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 Axxcess Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Justin Mark BonavitacolaAxxcess Wealth Management, LLC independent RIAVandalia Wealth no RAUMRIA to a newly registered adviserSep 4, 2026Apr 27, 2026
Dorsey Webster TyndallAxxcess Wealth Management, LLC independent RIAVandalia Wealth independent RIARIA to RIAJul 2, 2026Jul 2, 2026
John Davis FlemingAxxcess Wealth Management, LLC independent RIAVandalia Wealth independent RIARIA to RIAJul 2, 2026Jul 2, 2026
Craig L PelletierAxxcess Wealth Management, LLC independent RIAP&L Family Wealth state registeredRIA to a state-registered adviserSep 2, 2025May 11, 2026 (251 d)
Alicia CarinalliAxxcess Wealth Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJun 18, 2025Jun 16, 2025
Alan Derek GrismoreAxxcess Wealth Management, LLC independent RIASantara Wealth Management LLC no RAUMRIA to a newly registered adviserFeb 7, 2025Feb 3, 2025
Joshua J KhokharAxxcess Wealth Management, LLC independent RIASantara Wealth Management LLC no RAUMRIA to a newly registered adviserFeb 3, 2025Feb 3, 2025
Jonathan Yuri FreemanAxxcess Wealth Management, LLC independent RIAPresidio Capital Management, LLC independent RIARIA to RIAJan 27, 2025Feb 18, 2025
Dee HouseAxxcess Wealth Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAJan 15, 2025Jan 17, 2025
Michael William BestAxxcess Wealth Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAJan 15, 2025Jan 17, 2025
David Nathan Robert MorganAxxcess Wealth Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAJan 15, 2025Jan 17, 2025
Gregory Raymond BannerAxxcess Wealth Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIADec 31, 2024Dec 3, 2024
Patricia L StewartAxxcess Wealth Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIADec 31, 2024Dec 3, 2024
Monica Kristina SzakosAxxcess Wealth Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIADec 31, 2024Dec 3, 2024
Timothy Victor FigueroaAxxcess Wealth Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIADec 31, 2024Mar 3, 2026 (427 d)
Peter Eric WeitzAxxcess Wealth Management, LLC independent RIARoute 20 Private Wealth Inc. no RAUMRIA to a newly registered adviserDec 2, 2024Sep 9, 2024
Michelle Cari BlouinAxxcess Wealth Management, LLC independent RIARoute 20 Private Wealth Inc. asset managerOtherDec 2, 2024Dec 12, 2024
Albert Christopher NassarAxxcess Wealth Management, LLC independent RIAHeller Private Wealth state registeredRIA to a state-registered adviserOct 3, 2024Oct 13, 2025 (375 d)
Letitia Steiner BerbaumAxxcess Wealth Management, LLC independent RIARfg Advisory, LLC independent RIARIA to RIAOct 1, 2024Oct 1, 2024
Randall Scott KarlAxxcess Wealth Management, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAAug 2, 2024Jun 21, 2024
Todd Donaldson QuinnAxxcess Wealth Management, LLC independent RIAPeterson Rogers Private Wealth, LLC no RAUMOtherJul 22, 2024Feb 27, 2023
Matthew Charles BurbankAxxcess Wealth Management, LLC independent RIAArista Wealth Management, LLC independent RIARIA to RIAJul 22, 2024Jun 20, 2024
Adam CoonsAxxcess Wealth Management, LLC independent RIAOutwing Private Wealth Management independent RIARIA to RIAJan 10, 2024Feb 22, 2026 (774 d)
Erik Erle SimmonsAxxcess Wealth Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJan 3, 2024Dec 4, 2023
Robert Christopher BinkowskiAxxcess Wealth Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJan 3, 2024Dec 4, 2023
Todd Eric LunsfordAxxcess Wealth Management, LLC independent RIAInternational Private Wealth Advisors LLC independent RIARIA to RIAAug 21, 2023Aug 10, 2023
M Tom PetersonAxxcess Wealth Management, LLC independent RIAPeterson Rogers Private Wealth, LLC no RAUMRIA to a newly registered adviserMay 11, 2023Feb 27, 2023
Benjamin Samuel-Wayne RogersAxxcess Wealth Management, LLC independent RIAPeterson Rogers Private Wealth, LLC no RAUMRIA to a newly registered adviserMay 11, 2023Feb 27, 2023
Richard Marion BlosserAxxcess Wealth Management, LLC independent RIAPathfinder Wealth Advisors, LLC no RAUMOtherMar 14, 2023Jan 8, 2026 (1031 d)
Joseph Richard WilliamsonAxxcess Wealth Management, LLC independent RIAWilliamson Legacy Group, LLC no RAUMRIA to a newly registered adviserMar 24, 2022Apr 19, 2022
Jeanette Leann MccormickAxxcess Wealth Management, LLC independent RIAWilliamson Legacy Group, LLC no RAUMRIA to a newly registered adviserMar 24, 2022Mar 20, 2022
Donald Matthew PhelanAxxcess Wealth Management, LLC independent RIAWilliamson Legacy Group, LLC no RAUMRIA to a newly registered adviserMar 24, 2022Mar 20, 2022
Owen Patrick WilliamsonAxxcess Wealth Management, LLC independent RIAWilliamson Legacy Group, LLC no RAUMRIA to a newly registered adviserMar 24, 2022Mar 21, 2022
Benjamin Charles HechtAxxcess Wealth Management, LLC independent RIAWilliamson Legacy Group, LLC no RAUMRIA to a newly registered adviserMar 24, 2022Mar 20, 2022
Richard Marion BlosserAxxcess Wealth Management, LLC independent RIAPathfinder Wealth Advisors, LLC no RAUMOtherDec 31, 2021Feb 26, 2020
Michael Loren SeidAxxcess Wealth Management, LLC independent RIAArete Wealth Advisors, LLC otherOtherDec 31, 2021Feb 11, 2015
Jonathan Daniel BrackmannAxxcess Wealth Management, LLC independent RIAArete Wealth Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Jun 10, 2020
Monica Kristina SzakosAxxcess Wealth Management, LLC independent RIAArete Wealth Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Apr 15, 2020
Richard MoonAxxcess Wealth Management, LLC independent RIAAscendant Capital Management state registeredRIA to a state-registered adviserDec 31, 2021Jan 29, 2026 (1490 d)
Daniel (Nmn) GuillenAxxcess Wealth Management, LLC independent RIAForta Financial Group, Inc. independent RIARIA to RIADec 31, 2021May 12, 2020
Zaira EspinozaAxxcess Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 4, 2019Dec 3, 2019
Jerri HammonsAxxcess Wealth Management, LLC otherIntegrated Advisors Network LLC otherOtherDec 19, 2017Sep 23, 2016
Anne TahimAxxcess Wealth Management, LLC otherCapstone Wealth Management, Inc state registeredOtherNov 1, 2016Jan 1, 2026 (3348 d)
Jason Riley MccoyAxxcess Wealth Management, LLC otherCreative Planning Institutional Advisors, LLC otherOtherNov 19, 2014Nov 21, 2014
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44 moves match.