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 Kinetic Investment Management, Inc.

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
Lisa Ann BussengerKinetic Investment Management, Inc. independent RIARothschild Wealth LLC independent RIARIA to RIAMar 25, 2026Mar 25, 2026
Stephen Schoen BaldwinKinetic Investment Management, Inc. independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAFeb 3, 2026Dec 23, 2025
Darrans Margens DesireKinetic Investment Management, Inc. independent RIARegal Investment Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 13, 2025Oct 21, 2025
Ralph Edma DesireKinetic Investment Management, Inc. independent RIARegal Investment Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 13, 2025Oct 21, 2025
Michael Alan WienandtKinetic Investment Management, Inc. independent RIAEquity Advisors, LLC state registeredRIA to a state-registered adviserJul 2, 2024Jul 10, 2024
Jason Allen GrothKinetic Investment Management, Inc. independent RIAEquity Advisors, LLC state registeredRIA to a state-registered adviserJul 2, 2024Jul 10, 2024
Gary Joseph PreisserKinetic Investment Management, Inc. independent RIAStonebriar Wealth, LLC independent RIARIA to RIAFeb 5, 2024Feb 20, 2024
Marissa Emily SmithKinetic Investment Management, Inc. independent RIAStonebriar Wealth, LLC independent RIARIA to RIAFeb 5, 2024Feb 20, 2024
Yvette SpillmanKinetic Investment Management, Inc. independent RIASecure Investment Management, LLC independent RIARIA to RIAOct 13, 2023Oct 10, 2023
Dustin Brandt MitchellKinetic Investment Management, Inc. independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJul 12, 2023Jun 14, 2023
Mike NimmoKinetic Investment Management, Inc. independent RIASimplicity Wealth independent RIARIA to RIAApr 13, 2023Apr 24, 2023
James Matthew RossiKinetic Investment Management, Inc. independent RIAIams Wealth Management, LLC independent RIARIA to RIANov 8, 2022Nov 28, 2023 (385 d)
Adam Lee TafoyaKinetic Investment Management, Inc. independent RIAEducated Wallet LLC state registeredRIA to a state-registered adviserAug 19, 2022Sep 9, 2022
Anthony Perry DesantisKinetic Investment Management, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAApr 19, 2022May 2, 2022
Gregory Scott ShumanKinetic Investment Management, Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 23, 2021Aug 16, 2021
Charles MccallKinetic Investment Management, Inc. independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJul 14, 2020Jul 23, 2020
Melanie M LeeKinetic Investment Management, Inc. independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 25, 2020Aug 31, 2020 (67 d)
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17 moves match.