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 The Retirement Solution 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 |
|---|---|---|---|---|---|
| Adam Powell | The Retirement Solution LLC independent RIA | Private Advisory independent RIA | RIA to RIA | Oct 30, 2025 | Oct 30, 2025 |
| Carin Diane Sevigny | The Retirement Solution LLC independent RIA | Consilio Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 4, 2024 | Jun 5, 2025 (366 d) |
| David Eduardo Bustamante | The Retirement Solution LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 7, 2024 | Sep 9, 2024 (155 d) |
| Clarissa Candelario | The Retirement Solution LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 19, 2023 | Nov 13, 2023 |
| Tyler Hulet Lively | The Retirement Solution LLC independent RIA | Spg Advisors LLC independent RIA | RIA to RIA | May 24, 2023 | Jun 26, 2023 (33 d) |
| Bryan Larsen | The Retirement Solution LLC independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 21, 2022 | Oct 4, 2022 |
| Michael James Whitmore | The Retirement Solution LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jan 26, 2022 | Feb 2, 2022 |
| Cynthia Anne Lowenstein | The Retirement Solution LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Aug 10, 2021 | Sep 21, 2021 (42 d) |
| Kyle Loren Irion | The Retirement Solution LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Oct 27, 2020 | Mar 9, 2021 (133 d) |
| Joseph Daniel Duncan | The Retirement Solution LLC independent RIA | Spg Advisors LLC independent RIA | RIA to RIA | Jul 21, 2020 | May 19, 2020 |
| Brian James Decker | The Retirement Solution LLC other | Decker Retirement Planning Inc. independent RIA | Other | Jul 22, 2016 | Jul 1, 2016 |
| Hoyt Scott Robey | The Retirement Solution LLC other | Personal Economics LLC unclassified | Other | Aug 11, 2015 | Sep 18, 2015 (38 d) |
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12 moves match.