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
Ryan Laurence FurlongBuckingham Strategic Wealth, LLC BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2020Mar 6, 2020
Ryan P JenningsBuckingham Strategic Wealth, LLC BD affiliatedNikulski Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2019Dec 2, 2019
Brian Joseph ShapiroBuckingham Strategic Wealth, LLC BD affiliatedForum Financial Management, LP independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2019Sep 14, 2020 (361 d)
Jamie Lynn SlaughterBuckingham Strategic Wealth, LLC BD affiliatedEllerbrock-Norris Wealth Strategies LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2019Jun 18, 2019
Joseph A MetcalfBuckingham Strategic Wealth, LLC BD affiliatedMosaic Family Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2019Sep 4, 2019 (105 d)
Timothy Ford HanserBuckingham Strategic Wealth, LLC independent RIAClayton Financial Group, LLC independent RIARIA to RIADec 11, 2018Nov 21, 2018
Theresa Lynn RowlandBuckingham Strategic Wealth, LLC independent RIACgn Advisors, LLC independent RIARIA to RIANov 8, 2018Jan 16, 2019 (69 d)
Richard Scott WimmerBuckingham Strategic Wealth, LLC independent RIASilicon Hills Wealth Management independent RIARIA to RIAAug 8, 2018May 5, 2021 (1001 d)
Kristin Bence PooleBuckingham Strategic Wealth, LLC independent RIAKrilogy independent RIARIA to RIAMay 23, 2018Aug 2, 2018 (71 d)
Natasha G ThamanBuckingham Strategic Wealth, LLC otherApollon Wealth Management, LLC independent RIAOtherMar 6, 2018May 2, 2022 (1518 d)
Daniel Alexander PerkinsBuckingham Strategic Wealth, LLC otherWealthpoint Advisors LLC otherOtherJun 14, 2017Mar 29, 2017
Sheetal Shyam BagdeBuckingham Strategic Wealth, LLC otherB|O|S otherOtherApr 20, 2017May 4, 2017
Edward ChoBuckingham Strategic Wealth, LLC otherEcho Advisory LLC state registeredOtherMar 8, 2017Sep 8, 2025 (3106 d)
Michael James TorneyBuckingham Strategic Wealth, LLC otherMoneta Group Investment Advisors, LLC otherOtherMar 2, 2017Mar 8, 2017
William James SteinbergerBuckingham Strategic Wealth, LLC otherOpes Wealth Management, LLC no RAUMOtherDec 14, 2016Jan 9, 2019 (756 d)
Michael Redington MarianiBuckingham Strategic Wealth, LLC otherConsolidated Wealth Management state registeredOtherNov 22, 2016Dec 8, 2016
Christopher Joseph BraunerBuckingham Strategic Wealth, LLC otherKeb Wealth Advisors independent RIAOtherOct 13, 2016Aug 23, 2024 (2871 d)
Melissa Hope EinbergBuckingham Strategic Wealth, LLC otherVanguard Advisers, Inc. otherOtherOct 5, 2016Jan 23, 2018 (475 d)
Zachary Paul HagenBuckingham Strategic Wealth, LLC otherZh Wealth Management, LLC state registeredOtherMay 17, 2016Sep 2, 2016 (108 d)
Matthew James RiceBuckingham Strategic Wealth, LLC otherMariner Wealth Advisors otherOtherMay 2, 2016May 5, 2016
Weston Bret ManleyBuckingham Strategic Wealth, LLC otherRfg Advisory, LLC otherOtherApr 27, 2016May 3, 2016
William Patrick AkinsBuckingham Strategic Wealth, LLC otherMoneta Group Investment Advisors, LLC otherOtherJan 21, 2016Jan 26, 2016
Shannon Faye MoenkhausBuckingham Strategic Wealth, LLC otherClarity Financial Planners no RAUMOtherOct 2, 2015Oct 2, 2015
Allen Gould ReganBuckingham Strategic Wealth, LLC otherAvl/Wealthcare, LLC otherOtherJun 25, 2015Jul 1, 2015
Tiya LimBuckingham Strategic Wealth, LLC otherCreative Planning otherOtherNov 19, 2014Nov 19, 2014
John Dallam MurryBuckingham Strategic Wealth, LLC otherErnst & Young Investment Advisers Llp no RAUMOtherJul 11, 2014Apr 19, 2023 (3204 d)
Amy PearlBuckingham Strategic Wealth, LLC otherAcorn Financial Planning state registeredOtherSep 7, 2013Oct 15, 2025 (4421 d)
Christopher Guillermo Girbes-PierceBuckingham Strategic Wealth, LLC otherMoneyzen Wealth Management, LLC unclassifiedOtherJun 6, 2013Aug 26, 2013 (81 d)
Susan Lynn ShackelfordBuckingham Strategic Wealth, LLC otherKeb Wealth Advisors otherOtherAug 27, 2010Jan 19, 2011 (145 d)
Richard Patrick McdonaldBuckingham Strategic Wealth, LLC otherMoneta Group Investment Advisors, LLC otherOtherJan 21, 2010Dec 10, 2010 (323 d)
Patrick M RitterBuckingham Strategic Wealth, LLC otherEdward Jones national BDOtherMar 23, 2009May 27, 2010 (430 d)
Richard Weber GatesBuckingham Strategic Wealth, LLC otherCetera Investment Advisers LLC otherOtherApr 14, 2008Apr 16, 2008
Tammy Lynn CourtneyBuckingham Strategic Wealth, LLC otherMorgan Keegan & Company, LLC otherOtherJan 2, 2008May 28, 2009 (512 d)
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93 moves match.