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 Kingsview 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
William Andrew KoehlerKingsview Wealth Management, LLC independent RIAKoehler Asset Management independent RIARIA to RIAMay 18, 2026Sep 10, 2026 (115 d)
Mario Andrea VenerosoKingsview Wealth Management, LLC independent RIAVeneroso Wealth Management no RAUMRIA to a newly registered adviserMay 14, 2026Jun 18, 2026 (35 d)
Lawrence Rembert MickleKingsview Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 17, 2026Mar 21, 2026
Robert Lewallen PorterKingsview Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 17, 2026Mar 16, 2026
Mark Charles WeatherlyKingsview Wealth Management, LLC independent RIAIp Financial Advisory Services LLC independent RIARIA to RIAFeb 13, 2026Dec 23, 2025
Jeffrey ChampignyKingsview Wealth Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJan 20, 2026Jan 16, 2026
Dimitris Petros MagemeneasKingsview Wealth Management, LLC independent RIAConcurrent Investment Advisors, LLC independent RIARIA to RIASep 2, 2025Aug 1, 2025
Richard Mark HolmesKingsview Wealth Management, LLC independent RIADimensional Fund Advisors LP asset managerOtherNov 11, 2024Nov 14, 2024
Natisha Kay RunyanKingsview Wealth Management, LLC independent RIABetterment independent RIARIA to RIAMay 17, 2024Jun 12, 2024
Paul Joseph NolteKingsview Wealth Management, LLC independent RIAMurphy & Sylvest independent RIARIA to RIAFeb 10, 2023Jan 18, 2023
Pasquale PisaniKingsview Wealth Management, LLC independent RIAAvanti Wealth Management state registeredRIA to a state-registered adviserSep 22, 2022Apr 11, 2025 (932 d)
Timothy Joseph LuxKingsview Wealth Management, LLC independent RIAOxford Financial Group, Ltd independent RIARIA to RIASep 12, 2022Sep 6, 2022
Joshua D ChaseKingsview Wealth Management, LLC independent RIAB Riley Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankSep 11, 2020Aug 19, 2020
Richard David LittleKingsview Wealth Management, LLC independent RIASerenity Investment Advisors mixed wealthRIA to RIAJun 16, 2020May 22, 2020
Maximus Michael DisesaKingsview Wealth Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankOct 1, 2019Sep 10, 2019
John Raymond LenarzKingsview Wealth Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankMay 8, 2019May 8, 2019
Derrick Boyd SmithKingsview Wealth Management, LLC independent RIAProtection Point Advisors independent RIARIA to RIAMar 7, 2019Mar 6, 2019
Michael Clawson BirdKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherFeb 28, 2019Jan 16, 2019
William Chad MittonKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Nov 28, 2018
David Lee DorseyKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Nov 19, 2018
Cody Lee AshtonKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Nov 23, 2018
Brian Charles SmalleyKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Jan 17, 2019
Arrah-Wonah Michael NesterKingsview Wealth Management, LLC independent RIATriton Wealth Management, Pllc no RAUMOtherJan 31, 2019Jan 17, 2019
Gary Andrew VottoKingsview Wealth Management, LLC independent RIABishop & Associates Inc mixed wealthRIA to RIAJan 17, 2019Feb 7, 2019
Tyler Winston KeeganKingsview Wealth Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 14, 2018Jun 4, 2020 (629 d)
Philip Wayne BodineKingsview Wealth Management, LLC otherSowell Management otherOtherDec 26, 2017Jan 12, 2018
Brian William AtkinsKingsview Wealth Management, LLC otherSignificant Wealth Partners LLC independent RIAOtherDec 4, 2017Jun 5, 2018 (183 d)
Lawrence Edward GatzKingsview Wealth Management, LLC otherCapital Management Consultants, Inc. otherOtherDec 4, 2017Nov 13, 2017
Michael J GraftKingsview Wealth Management, LLC otherSignificant Wealth Partners LLC independent RIAOtherDec 4, 2017Jul 10, 2018 (218 d)
Scott Allen AltenburgKingsview Wealth Management, LLC otherT&T Capital Management independent RIAOtherMar 15, 2017Mar 17, 2017
Mitchell FeeKingsview Wealth Management, LLC otherT&T Capital Management independent RIAOtherMar 15, 2017Mar 24, 2017
Nicholas Joiseph DestefanoKingsview Wealth Management, LLC otherForward Financial unclassifiedOtherFeb 2, 2017Apr 5, 2018 (427 d)
Mark Andrew HarmonKingsview Wealth Management, LLC otherFourstar Wealth Advisors, LLC otherOtherNov 3, 2016Oct 17, 2016
German Mauricio RamirezKingsview Wealth Management, LLC otherBlueprint Wealth Alliance, LLC no RAUMOtherAug 5, 2016Jul 25, 2016
Jeffrey Lee StoufferKingsview Wealth Management, LLC otherMercantile Advisors, LLC state registeredOtherJun 10, 2016Apr 25, 2018 (684 d)
Michael Alan AndrewsKingsview Wealth Management, LLC otherKovack Advisors, Inc. otherOtherDec 5, 2013Apr 10, 2015 (491 d)
Michael Gerald TeslowKingsview Wealth Management, LLC otherAlternative Investment Advisors, LLC independent RIAOtherSep 20, 2013Oct 2, 2013
Travis Mark KruegerKingsview Wealth Management, LLC otherAlternative Investment Advisors, LLC independent RIAOtherSep 20, 2013Sep 23, 2013
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38 moves match.