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 Orgel 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Aaron Eugene Schueller | Orgel Wealth Management, LLC independent RIA | Klaas Financial Asset Advisors, LLC. independent RIA | RIA to RIA | May 19, 2026 | Jun 25, 2026 (37 d) |
| Bradley Allen Dobson | Orgel Wealth Management, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Mar 6, 2026 | May 29, 2026 (84 d) |
| Jon Michael Gadberry | Orgel Wealth Management, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | May 29, 2025 | May 30, 2025 |
| Joshua Jay Zahn | Orgel Wealth Management, LLC independent RIA | Resonant Capital Advisors, LLC independent RIA | RIA to RIA | Jul 15, 2024 | Sep 4, 2024 (51 d) |
| Hilary J Sweeney | Orgel Wealth Management, LLC independent RIA | Mairs & Power mixed wealth | RIA to RIA | Aug 22, 2023 | Sep 26, 2023 (35 d) |
| Ryan Zywotko | Orgel Wealth Management, LLC independent RIA | Caissa Wealth Strategies independent RIA | RIA to RIA | Jun 10, 2022 | Oct 31, 2022 (143 d) |
| Christopher Branch Paulson | Orgel Wealth Management, LLC independent RIA | Tlg Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 20, 2021 | Jun 8, 2021 (49 d) |
| Luke R Van De Loo | Orgel Wealth Management, LLC independent RIA | Sullivan Mermel, Inc. state registered | RIA to a state-registered adviser | Jul 8, 2019 | Sep 15, 2023 (1530 d) |
| Craig Robert Falkner | Orgel Wealth Management, LLC other | Advisory Services Network other | Other | Feb 24, 2015 | Sep 17, 2015 (205 d) |
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9 moves match.