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 Fsb Premier Wealth Management, Inc.

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.

AdvisorFromToTypeLeftRegistered
Daniel Thomas GilesFsb Premier Wealth Management, Inc. independent RIAFoster Group, Inc. independent RIARIA to RIADec 5, 2025Jan 22, 2026 (48 d)
Jared Carl KremerFsb Premier Wealth Management, Inc. independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankOct 31, 2025Nov 11, 2025
Scott Allen WaechterFsb Premier Wealth Management, Inc. independent RIAUnited Advisors America independent RIARIA to RIAMay 31, 2024Jun 7, 2024
Jacob Lee StalderFsb Premier Wealth Management, Inc. independent RIANavigate Financial Planning LLC state registeredRIA to a state-registered adviserOct 17, 2022Mar 2, 2023 (136 d)
Jordan Dean AlbornFsb Premier Wealth Management, Inc. independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJan 4, 2021Jan 8, 2021
Zachary Adam CutkompFsb Premier Wealth Management, Inc. otherCapital Client Group, Inc. no RAUMOtherNov 27, 2015Jan 6, 2020 (1501 d)
Jeff Alan BrowerFsb Premier Wealth Management, Inc. otherVoya Financial Advisors, Inc. otherOtherDec 19, 2014Oct 18, 2016 (669 d)
Pauline Jo QuinnFsb Premier Wealth Management, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherDec 1, 2014Dec 2, 2014
Tay Jacoby-FriesFsb Premier Wealth Management, Inc. otherWells Fargo Advisors wirehouseOtherNov 25, 2014Mar 9, 2015 (104 d)
Zachary Allen KnutsonFsb Premier Wealth Management, Inc. otherSii Investments, Inc. otherOtherSep 12, 2013Sep 19, 2013
Jason Allen AndersonFsb Premier Wealth Management, Inc. otherMomentum Independent Network Inc. otherOtherOct 13, 2010Nov 2, 2012 (751 d)
Keith Michael GenglerFsb Premier Wealth Management, Inc. otherVoya Financial Advisors, Inc. otherOtherJun 16, 2009Jun 18, 2013 (1463 d)
John K SpiesFsb Premier Wealth Management, Inc. otherCitigroup Global Markets Inc. otherOtherJun 25, 2008Jun 9, 2008
Lee Christopher LarsonFsb Premier Wealth Management, Inc. otherRegis Asset Management LLC unclassifiedOtherSep 10, 2007Jan 4, 2010 (847 d)
Stewart Churchill HartmanFsb Premier Wealth Management, Inc. otherCitigroup Global Markets Inc. otherOtherJun 29, 2006Jun 28, 2006
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15 moves match.