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 Gps Wealth Strategies Group, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jeffrey Arthur Gore | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Dec 1, 2025 |
| Jeffrey Davin Payne | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Dec 1, 2025 |
| Erik Curtis Sorenson | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Dec 1, 2025 |
| Darla Dustin Douglas | Gps Wealth Strategies Group, LLC independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Mar 24, 2026 |
| Raymond Scott Vanderwal | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 1, 2025 |
| Joel Dean Andrews | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 8, 2025 | Dec 1, 2025 |
| William Mercer Savage | Gps Wealth Strategies Group, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 8, 2025 | Dec 1, 2025 |
| Katherine Preston | Gps Wealth Strategies Group, LLC independent RIA | Western Wealth Management LLC independent RIA | RIA to RIA | Dec 8, 2025 | Dec 1, 2025 |
| Benjamin Joel Andrews | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 8, 2025 | Dec 1, 2025 |
| Madison Elizabeth Gore | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 5, 2025 | Dec 1, 2025 |
| Levi Kevin Knutson | Gps Wealth Strategies Group, LLC independent RIA | Western Wealth Management LLC independent RIA | RIA to RIA | Dec 4, 2025 | Dec 1, 2025 |
| Anna Elizabeth Graff | Gps Wealth Strategies Group, LLC independent RIA | Western Wealth Management LLC independent RIA | RIA to RIA | Dec 4, 2025 | Dec 1, 2025 |
| M Katharine Collins | Gps Wealth Strategies Group, LLC independent RIA | Western Wealth Management LLC independent RIA | RIA to RIA | Dec 1, 2025 | Nov 26, 2025 |
| Anita Marie Bruno | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Dec 1, 2025 |
| Jeffrey Allan Hutcheson | Gps Wealth Strategies Group, LLC independent RIA | Western Wealth Management LLC independent RIA | RIA to RIA | Dec 1, 2025 | Nov 20, 2025 |
| Elizabeth Anne Windisch | Gps Wealth Strategies Group, LLC independent RIA | Maia Wealth independent RIA | RIA to RIA | Dec 1, 2025 | Dec 1, 2025 |
| Justin Michael Nimock | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2025 | Dec 1, 2025 |
| Kekoa Pfau | Gps Wealth Strategies Group, LLC independent RIA | The Freyr Group state registered | RIA to a state-registered adviser | Nov 28, 2025 | Dec 9, 2025 |
| Charles Edwin Hellums | Gps Wealth Strategies Group, LLC independent RIA | Western Wealth Management LLC independent RIA | RIA to RIA | Nov 26, 2025 | Nov 20, 2025 |
| Daniella Friend | Gps Wealth Strategies Group, LLC independent RIA | Western Wealth Management LLC independent RIA | RIA to RIA | Nov 19, 2025 | Oct 21, 2025 |
| Lloyd Evans Sprague | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Mason Collins Samuels | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Samuel Ryan Grizzle | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Ryan Nuu | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Alexander Logan Goldstein | Gps Wealth Strategies Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 14, 2025 |
| Michael Anthony Truskowski | Gps Wealth Strategies Group, LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 2, 2024 | Oct 18, 2024 (77 d) |
| Kathryn Ann Lizotte | Gps Wealth Strategies Group, LLC independent RIA | Western Wealth Management LLC independent RIA | RIA to RIA | Oct 16, 2023 | Oct 16, 2023 |
| Teresa Rae Sanders | Gps Wealth Strategies Group, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 3, 2022 | Jan 3, 2022 |
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28 moves match.