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 Origin Investment Advisory 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 |
|---|---|---|---|---|---|
| Luis Francisco Rosa | Origin Investment Advisory LLC independent RIA | Savvy independent RIA | RIA to RIA | Sep 16, 2026 | Dec 9, 2025 |
| Heath Edward Hampton | Origin Investment Advisory LLC independent RIA | Boldin Advisors no RAUM | Other | Jun 15, 2026 | Jun 26, 2026 |
| Carlos Daniel Ruiz | Origin Investment Advisory LLC independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Feb 11, 2026 | Mar 9, 2026 |
| William Patrick Nugent | Origin Investment Advisory LLC independent RIA | Monarch Plan Advisors no RAUM | Other | Jan 12, 2026 | Aug 11, 2023 |
| Valencia Brown Jones | Origin Investment Advisory LLC independent RIA | Ernst & Young Investment Advisers Llp no RAUM | Other | Aug 18, 2025 | Jul 25, 2022 |
| Steven Bradley Kingsley | Origin Investment Advisory LLC independent RIA | Kingsley Financial state registered | RIA to a state-registered adviser | Aug 18, 2025 | Apr 11, 2024 |
| Susan E. Gardiner | Origin Investment Advisory LLC independent RIA | South County Wealth Planning state registered | RIA to a state-registered adviser | Jul 15, 2025 | Jan 4, 2023 |
| Nancy Anne Nawn | Origin Investment Advisory LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2025 | Dec 1, 2025 (158 d) |
| Theresa Morrison | Origin Investment Advisory LLC independent RIA | 6|21 Private Wealth state registered | RIA to a state-registered adviser | Apr 9, 2025 | Apr 8, 2025 |
| Matthew Hardy Cobas | Origin Investment Advisory LLC independent RIA | Kaiyo Wealth LLC independent RIA | RIA to RIA | Mar 28, 2025 | Apr 26, 2024 |
| Kimberly Ann Houston | Origin Investment Advisory LLC independent RIA | Nectarine no RAUM | Other | Feb 28, 2025 | Jan 17, 2025 |
| Jonel Joseph Tomines | Origin Investment Advisory LLC independent RIA | Cmg Financial Consulting independent RIA | RIA to RIA | Feb 17, 2025 | Sep 16, 2022 |
| Christopher Charles Marrone | Origin Investment Advisory LLC independent RIA | Forefront independent RIA | RIA to RIA | Jan 3, 2025 | Nov 1, 2022 |
| Devin Sami Faddoul | Origin Investment Advisory LLC independent RIA | Ewa, LLC independent RIA | RIA to RIA | Jul 8, 2024 | Jul 8, 2024 |
| David Alan Fowler | Origin Investment Advisory LLC independent RIA | Smartpath Advisors no RAUM | Other | Jun 27, 2024 | Jul 9, 2024 |
| Christopher Stephen Kimmet | Origin Investment Advisory LLC independent RIA | Hamilton Capital independent RIA | RIA to RIA | Jun 21, 2024 | Jun 27, 2024 |
| Kyle Andrew Moore | Origin Investment Advisory LLC independent RIA | Smartpath Advisors no RAUM | Other | Jun 19, 2024 | Jul 3, 2024 |
| Christopher George Reddick | Origin Investment Advisory LLC independent RIA | Nectarine no RAUM | RIA to a newly registered adviser | Jun 19, 2024 | Apr 10, 2024 |
| Blaine Alexander Thiederman | Origin Investment Advisory LLC independent RIA | Pure Financial Advisors, LLC independent RIA | RIA to RIA | Apr 29, 2024 | Apr 9, 2024 |
| Max Chase Pashman | Origin Investment Advisory LLC independent RIA | Nectarine no RAUM | RIA to a newly registered adviser | Apr 29, 2024 | Apr 15, 2024 |
| Michelle Wu | Origin Investment Advisory LLC independent RIA | Tenon Financial independent RIA | RIA to RIA | Mar 22, 2024 | Mar 17, 2023 |
| Kerry Ann O'Brien | Origin Investment Advisory LLC independent RIA | Ellevest independent RIA | RIA to RIA | Mar 18, 2024 | May 16, 2024 (59 d) |
| Krista J Winograd | Origin Investment Advisory LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2024 | Jun 3, 2025 (476 d) |
| Johnny Chu-Hyon Pak | Origin Investment Advisory LLC independent RIA | Otium Advisory Group, LLC state registered | RIA to a state-registered adviser | Feb 13, 2024 | Jul 29, 2026 (897 d) |
| Michelle Petrowski | Origin Investment Advisory LLC independent RIA | Ellevest independent RIA | RIA to RIA | Feb 13, 2024 | Jan 8, 2024 |
| Camille Joanne Bouvet | Origin Investment Advisory LLC independent RIA | Aldrich Wealth LP independent RIA | RIA to RIA | Feb 2, 2024 | Feb 7, 2024 |
| Jonathan Andrew Reyes Wong | Origin Investment Advisory LLC independent RIA | Layari Financial state registered | RIA to a state-registered adviser | Jan 4, 2024 | Jan 1, 2025 (363 d) |
| Richard Allen Coen | Origin Investment Advisory LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Nov 29, 2023 | Nov 29, 2023 |
| Frederick Allan Phillips | Origin Investment Advisory LLC independent RIA | Efinancial Alliance, LLC independent RIA | RIA to RIA | Nov 7, 2023 | Jan 25, 2024 (79 d) |
| Jennifer Won Jin Kang | Origin Investment Advisory LLC independent RIA | Jwk Financial state registered | RIA to a state-registered adviser | Nov 7, 2023 | Jun 6, 2022 |
| Heather Nicole Comella | Origin Investment Advisory LLC independent RIA | Nerdwallet Advisory no RAUM | RIA to a newly registered adviser | Nov 7, 2023 | Feb 29, 2024 (114 d) |
| Christopher Paul Shoup | Origin Investment Advisory LLC independent RIA | Southshore Financial Planning state registered | RIA to a state-registered adviser | Oct 25, 2023 | Jan 15, 2025 (448 d) |
| Donovan Jordan Brooks | Origin Investment Advisory LLC independent RIA | Greater Than Financial state registered | RIA to a state-registered adviser | Oct 24, 2023 | Jun 23, 2026 (973 d) |
| David Scott Barta | Origin Investment Advisory LLC independent RIA | Nectarine no RAUM | RIA to a newly registered adviser | Oct 24, 2023 | Mar 3, 2026 (861 d) |
| David Grant Metzger | Origin Investment Advisory LLC independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Aug 7, 2023 | Mar 25, 2024 (231 d) |
| Ryan Joseph Langan | Origin Investment Advisory LLC independent RIA | Your Path Fi state registered | RIA to a state-registered adviser | Aug 7, 2023 | Jun 27, 2023 |
| Amy Margaret Hamasaki | Origin Investment Advisory LLC independent RIA | Equita Financial Network, Inc. independent RIA | RIA to RIA | Aug 4, 2023 | May 21, 2024 (291 d) |
| Brad Lee Reichert | Origin Investment Advisory LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Oct 17, 2023 (152 d) |
| Eric Eugene Niergarth | Origin Investment Advisory LLC independent RIA | Retirement Roadmap Financial Planning state registered | RIA to a state-registered adviser | May 18, 2023 | Nov 4, 2022 |
| Nicholas A Tilli | Origin Investment Advisory LLC independent RIA | Grounded Wealth state registered | RIA to a state-registered adviser | May 18, 2023 | Jul 28, 2021 |
| Nicholas Wayne Rygiel | Origin Investment Advisory LLC independent RIA | Protocol Wealth, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | Jul 9, 2025 (783 d) |
| Paul Anthony Borges | Origin Investment Advisory LLC independent RIA | Contra Investments LLC unclassified | Other | Apr 17, 2023 | Jan 23, 2024 (281 d) |
| Justin Karl Bolmgren | Origin Investment Advisory LLC independent RIA | William Joseph Capital Management, Inc. independent RIA | RIA to RIA | Mar 15, 2023 | Jan 2, 2024 (293 d) |
| Hong Quoc Tran | Origin Investment Advisory LLC independent RIA | Logic Wealth Management, LLC independent RIA | RIA to RIA | Mar 10, 2023 | Mar 30, 2026 (1116 d) |
| Todd Christopher Moritz | Origin Investment Advisory LLC independent RIA | White Turf Financial LLC. state registered | RIA to a state-registered adviser | Mar 10, 2023 | Sep 24, 2025 (929 d) |
| Steven Lee Jacobsmeier | Origin Investment Advisory LLC independent RIA | Milestone Financial Planning, LLC independent RIA | RIA to RIA | Mar 8, 2023 | Feb 23, 2023 |
| Vincent Roy Barbera | Origin Investment Advisory LLC independent RIA | Newbridge Wealth Management independent RIA | RIA to RIA | Mar 8, 2023 | Apr 9, 2026 (1128 d) |
| Eric Jeffrey Presogna | Origin Investment Advisory LLC independent RIA | One-Up Financial independent RIA | RIA to RIA | Mar 8, 2023 | Jan 22, 2025 (686 d) |
| Matthew James Faubion | Origin Investment Advisory LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Jan 31, 2023 | Dec 6, 2024 (675 d) |
| Matthew Dowd Hale | Origin Investment Advisory LLC independent RIA | Make The Memory Financial Planning no RAUM | RIA to a newly registered adviser | Jan 13, 2023 | Oct 24, 2024 (650 d) |
| Drew William Schlotter | Origin Investment Advisory LLC independent RIA | Legacy Consulting Group independent RIA | RIA to RIA | Jan 13, 2023 | Nov 16, 2023 (307 d) |
| Jodi Rudd | Origin Investment Advisory LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2023 | Jun 13, 2023 (158 d) |
| James Woodall | Origin Investment Advisory LLC independent RIA | Avantax Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2022 | Dec 22, 2022 |
| Roch Earl Monnig | Origin Investment Advisory LLC independent RIA | Deeper Pockets unclassified | Other | Dec 12, 2022 | Aug 3, 2022 |
| Victoria E Ferguson | Origin Investment Advisory LLC independent RIA | Secfi Advisory Limited asset manager | Other | Dec 12, 2022 | Feb 28, 2023 (78 d) |
| Angel Melgoza | Origin Investment Advisory LLC independent RIA | Yfp Wealth independent RIA | RIA to RIA | Dec 2, 2022 | Jan 4, 2023 (33 d) |
| Margaret Jean Klokkenga | Origin Investment Advisory LLC independent RIA | Abundo Wealth no RAUM | Other | Dec 2, 2022 | Mar 15, 2024 (469 d) |
| Sean Patrick Nisil | Origin Investment Advisory LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Nov 4, 2022 | Nov 7, 2022 |
| Matthew Thomas Gray | Origin Investment Advisory LLC independent RIA | Pure Financial Advisors, LLC independent RIA | RIA to RIA | Oct 5, 2022 | Mar 6, 2023 (152 d) |
| Nandita Das | Origin Investment Advisory LLC independent RIA | Insight Financial Strategists state registered | RIA to a state-registered adviser | Oct 5, 2022 | May 13, 2024 (586 d) |
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88 moves match.