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 Householder Group Estate & Retirement Specialists

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
Scott HouseholderHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC otherOtherDec 31, 2025Apr 27, 2016
Robert Steven BehuninHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2025Dec 10, 2025
Blake Steven BehuninHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2025Dec 10, 2025
Anthony Michael CoyneHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2025Nov 10, 2025
David William RomeroHouseholder Group Estate & Retirement Specialists independent RIAGateway Wealth Partners, LLC independent RIARIA to RIADec 15, 2025Jan 14, 2026
Darren Keith CrowHouseholder Group Estate & Retirement Specialists independent RIAGateway Wealth Partners, LLC independent RIARIA to RIADec 15, 2025Dec 16, 2025
Amy Greenberg NelsonHouseholder Group Estate & Retirement Specialists independent RIAGateway Wealth Partners, LLC independent RIARIA to RIAOct 8, 2025Jun 30, 2025
Kirk Mitchell BalinHouseholder Group Estate & Retirement Specialists independent RIAGateway Wealth Partners, LLC independent RIARIA to RIASep 11, 2025Sep 8, 2025
David Andrew HeatherHouseholder Group Estate & Retirement Specialists independent RIAGateway Wealth Partners, LLC independent RIARIA to RIAJun 24, 2025Jun 16, 2025
Lance Alan HenleyHouseholder Group Estate & Retirement Specialists independent RIAGateway Wealth Partners, LLC independent RIARIA to RIAMay 29, 2025May 14, 2025
Jean ElzayekHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 5, 2025Jan 21, 2025
Justin Michael NimockHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2025Aug 27, 2024
Erik Ryan WalkerHouseholder Group Estate & Retirement Specialists independent RIAIp Financial Advisory Services LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2025Dec 18, 2024
Tucker SahnowHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2025Apr 25, 2023
Veronica Marie AaronHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 12, 2024Feb 4, 2026 (449 d)
Joe Henry LedfordHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Benjamin WadaHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 4, 2024
Damon RidleyHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Katrina Louise Van RensumHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 4, 2024
James Andrew ByrdHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Wesley Ryon SorensenHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 4, 2024
Aaron Robert MclachlanHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Stephanie Marie FordHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 7, 2024
Jeffrey Forbes SmithHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Lisa Jenine KachelHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Skyler HulslanderHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Samuel Soler-ConklinHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Jan 2, 2025 (62 d)
Maxwell ShapiroHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Tyler FinchHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Jeremie Darrek AlleyHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Colin Patrick McgrawHouseholder Group Estate & Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 1, 2024
Robert Michael ValenzuelaHouseholder Group Estate & Retirement Specialists independent RIAKeystone Private Wealth independent RIARIA to RIASep 20, 2024Aug 25, 2024
Timothy Todd LuttmersHouseholder Group Estate & Retirement Specialists independent RIAKeystone Private Wealth independent RIARIA to RIASep 20, 2024Aug 25, 2024
Brandy Shera MerriamHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 11, 2024Sep 11, 2024
Ernest Martin BlackburnHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Apr 1, 2024
Danette West StarksHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Jan 1, 2025 (269 d)
Suzette Burns BatesHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Apr 9, 2024
Morgan Bain NickelsHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Apr 1, 2024
Tracey Dexter BryanHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Apr 1, 2024
Pasquale RussoHouseholder Group Estate & Retirement Specialists independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 13, 2023Nov 21, 2023
Bryan WilczewskiHouseholder Group Estate & Retirement Specialists independent RIAXypn Sapphire asset managerOtherAug 23, 2023Apr 1, 2024 (222 d)
Kevin Lewis Von TungelnHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 17, 2023Jan 1, 2026 (960 d)
Francesco BiasiHouseholder Group Estate & Retirement Specialists independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 19, 2022Apr 20, 2022
Andrea Joellen ArgueHouseholder Group Estate & Retirement Specialists independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAFeb 22, 2022Oct 8, 2021
Anne MiddletonHouseholder Group Estate & Retirement Specialists independent RIAWells Fargo Advisors wirehouseRIA to wirehouseFeb 22, 2022Apr 26, 2022 (63 d)
Jude Richard KaveHouseholder Group Estate & Retirement Specialists independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAFeb 22, 2022Oct 8, 2021
Cody James KaveHouseholder Group Estate & Retirement Specialists independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAFeb 22, 2022Oct 14, 2021
Jacob David SandbergHouseholder Group Estate & Retirement Specialists independent RIAFinancial Advocates Investment Management independent RIARIA to RIANov 9, 2021Nov 5, 2021
Alexandra Odessa VidalHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2021Oct 25, 2021
Darlene Lynn ShipeHouseholder Group Estate & Retirement Specialists independent RIAThe Wealth Consulting Group independent RIARIA to RIASep 9, 2021Jul 19, 2021
Lynn Joseph BilodeauHouseholder Group Estate & Retirement Specialists independent RIAThe Wealth Consulting Group independent RIARIA to RIASep 9, 2021Jul 19, 2021
Audrey Ivy PiersonHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC independent RIARIA to RIADec 31, 2020Nov 9, 2017
Ted Eric AlbrechtHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2020Oct 15, 2020
Edith Grant MeyerHouseholder Group Estate & Retirement Specialists independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankSep 3, 2020Aug 7, 2020
Edward Charles SchoebHouseholder Group Estate & Retirement Specialists independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankSep 3, 2020Aug 7, 2020
Brian Andrew HillHouseholder Group Estate & Retirement Specialists independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankSep 3, 2020Aug 7, 2020
Christopher Gerald LohsHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAMay 6, 2020Mar 9, 2022 (672 d)
Albert ChenHouseholder Group Estate & Retirement Specialists independent RIACourse Management Investment Advisors, LLC independent RIARIA to RIAApr 16, 2020Feb 27, 2020
Stephen Brookman GuyHouseholder Group Estate & Retirement Specialists independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 16, 2020May 13, 2020 (58 d)
Dennis Edward HollimanHouseholder Group Estate & Retirement Specialists independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 13, 2020Mar 20, 2020
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79 moves match.