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 Composition 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
Alexander Theodore ChumasComposition Wealth, LLC independent RIASeia BD affiliatedRIA to affiliated broker-dealer or bankJun 24, 2026Aug 3, 2026 (40 d)
Timothy O ShawComposition Wealth, LLC independent RIAStratos Wealth Partners, Ltd BD affiliatedRIA to affiliated broker-dealer or bankMar 6, 2026Mar 5, 2026
Sophia TaslitskyComposition Wealth, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankFeb 2, 2026Jan 29, 2026
Dimitry FarberovComposition Wealth, LLC independent RIACompound Planning, Inc. independent RIARIA to RIANov 26, 2024Nov 15, 2024
Simon TumanComposition Wealth, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 23, 2024Dec 17, 2024 (55 d)
Mark PatzerComposition Wealth, LLC independent RIACompound Planning, Inc. independent RIARIA to RIAOct 15, 2024Sep 27, 2024
Anderson Jansen LafontantComposition Wealth, LLC independent RIABlue Zone Wealth Advisors, LLC independent RIARIA to RIAJun 24, 2024Jun 25, 2024
Alexandra Morgan OngComposition Wealth, LLC independent RIAEvoke Advisors mixed wealthRIA to RIAFeb 21, 2024Sep 27, 2024 (219 d)
Peter Wade LowdenComposition Wealth, LLC independent RIASyon Capital LLC independent RIARIA to RIAJan 26, 2024Apr 18, 2024 (83 d)
Matthew Hui Paul MontefuscoComposition Wealth, LLC independent RIAGolden State Wealth Management, LLC independent RIARIA to RIAOct 19, 2023Jan 2, 2026 (806 d)
Kevin J KoehlerComposition Wealth, LLC independent RIACerity Partners LLC independent RIARIA to RIAJun 28, 2023Dec 22, 2025 (908 d)
Mark Alan RenardComposition Wealth, LLC independent RIANorthwest Asset Management independent RIARIA to RIAMar 3, 2023Feb 24, 2023
Frank J. LeeComposition Wealth, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseNov 4, 2022Sep 21, 2023 (321 d)
Kevin Patrick BarlowComposition Wealth, LLC independent RIAMariner Independent independent RIARIA to RIAFeb 28, 2022Mar 1, 2022
Danielle Rebecca BronnerComposition Wealth, LLC independent RIAMariner Independent independent RIARIA to RIAFeb 28, 2022Mar 1, 2022
William Patrick NugentComposition Wealth, LLC independent RIAConvey Wealth LLC state registeredRIA to a state-registered adviserFeb 18, 2022Sep 6, 2022 (200 d)
Jeffrey Frank JagardComposition Wealth, LLC independent RIAAvalan, LLC independent RIARIA to RIAJul 2, 2021Aug 26, 2021 (55 d)
Steven Erik JakschComposition Wealth, LLC independent RIATcfg Investment Advisors, LLC independent RIARIA to RIAOct 13, 2020Dec 3, 2020 (51 d)
Jeffery Dale ThompsonComposition Wealth, LLC independent RIAAvalan, LLC independent RIARIA to RIAJul 30, 2020Jan 1, 2025 (1616 d)
Joshua Martin SailarComposition Wealth, LLC independent RIABlue Zone Wealth Advisors, LLC independent RIARIA to RIADec 16, 2019Jan 1, 2025 (1843 d)
Judith Maria LuComposition Wealth, LLC independent RIABlue Zone Wealth Advisors, LLC independent RIARIA to RIADec 9, 2019Jun 30, 2020 (204 d)
Thea NesisComposition Wealth, LLC independent RIAApplied Wealth Management state registeredRIA to a state-registered adviserSep 11, 2019Nov 17, 2022 (1163 d)
Melissa M EstradaComposition Wealth, LLC independent RIAAvalan, LLC independent RIARIA to RIAAug 8, 2019Aug 5, 2019
Rustin Jj FeldmanComposition Wealth, LLC independent RIAB Riley Wealth Management otherOtherAug 27, 2018Aug 21, 2018
Joseph Cornelius GodseyComposition Wealth, LLC otherMML Investors Services, LLC otherOtherMay 18, 2017Feb 26, 2018 (284 d)
Audra Lynn MallowComposition Wealth, LLC otherIntegrated Advisors Network LLC otherOtherApr 12, 2016Apr 7, 2016
Scott Keith MullenComposition Wealth, LLC otherNational Wealth Partners LLC unclassifiedOtherOct 1, 2015Sep 5, 2017 (705 d)
Carl David AschenbrennerComposition Wealth, LLC otherHcr Wealth Advisors otherOtherMar 16, 2015Apr 15, 2015
Christopher BasqueComposition Wealth, LLC otherInvest Financial Corporation otherOtherDec 1, 2014Mar 12, 2015 (101 d)
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29 moves match.