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 Iht 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 |
|---|---|---|---|---|---|
| Jaxon D Hyatt | Iht Wealth Management LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2026 | Aug 5, 2026 |
| Fawn Marie Lane | Iht Wealth Management LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 12, 2025 | Aug 18, 2025 |
| James Christopher Cochran | Iht Wealth Management LLC BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Nov 16, 2022 |
| Steven Keith Kellar | Iht Wealth Management LLC BD affiliated | Highpoint Planning Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2025 | Jul 1, 2025 |
| Pamela D. Appell | Iht Wealth Management LLC BD affiliated | Mma Securities LLC no RAUM | Other | Jul 11, 2025 | Jul 1, 2025 |
| Brent Anthony Kalka | Iht Wealth Management LLC BD affiliated | Savant Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2025 | May 2, 2025 |
| John Michael Stoken | Iht Wealth Management LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 29, 2025 | Apr 2, 2025 |
| Marcin Andrzej Szczepaniak | Iht Wealth Management LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Feb 11, 2025 | Jul 9, 2025 (148 d) |
| Daniel Graham Henry | Iht Wealth Management LLC BD affiliated | Endeavor Capital Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 11, 2024 | Sep 10, 2024 |
| Stephen Wesley Brimacombe | Iht Wealth Management LLC BD affiliated | State Line Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 16, 2024 | Jun 26, 2024 |
| Ian Cade Campbell | Iht Wealth Management LLC BD affiliated | Curtis Capital Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 30, 2024 | May 24, 2024 |
| Donald James Mahlke | Iht Wealth Management LLC BD affiliated | Midland Wealth Management other | Other | May 2, 2024 | May 3, 2024 |
| James R Ray | Iht Wealth Management LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2024 | Feb 1, 2024 |
| Joshua Michael Elmore | Iht Wealth Management LLC BD affiliated | Rise Financial Partners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 2, 2023 | Sep 28, 2023 |
| Alex Papadopoulos | Iht Wealth Management LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2023 | Sep 29, 2023 |
| Karla M Hernandez | Iht Wealth Management LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2023 | Sep 29, 2023 |
| Mark Wheeler Harris | Iht Wealth Management LLC BD affiliated | Rpr Financial no RAUM | Other | Jul 5, 2023 | Nov 19, 2021 |
| Salvatore Joseph Ditusa | Iht Wealth Management LLC BD affiliated | Mariner BD affiliated | Affiliated broker-dealer or bank to another | Jul 5, 2023 | Jun 13, 2023 |
| Michael Kenrick Sheerin | Iht Wealth Management LLC BD affiliated | Tax Favored Retirement state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 6, 2022 | Nov 14, 2022 |
| Travis J Collum | Iht Wealth Management LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2022 | Jan 13, 2022 |
| Matthew Lake Brown | Iht Wealth Management LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 4, 2022 | Sep 30, 2022 |
| Colin Bonnett | Iht Wealth Management LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 14, 2022 | Sep 14, 2022 |
| Ori Laby | Iht Wealth Management LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 26, 2022 | Aug 25, 2022 |
| Kevin Mark Forbush | Iht Wealth Management LLC BD affiliated | Lion Street Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 18, 2022 | Mar 17, 2022 |
| Christian Mark Harris | Iht Wealth Management LLC BD affiliated | Heritage Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2022 | May 31, 2022 (92 d) |
| Paul Dominic Mangiardi | Iht Wealth Management LLC BD affiliated | Zacks Investment Management, Inc. mixed wealth | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2022 | Mar 8, 2022 |
| Craig Scott Fisch | Iht Wealth Management LLC BD affiliated | Rpr Financial no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 25, 2022 | Nov 1, 2021 |
| Mitch Dean Carlson | Iht Wealth Management LLC BD affiliated | Rpr Financial no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 25, 2022 | Nov 1, 2021 |
| Brian Lynn Weese | Iht Wealth Management LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2021 | Sep 30, 2021 |
| Peter Edward Mallett | Iht Wealth Management LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2021 | Sep 30, 2021 |
| Phillip Brian Smolinski | Iht Wealth Management LLC independent RIA | Fairhaven Wealth Management, LLC independent RIA | RIA to RIA | Sep 24, 2021 | Oct 1, 2021 |
| Frederick Maximilian Kort | Iht Wealth Management LLC independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 24, 2021 | Sep 29, 2021 |
| Nandan Jagdish Shah | Iht Wealth Management LLC independent RIA | Arete Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 23, 2021 | Sep 23, 2021 |
| Paul A Agliano | Iht Wealth Management LLC independent RIA | Severin Investments LLC independent RIA | RIA to RIA | Sep 20, 2021 | Feb 14, 2022 (147 d) |
| Daniel Douglas Maclean | Iht Wealth Management LLC independent RIA | J. W. Cole Advisors, Inc. independent RIA | RIA to RIA | Sep 7, 2021 | Sep 17, 2021 |
| Derek Andrew Leighton | Iht Wealth Management LLC independent RIA | Woodbury Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2020 | Jan 5, 2021 |
| Christopher David Collins | Iht Wealth Management LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Nov 2, 2020 | Nov 25, 2020 |
| Felipe Juan Antonio Colon | Iht Wealth Management LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Dec 11, 2019 | Feb 18, 2020 (69 d) |
| Robert Patrick Pachciarz | Iht Wealth Management LLC independent RIA | Supreme Alliance LLC independent RIA | RIA to RIA | Nov 13, 2019 | Jan 2, 2020 (50 d) |
| Frank Joseph Diliberto | Iht Wealth Management LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 28, 2019 | Aug 5, 2021 (708 d) |
| William Fredric Kellogg | Iht Wealth Management LLC independent RIA | Hilltop Securities Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 9, 2019 | Jul 8, 2019 |
| Evangeline Stratis | Iht Wealth Management LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | May 23, 2019 | Jun 24, 2019 (32 d) |
| David Andrew Wilson | Iht Wealth Management LLC independent RIA | Fbl Wealth Management, LLC no RAUM | RIA to a newly registered adviser | May 16, 2019 | May 15, 2019 |
| Thomas Muscarella | Iht Wealth Management LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 17, 2019 | Apr 17, 2019 |
| Gregory Alfredo Chona | Iht Wealth Management LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jan 18, 2019 | Feb 13, 2019 |
| Michael Adrian Porrey | Iht Wealth Management LLC independent RIA | Private Advisor Group, LLC independent RIA | RIA to RIA | Dec 7, 2018 | Dec 3, 2018 |
| Jennifer J Slater | Iht Wealth Management LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Nov 20, 2018 | Dec 24, 2018 (34 d) |
| Scott Charles Kurkjian | Iht Wealth Management LLC independent RIA | Highpoint Advisor Group, LLC independent RIA | RIA to RIA | Nov 15, 2018 | Nov 16, 2018 |
| James V Petitpren | Iht Wealth Management LLC independent RIA | Orba Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 24, 2018 | Nov 1, 2018 |
| Jonathon Merickel | Iht Wealth Management LLC independent RIA | Vivaldi Capital Management LP independent RIA | RIA to RIA | Oct 19, 2018 | Oct 25, 2018 |
| Cynthia Allen Mann | Iht Wealth Management LLC other | H. Beck, Inc. other | Other | Sep 6, 2017 | Aug 28, 2017 |
| Dennis Matthew Breier | Iht Wealth Management LLC other | Fifth Third Securities, Inc. other | Other | Aug 29, 2016 | Nov 9, 2016 (72 d) |
| Evan Scherer | Iht Wealth Management LLC other | Pnc Wealth Management other | Other | Feb 5, 2016 | Feb 1, 2016 |
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53 moves match.