated | Vestia Personal Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Jul 9, 2026 (42 d) |
| Karl A Feigley | Larson Financial Group, LLC BD affiliated | Advisory Services Network independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2026 | Jul 31, 2026 (87 d) |
| Dylan Clark | Larson Financial Group, LLC BD affiliated | Compound Planning, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2026 | May 14, 2026 (100 d) |
| John Fischer | Larson Financial Group, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Nov 18, 2025 | Jan 8, 2026 (51 d) |
| Connor Jeffrey Oak | Larson Financial Group, LLC BD affiliated | Crane Capital Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 15, 2025 | Sep 25, 2025 |
| Kolton Rominski | Larson Financial Group, LLC BD affiliated | Ausdal Financial Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 8, 2025 | Sep 15, 2025 |
| John Nelson Duncan | Larson Financial Group, LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2025 | Aug 18, 2025 |
| Lindsey Boettigheimer | Larson Financial Group, LLC BD affiliated | Intrua Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2025 | May 15, 2025 |
| Brian Joseph Fernandez | Larson Financial Group, LLC BD affiliated | Krilogy independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2024 | Mar 3, 2025 (87 d) |
| Dylan Schwartz | Larson Financial Group, LLC BD affiliated | Mai Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2024 | Sep 6, 2024 |
| Amy L Buchheit | Larson Financial Group, LLC BD affiliated | Intrua Financial BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2024 | Apr 18, 2024 |
| Mitchell Alan Wood | Larson Financial Group, LLC BD affiliated | Intrua Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 20, 2023 | Nov 20, 2023 |
| Erin Lee Mutton | Larson Financial Group, LLC BD affiliated | Pathway Financial Advisers, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2023 | Nov 21, 2023 |
| Philip John Ferrara | Larson Financial Group, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | May 30, 2023 | Nov 6, 2023 (160 d) |
| Nicholas William Randolph | Larson Financial Group, LLC BD affiliated | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2023 | Jul 14, 2023 (67 d) |
| Jeffery Schulz | Larson Financial Group, LLC BD affiliated | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | May 1, 2023 | May 2, 2023 |
| Joseph D. Insinna | Larson Financial Group, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2023 | Jul 17, 2023 (77 d) |
| Jonathan Richard Vogel | Larson Financial Group, LLC BD affiliated | Impact Partnership Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2023 | Apr 10, 2023 (70 d) |
| Timothy Brian Haggard | Larson Financial Group, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2023 | Jan 31, 2023 |
| John C Moresi | Larson Financial Group, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Nov 28, 2022 | Dec 22, 2022 |
| Kevin Sensbach | Larson Financial Group, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 11, 2022 | Apr 6, 2023 (146 d) |
| Jacob Patrick Fidler | Larson Financial Group, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2022 | Aug 8, 2022 |
| Jacob Daniel Stevenson | Larson Financial Group, LLC BD affiliated | Ausdal Financial Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 15, 2022 | Feb 14, 2022 |
| Cayden Christopher Alexander | Larson Financial Group, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2022 | Jan 27, 2022 |
| Matthew Burkart | Larson Financial Group, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2021 | Apr 25, 2022 (264 d) |
| Aaron Joseph Deterding | Larson Financial Group, LLC BD affiliated | Oppenheimer & Co. Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2021 | Apr 5, 2021 |
| Lauren Lehr | Larson Financial Group, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 31, 2021 | Mar 31, 2021 |
| Brian Patrick Randall | Larson Financial Group, LLC independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Feb 23, 2021 | Dec 14, 2020 |
| Brendon Winkler | Larson Financial Group, LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Feb 2, 2021 | Feb 4, 2021 |
| Forrest Michael Friedow | Larson Financial Group, LLC independent RIA | Vestia Personal Wealth Advisors independent RIA | RIA to RIA | Sep 30, 2020 | Sep 30, 2020 |
| Jennifer Anne Chatfield | Larson Financial Group, LLC independent RIA | Vestia Personal Wealth Advisors independent RIA | RIA to RIA | Sep 30, 2020 | Sep 30, 2020 |
| Timothy Scott Beldner | Larson Financial Group, LLC independent RIA | Ausdal Financial Partners, Inc. independent RIA | RIA to RIA | Aug 6, 2020 | Jul 31, 2020 |
| Tyler Andrew Anderson | Larson Financial Group, LLC independent RIA | Ausdal Financial Partners, Inc. independent RIA | RIA to RIA | Aug 6, 2020 | Jul 17, 2020 |
| Phillip R Wight | Larson Financial Group, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2019 | Mar 19, 2019 |
| Charles Harbin Andrew | Larson Financial Group, LLC BD affiliated | Cwm, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2019 | Mar 14, 2019 |
| Steven Mark Cervantes | Larson Financial Group, LLC BD affiliated | K Street Capital Partners unclassified | Other | Oct 17, 2018 | Jan 23, 2019 (98 d) |
| Kinta Mack Smith | Larson Financial Group, LLC BD affiliated | Arete Wealth Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2018 | Jan 1, 2025 (2428 d) |
| Thomas Scott Martin | Larson Financial Group, LLC other | Vestia Personal Wealth Advisors no RAUM | Other | Jan 2, 2018 | Jan 2, 2018 |
| Andrew William Parker | Larson Financial Group, LLC other | Vestia Personal Wealth Advisors no RAUM | Other | Jan 2, 2018 | Jan 2, 2018 |
| Cameron Donald Heasley | Larson Financial Group, LLC other | Vestia Personal Wealth Advisors independent RIA | Other | Jan 2, 2018 | Oct 14, 2019 (650 d) |
| Brian Michael Johnson | Larson Financial Group, LLC other | Commonwealth Financial Network national BD | Other | Jan 2, 2018 | Jan 12, 2018 |
| Lauren Law Oschman | Larson Financial Group, LLC other | Vestia Personal Wealth Advisors no RAUM | Other | Jan 2, 2018 | Jan 12, 2018 |
| Jacquelyn Diane Denson | Larson Financial Group, LLC other | Vestia Personal Wealth Advisors independent RIA | Other | Jan 2, 2018 | Jan 7, 2026 (2927 d) |
| Michael William Trent | Larson Financial Group, LLC other | Vestia Personal Wealth Advisors independent RIA | Other | Jan 2, 2018 | Jun 20, 2019 (534 d) |
| Christopher David Robbins | Larson Financial Group, LLC other | Vestia Personal Wealth Advisors independent RIA | Other | Jan 2, 2018 | Nov 9, 2021 (1407 d) |
| Matthew Raymond Lessman | Larson Financial Group, LLC other | The Prudent Homebuyer unclassified | Other | Nov 21, 2017 | Nov 22, 2017 |
| Nathan James Brooks | Larson Financial Group, LLC other | Arete Wealth Advisors, LLC other | Other | Nov 7, 2017 | Nov 3, 2017 |
| Kristen Elizabeth Kinney | Larson Financial Group, LLC other | Edward Jones national BD | Other | Oct 6, 2017 | Oct 20, 2017 |
| Joshua David Nix | Larson Financial Group, LLC other | Edward Jones national BD | Other | Oct 2, 2017 | Sep 29, 2017 |
| Jaret Dalin Perryman | Larson Financial Group, LLC other | Ssn Advisory, Inc. other | Other | Sep 19, 2017 | Oct 7, 2017 |
| Jeffrey Scott Larson | Larson Financial Group, LLC other | Arete Wealth Advisors, LLC other | Other | Aug 17, 2017 | Aug 1, 2017 |
| Kyle William Chapman | Larson Financial Group, LLC other | Cetera Advisor Networks LLC BD affiliated | Other | Aug 16, 2017 | May 14, 2018 (271 d) |
| Vayahn Onuselogu | Larson Financial Group, LLC other | Arete Wealth Advisors, LLC other | Other | Aug 2, 2017 | Aug 16, 2017 |
| Joshua Paul Statler | Larson Financial Group, LLC other | Arete Wealth Advisors, LLC other | Other | Aug 2, 2017 | Aug 2, 2017 |
| Randall Scott Larson | Larson Financial Group, LLC other | Arete Wealth Advisors, LLC other | Other | Aug 2, 2017 | Aug 1, 2017 |
| Brian Adam Sanguinet | Larson Financial Group, LLC other | Arete Wealth Advisors, LLC other | Other | Aug 2, 2017 | Aug 2, 2017 |
| Jordan St Clair | Larson Financial Group, LLC other | Arete Wealth Advisors, LLC other | Other | Aug 2, 2017 | Aug 2, 2017 |
| Bradley Steven Meyers | Larson Financial Group, LLC other | Arete Wealth Advisors, LLC other | Other | Aug 2, 2017 | Aug 2, 2017 |
| Robert Charles Scott | Larson Financial Group, LLC other | Partner Wealth state registered | Other | Mar 7, 2017 | Mar 15, 2017 |
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75 moves match.