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 Gradient Advisors, 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 |
|---|---|---|---|---|---|
| Todd Thomas Hulliberger | Gradient Advisors, LLC independent RIA | Reliance Asset Management LLC state registered | RIA to a state-registered adviser | Aug 3, 2026 | Apr 2, 2026 |
| Travis Donald Maxon | Gradient Advisors, LLC independent RIA | Reliance Asset Management LLC state registered | RIA to a state-registered adviser | Aug 3, 2026 | May 27, 2026 |
| Scott Gaylen Ballinger | Gradient Advisors, LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Aug 3, 2026 | Aug 10, 2026 |
| Mary Elaine Lanterman | Gradient Advisors, LLC independent RIA | El Camino Real Financial Advisors state registered | RIA to a state-registered adviser | Jun 22, 2026 | Aug 13, 2026 (52 d) |
| Ralph Lloyd Gale | Gradient Advisors, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | May 15, 2026 | May 27, 2026 |
| Jocelyn Diane Muehlbauer | Gradient Advisors, LLC independent RIA | Domain Money Advisors, LLC no RAUM | Other | May 15, 2026 | May 17, 2026 |
| Stuart Mathew Hunsicker | Gradient Advisors, LLC independent RIA | Purpose Driven Wealth Advisors LLC state registered | RIA to a state-registered adviser | Apr 24, 2026 | Apr 24, 2026 |
| Andrew Chancellor Cooke | Gradient Advisors, LLC independent RIA | Purpose Driven Wealth Advisors LLC state registered | RIA to a state-registered adviser | Apr 24, 2026 | Apr 24, 2026 |
| Tyler Patrick Ellegard | Gradient Advisors, LLC independent RIA | Gradient Investments, LLC independent RIA | RIA to RIA | Mar 19, 2026 | Jan 2, 2026 |
| Mark Gordon Huhta | Gradient Advisors, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Mar 5, 2026 | Mar 5, 2026 |
| Sandra Kay Minardi | Gradient Advisors, LLC independent RIA | Sandman Wealth Management state registered | RIA to a state-registered adviser | Feb 5, 2026 | Jan 6, 2026 |
| Robert Leroy Gardner | Gradient Advisors, LLC independent RIA | Ip Financial Advisory Services LLC independent RIA | RIA to RIA | Jan 20, 2026 | Jan 20, 2026 |
| Leslie Kathryn Hollingsworth | Gradient Advisors, LLC independent RIA | Simplicity Wealth mixed wealth | RIA to RIA | Jan 15, 2026 | Feb 12, 2026 |
| Robert Steven Kolb | Gradient Advisors, LLC independent RIA | Kolb Wealth Management, LLC state registered | RIA to a state-registered adviser | Jan 13, 2026 | Jan 14, 2026 |
| Braden Ralph Kolb | Gradient Advisors, LLC independent RIA | Kolb Wealth Management, LLC state registered | RIA to a state-registered adviser | Jan 13, 2026 | Jan 14, 2026 |
| Neal Gordon Huffman | Gradient Advisors, LLC independent RIA | Royal Fund Management, LLC independent RIA | RIA to RIA | Jan 6, 2026 | Mar 17, 2026 (70 d) |
| Lamaar Edward Steadman | Gradient Advisors, LLC independent RIA | Gradient Investments, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Aug 11, 2026 (223 d) |
| John Weaver Bunt | Gradient Advisors, LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Dec 31, 2025 | Jan 8, 2026 |
| Mark Gerard Munger | Gradient Advisors, LLC independent RIA | Integrity Alliance, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Jan 2, 2026 |
| John Michael Ingham | Gradient Advisors, LLC independent RIA | Gradient Investments, LLC independent RIA | RIA to RIA | Dec 18, 2025 | Dec 19, 2025 |
| Ryan Alexander Mesimer | Gradient Advisors, LLC independent RIA | Advisory Alpha, LLC independent RIA | RIA to RIA | Dec 16, 2025 | Jan 2, 2026 |
| Christina Maria Walasik | Gradient Advisors, LLC independent RIA | Pickwick Wealth Management state registered | RIA to a state-registered adviser | Nov 20, 2025 | Oct 20, 2025 |
| William Murrell Cutler | Gradient Advisors, LLC independent RIA | Envest Advisors, LLC state registered | RIA to a state-registered adviser | Nov 3, 2025 | Oct 13, 2025 |
| Robert Austin Emery | Gradient Advisors, LLC independent RIA | Envest Advisors, LLC state registered | RIA to a state-registered adviser | Nov 3, 2025 | Oct 13, 2025 |
| Nicholas Thornhill | Gradient Advisors, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 16, 2025 | Oct 15, 2025 |
| Max Edward Mataya | Gradient Advisors, LLC independent RIA | Vermillion Wealth Management Inc. independent RIA | RIA to RIA | Sep 16, 2025 | Oct 29, 2025 (43 d) |
| Felipe Baeza Correa | Gradient Advisors, LLC independent RIA | Civitas Financial LLC state registered | RIA to a state-registered adviser | Sep 11, 2025 | Aug 29, 2025 |
| Katie Michelle Grage | Gradient Advisors, LLC independent RIA | Gradient Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Aug 25, 2025 | Aug 26, 2025 |
| Yvette Spillman | Gradient Advisors, LLC independent RIA | National Retirement Institute state registered | RIA to a state-registered adviser | Aug 20, 2025 | Mar 13, 2026 (205 d) |
| Shane Samuel Seth Segner | Gradient Advisors, LLC independent RIA | Wellencourt Wealth Management LLC state registered | RIA to a state-registered adviser | Jul 29, 2025 | Jul 18, 2025 |
| Steven Harverd Greig | Gradient Advisors, LLC independent RIA | Iams Wealth Management, LLC independent RIA | RIA to RIA | Jul 16, 2025 | Jul 17, 2025 |
| Philip Oliver Hotz | Gradient Advisors, LLC independent RIA | Fl Group, Inc. state registered | RIA to a state-registered adviser | Jul 10, 2025 | May 30, 2025 |
| William James Roach | Gradient Advisors, LLC independent RIA | Gradient Investments, LLC independent RIA | RIA to RIA | Jun 19, 2025 | May 13, 2025 |
| Garett Lee Holton | Gradient Advisors, LLC independent RIA | Gradient Investments, LLC independent RIA | RIA to RIA | Jun 19, 2025 | May 13, 2025 |
| Lachlan Anthony Kaiser | Gradient Advisors, LLC independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Jun 13, 2025 | Aug 13, 2025 (61 d) |
| John Allen Carruthers | Gradient Advisors, LLC independent RIA | A5 Financial LLC state registered | RIA to a state-registered adviser | Apr 15, 2025 | Mar 25, 2025 |
| Neil Frederick Fenning | Gradient Advisors, LLC independent RIA | A5 Financial LLC state registered | RIA to a state-registered adviser | Apr 15, 2025 | Mar 25, 2025 |
| Carrie Masure | Gradient Advisors, LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Apr 15, 2025 | Apr 22, 2025 |
| Michael Terence Widlake | Gradient Advisors, LLC independent RIA | Commonwealth Guardians state registered | RIA to a state-registered adviser | Apr 10, 2025 | Feb 25, 2025 |
| Ricardo Fabian Gonzales | Gradient Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Apr 10, 2025 | Apr 11, 2025 |
| Kerin Marie Clark | Gradient Advisors, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 26, 2025 | May 29, 2025 (92 d) |
| Vincent Henry Howard | Gradient Advisors, LLC independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Dec 31, 2024 | Feb 21, 2025 (52 d) |
| Manuel Martinez | Gradient Advisors, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Dec 13, 2024 | Oct 7, 2025 (298 d) |
| John Paxton Dement | Gradient Advisors, LLC independent RIA | Qm Advisors LLC independent RIA | RIA to RIA | Dec 6, 2024 | Dec 18, 2024 |
| Aaron Keith Ulrich | Gradient Advisors, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Nov 19, 2024 | Nov 5, 2024 |
| Deanna Norris | Gradient Advisors, LLC independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Nov 7, 2024 | Feb 6, 2025 (91 d) |
| Marcelino Servidad Villaflor | Gradient Advisors, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 29, 2024 | Oct 25, 2024 |
| Adam Nidal Naser | Gradient Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Sep 6, 2024 | Sep 11, 2024 |
| Ryan Christian O'Connor | Gradient Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Sep 6, 2024 | Sep 6, 2024 |
| Brandon Chase Borganelli | Gradient Advisors, LLC independent RIA | Sequent Planning, LLC independent RIA | RIA to RIA | Sep 5, 2024 | Sep 17, 2024 |
| Kenneth Eric Thomas | Gradient Advisors, LLC independent RIA | Success Wealth Management LLC independent RIA | RIA to RIA | Sep 5, 2024 | Sep 6, 2024 |
| John Solyman | Gradient Advisors, LLC independent RIA | Valic Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 15, 2024 | Sep 16, 2024 (32 d) |
| Alexander F Rascionato | Gradient Advisors, LLC independent RIA | William Joseph Capital Management, Inc. independent RIA | RIA to RIA | Aug 5, 2024 | Aug 10, 2024 |
| Michael John Meilleur | Gradient Advisors, LLC independent RIA | Visionary Horizons, LLC independent RIA | RIA to RIA | Jul 19, 2024 | Jun 21, 2024 |
| Mark Gordon Huhta | Gradient Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Jun 5, 2024 | Jun 13, 2024 |
| Roxanne Theodoropoulos | Gradient Advisors, LLC independent RIA | Capstonewealth state registered | RIA to a state-registered adviser | May 30, 2024 | Oct 9, 2025 (497 d) |
| Sean A Ruggiero | Gradient Advisors, LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | May 30, 2024 | May 30, 2024 |
| Jordan Dean Main | Gradient Advisors, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | May 1, 2024 | May 3, 2024 |
| Adam Robert Freund | Gradient Advisors, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | May 1, 2024 | May 3, 2024 |
| Veronica Lynn Redfield | Gradient Advisors, LLC independent RIA | Retirement Resource Wealth Management, LLC state registered | RIA to a state-registered adviser | Apr 5, 2024 | Oct 4, 2023 |
Page 1 of 5Next
266 moves match.