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 Thrivent Advisor Network, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Guadalupe Arambula Camargo | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Jul 18, 2024 |
| Nathan Charles Schmidt | Thrivent Advisor Network, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Jul 31, 2024 |
| Michelle Lynn St.Clair | Thrivent Advisor Network, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Jul 31, 2024 |
| Brett William Wilson | Thrivent Advisor Network, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Jul 30, 2024 |
| Carl Joshua Teply | Thrivent Advisor Network, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Jul 31, 2024 |
| Tanner Jonathan Wachal | Thrivent Advisor Network, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Jul 31, 2024 |
| Jacob Alexander Cavaleri | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2024 | Jul 18, 2024 |
| Bryan Paul Farney | Thrivent Advisor Network, LLC BD affiliated | Farney Private Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 7, 2024 | Aug 27, 2024 (81 d) |
| Mark Peter Adams | Thrivent Advisor Network, LLC BD affiliated | Dbs Investment Advisers, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 | May 8, 2025 (426 d) |
| Austin Thoms | Thrivent Advisor Network, LLC BD affiliated | Wealth Advisors Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2024 | Apr 11, 2024 (44 d) |
| Landry Leach | Thrivent Advisor Network, LLC BD affiliated | B.O.S.S. Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 15, 2024 | Oct 4, 2023 |
| Jesse D Pryor | Thrivent Advisor Network, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Mar 26, 2024 (40 d) |
| Conor Avery Jonasson | Thrivent Advisor Network, LLC BD affiliated | Safeguard Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 19, 2024 | Feb 6, 2024 |
| Timothy Allen Regan | Thrivent Advisor Network, LLC BD affiliated | Prairieview Wealth & Tax Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 9, 2023 | Oct 16, 2023 |
| Robert Edward Morvice | Thrivent Advisor Network, LLC BD affiliated | Prairieview Wealth & Tax Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 9, 2023 | Oct 11, 2023 |
| Kaitlyn Hedger | Thrivent Advisor Network, LLC BD affiliated | Prairieview Wealth & Tax Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 9, 2023 | Oct 11, 2023 |
| Adam Fallert | Thrivent Advisor Network, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Oct 10, 2023 | Nov 21, 2023 (42 d) |
| Lori Patricia Sherman | Thrivent Advisor Network, LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2023 | May 28, 2025 (684 d) |
| Reynaldo Pajarillo | Thrivent Advisor Network, LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Nov 25, 2024 (559 d) |
| Diane G Joiner | Thrivent Advisor Network, LLC BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2023 | Nov 15, 2023 (239 d) |
| Benjamin Akiro Laws | Thrivent Advisor Network, LLC BD affiliated | Evexia Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 3, 2023 | Jan 5, 2023 |
| Joseph Thomas Watson | Thrivent Advisor Network, LLC BD affiliated | Evexia Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 3, 2023 | Jan 5, 2023 |
| Jenna Rose Laws | Thrivent Advisor Network, LLC BD affiliated | Evexia Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 3, 2023 | Jan 5, 2023 |
| Justin Wayne Kelly | Thrivent Advisor Network, LLC BD affiliated | Evexia Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 27, 2023 | Jan 27, 2023 |
| Joshua Paul Anderson | Thrivent Advisor Network, LLC BD affiliated | Pine Grove Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 21, 2022 | Jan 3, 2023 (43 d) |
| Michael Lee Demers | Thrivent Advisor Network, LLC BD affiliated | Valmark Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2022 | Aug 5, 2025 (992 d) |
| Cortnie Brooke Beaver | Thrivent Advisor Network, LLC BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2022 | Jan 26, 2023 (83 d) |
| Ryan Joseph Armock | Thrivent Advisor Network, LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2022 | Jun 29, 2023 (279 d) |
| Gary Arthur Tangwall | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 1, 2022 |
| John Thomas Levi | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 1, 2022 |
| Chad David Broberg | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 1, 2022 |
| Bjorn Thomas Nesvold | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 1, 2022 |
| Jennifer Lee Beyl-Lee | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 1, 2022 |
| Thomas Mark Selbo | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 2, 2022 |
| Catherine Elizabeth Jenson | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 1, 2022 |
| Tamara Ruth Mark | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 2, 2022 |
| Kurt Micheal Haugen | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 1, 2022 |
| Christopher John Finden | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 1, 2022 |
| Leah Nicole Brooks | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 5, 2022 |
| Ryan Anthony Trabant | Thrivent Advisor Network, LLC BD affiliated | Landmark Wealth Management Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2022 | Aug 1, 2022 |
| Teresa Lockbaum | Thrivent Advisor Network, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2022 | Jan 2, 2023 (140 d) |
| Daniel Ryan Hayes | Thrivent Advisor Network, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2022 | Sep 2, 2022 (43 d) |
| Kurt Vernon Bester | Thrivent Advisor Network, LLC BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 5, 2022 | Jul 13, 2022 |
| Jonathan Admiral Covington | Thrivent Advisor Network, LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 18, 2022 | Apr 29, 2022 |
| Christian Michael Royden Dane | Thrivent Advisor Network, LLC BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2022 | Apr 5, 2022 |
| Kelsey Alexandra Yee | Thrivent Advisor Network, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 18, 2022 | Mar 28, 2022 |
| Dean Azad Solomon | Thrivent Advisor Network, LLC BD affiliated | Hillcrest Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 3, 2022 | Feb 28, 2022 |
| David Patrick Harrington | Thrivent Advisor Network, LLC BD affiliated | Hillcrest Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 3, 2022 | Feb 28, 2022 |
| Andrew Taylor Price | Thrivent Advisor Network, LLC BD affiliated | Hillcrest Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 3, 2022 | Feb 28, 2022 |
| Emily Rebekah Maldonado | Thrivent Advisor Network, LLC BD affiliated | Cornerstone Wealth Strategies, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 10, 2022 | Mar 14, 2022 (63 d) |
| Gerald Lee Skalsky | Thrivent Advisor Network, LLC BD affiliated | Clear Harbor Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2021 | Aug 22, 2022 (234 d) |
| Don Hosea Williams | Thrivent Advisor Network, LLC BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2021 | Mar 7, 2023 (446 d) |
| Daniel H. Shanks | Thrivent Advisor Network, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 29, 2021 | Feb 14, 2022 (77 d) |
| Joseph Mark Duea | Thrivent Advisor Network, LLC BD affiliated | W&S Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2021 | Oct 29, 2021 |
| Gerd Jon Bents | Thrivent Advisor Network, LLC BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Sep 30, 2021 | Oct 4, 2021 |
| Jeremy James Gardner | Thrivent Advisor Network, LLC BD affiliated | Vantage Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 19, 2021 | Aug 18, 2021 |
| Jesse Allen Niederbaumer | Thrivent Advisor Network, LLC BD affiliated | Vantage Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 19, 2021 | Aug 18, 2021 |
| Matthew David Niederbaumer | Thrivent Advisor Network, LLC BD affiliated | Vantage Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 19, 2021 | Sep 9, 2021 |
| Lori Zupin Fox | Thrivent Advisor Network, LLC BD affiliated | Vantage Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 19, 2021 | Aug 18, 2021 |
| Andrew Allen Meyer | Thrivent Advisor Network, LLC BD affiliated | Vantage Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 19, 2021 | Aug 18, 2021 |
130 moves match.