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 B.O.S.S. Retirement 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brian Ward | B.O.S.S. Retirement Advisors, LLC independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Sep 8, 2026 | Aug 7, 2026 |
| Brandon Philip Olson | B.O.S.S. Retirement Advisors, LLC independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Sep 8, 2026 | Aug 7, 2026 |
| Cassidy Ann O'Brien | B.O.S.S. Retirement Advisors, LLC independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Sep 8, 2026 | Aug 25, 2026 |
| Dylan Mark Wathen | B.O.S.S. Retirement Advisors, LLC independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Sep 8, 2026 | Aug 20, 2026 |
| Jordan Reed Brown | B.O.S.S. Retirement Advisors, LLC independent RIA | Capita Financial Network, LLC independent RIA | RIA to RIA | Jul 8, 2026 | Jul 8, 2026 |
| Gavin Bullock | B.O.S.S. Retirement Advisors, LLC independent RIA | Trajan Wealth, L.L.C. independent RIA | RIA to RIA | Jun 1, 2026 | Jul 14, 2026 (43 d) |
| Craig Bennett Roth | B.O.S.S. Retirement Advisors, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Oct 6, 2025 | Oct 22, 2025 |
| Michael Thomas Zarlengo | B.O.S.S. Retirement Advisors, LLC independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2025 | Nov 11, 2025 (36 d) |
| Hanxu Qin | B.O.S.S. Retirement Advisors, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2025 | Mar 9, 2026 (154 d) |
| Bailey Pope | B.O.S.S. Retirement Advisors, LLC independent RIA | Sofi Wealth LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2025 | Sep 30, 2025 |
| Steve O'Flynn | B.O.S.S. Retirement Advisors, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | May 7, 2025 | Aug 8, 2025 (93 d) |
| Alicia Carinalli | B.O.S.S. Retirement Advisors, LLC independent RIA | Axxcess Wealth Management, LLC independent RIA | RIA to RIA | Oct 14, 2024 | Oct 10, 2024 |
| Tobias Shiner | B.O.S.S. Retirement Advisors, LLC independent RIA | U.S. Bancorp Investments, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 12, 2023 | Aug 21, 2023 (40 d) |
| Abraham Samaniego Perez | B.O.S.S. Retirement Advisors, LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Jun 28, 2023 | Jun 27, 2023 |
| Joseph Albert Kent | B.O.S.S. Retirement Advisors, LLC independent RIA | Capita Financial Network, LLC independent RIA | RIA to RIA | Mar 14, 2023 | Mar 14, 2023 |
| Madison Mae Forrest | B.O.S.S. Retirement Advisors, LLC independent RIA | Caliber Wealth Management, LLC independent RIA | RIA to RIA | May 13, 2021 | May 25, 2021 |
| Brock Adams | B.O.S.S. Retirement Advisors, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 3, 2019 | Jan 3, 2020 (31 d) |
| Matthew Reese Mason | B.O.S.S. Retirement Advisors, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Jan 7, 2019 | Jan 18, 2019 |
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18 moves match.