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 Brass Tax Wealth Management
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 |
|---|---|---|---|---|---|
| Alexander Scott Kiritschenko | Brass Tax Wealth Management independent RIA | Storen Financial no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Dec 18, 2025 |
| Greg Alan Storen | Brass Tax Wealth Management independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Dec 31, 2025 | Feb 14, 2018 |
| Kiran Bala Sharma | Brass Tax Wealth Management independent RIA | Storen Financial no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Dec 17, 2025 |
| James Brian Biggs | Brass Tax Wealth Management independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Dec 31, 2025 | Feb 14, 2018 |
| Ronnie Lee Jackson | Brass Tax Wealth Management independent RIA | Storen Financial no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Dec 17, 2025 |
| Joseph John Cavazos | Brass Tax Wealth Management independent RIA | Storen Financial no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Jan 15, 2026 |
| Edward Scott Campbell | Brass Tax Wealth Management independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 22, 2025 | Oct 10, 2025 |
| Nicholas N Schulte | Brass Tax Wealth Management independent RIA | Invest Financial Corporation other | Other | Dec 3, 2025 | Feb 6, 2017 |
| Leah Christine Schulte | Brass Tax Wealth Management independent RIA | Invest Financial Corporation other | Other | Dec 2, 2025 | Feb 7, 2017 |
| Neal Schulte | Brass Tax Wealth Management independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Oct 28, 2025 | Feb 14, 2018 |
| Joseph Samuel Zaidain | Brass Tax Wealth Management independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Oct 28, 2025 | Feb 14, 2018 |
| Kyle Edward Musleh | Brass Tax Wealth Management independent RIA | Musleh Wealth Management LLC state registered | RIA to a state-registered adviser | Oct 14, 2025 | Jul 15, 2025 |
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12 moves match.