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 Lineweaver Wealth Advisors

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
Rebecca TiptonLineweaver Wealth Advisors independent RIAWells Fargo Advisors wirehouseRIA to wirehouseOct 17, 2025Feb 3, 2026 (109 d)
Brian John KlecanLineweaver Wealth Advisors independent RIAUsi Securities, Inc. no RAUMOtherDec 20, 2023Mar 11, 2024 (82 d)
Travis DraganLineweaver Wealth Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJul 13, 2023Jun 28, 2023
Dylan Ray CaslerLineweaver Wealth Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIAJun 5, 2023Jun 3, 2025 (729 d)
Andrew Joseph BlackLineweaver Wealth Advisors independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankDec 20, 2022Jul 26, 2023 (218 d)
Diane S DawsonLineweaver Wealth Advisors independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAOct 26, 2022Nov 23, 2022
Preston James PtakLineweaver Wealth Advisors independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMar 24, 2022May 18, 2022 (55 d)
Francis A AnelloLineweaver Wealth Advisors independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAMar 29, 2021Sep 1, 2021 (156 d)
James Marion NelsonLineweaver Wealth Advisors independent RIAKalos Management BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2018Nov 1, 2018
Ryan Conrad BatesLineweaver Wealth Advisors independent RIAKalos Management BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2018Dec 5, 2018 (62 d)
Michael Wayne McfarlandLineweaver Wealth Advisors otherCuna Brokerage Services, Inc. mixed wealthOtherDec 31, 2016Dec 17, 2018 (716 d)
Kevin H. GayLineweaver Wealth Advisors otherValic Financial Advisors, Inc. otherOtherMay 23, 2016May 23, 2016
Brian David KochLineweaver Wealth Advisors otherVoya Financial Advisors, Inc. otherOtherOct 22, 2015Jan 21, 2016 (91 d)
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13 moves match.