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 Ifg Advisory, 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
Paul Kelly LoyaconoIfg Advisory, LLC independent RIAMag Cap independent RIARIA to RIADec 1, 2025Dec 1, 2025
Kyle Edgar GrandstaffIfg Advisory, LLC independent RIAColton Groome Financial Advisors, LLC independent RIARIA to RIAAug 11, 2025Sep 23, 2025 (43 d)
Chevelle Ss TuckIfg Advisory, LLC independent RIAAbundant Wealth Strategies state registeredRIA to a state-registered adviserJan 30, 2025Feb 10, 2025
Robert Wayne MartinIfg Advisory, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 14, 2024Nov 13, 2024
Rebekah Jane CloughIfg Advisory, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 6, 2024Dec 5, 2024 (90 d)
Wesley HeinrichsIfg Advisory, LLC independent RIAAlexander Capital Wealth Management LLC independent RIARIA to RIAJun 13, 2024Jun 10, 2024
Kristen Nicole ThomasIfg Advisory, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJan 4, 2024Jan 2, 2024
Craig Francis GregozeskiIfg Advisory, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseDec 31, 2023Nov 29, 2023
Kyle Robert BochatIfg Advisory, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherDec 21, 2023Dec 19, 2023
Heather Lynn DouglassIfg Advisory, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAOct 4, 2023Nov 22, 2023 (49 d)
Brice Douglas SilverIfg Advisory, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2023Sep 1, 2023
Rachel Ann SmithIfg Advisory, LLC independent RIACannon Financial Strategists, Inc. independent RIARIA to RIAAug 11, 2023Oct 18, 2023 (68 d)
Amy Leigh MullvainIfg Advisory, LLC independent RIALPL Financial LLC independent RIARIA to RIAMay 15, 2023Apr 13, 2022
Christopher Gerald LohsIfg Advisory, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 30, 2023Apr 21, 2023
Steve Eric WardIfg Advisory, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAOct 13, 2022Aug 19, 2022
Larry Milton WareIfg Advisory, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Sep 1, 2022
J. Brian GlazeIfg Advisory, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Sep 1, 2022
Jason Oliver NortonIfg Advisory, LLC independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 5, 2022Jan 11, 2022
Armistead BurwellIfg Advisory, LLC independent RIAWipfli Financial Advisors, LLC independent RIARIA to RIADec 13, 2021Jan 4, 2022
Arron Isaac BrisardIfg Advisory, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankOct 26, 2021Oct 27, 2021
Kevin Lawrence KellyIfg Advisory, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJun 1, 2021Mar 29, 2021
Bradley Mason TowsonIfg Advisory, LLC independent RIAOnedigital institutionalOtherJun 1, 2021Apr 27, 2021
Christopher Nelson KirklandIfg Advisory, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJun 1, 2021Mar 26, 2021
Mark James BloomIfg Advisory, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJun 1, 2021Mar 29, 2021
David Todd GriffinIfg Advisory, LLC independent RIAOnedigital institutionalOtherMay 14, 2021Feb 2, 2021
Stephanie Boyd HuntIfg Advisory, LLC independent RIAOnedigital institutionalOtherMar 18, 2021Feb 2, 2021
John P HensonIfg Advisory, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 14, 2020Nov 13, 2020
Amy Marie ThienIfg Advisory, LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankSep 11, 2020Aug 17, 2020
Alan MorganIfg Advisory, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 11, 2020Jun 11, 2020 (31 d)
Kenny Blake NicholsIfg Advisory, LLC independent RIAAmeritas Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 20, 2020Nov 1, 2021 (591 d)
Marty Wade MitchellIfg Advisory, LLC independent RIALPL Financial LLC independent RIARIA to RIAMar 18, 2020Mar 5, 2018
Jeffrey Scott PanikIfg Advisory, LLC independent RIAIndependent Advisor Alliance, LLC independent RIARIA to RIADec 13, 2019Dec 11, 2019
Thomas Todd StattonIfg Advisory, LLC independent RIAInvesco Advisers, Inc. asset managerOtherSep 20, 2019Oct 15, 2019
Laura Joan LatouretteIfg Advisory, LLC independent RIAThe Wealth Consulting Group independent RIARIA to RIAAug 2, 2019Sep 23, 2020 (418 d)
Ryan Evan BadgerIfg Advisory, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 26, 2019Apr 15, 2019
William Claude EvansIfg Advisory, LLC independent RIALPL Financial LLC independent RIARIA to RIAFeb 25, 2019Dec 21, 2018
Richard Zakery DearingerIfg Advisory, LLC independent RIALPL Financial LLC independent RIARIA to RIAFeb 25, 2019Nov 20, 2018
Michael Louis StoneIfg Advisory, LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankDec 10, 2018Nov 27, 2018
Micah Andrew ValentineIfg Advisory, LLC independent RIALPL Financial LLC independent RIARIA to RIAApr 25, 2018Mar 9, 2018
Corey Todd MyersIfg Advisory, LLC independent RIALPL Financial LLC independent RIARIA to RIAApr 25, 2018Mar 9, 2018
Theodore John DelisiIfg Advisory, LLC otherCwm, LLC independent RIAOtherMar 19, 2018Mar 14, 2018
Penny Jean PaughIfg Advisory, LLC otherCwm, LLC independent RIAOtherMar 19, 2018Mar 15, 2018
Colby Keston ClarkIfg Advisory, LLC otherCwm, LLC independent RIAOtherMar 19, 2018Mar 15, 2018
Reagan CurlIfg Advisory, LLC otherNetworth Financial Services, LLC independent RIAOtherFeb 2, 2017Sep 21, 2016
Michael Wayne GiddeonsIfg Advisory, LLC otherValic Financial Advisors, Inc. otherOtherAug 25, 2015Jul 2, 2015
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45 moves match.