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 Protection Point Advisors

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
Richard Lee WatsonProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jan 21, 2026
Michael Jude ClarkeProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jan 21, 2026
John Joseph HeckProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Apr 15, 2026 (105 d)
Stephen Michael HolmesProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jan 27, 2026
Mark Jon WyhlidkoProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jan 14, 2026
Michael John WelkerProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Feb 17, 2026 (48 d)
Cheryl C BlakeyProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jan 14, 2026
Michael ClarkProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jan 27, 2026
Patrick SalimiProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Feb 2, 2026 (33 d)
Evan Harris FarrProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jun 22, 2026 (173 d)
Ari SommerProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Sep 9, 2026 (252 d)
Nathan SalimiProtection Point Advisors independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jan 15, 2026
Monica Scarlett Razuleu-MunozProtection Point Advisors independent RIAStrong Foundation Wealth Management LLC state registeredRIA to a state-registered adviserDec 5, 2025Nov 25, 2025
Eric Glenn ImleyProtection Point Advisors independent RIASoaring Investment Management, LLC independent RIARIA to RIAJul 10, 2025Jul 14, 2025
Daniel Joseph MirgonProtection Point Advisors independent RIADan Mirgon, LLC state registeredRIA to a state-registered adviserFeb 20, 2024Mar 25, 2024 (34 d)
Michael GomezProtection Point Advisors independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 20, 2022Oct 14, 2022
Derrick Boyd SmithProtection Point Advisors independent RIAEntoro Investments, LLC no RAUMRIA to a newly registered adviserJan 20, 2021Jan 15, 2021
John NordstromProtection Point Advisors independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJan 4, 2019Dec 20, 2018
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18 moves match.