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 First Advisors National, 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
Ryan Michael BridgesFirst Advisors National, LLC independent RIASimplicity Wealth mixed wealthRIA to RIAJul 3, 2026Jul 9, 2026
David John ZbonskiFirst Advisors National, LLC independent RIADavid Zbonski, LLC state registeredRIA to a state-registered adviserApr 10, 2026Mar 26, 2026
William Joseph O'NeilFirst Advisors National, LLC independent RIAAdvisory Alpha, LLC independent RIARIA to RIAJan 15, 2026Jan 20, 2026
Daren Edward ChambleeFirst Advisors National, LLC independent RIAFirst Family Wealth state registeredRIA to a state-registered adviserOct 20, 2025Oct 21, 2025
Keith MotuseskyFirst Advisors National, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 12, 2025Sep 2, 2025
Michael P SchesslerFirst Advisors National, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAAug 29, 2025Sep 8, 2025
Mark Ryan OneilFirst Advisors National, LLC independent RIAAdvisory Alpha, LLC independent RIARIA to RIAMay 21, 2025Nov 21, 2025 (184 d)
Lane G MartinsenFirst Advisors National, LLC independent RIAMartinsen Wealth Management no RAUMRIA to a newly registered adviserMar 3, 2025Sep 9, 2024
Daniel Ray KnelsonFirst Advisors National, LLC independent RIAFinancial & Tax Architects, LLC independent RIARIA to RIAJan 16, 2025Dec 16, 2024
Kurt Allen BerryFirst Advisors National, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJan 6, 2025Jan 2, 2025
Kenneth Sherman HolmesFirst Advisors National, LLC independent RIAMartinsen Wealth Management no RAUMRIA to a newly registered adviserJan 6, 2025Sep 11, 2024
Gary StollerFirst Advisors National, LLC independent RIAElevate Wealth Advisory, Inc. independent RIARIA to RIAJan 6, 2025Jul 22, 2024
Byron Richard IsonFirst Advisors National, LLC independent RIAOptivise Advisory Services LLC independent RIARIA to RIADec 2, 2024Jan 7, 2025 (36 d)
Cory Bruce CarltonFirst Advisors National, LLC independent RIAOptivise Advisory Services LLC independent RIARIA to RIADec 2, 2024Dec 20, 2024
Mark GoaslindFirst Advisors National, LLC independent RIAMartinsen Wealth Management no RAUMRIA to a newly registered adviserOct 1, 2024Oct 1, 2024
Jeremy Lane VaughtFirst Advisors National, LLC independent RIAMartinsen Wealth Management no RAUMRIA to a newly registered adviserOct 1, 2024Aug 23, 2024
John Thomas TurnerFirst Advisors National, LLC independent RIABankers Life Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 14, 2024Jan 7, 2025 (146 d)
Dominick Lawrence DeangelisFirst Advisors National, LLC independent RIATrajan Wealth, L.L.C. independent RIARIA to RIAJun 6, 2024Oct 18, 2024 (134 d)
Tonya Rene BainsFirst Advisors National, LLC independent RIABains, Tonya R state registeredRIA to a state-registered adviserJul 19, 2023Nov 6, 2024 (476 d)
Stuart Mathew HunsickerFirst Advisors National, LLC independent RIABedrock Investment Advisors independent RIARIA to RIAMay 4, 2023Mar 13, 2023
Timothy Jay BeemanFirst Advisors National, LLC independent RIARedwood Private Wealth independent RIARIA to RIAAug 1, 2022Aug 1, 2022
Dominick Joseph CristofaroFirst Advisors National, LLC independent RIADeep Blue Investment Advisors institutionalOtherMay 25, 2022Jun 7, 2022
Mohsen KhodaverdiFirst Advisors National, LLC independent RIALion Street Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 25, 2022Jun 28, 2022 (123 d)
Jessica Louise SmithFirst Advisors National, LLC independent RIAInlight Wealth independent RIARIA to RIAJan 7, 2022Jul 6, 2022 (180 d)
Michael Anthony ConticelliFirst Advisors National, LLC independent RIAInteractive Financial Advisors independent RIARIA to RIAJan 3, 2022Aug 5, 2022 (214 d)
James Allen ReyesFirst Advisors National, LLC independent RIAAllen James Financial LLC state registeredRIA to a state-registered adviserJan 3, 2022Jan 1, 2026 (1459 d)
Robert Richard WolfFirst Advisors National, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 2, 2021Jun 3, 2025 (1462 d)
David W ConardFirst Advisors National, LLC independent RIAPlanmember Securities Corporation independent RIARIA to RIAJan 4, 2021Jan 21, 2021
Glenn A HansenFirst Advisors National, LLC independent RIAAdvisory Alpha, LLC mixed wealthRIA to RIADec 7, 2020Dec 8, 2020
Patricia Ivette GomezFirst Advisors National, LLC independent RIACpr Investments Inc independent RIARIA to RIAOct 2, 2020Sep 28, 2022 (726 d)
James Stephen BaudreauFirst Advisors National, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIASep 25, 2020Oct 15, 2020
Kenneth BuschFirst Advisors National, LLC independent RIAUnited Advisors America independent RIARIA to RIAFeb 7, 2020Feb 16, 2020
Jacob Alexander SerfasFirst Advisors National, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAJan 20, 2020Jan 20, 2020
Bruce Gary KasermanFirst Advisors National, LLC independent RIAPortfolio Medics, LLC independent RIARIA to RIAJan 2, 2020Jan 7, 2021 (371 d)
Jenna RancourtFirst Advisors National, LLC independent RIAPetros Advisory Services, LLC unclassifiedOtherDec 17, 2019Jan 7, 2020
Rodney Dean JarrellFirst Advisors National, LLC independent RIASimplicity Wealth no RAUMRIA to a newly registered adviserJul 18, 2019Aug 13, 2019
Andrew Mitchell HallFirst Advisors National, LLC independent RIASimplicity Wealth independent RIARIA to RIADec 31, 2018Sep 25, 2020 (634 d)
Bryan Keith DalyFirst Advisors National, LLC independent RIARoyal Fund Management, LLC independent RIARIA to RIADec 6, 2018Dec 4, 2018
Kevin John SchneiderFirst Advisors National, LLC independent RIARoyal Fund Management, LLC independent RIARIA to RIADec 5, 2018Dec 5, 2018
Cody Allen CrawfordFirst Advisors National, LLC independent RIASageguard Financial Group, LLC independent RIARIA to RIANov 9, 2018Oct 18, 2018
Jeremy David ShippFirst Advisors National, LLC independent RIARcplanners independent RIARIA to RIAOct 31, 2018Nov 1, 2018
Jesse Marichalar GalindoFirst Advisors National, LLC independent RIAWealth Watch Advisors, Inc independent RIARIA to RIAOct 8, 2018Oct 9, 2018
Ward Clinton WenholzFirst Advisors National, LLC independent RIASapphire Financial Strategies, L.L.C. state registeredRIA to a state-registered adviserSep 6, 2018Nov 5, 2018 (60 d)
Peter Louis CatalanoFirst Advisors National, LLC independent RIACatalano Financial state registeredRIA to a state-registered adviserAug 31, 2018Sep 28, 2018
Russell Lee LunaFirst Advisors National, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAAug 9, 2018Aug 9, 2018
Brian Albert LeeFirst Advisors National, LLC independent RIAW&S Brokerage Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 12, 2018Mar 25, 2020 (622 d)
Wallace Ray NicholsFirst Advisors National, LLC independent RIAAsset Guidance Group, LLC state registeredRIA to a state-registered adviserApr 13, 2018Apr 26, 2018
Chad Vincent CassianiFirst Advisors National, LLC otherBrookstone Capital Management LLC otherOtherMar 27, 2018Mar 2, 2018
Michael Richard DavisFirst Advisors National, LLC otherPruco Securities, LLC BD affiliatedOtherMar 21, 2018Apr 12, 2018
Bradley Dean EwerthFirst Advisors National, LLC otherP23 Financial, Inc state registeredOtherJan 18, 2018Jan 1, 2026 (2905 d)
Daniel Richard MurphyFirst Advisors National, LLC otherFoundations Investment Advisors LLC otherOtherDec 15, 2017Dec 21, 2017
Glenn Ray PriceFirst Advisors National, LLC otherBrookstone Capital Management LLC otherOtherNov 13, 2017Nov 17, 2017
William Jonathan ScottFirst Advisors National, LLC otherBrookstone Capital Management LLC independent RIAOtherNov 13, 2017Jan 7, 2026 (2977 d)
Renan Morven GuillouFirst Advisors National, LLC otherWealth Watch Advisors, Inc otherOtherNov 1, 2017Oct 25, 2017
Woodrow D BowlingFirst Advisors National, LLC otherPruco Securities, LLC BD affiliatedOtherAug 30, 2017Nov 30, 2017 (92 d)
Jolyn ChappellFirst Advisors National, LLC otherGradient Advisors, LLC otherOtherJul 17, 2017Oct 17, 2017 (92 d)
Kyle F O'DellFirst Advisors National, LLC otherAe Wealth Management, LLC independent RIAOtherJul 5, 2017May 1, 2019 (665 d)
Diane BrewerFirst Advisors National, LLC otherPartnervest Advisory Services LLC otherOtherJun 21, 2017Jun 24, 2015
Nina Blythe StricklandFirst Advisors National, LLC otherSound Income Strategies, LLC otherOtherJun 1, 2017Jun 2, 2017
Timothy John HendersonFirst Advisors National, LLC otherHorter Investment Management, LLC otherOtherMay 22, 2017Jun 2, 2017
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77 moves match.