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 Motley Fool 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
Hilary Angela DanielMotley Fool Wealth Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAApr 20, 2026May 20, 2026
Sean Fredrick GatesMotley Fool Wealth Management, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAApr 20, 2026Apr 1, 2026
Sabrina RoshMotley Fool Wealth Management, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAApr 20, 2026Apr 1, 2026
Megan Leslie BrinsfieldMotley Fool Wealth Management, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAApr 20, 2026Apr 1, 2026
Isaac WhiteMotley Fool Wealth Management, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAApr 20, 2026Apr 1, 2026
Lyndsi Grace StenderMotley Fool Wealth Management, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAApr 20, 2026Apr 1, 2026
Brandie Danielle BlackwellMotley Fool Wealth Management, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAApr 20, 2026Apr 1, 2026
Karisha Elizabeth ReelMotley Fool Wealth Management, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAApr 20, 2026Apr 1, 2026
Daniel Joseph DuckettMotley Fool Wealth Management, LLC independent RIAJaykay Wealth Advisors, Inc. independent RIARIA to RIADec 19, 2025Mar 16, 2026 (87 d)
Katelyn Nicole WebsterMotley Fool Wealth Management, LLC independent RIAVestmark Advisory Solutions, Inc. independent RIARIA to RIAAug 19, 2025Dec 16, 2025 (119 d)
Samantha Wendy SilbersteinMotley Fool Wealth Management, LLC independent RIAChicory Wealth independent RIARIA to RIAJul 30, 2025Aug 21, 2026 (387 d)
Garret RingMotley Fool Wealth Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAApr 16, 2025Apr 22, 2025
Hali Browne LondonMotley Fool Wealth Management, LLC independent RIACompound Planning, Inc. independent RIARIA to RIAApr 9, 2025Apr 4, 2025
Michelle Marie LeichtnerMotley Fool Wealth Management, LLC independent RIACompound Planning, Inc. independent RIARIA to RIAApr 9, 2025Apr 4, 2025
Trey Michael FernandezMotley Fool Wealth Management, LLC independent RIACompound Planning, Inc. independent RIARIA to RIAFeb 13, 2025Apr 7, 2025 (53 d)
Michael C PadillaMotley Fool Wealth Management, LLC independent RIAHoot Wealth LLC no RAUMRIA to a newly registered adviserFeb 12, 2025Jan 21, 2025
Jennifer GoodwinMotley Fool Wealth Management, LLC independent RIARe-Envision Wealth independent RIARIA to RIAFeb 12, 2025Mar 27, 2025 (43 d)
Nicholas John CrowMotley Fool Wealth Management, LLC independent RIAHoot Wealth LLC no RAUMRIA to a newly registered adviserFeb 12, 2025Jan 23, 2025
Wiley Cyrus BelknapMotley Fool Wealth Management, LLC independent RIACompound Planning, Inc. independent RIARIA to RIAFeb 12, 2025Jan 22, 2025
Jared Alvah ChaseMotley Fool Wealth Management, LLC independent RIAHoot Wealth LLC no RAUMRIA to a newly registered adviserFeb 12, 2025Jan 21, 2025
Justin RiveraMotley Fool Wealth Management, LLC independent RIAArq Wealth Advisors, LLC independent RIARIA to RIAFeb 10, 2025Mar 1, 2024
Christopher Michael GarrettMotley Fool Wealth Management, LLC independent RIACreative Planning independent RIARIA to RIADec 18, 2024Jan 6, 2025
John Lawrence FreemireMotley Fool Wealth Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIANov 25, 2024Dec 12, 2024
Elizabeth SwitzerMotley Fool Wealth Management, LLC independent RIALarson Financial Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2024Sep 17, 2024
Joseph Anthony PernaMotley Fool Wealth Management, LLC independent RIACompound Planning, Inc. independent RIARIA to RIAAug 9, 2024Aug 9, 2024
Cristina MunteanuMotley Fool Wealth Management, LLC independent RIACraftwork Capital LLC state registeredRIA to a state-registered adviserAug 2, 2024Aug 2, 2026 (730 d)
Michael Robert HunterMotley Fool Wealth Management, LLC independent RIACompound Planning, Inc. independent RIARIA to RIAApr 19, 2024Nov 19, 2024 (214 d)
Victoria FreemanMotley Fool Wealth Management, LLC independent RIACassaday & Company, Inc. independent RIARIA to RIAApr 4, 2024May 2, 2024
Khwan HathaiMotley Fool Wealth Management, LLC independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAMar 13, 2023Jan 14, 2025 (673 d)
William Kendric JenneyMotley Fool Wealth Management, LLC independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankFeb 17, 2023May 26, 2023 (98 d)
Maxwell Leonard HackerMotley Fool Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 27, 2022Aug 12, 2022
Sean Fredrick GatesMotley Fool Wealth Management, LLC independent RIALifestyle Wealth unclassifiedOtherJan 18, 2022Oct 3, 2022 (258 d)
Ross Stefan AndersonMotley Fool Wealth Management, LLC independent RIACraftwork Capital LLC state registeredRIA to a state-registered adviserJan 5, 2021Jan 14, 2021
Daniel Saul MessecaMotley Fool Wealth Management, LLC independent RIACraftwork Capital LLC state registeredRIA to a state-registered adviserJan 5, 2021Jan 14, 2021
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34 moves match.