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 Ars Investment Advisors, Inc.

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
Alan Russel HodgsonArs Investment Advisors, Inc. independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 13, 2024Jan 2, 2024
Michael John GibbsArs Investment Advisors, Inc. independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 13, 2024Jan 2, 2024
Jeffrey Brent JohnsonArs Investment Advisors, Inc. independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 13, 2024Jan 2, 2024
Joseph Earl PondArs Investment Advisors, Inc. independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 13, 2024Jan 2, 2024
Justin David StrunkArs Investment Advisors, Inc. independent RIAOneamerica Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2024Jan 30, 2024
James WinokurArs Investment Advisors, Inc. independent RIACreativeone Wealth, LLC independent RIARIA to RIAMay 17, 2023Aug 29, 2023 (104 d)
Jerry Marlin ToombsArs Investment Advisors, Inc. independent RIADfpg Investments, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 18, 2021Feb 18, 2021
Charles Elmer SorensenArs Investment Advisors, Inc. independent RIADfpg Investments, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 18, 2021Feb 22, 2021
Timothy Michael MurphyArs Investment Advisors, Inc. independent RIADfpg Investments, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 17, 2021Mar 10, 2021
Wayne Cook ClarkArs Investment Advisors, Inc. independent RIADiversify Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 17, 2021Dec 19, 2023 (1035 d)
Matthew Taylor HoskinsArs Investment Advisors, Inc. independent RIATownsquare Capital, LLC mixed wealthRIA to RIADec 8, 2020Dec 11, 2020
Carl David WoolstonArs Investment Advisors, Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 28, 2020Nov 18, 2020
Hoyt Scott RobeyArs Investment Advisors, Inc. independent RIATownsquare Capital, LLC independent RIARIA to RIAMar 30, 2020Mar 27, 2020
Douglas Mac LangfordArs Investment Advisors, Inc. independent RIATownsquare Capital, LLC independent RIARIA to RIAMar 3, 2020Feb 4, 2020
Jeffrey Roger SegelkeArs Investment Advisors, Inc. independent RIAJrs Wealth Management LLC independent RIARIA to RIAFeb 19, 2020Feb 20, 2020
Jaron Allen MunkArs Investment Advisors, Inc. independent RIAJrs Wealth Management LLC independent RIARIA to RIAFeb 19, 2020Mar 12, 2020
Kristi BartholomewArs Investment Advisors, Inc. independent RIATrek Financial independent RIARIA to RIAOct 22, 2019Jun 8, 2020 (230 d)
Michael Dale HoodArs Investment Advisors, Inc. independent RIAHood Financial, LLC state registeredRIA to a state-registered adviserJun 10, 2019Jun 17, 2019
Cody James LewisArs Investment Advisors, Inc. independent RIAProactive Wealth Management, Inc. state registeredRIA to a state-registered adviserApr 11, 2019Sep 26, 2019 (168 d)
Paul Gordon EwellArs Investment Advisors, Inc. independent RIATownsquare Capital, LLC independent RIARIA to RIAApr 11, 2019Mar 14, 2019
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20 moves match.