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 G. A. Repple & Company
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 |
|---|---|---|---|---|---|
| Mitchell Schiller | G. A. Repple & Company BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 3, 2026 | Feb 23, 2026 |
| Daniel Louis Hardt | G. A. Repple & Company BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | May 1, 2025 |
| Charles Thomas Alvey | G. A. Repple & Company BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | May 1, 2025 |
| Jacob Robert Pryor | G. A. Repple & Company BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | May 5, 2025 |
| Matthew T Young | G. A. Repple & Company BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 19, 2024 | Apr 17, 2024 |
| Luke Andrew Mcclure | G. A. Repple & Company BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 19, 2024 | Apr 18, 2024 |
| Allen Keller | G. A. Repple & Company BD affiliated | Hornor, Townsend & Kent, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 23, 2024 | Jan 24, 2024 |
| Robert William Holbrook | G. A. Repple & Company BD affiliated | Bob Holbrook Holdings LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 18, 2023 | Apr 6, 2023 |
| Terrence Edward Rocks | G. A. Repple & Company BD affiliated | Inspire Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 24, 2023 |
| Kevin Gregory Bruce | G. A. Repple & Company BD affiliated | Hfg Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2023 | Nov 3, 2023 (275 d) |
| James William Sewell | G. A. Repple & Company BD affiliated | Green Vista Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2021 | Jan 12, 2026 (1525 d) |
| John Dwyer | G. A. Repple & Company BD affiliated | Freedom Financial Coaching, LLC unclassified | Other | Sep 16, 2021 | Dec 2, 2022 (442 d) |
| John Joseph Evers | G. A. Repple & Company BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2021 | Jul 15, 2021 |
| Paul Thomas Swift | G. A. Repple & Company BD affiliated | Hornor, Townsend & Kent, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2021 | Jun 23, 2021 |
| Philip Laurie Beytell | G. A. Repple & Company BD affiliated | Green Vista Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 4, 2021 | Mar 16, 2021 (71 d) |
| Jay Andrew Bennett | G. A. Repple & Company BD affiliated | Expand Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 5, 2020 | Oct 28, 2020 |
| Kelly Tucker | G. A. Repple & Company BD affiliated | Corecap Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2019 | Jan 7, 2020 |
| Jay Steven Salamone | G. A. Repple & Company BD affiliated | International Assets Investment Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2019 | Apr 20, 2020 (195 d) |
| Tony Randal Wahl | G. A. Repple & Company BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2019 | Sep 12, 2019 |
| Mark Charles Dimaria | G. A. Repple & Company BD affiliated | Creativeone Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2019 | Jan 2, 2020 (325 d) |
| Scott Jason Pearring | G. A. Repple & Company BD affiliated | Expand Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 7, 2018 | May 16, 2018 |
| David Jay Bennett | G. A. Repple & Company BD affiliated | Expand Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 13, 2018 | Apr 16, 2018 |
| Todd David Sadowski | G. A. Repple & Company BD affiliated | Strongtower Wealth Management, Plc independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2018 | Apr 23, 2018 |
| Katrina L Robertson | G. A. Repple & Company BD affiliated | Strongtower Wealth Management, Plc independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2018 | Apr 23, 2018 |
| Mitzie A Stevens | G. A. Repple & Company BD affiliated | Strongtower Wealth Management, Plc independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2018 | Apr 23, 2018 |
| Joseph Webb | G. A. Repple & Company other | Sb Advisory, LLC other | Other | Jun 19, 2017 | Jan 17, 2018 (212 d) |
| Odalis Mercedes Lopez | G. A. Repple & Company other | Sb Advisory, LLC other | Other | Jun 16, 2017 | Oct 24, 2017 (130 d) |
| Sunita George | G. A. Repple & Company other | RBC Rochdale, LLC other | Other | Mar 29, 2017 | Jun 12, 2017 (75 d) |
| Todd Michael Woodard | G. A. Repple & Company other | J. W. Cole Advisors, Inc. other | Other | Feb 6, 2017 | Feb 9, 2017 |
| Matthew Jason Marcoux | G. A. Repple & Company other | J. W. Cole Advisors, Inc. other | Other | Feb 6, 2017 | Feb 13, 2017 |
| Karl A Furno | G. A. Repple & Company other | J. W. Cole Advisors, Inc. other | Other | Feb 6, 2017 | Feb 9, 2017 |
| John F Kennedy | G. A. Repple & Company other | J. W. Cole Advisors, Inc. other | Other | Feb 6, 2017 | Feb 9, 2017 |
| Stephanie Danielle Thompson-Buttice | G. A. Repple & Company other | Human Investing other | Other | Aug 1, 2016 | Aug 25, 2016 |
| Steven D Harpham | G. A. Repple & Company other | Human Investing other | Other | Aug 1, 2016 | Aug 26, 2016 |
| Matthew David Powlen | G. A. Repple & Company other | Creative Financial Designs, Inc. other | Other | Dec 11, 2015 | Dec 7, 2017 (727 d) |
| Roberto J Torok | G. A. Repple & Company other | Pruco Securities, LLC other | Other | Jun 22, 2015 | Aug 18, 2015 (57 d) |
| Franklin Travis Reynolds | G. A. Repple & Company other | The Strategic Financial Alliance other | Other | Dec 31, 2014 | Jan 16, 2015 |
| Edward Lamar Brown | G. A. Repple & Company other | The Strategic Financial Alliance other | Other | Dec 31, 2014 | Jan 16, 2015 |
| Richard William Gailey | G. A. Repple & Company other | The Strategic Financial Alliance other | Other | Dec 31, 2014 | Mar 7, 2018 (1162 d) |
| Paul Arthur Pollatz | G. A. Repple & Company other | The Strategic Financial Alliance other | Other | Dec 31, 2014 | Jan 16, 2015 |
| Jack Reynolds Edwards | G. A. Repple & Company other | The Strategic Financial Alliance other | Other | Dec 31, 2014 | Jan 16, 2015 |
| Jon David Dixon | G. A. Repple & Company other | The Strategic Financial Alliance other | Other | Dec 31, 2014 | Jan 16, 2015 |
| Robert Herbert Britton | G. A. Repple & Company other | Creative Financial Designs, Inc. other | Other | Sep 30, 2014 | Oct 31, 2014 (31 d) |
| Roy Edward Kelsey | G. A. Repple & Company other | Skyview Wealth Management, LLC unclassified | Other | Aug 7, 2014 | Jul 29, 2014 |
| Stephen Thomas Werner | G. A. Repple & Company other | Creative Financial Designs, Inc. other | Other | Aug 5, 2014 | Aug 4, 2014 |
| Philippus Theunis Van Staden | G. A. Repple & Company other | The Strategic Financial Alliance other | Other | Aug 5, 2014 | Sep 23, 2014 (49 d) |
| Hugh J Halsey | G. A. Repple & Company other | Broadpoint Financial, LLC unclassified | Other | Jul 1, 2014 | Jul 28, 2014 |
| Bruce Homer Traub | G. A. Repple & Company other | Ministry Partners Securities, LLC state registered | Other | Nov 25, 2013 | Nov 26, 2013 |
| Conrad Stephen Kunkel | G. A. Repple & Company other | Gradient Advisors, LLC other | Other | Oct 18, 2013 | Oct 17, 2013 |
| Rhonda Jean Klement | G. A. Repple & Company other | Ameriprise Financial Services, LLC national BD | Other | Jul 1, 2013 | Aug 22, 2013 (52 d) |
| Ryan Scott Coiner | G. A. Repple & Company other | MML Investors Services, LLC other | Other | Feb 28, 2013 | Jun 18, 2013 (110 d) |
| Chad Daniel Leatherwood | G. A. Repple & Company other | Avanti Wealth Management state registered | Other | Dec 5, 2012 | Aug 16, 2010 |
| Ward Clinton Wenholz | G. A. Repple & Company other | Nepsis Advisor Services, Inc. other | Other | Nov 5, 2012 | Oct 30, 2012 |
| Hilgardt Wilhelm Lamprecht | G. A. Repple & Company other | Global Financial Private Capital, Inc. other | Other | Nov 2, 2012 | Nov 5, 2012 |
| Philip Laurie Beytell | G. A. Repple & Company other | Global Financial Private Capital, Inc. other | Other | Nov 2, 2012 | Nov 8, 2012 |
| Bradley James Busbin | G. A. Repple & Company other | Global Financial Private Capital, Inc. other | Other | Nov 2, 2012 | Nov 8, 2012 |
| Brent Reilly Turner | G. A. Repple & Company other | Kovack Advisors, Inc. other | Other | Aug 31, 2012 | Oct 30, 2014 (790 d) |
| Jason Scott Adams | G. A. Repple & Company other | Suntrust Investment Services, Inc. other | Other | Jul 28, 2011 | Jul 25, 2011 |
| David J Brunswick | G. A. Repple & Company other | Allstate Financial Advisors, LLC no RAUM | Other | Dec 9, 2010 | Nov 11, 2011 (337 d) |
| Richard Eladio Reyes | G. A. Repple & Company other | Wealth & Business Planning Group, LLC state registered | Other | Aug 4, 2008 | Nov 21, 2025 (6318 d) |
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77 moves match.