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 Soltis Investment 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 |
|---|---|---|---|---|---|
| Jansen Kelly Davidson | Soltis Investment Advisors, LLC independent RIA | Birchcreek Wealth Management, LLC independent RIA | RIA to RIA | Aug 20, 2026 | Aug 14, 2026 |
| Curtis Woodard | Soltis Investment Advisors, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 20, 2026 | Jun 15, 2026 (146 d) |
| Garrett Steven Allen | Soltis Investment Advisors, LLC independent RIA | Your Ia, LLC no RAUM | RIA to a newly registered adviser | Jan 16, 2026 | Jan 14, 2026 |
| Andrew James Wilcox | Soltis Investment Advisors, LLC independent RIA | Snow Canyon Financial Planning LLC state registered | RIA to a state-registered adviser | Jan 2, 2026 | Jan 2, 2026 |
| Austin Cole Loveland | Soltis Investment Advisors, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Jul 2, 2025 | Jul 29, 2025 |
| Jordan Jensen | Soltis Investment Advisors, LLC independent RIA | One Advisory Partners, LLC independent RIA | RIA to RIA | Jun 23, 2025 | Jun 18, 2025 |
| Geoffrey Scott Johnson | Soltis Investment Advisors, LLC independent RIA | Alpha Cubed Investments, LLC independent RIA | RIA to RIA | Apr 25, 2025 | Apr 25, 2025 |
| Tyler Lee Hunt | Soltis Investment Advisors, LLC independent RIA | Qts Retirement Services LLC state registered | RIA to a state-registered adviser | Jan 17, 2025 | Jan 8, 2025 |
| David L Tippets | Soltis Investment Advisors, LLC independent RIA | Ascensus Investment Advisors, LLC institutional | Other | May 19, 2023 | Dec 19, 2023 (214 d) |
| Michael Davis Espinosa | Soltis Investment Advisors, LLC mixed wealth | Truenorth Wealth independent RIA | RIA to RIA | Feb 22, 2022 | Mar 11, 2022 |
| Lisa L Bowers | Soltis Investment Advisors, LLC independent RIA | E*Trade Capital Management, LLC independent RIA | RIA to RIA | Nov 20, 2020 | Mar 23, 2023 (853 d) |
| Kelly Lisa Holtman | Soltis Investment Advisors, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jan 9, 2020 | Jan 6, 2020 |
| Lindsey Carolyn Lewis | Soltis Investment Advisors, LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2019 | Aug 6, 2019 (54 d) |
| Jeffrey Todd Brimhall | Soltis Investment Advisors, LLC other | Blue Barn Wealth, LLC unclassified | Other | Jun 3, 2016 | May 31, 2016 |
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14 moves match.