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 Krilogy

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
Andrew Thomas ForresterKrilogy independent RIAXypn Sapphire independent RIARIA to RIASep 16, 2026Sep 15, 2026
Paul J RheaKrilogy independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMay 21, 2026Jun 30, 2026 (40 d)
Stacy Sloas FlanaginKrilogy independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIAJul 1, 2025Jun 13, 2025
James F PieperKrilogy independent RIABelmont Private Wealth no RAUMRIA to a newly registered adviserAug 8, 2024Jun 28, 2024
John Joseph RhodesKrilogy independent RIABelmont Private Wealth no RAUMRIA to a newly registered adviserAug 8, 2024Jul 1, 2024
Adam RoederKrilogy independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIASep 13, 2023Jun 29, 2023
Andrew Michael ShenbergKrilogy independent RIAAnderson Hoagland & Co independent RIARIA to RIAJan 10, 2023Feb 3, 2023
Nathaniel Thomas GilmanKrilogy independent RIARbf Wealth Advisors independent RIARIA to RIADec 10, 2022Dec 21, 2022
Emily DonaldsonKrilogy independent RIARfg Advisory, LLC independent RIARIA to RIAMay 27, 2022Aug 1, 2022 (66 d)
Kent Thomas KobernusKrilogy independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIANov 30, 2021Dec 14, 2021
Elizabeth Frances ConnellyKrilogy independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIANov 27, 2021Dec 15, 2021
Curtis Brandon ReeseKrilogy independent RIAExencial Wealth Advisors independent RIARIA to RIAJun 30, 2021Jul 9, 2021
Michael Gerlando DisalvoKrilogy independent RIAPurposepath Capital, LLC state registeredRIA to a state-registered adviserJun 30, 2021Aug 26, 2021 (57 d)
Brett Thomas SiegfriedKrilogy independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseOct 1, 2019Mar 27, 2021 (543 d)
Deanna Schuler OrfKrilogy independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 4, 2018Oct 2, 2018
James Wey PommertKrilogy otherEquitta Advisors LLC state registeredOtherJul 17, 2017Jun 27, 2017
Dimitar Nikolaev MushkovKrilogy otherLPL Financial LLC otherOtherApr 21, 2015May 11, 2015
Joseph David StockKrilogy otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 7, 2013May 22, 2013 (76 d)
Nathaniel Lee PainterKrilogy otherEdward Jones national BDOtherFeb 1, 2013Jan 2, 2013
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19 moves match.