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 Accelerated 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
Luke VanzoAccelerated Wealth Advisors LLC independent RIALighthouse Financial LLC no RAUMOtherMay 5, 2026May 5, 2026
Austin Michael CooperAccelerated Wealth Advisors LLC independent RIAHorizon Wealth independent RIARIA to RIAApr 13, 2026Apr 21, 2026
Paul D BishopAccelerated Wealth Advisors LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 17, 2024Feb 5, 2024
Susan Diane AuerAccelerated Wealth Advisors LLC independent RIARfg Advisory, LLC independent RIARIA to RIAJan 8, 2024Jan 8, 2024
Raymond E HartAccelerated Wealth Advisors LLC independent RIARfg Advisory, LLC independent RIARIA to RIAJan 8, 2024Jan 8, 2024
Chris David AbeytaAccelerated Wealth Advisors LLC independent RIARfg Advisory, LLC independent RIARIA to RIAJan 8, 2024Jan 8, 2024
Dustin Eugene WestAccelerated Wealth Advisors LLC independent RIARfg Advisory, LLC independent RIARIA to RIAJan 8, 2024Jan 6, 2024
Mackenzie Karner BekezaAccelerated Wealth Advisors LLC independent RIARfg Advisory, LLC independent RIARIA to RIAJan 8, 2024Jan 8, 2024
Kyle William HouseholderAccelerated Wealth Advisors LLC independent RIAPetra Financial Advisors Inc independent RIARIA to RIAJul 28, 2023Aug 17, 2023
Brittany Jean RogersAccelerated Wealth Advisors LLC independent RIASovereign Financial Group, Inc. independent RIARIA to RIAMar 20, 2023Mar 17, 2023
Nathan Scott YeomansAccelerated Wealth Advisors LLC independent RIARfg Advisory, LLC independent RIARIA to RIAFeb 3, 2023Jan 31, 2023
Gregg Michael IndovinaAccelerated Wealth Advisors LLC independent RIARfg Advisory, LLC independent RIARIA to RIAFeb 2, 2023Jan 31, 2023
Marcia Annette MillerAccelerated Wealth Advisors LLC independent RIARfg Advisory, LLC independent RIARIA to RIANov 11, 2022Nov 1, 2022
James Morgan RogersAccelerated Wealth Advisors LLC independent RIAAurelius Family Office, LLC independent RIARIA to RIAOct 6, 2022Aug 12, 2025 (1041 d)
Melissa Marie StarrAccelerated Wealth Advisors LLC independent RIACorundum Group, Inc. mixed wealthRIA to RIAApr 18, 2022Apr 25, 2022
Matthew D. MorellAccelerated Wealth Advisors LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankMay 12, 2021Apr 15, 2025 (1434 d)
Ryan Christopher HallAccelerated Wealth Advisors LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAMar 9, 2021Jan 1, 2025 (1394 d)
Shannon Jeanette RossAccelerated Wealth Advisors LLC independent RIALighthouse Financial LLC independent RIARIA to RIAApr 12, 2019Apr 16, 2019
Jonathan Paul KruegerAccelerated Wealth Advisors LLC independent RIALion Street Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 28, 2018Oct 2, 2018
Raymond Martin BackersAccelerated Wealth Advisors LLC otherRite Financial Group unclassifiedOtherFeb 20, 2018Feb 5, 2018
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20 moves match.