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 Hbw Advisory Services 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
Paul Edward BrandweinHbw Advisory Services LLC independent RIAPcfo Capital state registeredRIA to a state-registered adviserJul 30, 2026Jul 30, 2026
Bulent ErolHbw Advisory Services LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2025Jun 29, 2023
Timothy Aaron SteeleHbw Advisory Services LLC independent RIAVantage Financial Group independent RIARIA to RIAFeb 5, 2025Feb 6, 2025
John Charles CheesemanHbw Advisory Services LLC independent RIATucker Asset Management LLC independent RIARIA to RIAAug 21, 2024Sep 18, 2024
Adam Reid DowlenHbw Advisory Services LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIADec 31, 2023Jan 30, 2025 (396 d)
William Stephen MurrayHbw Advisory Services LLC independent RIACetera Advisor Networks LLC otherOtherSep 14, 2023Jul 25, 2017
Roy Edwards Van MuyenHbw Advisory Services LLC independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2023Jul 7, 2023
Christopher Rodney PilandHbw Advisory Services LLC independent RIAGeorgia Wealth Partners, LLC independent RIARIA to RIAOct 21, 2022Oct 28, 2022
Joseph Houston CombestHbw Advisory Services LLC independent RIATriton Financial Group, Inc independent RIARIA to RIAOct 12, 2022Sep 6, 2022
Chad Leroy CosensHbw Advisory Services LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMay 9, 2022May 9, 2022
Mark Gerard LoftusHbw Advisory Services LLC independent RIACreative Financial Designs, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 3, 2021Nov 3, 2021
Tobie A RodriguezHbw Advisory Services LLC independent RIAOne Capital Management, LLC independent RIARIA to RIAApr 18, 2019Jan 3, 2023 (1356 d)
Etsuji Edward OizumiHbw Advisory Services LLC independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 4, 2019Nov 9, 2018
Peter William DotsonHbw Advisory Services LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIADec 31, 2018Feb 1, 2019 (32 d)
Adam John SimonHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherJun 14, 2017Jun 15, 2017
Seth David McbeeHbw Advisory Services LLC otherMcbee Advisors, Inc. otherOtherJun 13, 2017Jun 21, 2017
John Anthony PerkoHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherJun 9, 2017Apr 13, 2020 (1039 d)
Kendra Kay SimonHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherJun 9, 2017Jan 1, 2025 (2763 d)
Jodi Fay BrushHbw Advisory Services LLC otherFounders Financial Securities, LLC otherOtherJan 3, 2017Jan 3, 2017
Jeffrey Donald WellsHbw Advisory Services LLC otherFounders Financial Securities, LLC otherOtherDec 31, 2016Jan 3, 2017
Fred William FreimarkHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherApr 5, 2016Apr 4, 2016
Janell Laulean DenkHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherApr 4, 2016Jan 1, 2025 (3194 d)
Bruce Robert DenkHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherApr 4, 2016Apr 8, 2016
Bryan R ByrdHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherDec 31, 2015Jan 5, 2016
Gary Lynn LloydHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherDec 31, 2015Jan 1, 2026 (3654 d)
Orlando Ismael LunaHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherDec 31, 2015Feb 9, 2016 (40 d)
Kristin Michelle Menz-YianniHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherDec 2, 2015Jan 20, 2016 (49 d)
Lance Burton WhitneyHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherNov 16, 2015Sep 29, 2025 (3605 d)
Joseph J LaroccaHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherNov 4, 2015Apr 11, 2017 (524 d)
Manuel MenendezHbw Advisory Services LLC otherCpr Financial & Insurance Services, Inc. state registeredOtherNov 2, 2015Apr 21, 2025 (3458 d)
Justin Paul ReinholdHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherSep 24, 2015Oct 1, 2015
Charles Paul ReinholdHbw Advisory Services LLC otherCpr Investments Inc independent RIAOtherSep 23, 2015Apr 6, 2010
Rudy Lee GarciaHbw Advisory Services LLC otherGlobal View Capital Management LLC otherOtherSep 8, 2015Sep 16, 2015
Vincent Rocco LombardoHbw Advisory Services LLC otherCpr Financial & Insurance Services, Inc. state registeredOtherAug 17, 2015Aug 25, 2015
Donald John BreukerHbw Advisory Services LLC otherRoyal Fund Management, LLC otherOtherJul 15, 2015Jun 23, 2015
Jorge Luis Morales BajandasHbw Advisory Services LLC otherVisionary Wealth Advisors, LLC otherOtherJun 26, 2015Jun 19, 2015
Armando FernandezHbw Advisory Services LLC otherNext Financial Group, Inc. otherOtherMar 16, 2015Apr 3, 2015
Eric Bruce KingHbw Advisory Services LLC otherNext Financial Group, Inc. otherOtherJan 6, 2015Jan 13, 2015
Bradley J ThompsonHbw Advisory Services LLC otherNext Financial Group, Inc. otherOtherDec 31, 2014Jan 7, 2015
John Robert FawcettHbw Advisory Services LLC otherFirst Advisors National, LLC otherOtherDec 31, 2014Mar 24, 2015 (83 d)
Gregory Daresh JasickHbw Advisory Services LLC otherSpc BD affiliatedOtherDec 31, 2014Jan 2, 2025 (3655 d)
Leonard David DebraberHbw Advisory Services LLC otherClearview Investments, LLC state registeredOtherSep 17, 2014Jul 18, 2014
Michael Lee RemingtonHbw Advisory Services LLC otherTransamerica Financial Advisors, LLC otherOtherAug 12, 2014Aug 29, 2014
Jose Maria ValenzuelaHbw Advisory Services LLC otherMid Atlantic Financial Management, Inc. otherOtherJul 28, 2014Aug 4, 2014
Joel David JohnsonHbw Advisory Services LLC otherCetera Investment Advisers LLC otherOtherMar 19, 2014Feb 27, 2014
Dale Eric RingerwoleHbw Advisory Services LLC otherCambridge Investment Research Advisors, Inc. otherOtherDec 31, 2013Jan 3, 2014
Jose Vicente SanchezHbw Advisory Services LLC otherBrookstone Wealth Advisors, LLC otherOtherOct 8, 2012Apr 30, 2012
Angela Marie JolleyHbw Advisory Services LLC otherFsic otherOtherAug 29, 2012Aug 21, 2012
Eric OhdeHbw Advisory Services LLC otherBrookstone Wealth Advisors, LLC no RAUMOtherJun 14, 2012Jan 1, 2026 (4949 d)
Brent Allen PlunkettHbw Advisory Services LLC otherCharter Wealth Management mixed wealthOtherApr 3, 2012Mar 22, 2012
Anne Schimmel-BeckHbw Advisory Services LLC otherAvantax Advisory Services otherOtherDec 31, 2011Jun 17, 2015 (1264 d)
Sagen Richard AugustinHbw Advisory Services LLC otherNew England Securities Corporation otherOtherDec 31, 2010Mar 4, 2011 (63 d)
Benjamin Alan MaserHbw Advisory Services LLC otherPackerland Brokerage Services, Inc. otherOtherNov 18, 2009Jan 14, 2010 (57 d)
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53 moves match.