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 Isc Advisors, 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
Robert Lane DahseIsc Advisors, Inc. mixed wealthVictory Financial independent RIARIA to RIAMar 17, 2026Mar 23, 2026
Charles M. MunsellIsc Advisors, Inc. mixed wealthVictory Financial independent RIARIA to RIAMar 17, 2026Mar 17, 2026
Sanjay ToliaIsc Advisors, Inc. mixed wealthKubence independent RIARIA to RIAFeb 2, 2026Mar 11, 2026 (37 d)
Lauren Jaclyn JarrellIsc Advisors, Inc. mixed wealthCambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 2, 2026Jan 27, 2026
Carrie Alexah StrongheartIsc Advisors, Inc. independent RIABfc Planning, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 4, 2025Oct 27, 2025 (265 d)
Melissa Anne CoxIsc Advisors, Inc. independent RIAVan Clemens Wealth Management, LLC independent RIARIA to RIAJan 3, 2025Jan 8, 2025
Gentry Parks MooreIsc Advisors, Inc. mixed wealthCommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankNov 2, 2021Nov 1, 2021
Gregory Allen SaurenmanIsc Advisors, Inc. independent RIAMission Advisory Group state registeredRIA to a state-registered adviserDec 9, 2020Feb 4, 2021 (57 d)
Victor GuadianaIsc Advisors, Inc. independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankNov 30, 2020Dec 4, 2020
James Edward SteigerIsc Advisors, Inc. independent RIACentaurus Financial, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 19, 2018Sep 19, 2018
Randall Scott WardIsc Advisors, Inc. independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2018Oct 15, 2018 (70 d)
Terry Lee HillIsc Advisors, Inc. otherCrescent Advisor Group, Inc. independent RIAOtherJan 2, 2018Jan 4, 2018
Crystal ScottIsc Advisors, Inc. otherAvantax Advisory Services otherOtherOct 17, 2017Dec 11, 2017 (55 d)
Glenn Curtis MayoIsc Advisors, Inc. otherGwn Securities Inc. otherOtherJun 14, 2017Jun 14, 2017
Steven James SandbergIsc Advisors, Inc. otherCpr Investments Inc independent RIAOtherJun 9, 2017Jan 26, 2018 (231 d)
Eric James BludauIsc Advisors, Inc. otherAe Wealth Management, LLC BD affiliatedOtherMay 30, 2017Jan 25, 2024 (2431 d)
Floyd Thomas BernardIsc Advisors, Inc. otherConcourse Financial Group Advisors otherOtherDec 16, 2016Dec 16, 2016
Elizabeth GrariIsc Advisors, Inc. otherAvantax Advisory Services otherOtherAug 10, 2016Sep 12, 2016 (33 d)
Patrick Jay StuhrIsc Advisors, Inc. otherLegacy 401k Partners, LLC state registeredOtherAug 5, 2015Aug 10, 2015
Steven Bradley GristIsc Advisors, Inc. otherLegacy 401k Partners, LLC state registeredOtherAug 5, 2015Aug 12, 2015
Carey Stuart RoebuckIsc Advisors, Inc. otherCarey S. Roebuck Financial Services, LLC state registeredOtherJul 2, 2015Aug 25, 2015 (54 d)
Aaron Grant HolderIsc Advisors, Inc. otherLegend Advisory, LLC otherOtherDec 11, 2014Dec 16, 2014
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22 moves match.