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 Intrua Financial

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
Gerald SchuelkeIntrua Financial independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJul 27, 2026Aug 11, 2026
Paul SchuelkeIntrua Financial independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJul 27, 2026Aug 11, 2026
Samuel Scott LawhonIntrua Financial independent RIALPL Financial LLC independent RIARIA to RIAJul 1, 2026May 31, 2022
James Kevin OneillIntrua Financial independent RIAMagnolia Wealth state registeredRIA to a state-registered adviserMar 27, 2026Feb 25, 2026
Brian KayeIntrua Financial independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 25, 2025Jan 12, 2026 (48 d)
Wendy Ann CitkoIntrua Financial independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAJun 17, 2025Dec 17, 2025 (183 d)
Jeffrey Don PeaceIntrua Financial BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 4, 2025Dec 1, 2023
Kevin Lee ShermanIntrua Financial BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 4, 2025Dec 15, 2023
Jennifer Kay Gist-HallIntrua Financial BD affiliatedMomentum Independent Network Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 23, 2024Sep 16, 2024
Calvin Edrix LeeIntrua Financial BD affiliatedThe Wealth Consulting Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2024Apr 3, 2024
Thomas Roy SauriolIntrua Financial BD affiliatedThe Wealth Consulting Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2024Apr 1, 2024
Jason ClarkIntrua Financial BD affiliatedLarson Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 26, 2024Jan 21, 2025 (179 d)
Connor Jeffrey OakIntrua Financial BD affiliatedLarson Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 26, 2024Jul 26, 2024
Kristin Nicole Hurst-HebronIntrua Financial BD affiliatedMosaic Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2024Oct 1, 2024 (95 d)
Scott Clayton HarrisIntrua Financial BD affiliatedLarson Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 16, 2024Feb 2, 2024
James Bryant HawrylukIntrua Financial independent RIALPL Financial LLC otherOtherNov 8, 2023Jun 30, 2016
Bradley Alan BowmanIntrua Financial independent RIASovereign Wealth Advisors LLC independent RIARIA to RIANov 8, 2023Jun 29, 2022
Jason GrossIntrua Financial independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 18, 2023Oct 16, 2023
Andrew Clifton KellerIntrua Financial independent RIAInscription Capital, LLC independent RIARIA to RIASep 14, 2023Sep 25, 2023
Janice Jacqueline WhittenIntrua Financial independent RIAOak Harvest Investment Services independent RIARIA to RIAJun 6, 2023May 24, 2023
Kimberly Arumei MeadeIntrua Financial independent RIAThe Wealth Consulting Group independent RIARIA to RIANov 8, 2021Jul 2, 2024 (967 d)
Rachel Roseberry BallengeeIntrua Financial independent RIAThe Mather Group, LLC independent RIARIA to RIAApr 5, 2021Apr 14, 2021
Terry Lee WhitneyIntrua Financial independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2020Sep 30, 2020
David Andrew ZientekIntrua Financial independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 22, 2020Jul 27, 2021 (308 d)
Clayton Aaron NallIntrua Financial independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 10, 2020Aug 7, 2020
William Scott PerryIntrua Financial independent RIATeamwork Financial Advisors, LLC independent RIARIA to RIAMay 15, 2020May 15, 2020
Andrew James HuberIntrua Financial independent RIATeamwork Financial Advisors, LLC independent RIARIA to RIAMay 15, 2020May 15, 2020
Marlon Eduardo "Eddie" ZavalaIntrua Financial independent RIALPL Financial LLC otherOtherMay 15, 2020Jun 12, 2017
Graham Chambers HartleyIntrua Financial independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 15, 2020May 15, 2020
Bradley Joseph DavisIntrua Financial independent RIALPL Financial LLC independent RIARIA to RIAJun 26, 2019Jul 11, 2019
Gwendolyn Claire KalathilIntrua Financial otherAmeriprise Financial Services, LLC national BDOtherJun 30, 2016Dec 16, 2016 (169 d)
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31 moves match.