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 Buckingham Strategic Wealth, 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
Benjamin Lee LanningBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC otherOtherNov 14, 2024Jul 11, 2014
Kristen Renee DonovanBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIANov 14, 2024Dec 17, 2021
Jerrold A GrecuBuckingham Strategic Wealth, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAAug 29, 2024Aug 29, 2024
Benjamin Michael ThieleBuckingham Strategic Wealth, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAAug 16, 2024Jul 1, 2024
Constanza Jelambi IllanesBuckingham Strategic Wealth, LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankJul 11, 2024Jul 8, 2024
Jeffery Alan YorgBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAJul 1, 2024Oct 11, 2019
Andrew Elton FentonBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAJul 1, 2024Feb 27, 2023
Xuyi ChenBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAJul 1, 2024Feb 27, 2023
Ryan FedderBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAJul 1, 2024Jun 16, 2023
Leanne Jeannette GeerBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAJul 1, 2024Mar 3, 2023
Justin Case CoxBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAJul 1, 2024Mar 13, 2023
Jose M CamarenaBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAJul 1, 2024Apr 11, 2024
Daniel Wain CampbellBuckingham Strategic Wealth, LLC independent RIAWaypoint Wealth Partners independent RIARIA to RIAJul 1, 2024Aug 15, 2024 (45 d)
Daniel John RushBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC otherOtherJun 28, 2024Jul 27, 2007
Mark John PitcherBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC otherOtherJun 28, 2024Sep 18, 2014
Blerina HysiBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC otherOtherJun 28, 2024Aug 21, 2013
Andrey Vladimirovich RudomiotovBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC otherOtherJun 28, 2024Nov 2, 2017
Kevin Gene CarltonBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC otherOtherJun 28, 2024Jul 1, 2016
Lindsay Michal WalesBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAJun 28, 2024Nov 1, 2021
Mary A. RyanBuckingham Strategic Wealth, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJun 18, 2024Jun 4, 2024
Andrew John VanlaninghamBuckingham Strategic Wealth, LLC independent RIASigfig Wealth Management LLC independent RIARIA to RIAMay 17, 2024Jun 4, 2024
Brandon Gwynn WoodsBuckingham Strategic Wealth, LLC independent RIARoot Financial Partners independent RIARIA to RIAFeb 7, 2024Feb 28, 2024
Heath James Mason McateerBuckingham Strategic Wealth, LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIASep 20, 2023Dec 12, 2023 (83 d)
Connor SimpkinsBuckingham Strategic Wealth, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankAug 11, 2023Oct 10, 2023 (60 d)
Matthew L ClarkBuckingham Strategic Wealth, LLC independent RIAChj Wealth Management independent RIARIA to RIAMay 17, 2023May 13, 2025 (727 d)
Brandon Jay Reef LaxtonBuckingham Strategic Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMay 9, 2023May 30, 2023
Matthew Thomas HarveyBuckingham Strategic Wealth, LLC independent RIAHfg Wealth Management, LLC independent RIARIA to RIAApr 25, 2023May 2, 2023
Allison Marie EcklundBuckingham Strategic Wealth, LLC independent RIACaptrust institutionalOtherApr 11, 2023Apr 5, 2023
Mathew Christian TracyBuckingham Strategic Wealth, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 14, 2023Mar 31, 2023
Richard Worthington EskriggeBuckingham Strategic Wealth, LLC independent RIASilverleafe Capital Partners, LLC independent RIARIA to RIAMar 9, 2023Jan 1, 2025 (664 d)
Jana Blackwell MorrisonBuckingham Strategic Wealth, LLC independent RIABurkett Financial Services, LLC independent RIARIA to RIAOct 19, 2022Sep 7, 2022
Kirby Joel MackBuckingham Strategic Wealth, LLC independent RIACreative Planning independent RIARIA to RIASep 19, 2022Aug 29, 2023 (344 d)
Josh David LozowBuckingham Strategic Wealth, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAAug 8, 2022Mar 14, 2023 (218 d)
Cecil Pope StatonBuckingham Strategic Wealth, LLC independent RIAArch Financial Planning, LLC state registeredRIA to a state-registered adviserAug 1, 2022May 23, 2022
Samuel Arthur StevensBuckingham Strategic Wealth, LLC independent RIACreative Planning independent RIARIA to RIAAug 1, 2022Aug 12, 2025 (1107 d)
Justin Michael SloanBuckingham Strategic Wealth, LLC independent RIARb Capital Management, LLC independent RIARIA to RIAJun 28, 2022May 6, 2022
Anthony GarrettBuckingham Strategic Wealth, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMay 11, 2022Jun 28, 2022 (48 d)
Stephanie TemporitiBuckingham Strategic Wealth, LLC independent RIAFlourish Wealth Management Inc. independent RIARIA to RIAMay 3, 2022May 13, 2022
Matthew DallasBuckingham Strategic Wealth, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 3, 2022Mar 9, 2022
Andrew Conley KinderBuckingham Strategic Wealth, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMar 8, 2022Mar 4, 2022
Nicholas Ethan ReiberBuckingham Strategic Wealth, LLC independent RIAReiber Wealth state registeredRIA to a state-registered adviserFeb 16, 2022Jan 20, 2022
Jeffrey Brittain McgovernBuckingham Strategic Wealth, LLC independent RIAHaven Wealth Planning state registeredRIA to a state-registered adviserJan 14, 2022Jan 25, 2024 (741 d)
Abigail Marie CasadyBuckingham Strategic Wealth, LLC independent RIAEversource Wealth Advisors, LLC independent RIARIA to RIAJan 14, 2022Nov 22, 2021
Adam Jonathan SchweizerBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIADec 20, 2021Dec 20, 2021
Micky Chamberlain ReevesBuckingham Strategic Wealth, LLC independent RIAEversource Wealth Advisors, LLC independent RIARIA to RIANov 9, 2021Oct 15, 2021
Dawuanta Do'Juor NorthernBuckingham Strategic Wealth, LLC independent RIACapasso Planning Partners LLC independent RIARIA to RIASep 16, 2021May 9, 2023 (600 d)
Samuel Robert HillBuckingham Strategic Wealth, LLC independent RIAFocus Advisor Solutions, LLC independent RIARIA to RIAAug 18, 2021Mar 17, 2020
James Neal WhiddonBuckingham Strategic Wealth, LLC independent RIAEvidence Wealth, LLC state registeredRIA to a state-registered adviserAug 6, 2021Jul 29, 2021
Zachary Scott NovakBuckingham Strategic Wealth, LLC independent RIAFacet independent RIARIA to RIAJul 13, 2021Aug 6, 2021
Kimberly RobinsonBuckingham Strategic Wealth, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJun 14, 2021Jul 19, 2021 (35 d)
Brian Stephen PageBuckingham Strategic Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJun 14, 2021Jan 16, 2026 (1677 d)
Cory Douglas BuehlerBuckingham Strategic Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAJun 14, 2021May 7, 2021
Adam Gene GoldsteinBuckingham Strategic Wealth, LLC independent RIAIfg Advisors, LLC independent RIARIA to RIAApr 22, 2021Apr 5, 2021
Nicholas Daniel KoboldtBuckingham Strategic Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAApr 22, 2021Apr 7, 2021
Matthew PrinceBuckingham Strategic Wealth, LLC independent RIASharp Financial independent RIARIA to RIAApr 22, 2021Oct 28, 2021 (189 d)
Danielle Leigh LaceyBuckingham Strategic Wealth, LLC independent RIAT. Rowe Price Associates, Inc. asset managerOtherApr 5, 2021Apr 12, 2021
Daniel Timothy ClareBuckingham Strategic Wealth, LLC independent RIAFlagstone Financial Management, LLC independent RIARIA to RIAMar 1, 2021Mar 12, 2021
Jovita Ruiz HonorBuckingham Strategic Wealth, LLC independent RIAHonor Family Office, LLC state registeredRIA to a state-registered adviserDec 10, 2020Nov 9, 2021 (334 d)
Tracy Lee NewquistBuckingham Strategic Wealth, LLC independent RIADwr Wealth Management, LLC independent RIARIA to RIASep 14, 2020Jul 8, 2021 (297 d)
Andrew Lawes EyermanBuckingham Strategic Wealth, LLC independent RIAFiduciary Advisors, Inc. institutionalOtherAug 7, 2020Aug 10, 2020
Page 1 of 2Next
93 moves match.