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 Barber Financial Group

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
Frank Dean BarberBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 19, 2023Apr 26, 2023
Risdan Depaul KasperBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Bruce Taylor GodkeBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Kenneth Lawrence OsiwalaBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 27, 2023
Craig James SneddenBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Wayne RobinsonBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Charles M. KasperBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Michael Shane BarberBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
William Ray DotyBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Kyle Michael AkersBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Rory Drew JonesBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Logan James DegraeveBarber Financial Group independent RIANational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherDec 7, 2023Dec 7, 2015
Peter E WargoBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Aug 25, 2023
Christopher Joseph RettBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023May 4, 2023
Jeffrey Paul ErnestBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Joshua Kirk DiekmannBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023May 12, 2023
Kade Lawrence MessnerBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Aug 25, 2023
Hayden PudenzBarber Financial Group independent RIAModern Wealth Management, LLC independent RIARIA to RIADec 7, 2023Apr 26, 2023
Ryan Joseph PottsBarber Financial Group independent RIACorrect Capital Wealth Management, LLC independent RIARIA to RIAJan 6, 2023Jan 12, 2023
Joann HuberBarber Financial Group independent RIAAvantax Planning Partners, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 19, 2022Apr 26, 2023 (281 d)
Eric John SheerinBarber Financial Group independent RIADogwood Wealth Management, LLC no RAUMRIA to a newly registered adviserFeb 15, 2022Feb 15, 2022
Jason Russell NewcomerBarber Financial Group independent RIADogwood Wealth Management, LLC no RAUMRIA to a newly registered adviserFeb 15, 2022Feb 15, 2022
Michael Kenrick SheerinBarber Financial Group independent RIAIht Wealth Management LLC independent RIARIA to RIAJan 13, 2021Jan 14, 2021
Mark Howard StevensBarber Financial Group otherBane O'Leary LLC state registeredOtherApr 28, 2017Apr 27, 2017
Steven Charles BaneBarber Financial Group otherBane O'Leary LLC state registeredOtherApr 28, 2017Apr 28, 2017
Patrick Timothy O LearyBarber Financial Group otherBane O'Leary LLC state registeredOtherApr 28, 2017Apr 27, 2017
Craig Allan BaneBarber Financial Group otherBane O'Leary LLC state registeredOtherApr 28, 2017May 3, 2017
Erik OlsonBarber Financial Group otherBane O'Leary LLC state registeredOtherApr 28, 2017Apr 27, 2017
Melissa Jane EllisBarber Financial Group otherStepp & Rothwell Inc otherOtherSep 17, 2014Sep 11, 2014
Calvin Earl KethBarber Financial Group otherFirst Allied Advisory Services, Inc. otherOtherMar 5, 2014Jan 19, 2016 (685 d)
Kevin Clinton LoydBarber Financial Group otherFirst Allied Advisory Services, Inc. otherOtherJan 24, 2014Dec 19, 2013
Christopher James KnowlesBarber Financial Group otherRpr Financial independent RIAOtherJan 17, 2014May 16, 2025 (4137 d)
Page 1 of 1
32 moves match.