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 Terra Wealth

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
Dawn Edythe CampbellTerra Wealth independent RIATelos Wealth Advisors state registeredRIA to a state-registered adviserAug 13, 2026Mar 23, 2026
Jeffery ColeTerra Wealth independent RIADaline Wealth Management, LLC state registeredRIA to a state-registered adviserAug 13, 2026Jun 29, 2026
Nathan David MuchmoreTerra Wealth independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 6, 2026Jul 6, 2026
Timothy Andrew ThompsonTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 28, 2025
Larry Alexander CelayaTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 30, 2025
Korey John DoucetteTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 29, 2025
Klaine Michael DoucetteTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 29, 2025
Narsing Venkat KommireddiTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 29, 2025
Bryan Matthew DewhurstTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 28, 2025
Paul Richard DebuhrTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 30, 2025
Julio RodriguezTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025Jun 7, 2025
Gregory Kent DiamondTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025Jun 4, 2025
Janelle Johnson ThompsonTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 23, 2025
Marcus Joel WhiteTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025Jun 10, 2025
Karen L DinsTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 29, 2025
Taylor Jesse ThompsonTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 28, 2025
Dustin Lee WrightTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 29, 2025
Rukmini SunkaraTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 29, 2025
William Carlisle BoneTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025May 29, 2025
Michael D McdonaldTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025Jun 6, 2025
Karter Michael DoucetteTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserAug 27, 2025Jun 4, 2025
James Morgan ShafferTerra Wealth independent RIAIntegrated Wealth Solutions, LLC independent RIARIA to RIAJul 28, 2025Aug 20, 2025
James David MayTerra Wealth independent RIACape Investment Advisory, Inc. independent RIARIA to RIAApr 28, 2025Nov 24, 2025 (210 d)
Aaron Ray FisherTerra Wealth independent RIABison Wealth, LLC independent RIARIA to RIAApr 28, 2025Apr 1, 2025
William Mitchell ZerilloTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserApr 23, 2025May 27, 2025 (34 d)
Trent Thomas HeckmanTerra Wealth independent RIAIntegrated Wealth Solutions, LLC independent RIARIA to RIAApr 16, 2025Mar 30, 2025
Ryan Biesinger WallTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserApr 7, 2025May 28, 2025 (51 d)
Brian Robert EckertTerra Wealth independent RIAOasis Advisors no RAUMRIA to a newly registered adviserMar 27, 2025May 27, 2025 (61 d)
Justin Lee PierceTerra Wealth independent RIAOakwood Capital, Inc. independent RIARIA to RIAMar 4, 2025Mar 5, 2025
Michelle WilkinsonTerra Wealth independent RIAIntegrated Wealth Solutions, LLC independent RIARIA to RIAFeb 5, 2025Jan 31, 2025
Richard WilkinsonTerra Wealth independent RIAIntegrated Wealth Solutions, LLC independent RIARIA to RIAFeb 4, 2025Jan 31, 2025
Jack Louis KnetterTerra Wealth independent RIAModern Wealth LLC state registeredRIA to a state-registered adviserJun 3, 2024May 31, 2024
Dillon Reza KazemiTerra Wealth independent RIAModern Wealth LLC state registeredRIA to a state-registered adviserJun 3, 2024May 30, 2024
Montel Hollis HawkinsTerra Wealth independent RIAModern Wealth LLC state registeredRIA to a state-registered adviserJun 3, 2024May 30, 2024
Kristin Melanie Hicks SandersonTerra Wealth independent RIAPks Advisory Services, LLC independent RIARIA to RIAFeb 9, 2024Dec 4, 2023
Joseph OsborneTerra Wealth independent RIAPks Advisory Services, LLC independent RIARIA to RIADec 11, 2023Nov 30, 2023
William Jason OglesTerra Wealth independent RIAPks Advisory Services, LLC independent RIARIA to RIANov 9, 2023Sep 21, 2023
Adam Denton SmithTerra Wealth independent RIAPks Advisory Services, LLC independent RIARIA to RIANov 9, 2023Nov 21, 2023
Roy Leon MatlockTerra Wealth independent RIAPks Advisory Services, LLC independent RIARIA to RIAOct 24, 2023Sep 21, 2023
Terry Glenn RobinsonTerra Wealth independent RIABrookwood Investment Group independent RIARIA to RIAOct 12, 2023Aug 18, 2025 (676 d)
Page 1 of 1
40 moves match.