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 Truadvice 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
Christopher Barron SleightTruadvice LLC no RAUMBison Wealth, LLC independent RIAOtherJun 26, 2024Dec 18, 2023
Lyndon Richard HarrisonTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 13, 2023Dec 18, 2023
Bradley D VeyTruadvice LLC mixed wealthFoguth Wealth Management, LLC. no RAUMRIA to a newly registered adviserDec 13, 2023Sep 15, 2023
Joseph Charles WilkinsonTruadvice LLC mixed wealthFoguth Wealth Management, LLC. no RAUMRIA to a newly registered adviserDec 13, 2023Sep 12, 2023
Nicholas Gerard CalvanesoTruadvice LLC mixed wealthFoguth Wealth Management, LLC. independent RIARIA to RIADec 13, 2023Jan 7, 2024
Charles Edmund DillonTruadvice LLC mixed wealthFoguth Wealth Management, LLC. no RAUMRIA to a newly registered adviserDec 13, 2023Sep 14, 2023
Kevin Scott BeazleyTruadvice LLC mixed wealthFoguth Wealth Management, LLC. no RAUMRIA to a newly registered adviserDec 13, 2023Sep 12, 2023
Alexander Clark PushmanTruadvice LLC mixed wealthFoguth Wealth Management, LLC. no RAUMRIA to a newly registered adviserDec 13, 2023Sep 12, 2023
Katie Marie GushenTruadvice LLC mixed wealthFoguth Wealth Management, LLC. no RAUMRIA to a newly registered adviserDec 13, 2023Sep 15, 2023
Jeremy Johnathon McmullenTruadvice LLC mixed wealthFoguth Wealth Management, LLC. no RAUMRIA to a newly registered adviserDec 13, 2023Sep 12, 2023
Adam Christopher SpearsTruadvice LLC mixed wealthFoguth Wealth Management, LLC. no RAUMRIA to a newly registered adviserDec 13, 2023Sep 27, 2023
Thomas AndersenTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Jan 3, 2024
Jesse John LipscombTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 5, 2023
Erin Lyn HollowayTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 4, 2023
Eric Gerrard EdwardsTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 4, 2023
Dirk WallTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 7, 2023
David John BernsTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 13, 2023
Nicholas Paul GyeszatTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 13, 2023
Jeremy Brent JohnsonTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 4, 2023
Ross David TaylorTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 13, 2023
Susan Lee WienekeTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 4, 2023
Robert Charles MartinTruadvice LLC mixed wealthBison Wealth, LLC mixed wealthRIA to RIADec 4, 2023Apr 26, 2024 (144 d)
Samantha Renee GyeszatTruadvice LLC mixed wealthBison Wealth, LLC independent RIARIA to RIADec 4, 2023Dec 13, 2023
Russell Edward HarrisTruadvice LLC mixed wealthApogee Wealth Management unclassifiedOtherNov 8, 2023Oct 5, 2023
Spencer John CompsTruadvice LLC mixed wealthOliver Lagore Vanvalin Investment Group, Inc. independent RIARIA to RIAMay 6, 2022Sep 6, 2022 (123 d)
Timothy Roy LovingTruadvice LLC independent RIAKure Advisory, LLC independent RIARIA to RIAJul 15, 2021May 18, 2021
Kurt Michael TraulsenTruadvice LLC mixed wealthEvolution Wealth Management Inc. independent RIARIA to RIAFeb 24, 2021Jan 1, 2026 (1772 d)
Ryan Richard PoterackTruadvice LLC mixed wealthKure Advisory, LLC no RAUMRIA to a newly registered adviserFeb 15, 2021Feb 3, 2021
Christopher Emilio CrosbyTruadvice LLC mixed wealthAe Wealth Management, LLC independent RIARIA to RIAOct 14, 2020Nov 19, 2020 (36 d)
Jeffery Alan RaleighTruadvice LLC mixed wealthAe Wealth Management, LLC independent RIARIA to RIAApr 1, 2020Mar 31, 2020
Konstantinos GotsisTruadvice LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAMar 2, 2020Nov 8, 2018
Paul James O'GradyTruadvice LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAMar 2, 2020Nov 8, 2018
Daniel James MarkeseTruadvice LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAMar 2, 2020Jan 15, 2025 (1780 d)
Robert B ScottTruadvice LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAFeb 10, 2020Aug 29, 2019
Michael Thomas SorrentinoTruadvice LLC independent RIADarwin Asset Management, LLC asset managerOtherMar 7, 2019Dec 7, 2022 (1371 d)
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35 moves match.