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 Aegis Wealth Management, 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
Sean Michael BurkeAegis Wealth Management, Inc. independent RIAPine Valley Investments independent RIARIA to RIAAug 26, 2026Aug 26, 2026
Jimmy FishAegis Wealth Management, Inc. independent RIAWealthcare Advisory Partners LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 7, 2026Aug 7, 2026
Ryan K AndersonAegis Wealth Management, Inc. independent RIASimple Financial, LLC state registeredRIA to a state-registered adviserJun 18, 2025Apr 11, 2023
Daniel Matthew StewartAegis Wealth Management, Inc. independent RIAStewart Wealth Management, LLC state registeredRIA to a state-registered adviserJun 6, 2025Jun 20, 2025
Theresa BondAegis Wealth Management, Inc. independent RIAPromontory Financial Planning, LLC independent RIARIA to RIAApr 4, 2025Apr 28, 2025
Richard Bedford SpencerAegis Wealth Management, Inc. independent RIASimplicity Wealth otherOtherFeb 28, 2025Mar 13, 2025
Anthony PisaniAegis Wealth Management, Inc. independent RIAStone Wall Money Management LLC state registeredRIA to a state-registered adviserNov 1, 2024Nov 12, 2024
Mark Allan AugustssonAegis Wealth Management, Inc. independent RIATransparent Wealth Management, LLC unclassifiedOtherSep 18, 2024Aug 9, 2024
Mindie Nicole MolinaAegis Wealth Management, Inc. independent RIAMindie Molina Investments, LLC state registeredRIA to a state-registered adviserAug 16, 2024Jan 1, 2025 (138 d)
Suzanne Kay PorskeAegis Wealth Management, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAAug 16, 2024Mar 11, 2026 (572 d)
Michael J LehrhauptAegis Wealth Management, Inc. independent RIAStone Wall Money Management LLC state registeredRIA to a state-registered adviserMar 22, 2024Jun 17, 2024 (87 d)
Richard Scott ShelleyAegis Wealth Management, Inc. independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIASep 25, 2023Jul 20, 2024 (299 d)
Waldemar Mark DziedzicAegis Wealth Management, Inc. independent RIASequent Planning, LLC independent RIARIA to RIASep 22, 2023Aug 25, 2025 (703 d)
Haryanto Prawirana SastroAegis Wealth Management, Inc. independent RIASafe Future Wealth Partners LLC state registeredRIA to a state-registered adviserMay 8, 2023Sep 13, 2024 (494 d)
Joseph Earl UpplegerAegis Wealth Management, Inc. independent RIASafe Future Wealth Partners LLC state registeredRIA to a state-registered adviserMay 8, 2023Jan 1, 2025 (604 d)
Derek Jay ColtonAegis Wealth Management, Inc. independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMar 6, 2023Mar 6, 2023
Skylar Douglas AndersonAegis Wealth Management, Inc. independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMar 6, 2023Mar 9, 2023
Frank Paul AndrescavageAegis Wealth Management, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIADec 31, 2022May 24, 2023 (144 d)
Justin Alexander MillerAegis Wealth Management, Inc. independent RIATucker Asset Management LLC independent RIARIA to RIAAug 31, 2022Aug 18, 2022
Rodney Charles PetersAegis Wealth Management, Inc. independent RIAPeters Wealth Group state registeredRIA to a state-registered adviserJan 12, 2022Nov 12, 2021
Patrick John ConnollyAegis Wealth Management, Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 13, 2021Oct 4, 2021
Charles Stewart CannonAegis Wealth Management, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 13, 2021Jul 21, 2022 (281 d)
Rodney Au YeungAegis Wealth Management, Inc. independent RIACpr Investments Inc independent RIARIA to RIAOct 13, 2021Oct 13, 2021
Tiffany M. BroomfieldAegis Wealth Management, Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 13, 2021Oct 1, 2021
Ron Michael KorenAegis Wealth Management, Inc. independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankOct 13, 2021Oct 14, 2021
Matt R GsellmanAegis Wealth Management, Inc. independent RIAEagle Financial Advisors, LLC independent RIARIA to RIAOct 6, 2020Nov 5, 2020
Mark Duane TroyerAegis Wealth Management, Inc. independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAAug 30, 2020Sep 23, 2020
Shane Allan MccannAegis Wealth Management, Inc. no RAUMTucker Asset Management LLC independent RIAOtherFeb 7, 2020Sep 8, 2021 (579 d)
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28 moves match.