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 Maia Wealth
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 |
|---|---|---|---|---|---|
| Timothy Dern | Maia Wealth independent RIA | Savvy independent RIA | RIA to RIA | May 20, 2026 | Jun 3, 2026 |
| Bryan Christopher Dern | Maia Wealth independent RIA | Savvy independent RIA | RIA to RIA | May 20, 2026 | Jun 2, 2026 |
| Tyler Charles Linkowski | Maia Wealth independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 2, 2026 | Mar 24, 2026 |
| Sonia Iveth Martinez-Trujillo | Maia Wealth independent RIA | Fiduciary Financial Advisors independent RIA | RIA to RIA | Feb 6, 2026 | Feb 12, 2026 |
| Adam Benjamin Coleman | Maia Wealth independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 2, 2026 | Feb 2, 2026 |
| Jack Patrick Mccaddon | Maia Wealth independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 2, 2026 | Feb 2, 2026 |
| Benjamin Joseph Hofkin | Maia Wealth independent RIA | Hofkin Capital Management, Inc. other | Other | Dec 12, 2025 | Jan 1, 2026 |
| Ramon Vasquez Aguirre | Maia Wealth independent RIA | Money Concepts Advisory Service BD affiliated | RIA to affiliated broker-dealer or bank | Jan 14, 2025 | Jan 15, 2025 |
| Mickealin L Cassell | Maia Wealth independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2024 | Oct 3, 2024 (219 d) |
| Kenneth Blaine Luckinbill | Maia Wealth independent RIA | Zega Financial, LLC independent RIA | RIA to RIA | Feb 27, 2024 | Feb 29, 2024 |
| Justin Michael Vlaanderen | Maia Wealth independent RIA | Painted Porch Advisors LLC independent RIA | RIA to RIA | Jul 13, 2023 | Jul 20, 2023 |
| Dylan Andrew Cleary | Maia Wealth independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Feb 9, 2023 | Feb 21, 2023 |
| Bradley Ross Michalchuk | Maia Wealth independent RIA | The Millstone Evans Group, LLC independent RIA | RIA to RIA | Jan 27, 2022 | Feb 12, 2022 |
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13 moves match.