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 Seacrest Wealth Management, 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
Donald Wayne HubbsSeacrest Wealth Management, LLC independent RIAPrivate Wealth Consulting, LLC no RAUMOtherJul 23, 2026Mar 23, 2026
Amy Lynne MclandressSeacrest Wealth Management, LLC independent RIAPrivate Wealth Consulting, LLC no RAUMOtherJul 23, 2026Mar 20, 2026
Christopher C NelsonSeacrest Wealth Management, LLC independent RIAPrivate Wealth Consulting, LLC no RAUMOtherJul 23, 2026Mar 23, 2026
Harrison Michael HubbsSeacrest Wealth Management, LLC independent RIAPrivate Wealth Consulting, LLC no RAUMOtherJul 23, 2026Mar 20, 2026
John Leslie StantonSeacrest Wealth Management, LLC independent RIAStanton Group Wealth Partners, Inc. state registeredRIA to a state-registered adviserJan 14, 2026Dec 12, 2025
Michael Joseph AnnunziataSeacrest Wealth Management, LLC independent RIAInnovative Asset Advisors Group no RAUMRIA to a newly registered adviserSep 30, 2025Oct 1, 2025
Richard Hay MaddenSeacrest Wealth Management, LLC independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2025Jun 26, 2025
James Douglas AndersonSeacrest Wealth Management, LLC independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2025Jul 1, 2025
Nicholas Anthony PfeifferSeacrest Wealth Management, LLC independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 30, 2025Jun 30, 2025
Brenda SteinSeacrest Wealth Management, LLC independent RIANext Financial Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 29, 2023Sep 29, 2023
Timothy Adam PerkinsSeacrest Wealth Management, LLC independent RIAIntegrity Wealth Management state registeredRIA to a state-registered adviserSep 29, 2023Feb 28, 2025 (518 d)
Kedrick P SackeySeacrest Wealth Management, LLC independent RIAPrinceton Wealth Management Alliance, LLC state registeredRIA to a state-registered adviserNov 8, 2018Oct 4, 2018
Richard Alan MatthewsSeacrest Wealth Management, LLC otherMatthews Wealth Management LLC state registeredOtherJan 4, 2018Jan 23, 2018
Houghton GiffordSeacrest Wealth Management, LLC otherEquitable Advisors, LLC national BDOtherMay 31, 2017Nov 5, 2025 (3080 d)
Bradford Miles KimballSeacrest Wealth Management, LLC otherRBC Capital Markets, LLC national BDOtherMay 24, 2016Jun 9, 2016
Eric Clay SpencerSeacrest Wealth Management, LLC otherSecure Asset Management, L.L.C. independent RIAOtherSep 30, 2015Sep 24, 2015
Joseph Frederick AudaySeacrest Wealth Management, LLC otherSteelpeak Wealth, LLC otherOtherMay 19, 2015May 20, 2015
Jeffrey Scott TiedgeSeacrest Wealth Management, LLC otherWedbush Securities Inc. otherOtherOct 7, 2014Oct 6, 2014
Jason Ferris JeungSeacrest Wealth Management, LLC otherOccidental Asset Management, LLC otherOtherJan 7, 2014Dec 23, 2013
Catherine Joyce Oliver-AllenSeacrest Wealth Management, LLC otherBryan Advisory Services, LLC otherOtherJul 24, 2013Oct 10, 2013 (78 d)
Jonathan Dexter PolsonSeacrest Wealth Management, LLC otherSouthern Trust Wealth Management unclassifiedOtherApr 16, 2013Jul 3, 2013 (78 d)
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21 moves match.