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 Cbiz Investment Advisory Services, 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
Colin Edward BarkerCbiz Investment Advisory Services, LLC institutionalOnedigital institutionalOtherAug 11, 2026Aug 16, 2026
Andrew Charles BeckCbiz Investment Advisory Services, LLC institutionalUsi Securities, Inc. no RAUMOtherJul 6, 2026Sep 2, 2026 (58 d)
Michael Joseph HeilCbiz Investment Advisory Services, LLC institutionalVoya Retirement Advisors, LLC otherOtherApr 7, 2026Jul 29, 2026 (113 d)
Ryan Matthew WehkingCbiz Investment Advisory Services, LLC institutionalStifel, Nicolaus & Company, Incorporated national BDOtherMar 27, 2026Mar 31, 2026
Blake Montgomery StevensCbiz Investment Advisory Services, LLC institutionalUsi Securities, Inc. no RAUMOtherNov 4, 2025Dec 1, 2025
David Anthony FalconeCbiz Investment Advisory Services, LLC institutionalVanguard Advisers, Inc. BD affiliatedOtherJun 17, 2025Jul 16, 2025
Anna RathbunCbiz Investment Advisory Services, LLC institutionalGrenadilla Advisory LLC state registeredOtherApr 14, 2025Jun 12, 2025 (59 d)
Christina Marie GageCbiz Investment Advisory Services, LLC institutionalGlobal Retirement Partners LLC institutionalOtherMar 14, 2025Jun 2, 2025 (80 d)
Bradley Jon SieniawskiCbiz Investment Advisory Services, LLC institutionalPlanpilot institutionalOtherFeb 28, 2025Mar 25, 2025
Christine Ann KaltCbiz Investment Advisory Services, LLC institutionalGatepass Capital, LLC independent RIAOtherJan 17, 2025Feb 28, 2025 (42 d)
Stanley Donald MilovancevCbiz Investment Advisory Services, LLC institutionalProsperity Capital Advisors independent RIAOtherDec 9, 2024Nov 24, 2025 (350 d)
Gregory Tucker SolleyCbiz Investment Advisory Services, LLC institutionalUsi Advisors institutionalOtherNov 12, 2024Jan 3, 2025 (52 d)
Emily Kay ErhartCbiz Investment Advisory Services, LLC institutionalClearstead; Clearstead Advisory Solutions independent RIAOtherOct 29, 2024Nov 20, 2024
Michael Edward PerdzockCbiz Investment Advisory Services, LLC institutionalCommerce Advisors, LLC independent RIAOtherJul 2, 2024Jul 29, 2026 (757 d)
Brian James WinkelsCbiz Investment Advisory Services, LLC institutionalOnedigital institutionalOtherJul 2, 2024Jan 28, 2025 (210 d)
Roberto David LopezCbiz Investment Advisory Services, LLC institutionalNationwide Investment Advisors, LLC BD affiliatedOtherJun 14, 2023Aug 18, 2023 (65 d)
Prashant J RavaniCbiz Investment Advisory Services, LLC institutionalWorld Investment Advisors, LLC institutionalOtherApr 5, 2023Apr 7, 2023
Sarah Lynn CatheyCbiz Investment Advisory Services, LLC institutionalCaptrust institutionalOtherFeb 24, 2023Mar 28, 2023 (32 d)
Scott Bruce RobisonCbiz Investment Advisory Services, LLC institutionalCetera Advisor Networks LLC BD affiliatedOtherSep 20, 2022Sep 9, 2022
Colin Michael RogersCbiz Investment Advisory Services, LLC institutionalCap Strat institutionalOtherSep 7, 2022Aug 30, 2024 (723 d)
Kimberly Lynn OrosCbiz Investment Advisory Services, LLC institutionalEmpower Advisory Group, LLC otherOtherFeb 11, 2022Mar 10, 2022
Molly Diane MagnusonCbiz Investment Advisory Services, LLC institutionalIntellicents Investment Solutions Inc institutionalOtherFeb 7, 2022Jan 25, 2022
Daniel John StevensCbiz Investment Advisory Services, LLC institutionalLPL Financial LLC BD affiliatedOtherNov 15, 2021Jan 19, 2022 (65 d)
Daniel VujanovCbiz Investment Advisory Services, LLC institutionalPeak Wealth Solutions independent RIAOtherOct 12, 2021Nov 1, 2021
Peter Daniel WalkeyCbiz Investment Advisory Services, LLC institutionalOneamerica Securities, Inc. BD affiliatedOtherSep 7, 2021Jan 31, 2022 (146 d)
Brooke Michal GarciaCbiz Investment Advisory Services, LLC institutionalDemarche no RAUMOtherApr 26, 2021Jul 20, 2021 (85 d)
Anthony Thomas GarganoCbiz Investment Advisory Services, LLC institutionalJourney Wealth Management independent RIAOtherDec 15, 2020Jan 29, 2021 (45 d)
Kevin John KocsisCbiz Investment Advisory Services, LLC institutionalUsi Securities, Inc. no RAUMOtherJul 6, 2020Aug 10, 2020 (35 d)
Scott Bruce RobisonCbiz Investment Advisory Services, LLC institutionalMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 13, 2020May 21, 2020 (38 d)
Timothy Michael SchannepCbiz Investment Advisory Services, LLC otherCommonwealth Financial Network national BDOtherMar 3, 2020Feb 6, 2020
Christopher Michael KasecampCbiz Investment Advisory Services, LLC otherLPL Financial LLC BD affiliatedOtherFeb 21, 2020Mar 24, 2020 (32 d)
Kevin Patrick VaillancourtCbiz Investment Advisory Services, LLC otherAncora Retirement Plan Advisors, LLC otherOtherFeb 3, 2020Mar 4, 2024 (1491 d)
Richard Joseph MullaneyCbiz Investment Advisory Services, LLC otherSecurities America Advisors, Inc. BD affiliatedOtherMay 24, 2019May 14, 2019
John Marc ShubertCbiz Investment Advisory Services, LLC independent RIABlue Granite Capital, LLC independent RIARIA to RIAJul 3, 2018Oct 26, 2018 (115 d)
Page 1 of 1
34 moves match.