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 Focus Advisor Solutions, 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
Brian David HaywoodFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC otherOtherJun 28, 2024Mar 19, 2007
Kurt Christian WunderlichFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC otherOtherJun 27, 2024Dec 5, 2014
Stephen Ross WiechelFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC otherOtherJun 26, 2024Mar 19, 2007
Adam Jonathan SchweizerFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 22, 2022Dec 22, 2022
Thomas Conor EastmanFocus Advisor Solutions, LLC independent RIACreative Planning independent RIARIA to RIAFeb 14, 2022Feb 8, 2022
Samuel Robert HillFocus Advisor Solutions, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAAug 18, 2021Aug 11, 2021
Alicia Temmerman MchughFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 17, 2021May 5, 2021
Dewayne Ray NelsonFocus Advisor Solutions, LLC independent RIACollective Wealth Advisors LLC independent RIARIA to RIAApr 12, 2021Apr 28, 2021
Roger Richard RoweFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 2, 2020Oct 2, 2020
Shannon Dean SchofieldFocus Advisor Solutions, LLC independent RIAInvesco Advisers, Inc. asset managerOtherJul 2, 2020Aug 20, 2020 (49 d)
Nishant K PandyaFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 2, 2020Jul 2, 2020
Stephanie F MackaraFocus Advisor Solutions, LLC independent RIACharleston Investment Advisors, LLC independent RIARIA to RIAFeb 4, 2020Sep 19, 2019
Erica Renee SmithFocus Advisor Solutions, LLC independent RIACharleston Investment Advisors, LLC independent RIARIA to RIAFeb 4, 2020Sep 19, 2019
Timothy Mark WochokFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2019Oct 1, 2019
Dennis Wayne CovingtonFocus Advisor Solutions, LLC otherSavant Wealth Management independent RIAOtherOct 8, 2014Mar 23, 2023 (3088 d)
John Matthew McmillenFocus Advisor Solutions, LLC otherSavant Wealth Management independent RIAOtherOct 8, 2014Mar 30, 2023 (3095 d)
Nathan Scott PritchardFocus Advisor Solutions, LLC otherOne Under Wealth Management, LLC state registeredOtherOct 8, 2014Dec 22, 2022 (2997 d)
Jeffrey Brittain McgovernFocus Advisor Solutions, LLC otherBuckingham Strategic Wealth, LLC otherOtherAug 21, 2013Jun 17, 2010
Richard Patrick McdonaldFocus Advisor Solutions, LLC otherBuckingham Strategic Wealth, LLC otherOtherJan 21, 2010Jul 27, 2007
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19 moves match.