DFX Intelligence
Advisor moves
Departures from Inspire Advisors, 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.
14 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Timothy Nathan Schwarzenberger | Inspire Advisors, LLC independent RIA | Inspire Investing, LLC asset manager | Other | Mar 20, 2026 | Oct 28, 2021 |
| Joseph Webb | Inspire Advisors, LLC independent RIA | Harvest Investment Services, LLC independent RIA | RIA to RIA | Jan 30, 2025 | Mar 31, 2025 (60 d) |
| Darrell Ward Jayroe | Inspire Advisors, LLC independent RIA | Inspire Investing, LLC asset manager | Other | Dec 31, 2024 | Mar 1, 2023 |
| Ryan J Munoz | Inspire Advisors, LLC independent RIA | Transce3nd LLC independent RIA | RIA to RIA | Nov 8, 2024 | Nov 11, 2024 |
| Zachary Stone | Inspire Advisors, LLC independent RIA | Inspire Investing, LLC asset manager | Other | Sep 23, 2024 | Sep 9, 2021 |
| Tamrah Jennifer Bordini | Inspire Advisors, LLC independent RIA | Belleair Wealth Management, LLC independent RIA | RIA to RIA | Apr 4, 2024 | Sep 16, 2024 (165 d) |
| Matthew Douglas Weinert | Inspire Advisors, LLC independent RIA | Valic Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2023 | May 4, 2026 (1015 d) |
| David Robert Dodd | Inspire Advisors, LLC independent RIA | The Other 90 Financial, LLC state registered | RIA to a state-registered adviser | Dec 9, 2022 | Nov 30, 2022 |
| Kyle Matthew Long | Inspire Advisors, LLC independent RIA | Long Planning, LLC state registered | RIA to a state-registered adviser | Nov 29, 2022 | Nov 28, 2022 |
| Ashley Lynn Dunning | Inspire Advisors, LLC independent RIA | Inspire Investing, LLC mixed wealth | RIA to RIA | Oct 13, 2022 | Aug 12, 2020 |
| John Michael Wildern | Inspire Advisors, LLC independent RIA | Forvis Mazars Wealth Advisors, LLC independent RIA | RIA to RIA | Mar 29, 2022 | Dec 14, 2022 (260 d) |
| Jonathan David Rogers | Inspire Advisors, LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Oct 11, 2021 | Nov 8, 2021 |
| Brian Keith Cohoon | Inspire Advisors, LLC no RAUM | Context Financial LLC state registered | Other | Oct 22, 2019 | Oct 23, 2019 |
| Claudia Patricia Hall | Inspire Advisors, LLC no RAUM | Capital Analysts BD affiliated | Other | Sep 23, 2019 | May 7, 2020 (227 d) |
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