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 Redhawk Wealth Advisors, Inc.

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 Joseph HearleyRedhawk Wealth Advisors, Inc. independent RIATop Rank Wealth Management, LLC state registeredRIA to a state-registered adviserJun 4, 2026Jun 4, 2026
Michael Joseph FenchakRedhawk Wealth Advisors, Inc. independent RIATop Rank Wealth Management, LLC state registeredRIA to a state-registered adviserJun 4, 2026Jul 15, 2026 (41 d)
Gene Isao WatanabeRedhawk Wealth Advisors, Inc. independent RIASimplicity Wealth mixed wealthRIA to RIAApr 6, 2026Apr 13, 2026
Brent James GodwinRedhawk Wealth Advisors, Inc. independent RIARaleigh Capital Management Inc. independent RIARIA to RIAOct 23, 2025Mar 6, 2026 (134 d)
Ian Patrick SchrupRedhawk Wealth Advisors, Inc. independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAAug 12, 2025Sep 2, 2025
Bryant E StoneRedhawk Wealth Advisors, Inc. independent RIAStone Legacy Capital LLC state registeredRIA to a state-registered adviserMay 14, 2025May 15, 2025
Kyle KlattRedhawk Wealth Advisors, Inc. independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 8, 2025May 8, 2025
Joseph Paul DalyRedhawk Wealth Advisors, Inc. independent RIABrookstone Capital Management LLC independent RIARIA to RIAAug 1, 2024Aug 1, 2024
Kathleen Nina SanfordRedhawk Wealth Advisors, Inc. independent RIARca Wealth Strategies LLC state registeredRIA to a state-registered adviserJun 3, 2024Jun 3, 2024
Kimberly Iris Ten Pas BellRedhawk Wealth Advisors, Inc. independent RIAMadison Avenue Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 3, 2024Nov 6, 2024 (187 d)
Harry Redmond GreeneRedhawk Wealth Advisors, Inc. mixed wealthBrookstone Wealth Advisors, LLC independent RIARIA to RIASep 27, 2023Nov 29, 2022
John James LowryRedhawk Wealth Advisors, Inc. mixed wealthAdvisor Share Wealth Management, LLC independent RIARIA to RIAJul 27, 2023May 30, 2024 (308 d)
Casey Ray MccurdyRedhawk Wealth Advisors, Inc. mixed wealthDesert Rose Capital Management, Inc. independent RIARIA to RIAJul 21, 2023Jan 1, 2025 (530 d)
Shaun Michael ClearwaterRedhawk Wealth Advisors, Inc. mixed wealthDesert Rose Capital Management, Inc. otherOtherJul 20, 2023Jul 24, 2023
Galina Konstantinovna KovalRedhawk Wealth Advisors, Inc. mixed wealthSequent Planning, LLC independent RIARIA to RIAJun 21, 2023Jun 30, 2023
Christopher L AlbonettiRedhawk Wealth Advisors, Inc. mixed wealthGuaranty Private Wealth state registeredRIA to a state-registered adviserJan 25, 2023Feb 7, 2023
Derek Scott OlsonRedhawk Wealth Advisors, Inc. mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 15, 2021Jul 15, 2021
Jess Michael PanichiRedhawk Wealth Advisors, Inc. mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 15, 2021Jul 15, 2021
Jody Lynn-Rathe RobertsRedhawk Wealth Advisors, Inc. mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 15, 2021Jul 15, 2021
Gina Kay BlairRedhawk Wealth Advisors, Inc. mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 15, 2021Jul 15, 2021
Terrilyn Dawn BrownfieldRedhawk Wealth Advisors, Inc. mixed wealthBrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 8, 2021Jun 8, 2021
Sharyl Lee SchultzRedhawk Wealth Advisors, Inc. mixed wealthHf Advisory Group, LLC independent RIARIA to RIAJul 1, 2021Jul 1, 2021
Howard Eugene CoxRedhawk Wealth Advisors, Inc. mixed wealthAshton Thomas Private Wealth independent RIARIA to RIAOct 2, 2019Aug 16, 2019
Dennis Bernard SzymanskiRedhawk Wealth Advisors, Inc. mixed wealthSimplicity Wealth mixed wealthRIA to RIASep 6, 2019Apr 1, 2025 (2034 d)
Adrienne RivettRedhawk Wealth Advisors, Inc. mixed wealthAxxcess Wealth Management, LLC independent RIARIA to RIAJun 6, 2019Jul 30, 2019 (54 d)
James Ray SkillingsRedhawk Wealth Advisors, Inc. otherOptivise Advisory Services LLC no RAUMOtherFeb 20, 2019May 9, 2019 (78 d)
Loretta Nasis HeffronRedhawk Wealth Advisors, Inc. otherEndure Retirement LLC state registeredOtherMay 31, 2018Sep 17, 2018 (109 d)
Stacie Lynn GiddingsRedhawk Wealth Advisors, Inc. otherNew England Capital otherOtherMay 25, 2018Dec 8, 2017
Anthony Louis AckermanRedhawk Wealth Advisors, Inc. otherSequent Planning, LLC independent RIAOtherMay 21, 2018Sep 6, 2018 (108 d)
Richard David StavesRedhawk Wealth Advisors, Inc. otherCherry Creek Wealth Management unclassifiedOtherApr 30, 2018Apr 27, 2018
Linda Sue ClarksonRedhawk Wealth Advisors, Inc. otherSequent Planning, LLC independent RIAOtherNov 22, 2017Oct 24, 2017
James Paul NunezRedhawk Wealth Advisors, Inc. otherGlobal Financial Private Capital, Inc. otherOtherOct 26, 2017Mar 14, 2018 (139 d)
Shawn Gary O'KeefeRedhawk Wealth Advisors, Inc. otherIntegrum Wealth Management unclassifiedOtherSep 15, 2017Oct 13, 2017
Daniel Roland BlairRedhawk Wealth Advisors, Inc. otherIntegrum Wealth Management unclassifiedOtherSep 15, 2017Oct 13, 2017
Sharyl Lee SchultzRedhawk Wealth Advisors, Inc. otherEca Advisors unclassifiedOtherJul 25, 2017Jul 26, 2017
Willis Don HeslepRedhawk Wealth Advisors, Inc. otherAlphastar Capital Management otherOtherJul 25, 2017Jul 25, 2017
Michael Anthony LangeRedhawk Wealth Advisors, Inc. otherSouthport Capital otherOtherMay 19, 2017Jun 1, 2017
Kenneth Wayne SiskRedhawk Wealth Advisors, Inc. otherBrookstone Capital Management LLC otherOtherApr 3, 2017Feb 22, 2017
Justin Matthew BarwickRedhawk Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherNov 11, 2016Nov 10, 2016
Michael Scott BloomRedhawk Wealth Advisors, Inc. otherOn Investment Management Co otherOtherSep 9, 2016Sep 8, 2016
Antonio Michael FilipponeRedhawk Wealth Advisors, Inc. otherHorter Investment Management, LLC otherOtherAug 1, 2016Aug 16, 2016
Steven Anthony BassettoRedhawk Wealth Advisors, Inc. otherFinancial Gravity Asset Management, Inc. otherOtherJul 29, 2016Oct 1, 2015
Roy Joseph InnellaRedhawk Wealth Advisors, Inc. otherFinancial Gravity Asset Management, Inc. otherOtherJul 29, 2016Sep 18, 2015
George Arthur FossingRedhawk Wealth Advisors, Inc. otherBrookstone Capital Management LLC otherOtherJul 29, 2016Mar 29, 2012
Joseph Walter DowlingRedhawk Wealth Advisors, Inc. otherBrookstone Capital Management LLC otherOtherJul 6, 2016Jul 1, 2016
Ernest SalganRedhawk Wealth Advisors, Inc. otherErnest Salgan state registeredOtherJul 1, 2016Mar 19, 2025 (3183 d)
Yvette SpillmanRedhawk Wealth Advisors, Inc. otherBalboa Wealth Partners, Inc. otherOtherJun 22, 2016Jan 31, 2018 (588 d)
Steven Verlin WiseRedhawk Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherMay 10, 2016May 5, 2016
Charles Henry TrakasRedhawk Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherMay 10, 2016May 9, 2016
Brian Edward AdamsRedhawk Wealth Advisors, Inc. otherMoney Concepts Advisory Service BD affiliatedOtherMay 4, 2016Oct 15, 2019 (1259 d)
Douglas Marc SingerRedhawk Wealth Advisors, Inc. otherBrookstone Wealth Advisors, LLC otherOtherMay 3, 2016Nov 22, 2016 (203 d)
Richard Douglas KepplerRedhawk Wealth Advisors, Inc. otherFirst Advisors National, LLC otherOtherApr 28, 2016May 2, 2016
August Henry VeltenRedhawk Wealth Advisors, Inc. otherHorter Investment Management, LLC otherOtherJan 7, 2016Jan 25, 2016
Jeffrey Ian MccartyRedhawk Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherJan 4, 2016Jan 5, 2016
Bryan Michael RichRedhawk Wealth Advisors, Inc. otherHorter Investment Management, LLC otherOtherDec 3, 2015Dec 14, 2015
Spenser Thomas VagoRedhawk Wealth Advisors, Inc. otherHorter Investment Management, LLC otherOtherNov 6, 2015Sep 5, 2017 (669 d)
David Mark StryzewskiRedhawk Wealth Advisors, Inc. otherSynergy Asset Management, LLC otherOtherNov 3, 2015Aug 5, 2015
Michael Joseph PalumboRedhawk Wealth Advisors, Inc. otherAdvisornet Wealth Partners otherOtherNov 3, 2015Jul 6, 2015
Skip Gordon JohnsonRedhawk Wealth Advisors, Inc. otherAdvisornet Wealth Partners otherOtherNov 3, 2015Jun 22, 2015
Justin Raymond HalversonRedhawk Wealth Advisors, Inc. otherAdvisornet Wealth Partners otherOtherNov 3, 2015Jul 13, 2015
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111 moves match.