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 Encompass More Asset Management 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 |
|---|---|---|---|---|---|
| Eric Sean Drudge | Encompass More Asset Management LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Aug 20, 2026 | Aug 19, 2026 |
| Joseph Anthony Gutierrez | Encompass More Asset Management LLC independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 22, 2026 | Aug 21, 2026 (60 d) |
| Jason Thornton | Encompass More Asset Management LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Jun 4, 2026 | Jun 11, 2026 |
| Galen Duane Bargerstock | Encompass More Asset Management LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Sep 16, 2025 | Sep 18, 2025 |
| Catherine Michelle Anderson | Encompass More Asset Management LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Sep 15, 2025 | Oct 3, 2025 |
| Levi Joshua Allison | Encompass More Asset Management LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jul 30, 2025 | Nov 13, 2025 (106 d) |
| Debra Diane Starkey | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Arthur Andrew Isberg | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Amber Elaine Alguire | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Jamie Lee Roth | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Cameron Christian Clay | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Daniel Lee Asti | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 15, 2025 |
| Larry Rufus Daniels | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 15, 2025 |
| Daniel James Dietrich | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Benjamin Ward Hulburt | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Nolan Gregory Stokes | Encompass More Asset Management LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Feb 14, 2025 | Feb 18, 2025 |
| Shannon Nicole Gligora | Encompass More Asset Management LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Feb 11, 2025 | Feb 18, 2025 |
| Brian Eugene Leonard | Encompass More Asset Management LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2025 | Feb 14, 2025 (39 d) |
| Anthony Dean Ruggieri | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Dec 17, 2024 | Nov 14, 2024 |
| Victor Hugo Espino | Encompass More Asset Management LLC independent RIA | Meridian Venture Partners, Inc state registered | RIA to a state-registered adviser | Aug 1, 2024 | Nov 11, 2025 (467 d) |
| Wesley Wayne Whitten | Encompass More Asset Management LLC independent RIA | The Fiduciary Alliance independent RIA | RIA to RIA | Apr 30, 2024 | Jul 6, 2026 (797 d) |
| Manuel Alex Parra | Encompass More Asset Management LLC independent RIA | Partners Capital, LLC state registered | RIA to a state-registered adviser | Jan 2, 2024 | Apr 10, 2024 (99 d) |
| Jessi Lee Johnson | Encompass More Asset Management LLC independent RIA | Sun Valley Advisory state registered | RIA to a state-registered adviser | May 22, 2023 | Jun 19, 2024 (394 d) |
| Donald Spini | Encompass More Asset Management LLC independent RIA | Sun Valley Advisory state registered | RIA to a state-registered adviser | May 22, 2023 | Mar 25, 2024 (308 d) |
| Logan Marcus | Encompass More Asset Management LLC independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 22, 2023 | Jun 2, 2023 |
| Andrew Michael Woods | Encompass More Asset Management LLC no RAUM | Savant Wealth Management independent RIA | Other | Dec 13, 2022 | Jan 19, 2023 (37 d) |
| Glen Kavanagh | Encompass More Asset Management LLC no RAUM | Eagle Strategies LLC BD affiliated | Other | Sep 30, 2022 | Apr 26, 2023 (208 d) |
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27 moves match.