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
Kelly John Joneson	Gradient Advisors, LLC other	Optimum Wealth Management, LLC state registered	Other	Mar 7, 2016	Mar 8, 2016
Anthony Steven Rizzo	Gradient Advisors, LLC other	Provision Asset, LLC independent RIA	Other	Jan 27, 2016	May 5, 2016 (99 d)
Casey Luke Short	Gradient Advisors, LLC other	Provision Asset, LLC independent RIA	Other	Jan 18, 2016	Jan 19, 2016
John Andrew White	Gradient Advisors, LLC other	Financial Guideposts unclassified	Other	Jan 6, 2016	Jan 6, 2016
Jason Allan Stroede	Gradient Advisors, LLC other	MML Investors Services, LLC other	Other	Dec 31, 2015	May 26, 2016 (147 d)
Peter Thomas Buttaro	Gradient Advisors, LLC other	Citizens Securities, Inc. other	Other	Dec 31, 2015	Jul 28, 2016 (210 d)
Conrad Stephen Kunkel	Gradient Advisors, LLC other	Brookstone Capital Management LLC other	Other	Dec 16, 2015	Dec 15, 2015
Billy D Henley	Gradient Advisors, LLC other	Henley Advisors, LLC state registered	Other	Dec 16, 2015	Dec 16, 2015
Michael Sam Busico	Gradient Advisors, LLC other	1st Financial Planning Group, Inc. state registered	Other	Nov 16, 2015	Nov 17, 2015
Keith Adam Wiltfong	Gradient Advisors, LLC other	Capstone Investment Management LLC state registered	Other	Sep 8, 2015	Nov 22, 2025 (3728 d)
Gregory Allen Wales	Gradient Advisors, LLC other	The Strategic Financial Alliance other	Other	Aug 12, 2015	Aug 13, 2015
Todd Charles Murphy	Gradient Advisors, LLC other	Equitable Advisors, LLC national BD	Other	Jul 22, 2015	Sep 21, 2015 (61 d)
Mark Sterling Walsingham	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Jul 14, 2015	Apr 1, 2015
Michael Joseph Mccullough	Gradient Advisors, LLC other	Gradient Wealth Management other	Other	May 21, 2015	Jun 30, 2015 (40 d)
Richard Scott Reid	Gradient Advisors, LLC other	Gradient Wealth Management other	Other	Apr 28, 2015	May 4, 2015
Charles David Leflar	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Apr 27, 2015	Feb 2, 2015
Thomas Eric Schneider	Gradient Advisors, LLC other	Gradient Wealth Management other	Other	Apr 24, 2015	Apr 28, 2015
Jeffrey Allen Foley	Gradient Advisors, LLC other	Paladin Capital no RAUM	Other	Apr 20, 2015	Apr 18, 2017 (729 d)
Keith U Heritage	Gradient Advisors, LLC other	Gradient Wealth Management other	Other	Apr 14, 2015	Apr 17, 2015
Michael David Dose	Gradient Advisors, LLC other	Gradient Wealth Management other	Other	Apr 6, 2015	Apr 27, 2015
Samuel Ivor Alleyne	Gradient Advisors, LLC other	Gradient Wealth Management other	Other	Apr 6, 2015	Apr 24, 2015
Nathan Scott Yeomans	Gradient Advisors, LLC other	Accelerated Wealth Advisors LLC other	Other	Apr 2, 2015	Apr 14, 2015
Benjamin Joseph Zaharias	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Apr 1, 2015	Apr 6, 2015
Terrilyn Dawn Brownfield	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Mar 30, 2015	Apr 3, 2015
Ryan John Bytwerk	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Mar 30, 2015	Mar 31, 2015
Craig Matthew Dickson	Gradient Advisors, LLC other	Gradient Wealth Management other	Other	Mar 27, 2015	Apr 16, 2015
Mark Steven Kruman	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Mar 23, 2015	Apr 6, 2015
Curtis Timothy Cottle	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Mar 23, 2015	Mar 30, 2015
Todd William Knutsen	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Mar 18, 2015	Mar 27, 2015
Rebecca Y Lin	Gradient Advisors, LLC other	Brookstone Capital Management LLC other	Other	Mar 12, 2015	Mar 3, 2015
Michael Aubrey Raitt	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Mar 11, 2015	Mar 19, 2015
Douglas Leonard Wright	Gradient Advisors, LLC other	Global Financial Private Capital, Inc. other	Other	Mar 4, 2015	Mar 9, 2015
Melissa Sue Livasy	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Mar 3, 2015	Mar 13, 2015
Andrew John O'Neill	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Mar 3, 2015	Mar 11, 2015
Jamie Lawrence Wing	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Feb 26, 2015	Mar 2, 2015
James Russell Lord	Gradient Advisors, LLC other	Paladin Financial independent RIA	Other	Feb 24, 2015	May 12, 2023 (2999 d)
Armando Cunill	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Feb 24, 2015	Feb 17, 2015
Gary Donald Kinder	Gradient Advisors, LLC other	Gradient Wealth Management other	Other	Feb 24, 2015	Apr 20, 2015 (55 d)
Paul Eugene Muhich	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Feb 24, 2015	Feb 25, 2015
Roger P Tennyson	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Feb 24, 2015	Feb 26, 2015
Sean Randolph Stevens	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Feb 4, 2015	Feb 13, 2015
Larry Clifford Dogs	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Feb 3, 2015	Feb 5, 2015
Michael Stendahl	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Feb 2, 2015	Feb 3, 2015
George Nicholas Yankoupe	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Feb 2, 2015	Feb 2, 2015
Carol Yvonne Ransom Sutterfield	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Jan 27, 2015	Jan 27, 2015
Jonathan G Norris	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Jan 26, 2015	Jan 27, 2015
Daniel Allan Teague	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Jan 26, 2015	Jan 26, 2015
Robert Scott Swearingen	Gradient Advisors, LLC other	Gradient Wealth Management no RAUM	Other	Jan 23, 2015	Jan 26, 2015
Joseph Anthony Digangi	Gradient Advisors, LLC other	Elana Advisory Services, LLC unclassified	Other	Dec 31, 2014	Jan 30, 2015
Michael Martin Mirich	Gradient Advisors, LLC other	Center Street Advisors, Inc. no RAUM	Other	Dec 31, 2014	Jan 7, 2015
Jesse Marichalar Galindo	Gradient Advisors, LLC other	First Advisors National, LLC other	Other	Dec 31, 2014	Jan 2, 2015
Mary Ann Dee	Gradient Advisors, LLC other	Wpg Advisory Group, LLC state registered	Other	Dec 31, 2014	Feb 23, 2015 (54 d)
David Alexander Wood	Gradient Advisors, LLC other	Nexus Wealth Management, LLC state registered	Other	Dec 31, 2014	Jan 5, 2015
Joseph Ivan Fishman	Gradient Advisors, LLC other	Horter Investment Management, LLC other	Other	Nov 20, 2014	Dec 12, 2014
Brandon Archibald	Gradient Advisors, LLC other	The Ivy League Advisory Group, LLC state registered	Other	Nov 14, 2014	Nov 17, 2014
Paul Henry Lefevre	Gradient Advisors, LLC other	Brookstone Wealth Advisors, LLC other	Other	May 1, 2014	May 27, 2014
Jaime Jo Malm	Gradient Advisors, LLC other	Paladin Financial independent RIA	Other	Mar 25, 2014	Feb 14, 2020 (2152 d)
Christian Xavier Baldino	Gradient Advisors, LLC other	Florida Estate And Retirement Planning Advisors, LLC state registered	Other	Dec 31, 2013	Jan 1, 2026 (4384 d)
Michael Joseph Mansfield	Gradient Advisors, LLC other	The Lynd Group Advisors, LLC state registered	Other	Dec 31, 2013	Jan 3, 2014
Kirk James Cox	Gradient Advisors, LLC other	Brookstone Capital Management LLC other	Other	Dec 31, 2013	Dec 23, 2013

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266 moves match.