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 Buttonwood Financial Group, 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 |
|---|---|---|---|---|---|
| Mitchell Lane Smith | Buttonwood Financial Group, LLC independent RIA | Uptick Partners, LLC independent RIA | RIA to RIA | Dec 5, 2025 | Nov 3, 2025 |
| Kyle Edwin Hogan | Buttonwood Financial Group, LLC independent RIA | Uptick Partners, LLC independent RIA | RIA to RIA | Dec 5, 2025 | Nov 3, 2025 |
| Brooks Jameson Casel | Buttonwood Financial Group, LLC independent RIA | Opto Investment Management, LLC asset manager | Other | Sep 5, 2025 | Nov 21, 2025 (77 d) |
| Timothy Allan Wolfe | Buttonwood Financial Group, LLC independent RIA | Modern Wealth Management, LLC independent RIA | RIA to RIA | Dec 18, 2024 | Jan 2, 2025 |
| John David Jespersen | Buttonwood Financial Group, LLC independent RIA | V Wealth Advisors LLC independent RIA | RIA to RIA | Sep 19, 2018 | Dec 3, 2018 (75 d) |
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5 moves match.