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 Tucker Asset 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.

AdvisorFromToTypeLeftRegistered
Joseph Michael PolychronisTucker Asset Management LLC independent RIAIntegrity Advisory Solutions independent RIARIA to RIAMar 4, 2026Feb 27, 2026
Michael Howard SpencerTucker Asset Management LLC independent RIAFitzwilliams Wealth Management Inc. independent RIARIA to RIANov 12, 2025Nov 24, 2025
John Foster RipleyTucker Asset Management LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIASep 23, 2025Mar 14, 2025
John Charles CheesemanTucker Asset Management LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIASep 23, 2025Sep 3, 2025
Ryan Christopher HughesTucker Asset Management LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 10, 2025May 6, 2025
Deirdre HafenTucker Asset Management LLC independent RIAAdvisory Alpha, LLC independent RIARIA to RIAMay 23, 2025Feb 14, 2025
David Wayne CampbellTucker Asset Management LLC independent RIAFirst Command Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankApr 24, 2025Aug 18, 2025 (116 d)
Clinton Lee ConnellTucker Asset Management LLC independent RIAThe Rosamond Financial Group Wealth Management, LLC state registeredRIA to a state-registered adviserApr 24, 2025Apr 7, 2025
Gaylynn LoskillTucker Asset Management LLC independent RIAAdvisory Alpha, LLC independent RIARIA to RIAApr 2, 2025Jan 24, 2025
David John LoskillTucker Asset Management LLC independent RIAAdvisory Alpha, LLC independent RIARIA to RIAApr 2, 2025Feb 6, 2025
Christopher Ryan ShoopTucker Asset Management LLC independent RIABetter Day Financial Planning LLC unclassifiedOtherDec 6, 2024Dec 5, 2024
Kevin Andrew MccannTucker Asset Management LLC independent RIAHorter Investment Management, LLC independent RIARIA to RIAAug 1, 2024Aug 6, 2024
Kenneth Daniel TumoloTucker Asset Management LLC independent RIATumolo Wealth Management LLC independent RIARIA to RIAJun 28, 2024May 16, 2024
Nicholas Daniel TumoloTucker Asset Management LLC independent RIATumolo Wealth Management LLC independent RIARIA to RIAJun 28, 2024May 16, 2024
Christopher David CoppoloTucker Asset Management LLC independent RIASound Income Strategies, LLC independent RIARIA to RIAMay 14, 2024Jul 9, 2024 (56 d)
Ricky Earl DurdahlTucker Asset Management LLC independent RIASenior Tax Advisory Group, Inc. independent RIARIA to RIAFeb 28, 2024Feb 22, 2024
Jonathan Fred BuschTucker Asset Management LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 9, 2023Nov 9, 2023
Michael Patrick KellyTucker Asset Management LLC independent RIASimplicity Wealth mixed wealthRIA to RIAOct 31, 2023Apr 14, 2026 (896 d)
Donald Gene DurrTucker Asset Management LLC independent RIATransce3nd LLC independent RIARIA to RIAJul 20, 2023May 6, 2023
Antoine G DucrosTucker Asset Management LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 27, 2022Oct 31, 2022
Benjamin SchleicherTucker Asset Management LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankMay 26, 2022Apr 12, 2022
Randolph Andrew FisherTucker Asset Management LLC independent RIAArtemis Wealth Advisors state registeredRIA to a state-registered adviserMar 2, 2022Feb 25, 2022
Vernon Albert HargraveTucker Asset Management LLC independent RIAElevated Capital Advisors, LLC independent RIARIA to RIAJan 5, 2021Jan 5, 2021
David Michael ZamoraTucker Asset Management LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJul 23, 2020Jul 14, 2020
Kyler J RedderTucker Asset Management LLC independent RIATownsquare Capital, LLC independent RIARIA to RIAFeb 19, 2020Dec 24, 2019
John Anthony SicolaTucker Asset Management LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 21, 2020Feb 25, 2022 (766 d)
Derek Charles WilkersonTucker Asset Management LLC independent RIAIntegrity Alliance, LLC independent RIARIA to RIAAug 12, 2019Aug 12, 2019
Max H SnodgrassTucker Asset Management LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAJul 19, 2019May 22, 2019
Josephine Olive MccannTucker Asset Management LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2019Nov 23, 2022 (1316 d)
Shawna Marie-Mckinney MooreTucker Asset Management LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMar 21, 2018Jul 18, 2019 (484 d)
Michael Marvin QuarlesTucker Asset Management LLC otherAe Wealth Management, LLC otherOtherOct 18, 2017Oct 17, 2017
Larry John MahoneyTucker Asset Management LLC otherGradient Advisors, LLC otherOtherAug 17, 2017Aug 9, 2017
Kara Lynn MitchellTucker Asset Management LLC otherHorter Investment Management, LLC otherOtherAug 3, 2016Aug 18, 2016
Page 1 of 1
33 moves match.