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 Invst, 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
Dipen Kishore MehtaInvst, LLC independent RIAHelix Wealth state registeredRIA to a state-registered adviserJul 3, 2026Jun 29, 2026
Brianna MadrenInvst, LLC independent RIAThe Fiduciary Alliance independent RIARIA to RIAJan 20, 2026Jan 15, 2026
Justin Troy BrammerInvst, LLC independent RIAElevated Financial Group independent RIARIA to RIANov 17, 2025Nov 12, 2025
Stephanie AshleyInvst, LLC independent RIAElevated Financial Group independent RIARIA to RIAJun 2, 2025May 30, 2025
Timothy Nicholas HaysInvst, LLC independent RIAElevated Financial Group independent RIARIA to RIAApr 18, 2025Apr 18, 2025
Barbara Blank DuganInvst, LLC independent RIAIndependent Financial Partners BD affiliatedRIA to affiliated broker-dealer or bankMar 7, 2025Feb 27, 2025
Ryan Michael BradleyInvst, LLC independent RIAElevated Financial Group no RAUMRIA to a newly registered adviserJan 2, 2025Jan 10, 2025
Camryn Alexis OlsonInvst, LLC independent RIAElevated Financial Group no RAUMRIA to a newly registered adviserJan 2, 2025Jan 10, 2025
Christopher Paul CondleInvst, LLC independent RIAElevated Financial Group no RAUMRIA to a newly registered adviserDec 20, 2024Jan 10, 2025
Jonathan MccartyInvst, LLC independent RIAElevated Financial Group no RAUMRIA to a newly registered adviserDec 20, 2024Jan 10, 2025
Luz CurielInvst, LLC independent RIAKilter Group no RAUMRIA to a newly registered adviserJul 24, 2024Jul 25, 2024
Dyer B MccabeInvst, LLC independent RIAKilter Group no RAUMRIA to a newly registered adviserJul 24, 2024Apr 23, 2024
John Joseph LongInvst, LLC independent RIAStrategic Wealth Solutions LLC state registeredRIA to a state-registered adviserJan 24, 2022Oct 1, 2021
Michael Jason DopazoInvst, LLC independent RIAStrategic Wealth Solutions LLC state registeredRIA to a state-registered adviserJan 24, 2022Oct 1, 2021
Michael Phillip ZottoInvst, LLC independent RIAZone Investment Management, LLC state registeredRIA to a state-registered adviserJul 13, 2021Apr 20, 2021
Jason Russell HesslerInvst, LLC independent RIAHub Investment Partners, LLC otherOtherJun 7, 2021May 9, 2022 (336 d)
Luis Alonso CorralesInvst, LLC independent RIACope Connelly independent RIARIA to RIAMar 5, 2021Dec 9, 2020
Joseph Michael CopeInvst, LLC independent RIACope Connelly independent RIARIA to RIADec 17, 2020Feb 24, 2021 (69 d)
Bradley Ryan StevensInvst, LLC independent RIAKnight Family Wealth state registeredRIA to a state-registered adviserOct 6, 2020Jan 1, 2025 (1548 d)
Donald Christopher SchultheisInvst, LLC independent RIAQuincy Wells Advisors, LLC independent RIARIA to RIAMar 3, 2020Aug 12, 2021 (527 d)
Ryan M StiphanyInvst, LLC independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIADec 31, 2019Apr 7, 2020 (98 d)
Jeffrey Scott MerkowInvst, LLC independent RIAInvestment Philosopher, LLC unclassifiedOtherMay 10, 2019Jul 29, 2019 (80 d)
Kelly Jean ColeInvst, LLC independent RIAFountainhead Advisors independent RIARIA to RIAApr 11, 2018Apr 18, 2018
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23 moves match.