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 Exodus Wealth, 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
Glenn Robert MatecunExodus Wealth, LLC independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 24, 2025Jan 22, 2025
Christopher Michael AllenExodus Wealth, LLC independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAJan 31, 2024Jul 24, 2025 (540 d)
Rory Patrick McdonaldExodus Wealth, LLC independent RIAMonticello Financial Advisors state registeredRIA to a state-registered adviserApr 3, 2023Mar 24, 2023
Carrie Jean MccollimExodus Wealth, LLC independent RIAD.A. Davidson & Co. independent RIARIA to RIAAug 4, 2022Aug 8, 2022
Ronald B DoweidtExodus Wealth, LLC independent RIASan Blas Advisory, Inc. independent RIARIA to RIAJan 7, 2022Apr 4, 2022 (87 d)
Joshua Garrett MillerExodus Wealth, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankDec 7, 2021Nov 4, 2021
Michael Dale KoontzExodus Wealth, LLC independent RIAIntegrity Financial Advisors, LLC independent RIARIA to RIAJul 6, 2021Apr 28, 2022 (296 d)
Robert Forest HeldExodus Wealth, LLC independent RIAIntegrity Financial Advisors, LLC no RAUMRIA to a newly registered adviserJul 2, 2021Jul 7, 2021
Eric Marcus ElkinsExodus Wealth, LLC independent RIAMatch Grade Advisors mixed wealthRIA to RIAMay 11, 2021May 7, 2021
Zhe Feng ZhangExodus Wealth, LLC independent RIAOz Wealth Management LLC state registeredRIA to a state-registered adviserAug 4, 2020Feb 25, 2020
Travis R WurzExodus Wealth, LLC independent RIASchmerge Executive Planning Services, Inc. state registeredRIA to a state-registered adviserAug 4, 2020Jan 15, 2020
Mark Andrew YoungExodus Wealth, LLC independent RIASeverin Investments LLC independent RIARIA to RIADec 31, 2019Dec 10, 2018
Larry SfinasExodus Wealth, LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 16, 2019Jul 30, 2019
Darren WurzExodus Wealth, LLC independent RIASchmerge Executive Planning Services, Inc. state registeredRIA to a state-registered adviserAug 8, 2019Jul 22, 2019
Brent AndersonExodus Wealth, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJul 12, 2019Aug 7, 2019
Shawn Scott LorionExodus Wealth, LLC independent RIAU.S. Bancorp Investments, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2019Jan 2, 2019
Ronald Joseph CaponeExodus Wealth, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 2, 2018Jul 10, 2025 (2534 d)
Ankit SahuExodus Wealth, LLC otherProsperity Financial Group, Inc. independent RIAOtherMar 30, 2017Jul 27, 2018 (484 d)
John AriolaExodus Wealth, LLC otherSii Investments, Inc. otherOtherFeb 5, 2016Jan 15, 2016
Dawn Marie SantorielloExodus Wealth, LLC otherS Squared Retirement Solutions LLC state registeredOtherJun 17, 2015Jul 1, 2015
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20 moves match.