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 Advisory Alpha, 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 |
|---|---|---|---|---|---|
| Dewey Andrew Engelsma | Advisory Alpha, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2026 | Aug 24, 2026 (59 d) |
| Raymond Kyle Lovelace | Advisory Alpha, LLC independent RIA | U.S. Bancorp Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 27, 2026 | Mar 31, 2026 |
| Matt John Milosevich | Advisory Alpha, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Mar 4, 2026 | Mar 6, 2026 |
| Joshua David Rochon | Advisory Alpha, LLC independent RIA | Aan Wealth Advisors LLC state registered | RIA to a state-registered adviser | Jan 21, 2026 | Apr 2, 2026 (71 d) |
| Dewey Alan Engelsma | Advisory Alpha, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 29, 2025 | Oct 29, 2025 |
| Jadon Engle | Advisory Alpha, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2025 | Sep 18, 2025 (90 d) |
| Abigail Corinne Hollar | Advisory Alpha, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 23, 2025 | Mar 24, 2025 |
| Ruth Denise Goldstein | Advisory Alpha, LLC independent RIA | Main Street Financial Group LLC state registered | RIA to a state-registered adviser | Mar 24, 2025 | Mar 6, 2025 |
| Jensen Phillip Postema | Advisory Alpha, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 14, 2025 | Jun 13, 2025 (91 d) |
| Danielle Denise Douglas | Advisory Alpha, LLC independent RIA | Imber Financial Group, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Feb 5, 2025 (33 d) |
| Lance Kenneth James Harder | Advisory Alpha, LLC independent RIA | Grp Retirement Planning no RAUM | RIA to a newly registered adviser | Oct 24, 2024 | Oct 21, 2024 |
| Jacob Daniel Coan | Advisory Alpha, LLC independent RIA | Grp Retirement Planning no RAUM | RIA to a newly registered adviser | Oct 24, 2024 | Oct 21, 2024 |
| Brooks Hubbell Riley | Advisory Alpha, LLC independent RIA | Grp Retirement Planning no RAUM | RIA to a newly registered adviser | Oct 18, 2024 | Oct 18, 2024 |
| Nathan Nichols | Advisory Alpha, LLC independent RIA | Grp Retirement Planning no RAUM | RIA to a newly registered adviser | Oct 18, 2024 | Oct 18, 2024 |
| Wyatt Jacob Boss | Advisory Alpha, LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2024 | Nov 4, 2024 (49 d) |
| Linda Marie Roberts | Advisory Alpha, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Apr 8, 2024 | May 24, 2024 (46 d) |
| Matthew Blake King | Advisory Alpha, LLC mixed wealth | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Mar 20, 2024 | Apr 30, 2024 (41 d) |
| Christa Irwin | Advisory Alpha, LLC mixed wealth | Brookstone Wealth Advisors, LLC no RAUM | Other | Dec 5, 2022 | Nov 6, 2024 (702 d) |
| Derek Randall Bostian | Advisory Alpha, LLC mixed wealth | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2021 | Oct 19, 2021 |
| Jason Rindskopf | Advisory Alpha, LLC mixed wealth | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2021 | Oct 20, 2021 |
| Paul Scott Taylor | Advisory Alpha, LLC mixed wealth | Alphastar Capital Management independent RIA | RIA to RIA | Jul 8, 2021 | Aug 4, 2021 |
| Corey Ray Hodges | Advisory Alpha, LLC mixed wealth | Creativeone Wealth, LLC independent RIA | RIA to RIA | May 21, 2021 | May 21, 2021 |
| Christina Lynn Fierro | Advisory Alpha, LLC mixed wealth | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 3, 2020 | Apr 2, 2018 |
| Connor Ross Gaffney | Advisory Alpha, LLC mixed wealth | Simplicity Wealth no RAUM | Other | Mar 30, 2020 | Aug 9, 2019 |
| David Michael Whitman | Advisory Alpha, LLC mixed wealth | Strategic Investments & Insurance state registered | RIA to a state-registered adviser | Mar 25, 2020 | Sep 9, 2020 (168 d) |
| Jade Aaron Rossback | Advisory Alpha, LLC other | Brookstone Asset Management, LLC other | Other | Nov 7, 2014 | Jan 6, 2015 (60 d) |
| Bradford James Pinter | Advisory Alpha, LLC other | Stonebridge Financial Group other | Other | Mar 3, 2014 | Jan 1, 2013 |
| Thomas Huffman Engelhard | Advisory Alpha, LLC other | Fiduciary Associates, LLC unclassified | Other | Jan 3, 2013 | Feb 25, 2013 (53 d) |
| Kyle Harris Campbell-Breidenfield | Advisory Alpha, LLC other | Stonebridge Financial Group other | Other | Jan 3, 2013 | Jan 31, 2013 |
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29 moves match.