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 Commerce Wealth Advisers, 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.

Advisor	From	To	Type	Left	Registered
Jon Barton	Commerce Wealth Advisers, LLC other	Dewaay Capital Management other	Other	Jun 19, 2014	Feb 19, 2013
David Benjamin Merritt	Commerce Wealth Advisers, LLC other	Boyle Capital other	Other	Jun 19, 2014	Jun 17, 2016 (729 d)
Patrick Jones	Commerce Wealth Advisers, LLC other	Wells Fargo Advisors wirehouse	Other	Jun 19, 2014	Nov 25, 2014 (159 d)
Andrew David Kleis	Commerce Wealth Advisers, LLC other	Arete Wealth Advisors, LLC other	Other	Dec 31, 2012	Sep 6, 2012
Andrew Dorr	Commerce Wealth Advisers, LLC other	Arete Wealth Advisors, LLC other	Other	Dec 31, 2012	Sep 6, 2012
Benjamin L Morrow	Commerce Wealth Advisers, LLC other	Arete Wealth Advisors, LLC other	Other	Dec 31, 2012	Sep 6, 2012
Todd Christopher Doorenbos	Commerce Wealth Advisers, LLC other	Arete Wealth Advisors, LLC other	Other	Dec 17, 2012	Feb 13, 2013 (58 d)
Kevin John Stemberger	Commerce Wealth Advisers, LLC other	Regal Advisory Services, Inc. other	Other	Sep 4, 2012	Mar 31, 2015 (938 d)
Arthur Dennis Frasca	Commerce Wealth Advisers, LLC other	Regal Advisory Services, Inc. other	Other	Sep 4, 2012	Apr 7, 2015 (945 d)
Terry Dean Wheeler	Commerce Wealth Advisers, LLC other	Arque Capital, Ltd. unclassified	Other	Jul 18, 2012	Jul 7, 2011
Michelle Renee Stockman	Commerce Wealth Advisers, LLC other	Dmkc Advisory Services, LLC other	Other	Jul 6, 2012	Jul 24, 2012
Thomas Arthur Karsten	Commerce Wealth Advisers, LLC other	Karsten Advisors no RAUM	Other	May 25, 2012	Jan 4, 2012
Jeffrey Charles Paladini	Commerce Wealth Advisers, LLC other	Karsten Advisors no RAUM	Other	May 25, 2012	Jan 5, 2012
Kay Mayhue	Commerce Wealth Advisers, LLC other	LPL Financial LLC other	Other	May 8, 2012	May 8, 2012
Brad Lynn Cast	Commerce Wealth Advisers, LLC other	Biltmore Capital Advisors other	Other	May 8, 2012	Sep 9, 2011
Blaine Gordon Malcolm	Commerce Wealth Advisers, LLC other	LPL Financial LLC other	Other	May 8, 2012	May 8, 2012
Jennifer Cox Mann	Commerce Wealth Advisers, LLC other	LPL Financial LLC other	Other	May 8, 2012	May 14, 2012
Matthew Kyle Shores	Commerce Wealth Advisers, LLC other	LPL Financial LLC other	Other	May 8, 2012	May 8, 2012
Jon Paul Pattinson	Commerce Wealth Advisers, LLC other	LPL Financial LLC other	Other	May 8, 2012	May 8, 2012
Bryan Andrew Strike	Commerce Wealth Advisers, LLC other	Kays Financial Advisory Corp other	Other	May 8, 2012	May 30, 2012
Zachary Beckerley	Commerce Wealth Advisers, LLC other	LPL Financial LLC other	Other	May 8, 2012	May 8, 2012
Monica Marie Sipes	Commerce Wealth Advisers, LLC other	LPL Financial LLC other	Other	May 8, 2012	May 8, 2012
James Curtis Brownfield	Commerce Wealth Advisers, LLC other	Central States Capital Markets, LLC other	Other	Dec 21, 2011	May 5, 2016 (1597 d)
Helen Barbre Stephens	Commerce Wealth Advisers, LLC other	Pacific West Financial Consultants Inc other	Other	Sep 28, 2011	Oct 27, 2011
Matthew David Friedrichsen	Commerce Wealth Advisers, LLC other	Cetera Advisor Networks LLC other	Other	Aug 22, 2011	Aug 31, 2011
Christopher Alan Uglum	Commerce Wealth Advisers, LLC other	LPL Financial LLC other	Other	Jun 29, 2011	Aug 11, 2011 (43 d)
Robin Leighton Skillingberg	Commerce Wealth Advisers, LLC other	Usaa Financial Planning Services no RAUM	Other	Apr 15, 2011	May 3, 2011
Glen David Amason	Commerce Wealth Advisers, LLC other	Bb&T Investment Services, Inc. no RAUM	Other	Jan 24, 2011	May 4, 2011 (100 d)
Lisa Marie Nelson	Commerce Wealth Advisers, LLC other	Wells Fargo Investments, LLC unclassified	Other	Nov 30, 2010	Dec 3, 2010
Kimberly Anne Vesely	Commerce Wealth Advisers, LLC other	Quest Capital Management, Inc. other	Other	Nov 19, 2010	Mar 9, 2011 (110 d)
Rafael Santiago Williamson	Commerce Wealth Advisers, LLC other	International Assets Investment Management, LLC other	Other	Nov 9, 2010	Nov 23, 2010
Kerri Jamison Brutto	Commerce Wealth Advisers, LLC other	Nfsg Corporation other	Other	Oct 25, 2010	Nov 10, 2010
Bruce Wayne Robertson	Commerce Wealth Advisers, LLC other	Sethi Tax And Wealth Advisors unclassified	Other	Oct 21, 2010	Aug 30, 2011 (313 d)
Walter Dean Johnson	Commerce Wealth Advisers, LLC other	Strategic Advisers LLC national BD	Other	Aug 2, 2010	Feb 7, 2012 (554 d)
David Benjamin Merritt	Commerce Wealth Advisers, LLC other	Dewaay Capital Management other	Other	Feb 2, 2009	Jan 9, 2008
John Kenneth Harada	Commerce Wealth Advisers, LLC other	Fbl Investment Management Services, Inc. other	Other	Feb 22, 2008	Apr 10, 2008 (48 d)

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36 moves match.