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 Visionary Wealth Advisors, 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
Jana Marie GregorekVisionary Wealth Advisors, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMay 11, 2023May 18, 2023
Michael Dewayne ClarkVisionary Wealth Advisors, LLC independent RIAClark Wealth Partners, LLC no RAUMRIA to a newly registered adviserAug 2, 2022Jun 2, 2022
Evan Lyle Johnson MowenVisionary Wealth Advisors, LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 11, 2022Mar 22, 2021
Troy Ray HedmanVisionary Wealth Advisors, LLC independent RIACetera Planning Partners independent RIARIA to RIAJun 2, 2021Jun 1, 2021
John FischerVisionary Wealth Advisors, LLC independent RIAMosaic Family Wealth, LLC independent RIARIA to RIAJun 2, 2021Jul 13, 2021 (41 d)
Chance Corbot FranklinVisionary Wealth Advisors, LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankMar 31, 2021Jun 1, 2021 (62 d)
Chad Michael OpelVisionary Wealth Advisors, LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 19, 2021Mar 22, 2021
Richard Michael CollopVisionary Wealth Advisors, LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 13, 2021Mar 15, 2021
Jeffrey Charles FoxVisionary Wealth Advisors, LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 21, 2019Nov 21, 2019
Robert T ReidelbergerVisionary Wealth Advisors, LLC independent RIARda Financial Network independent RIARIA to RIAAug 5, 2019Aug 6, 2019
Lisa Marie VorceVisionary Wealth Advisors, LLC independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2019Sep 17, 2019 (165 d)
Scott Douglas CarsonVisionary Wealth Advisors, LLC otherCarsonallaria Wealth Management, Ltd. independent RIAOtherNov 21, 2017Sep 7, 2018 (290 d)
Mark Vincent AllariaVisionary Wealth Advisors, LLC otherCarsonallaria Wealth Management, Ltd. no RAUMOtherNov 21, 2017Dec 8, 2017
Joseph Michael AllariaVisionary Wealth Advisors, LLC otherCarsonallaria Wealth Management, Ltd. no RAUMOtherNov 21, 2017Dec 8, 2017
Fred Rick KettlerVisionary Wealth Advisors, LLC otherPark Avenue Securities LLC otherOtherOct 18, 2016Feb 23, 2017 (128 d)
Zachary Brent MannVisionary Wealth Advisors, LLC otherMML Investors Services, LLC otherOtherOct 18, 2016Sep 23, 2016
Jorge Luis Morales BajandasVisionary Wealth Advisors, LLC otherJlm Advisors LLC state registeredOtherOct 18, 2016Jul 13, 2017 (268 d)
Tyler Dean SchaperVisionary Wealth Advisors, LLC otherU.S. Bancorp Advisors, LLC BD affiliatedOtherJun 23, 2016Feb 13, 2026 (3522 d)
Timothy Daniel HardenVisionary Wealth Advisors, LLC otherMariner Wealth Advisors otherOtherJan 29, 2016Feb 8, 2016
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19 moves match.