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 Liberty Wealth Management, 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
Treshon Anthony IngramLiberty Wealth Management, LLC independent RIASmart Wealth, LLC independent RIARIA to RIAJan 5, 2026Jan 16, 2026
Tracy Owen TamuraLiberty Wealth Management, LLC independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAMar 10, 2025Feb 23, 2026 (350 d)
Eric N SchoonoverLiberty Wealth Management, LLC independent RIASecure Investment Management, LLC independent RIARIA to RIAFeb 20, 2025Jun 11, 2025 (111 d)
Timothy Daniel GallagherLiberty Wealth Management, LLC independent RIAVita Planning Group LLC no RAUMRIA to a newly registered adviserApr 14, 2021Apr 7, 2021
Karl Erik HansenLiberty Wealth Management, LLC independent RIAVita Planning Group LLC no RAUMRIA to a newly registered adviserApr 1, 2021Feb 22, 2021
Christopher EstradaLiberty Wealth Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 16, 2019Oct 16, 2019
Balamir TrunecLiberty Wealth Management, LLC independent RIASvl Investment Management otherOtherJun 17, 2019Apr 16, 2025 (2130 d)
Ron L GuidiLiberty Wealth Management, LLC independent RIARockefeller Capital Management independent RIARIA to RIAApr 29, 2019May 7, 2019
Paul Otto GelorminiLiberty Wealth Management, LLC otherPromontory Financial Planning, LLC independent RIAOtherJan 22, 2019Jan 1, 2025 (2171 d)
Jennifer L KilbyLiberty Wealth Management, LLC independent RIALeslie Global Wealth, LLC independent RIARIA to RIANov 5, 2018Nov 7, 2018
Arvind VenkateswaranLiberty Wealth Management, LLC independent RIALPL Financial LLC independent RIARIA to RIAAug 8, 2018Aug 8, 2018
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11 moves match.