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 The Mather 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 |
|---|---|---|---|---|---|
| George M Joyaux | The Mather Group, LLC independent RIA | Santa Barbara Management independent RIA | RIA to RIA | Sep 4, 2026 | Aug 7, 2026 |
| Bridget Clare Camalick | The Mather Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jul 16, 2026 | Jul 1, 2026 |
| David Geschke | The Mather Group, LLC independent RIA | Level Four Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2026 | Apr 20, 2026 |
| Jules Jouvenat | The Mather Group, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 20, 2026 | Apr 1, 2026 |
| Shequeta Rice | The Mather Group, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Jan 13, 2026 | Dec 24, 2025 |
| David Alexander Morris | The Mather Group, LLC independent RIA | Alliancebernstein L.P. asset manager | Other | Dec 16, 2025 | Nov 11, 2025 |
| Nasimul Khan | The Mather Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 23, 2025 | Sep 19, 2025 |
| Mauricio Cortes Resendiz | The Mather Group, LLC independent RIA | Fielder Capital Group LLC independent RIA | RIA to RIA | Jul 24, 2025 | Jul 15, 2025 |
| Abigail Phillips Hasling | The Mather Group, LLC independent RIA | Aspen Wealth Management, LLC independent RIA | RIA to RIA | Jul 10, 2025 | Feb 25, 2026 (230 d) |
| Michael Justin Schelle | The Mather Group, LLC independent RIA | Vanweelden Wealth Management, LLC independent RIA | RIA to RIA | Jul 10, 2025 | Dec 12, 2025 (155 d) |
| Jeffrey Earl Riley | The Mather Group, LLC independent RIA | Willis Johnson Wealth independent RIA | RIA to RIA | May 20, 2025 | May 27, 2025 |
| Elliott Curtis Hollingsworth | The Mather Group, LLC independent RIA | Clifford Swan Investment Counselors independent RIA | RIA to RIA | May 9, 2025 | Sep 5, 2025 (119 d) |
| Matthew William Benz | The Mather Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 24, 2025 | Mar 12, 2025 |
| Noah Benjamin Marell | The Mather Group, LLC independent RIA | Aprio Wealth Management, LLC independent RIA | RIA to RIA | Feb 26, 2025 | Mar 28, 2025 |
| Timothy Winfield Harvey | The Mather Group, LLC independent RIA | Aspiriant, LLC independent RIA | RIA to RIA | Oct 9, 2024 | Oct 21, 2024 |
| John Christopher D'Amelio | The Mather Group, LLC independent RIA | Greystone Financial & Estate Services, Inc. independent RIA | RIA to RIA | Aug 28, 2024 | Jan 19, 2025 (144 d) |
| Justin Alexander Reede | The Mather Group, LLC independent RIA | Integrity Road Wealth Partners LLC independent RIA | RIA to RIA | Aug 9, 2024 | Oct 10, 2024 (62 d) |
| James Paul Berndt | The Mather Group, LLC independent RIA | Corient independent RIA | RIA to RIA | Jul 12, 2024 | Jul 2, 2024 |
| David Karl Pence | The Mather Group, LLC independent RIA | Sage Mountain Advisors, LLC independent RIA | RIA to RIA | Jul 12, 2024 | Aug 30, 2024 (49 d) |
| Michael Spero Furla | The Mather Group, LLC independent RIA | Orba Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 14, 2024 | Feb 14, 2025 (245 d) |
| Christopher Scott Piccoli | The Mather Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Apr 10, 2024 | Apr 10, 2024 |
| Jeffrey Lawrence Pierce | The Mather Group, LLC independent RIA | Annex Wealth Management, LLC independent RIA | RIA to RIA | Apr 10, 2024 | Jun 25, 2024 (76 d) |
| John William Wimbiscus | The Mather Group, LLC independent RIA | Bates Financial Advisors, Inc. independent RIA | RIA to RIA | Nov 24, 2023 | May 4, 2026 (892 d) |
| Amanda M Muse | The Mather Group, LLC independent RIA | Bogart Wealth, LLC independent RIA | RIA to RIA | Sep 25, 2023 | Dec 14, 2023 (80 d) |
| Priscilla Colleen Birt | The Mather Group, LLC independent RIA | Donaldson Capital Management LLC independent RIA | RIA to RIA | Aug 29, 2023 | Oct 24, 2023 (56 d) |
| B Brandon Mackie | The Mather Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Aug 10, 2023 | Aug 22, 2023 |
| Lucas Anthony Veldhuis | The Mather Group, LLC independent RIA | Linscomb Wealth, Inc. independent RIA | RIA to RIA | Jul 10, 2023 | Aug 7, 2023 |
| Jennifer Ann O'Hara | The Mather Group, LLC independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Apr 3, 2023 | Jul 12, 2023 (100 d) |
| Brendan Maurice Reidy | The Mather Group, LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Nov 15, 2022 | Mar 22, 2023 (127 d) |
| Benjamin Clifford Heikes | The Mather Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Nov 15, 2022 | Dec 13, 2022 |
| Nathan J. Gaherty | The Mather Group, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Nov 15, 2022 | Jan 10, 2023 (56 d) |
| William David Beutel | The Mather Group, LLC independent RIA | Fiat Financial Planners state registered | RIA to a state-registered adviser | Nov 15, 2022 | Jan 17, 2023 (63 d) |
| Fred Jarrett Gatling | The Mather Group, LLC independent RIA | Onedigital institutional | Other | Nov 15, 2022 | Oct 25, 2023 (344 d) |
| Ryan Patrick Conner | The Mather Group, LLC independent RIA | Plante Moran Financial Advisors independent RIA | RIA to RIA | Nov 15, 2022 | Jan 26, 2023 (72 d) |
| Jason Pan | The Mather Group, LLC independent RIA | Mason Investment Advisory Services Inc mixed wealth | RIA to RIA | Oct 18, 2022 | Dec 15, 2022 (58 d) |
| Patrick Edward Lawlor | The Mather Group, LLC independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Jul 5, 2022 | Feb 3, 2023 (213 d) |
| Robert H Glass | The Mather Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | May 9, 2022 | May 17, 2022 |
| Nathan Luke | The Mather Group, LLC independent RIA | Oxford Financial Group, Ltd independent RIA | RIA to RIA | Apr 21, 2022 | Aug 29, 2022 (130 d) |
| Brandon J Butler | The Mather Group, LLC independent RIA | Texas Capital Bank Private Wealth Advisors independent RIA | RIA to RIA | Dec 22, 2021 | Jan 5, 2023 (379 d) |
| William Patrick Nugent | The Mather Group, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Jun 24, 2021 | Oct 18, 2021 (116 d) |
| Nicholas A Tilli | The Mather Group, LLC independent RIA | Origin Investment Advisory LLC no RAUM | RIA to a newly registered adviser | Jun 24, 2021 | Jul 12, 2021 |
| Robert Thomas Hinkel | The Mather Group, LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Oct 28, 2019 | Nov 8, 2019 |
| Benjamin Offenhartz | The Mather Group, LLC independent RIA | Savvy independent RIA | RIA to RIA | Apr 8, 2019 | Feb 26, 2026 (2516 d) |
| Michael Hoare | The Mather Group, LLC independent RIA | Guggenheim Investments asset manager | Other | Feb 22, 2019 | Apr 16, 2019 (53 d) |
| Raymond Craig Schenk | The Mather Group, LLC independent RIA | Sva Wealth Management, LLC other | Other | Jul 31, 2018 | Aug 1, 2018 |
| Charles E Hansen | The Mather Group, LLC other | Morgan Stanley wirehouse | Other | Aug 7, 2012 | Sep 21, 2011 |
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46 moves match.