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 Severin Investments 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 |
|---|---|---|---|---|---|
| Justin W Hill | Severin Investments LLC independent RIA | Transamerica Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2026 | Sep 14, 2026 (56 d) |
| Kelly Wilhite | Severin Investments LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Mar 6, 2026 | Jul 6, 2026 (122 d) |
| Anderson Wiegman | Severin Investments LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Mar 6, 2026 | Apr 9, 2026 (34 d) |
| John Kelly Morard | Severin Investments LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | May 28, 2025 | Sep 18, 2025 (113 d) |
| Keegan Michael Erva | Severin Investments LLC independent RIA | Unify Financial Advisors independent RIA | RIA to RIA | May 8, 2025 | May 5, 2025 |
| Emily Berry | Severin Investments LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Mar 21, 2025 | Jul 18, 2025 (119 d) |
| Anthony Caiola | Severin Investments LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 19, 2024 | Mar 17, 2025 (210 d) |
| Stephen Heiden | Severin Investments LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 29, 2024 | Dec 2, 2024 (217 d) |
| Jeffrey Scott Merkow | Severin Investments LLC independent RIA | Edelman Financial Engines mixed wealth | RIA to RIA | Jun 13, 2022 | Sep 19, 2022 (98 d) |
| Trevor John Cornett | Severin Investments LLC independent RIA | Assetmark, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 19, 2022 | Jun 21, 2022 (63 d) |
| Austin J. Schettler | Severin Investments LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Apr 19, 2022 | Aug 12, 2022 (115 d) |
| Paul A Agliano | Severin Investments LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Apr 4, 2022 | Jun 6, 2022 (63 d) |
| Joshua Roland Johnson | Severin Investments LLC independent RIA | Sagepoint Financial, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2022 | Jul 12, 2022 (158 d) |
| Curtis Scott Shillingsford | Severin Investments LLC independent RIA | Genex Consulting independent RIA | RIA to RIA | Mar 31, 2021 | Oct 30, 2024 (1309 d) |
| David Andrew Stoll | Severin Investments LLC independent RIA | Archford Capital Strategies, LLC independent RIA | RIA to RIA | Mar 9, 2021 | May 19, 2021 (71 d) |
| Jonathan Randolph | Severin Investments LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Jan 23, 2020 | Jul 7, 2020 (166 d) |
| Mario Joseph De Rose | Severin Investments LLC independent RIA | Saxony Capital Management, LLC independent RIA | RIA to RIA | Jan 22, 2020 | Jan 3, 2022 (712 d) |
| Joseph Roman Anderson | Severin Investments LLC independent RIA | Correct Capital Wealth Management, LLC independent RIA | RIA to RIA | May 6, 2019 | Jul 5, 2019 (60 d) |
| Mark Andrew Young | Severin Investments LLC independent RIA | Secure Investment Management, LLC independent RIA | RIA to RIA | Dec 12, 2018 | Mar 16, 2020 (460 d) |
| Robert Molina | Severin Investments LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Sep 21, 2018 | Nov 26, 2018 (66 d) |
| Ross Sterling Wolff | Severin Investments LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jun 28, 2018 | Nov 15, 2018 (140 d) |
| Corey Goldstein | Severin Investments LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Apr 21, 2017 | Jun 27, 2017 (67 d) |
| David Charles King | Severin Investments LLC independent RIA | Silver Oak Securities, Inc. other | Other | Sep 27, 2016 | Feb 3, 2017 (129 d) |
| Scott Joseph Szymula | Severin Investments LLC independent RIA | Financial Engines Advisor Center, LLC other | Other | Sep 25, 2015 | Sep 9, 2015 |
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24 moves match.