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 Modern Wealth 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.

AdvisorFromToTypeLeftRegistered
Daniel Gene CoxModern Wealth Management, LLC independent RIACreative Planning independent RIARIA to RIAApr 13, 2026Apr 27, 2026
David Andrew VidaureModern Wealth Management, LLC independent RIAFisher Investments independent RIARIA to RIAMar 24, 2026Apr 16, 2026
Caleb N BjerkModern Wealth Management, LLC independent RIACyr Financial Inc. independent RIARIA to RIAMar 17, 2026Mar 18, 2026
Adam WilkinsModern Wealth Management, LLC independent RIABoldin Advisors no RAUMRIA to a newly registered adviserFeb 6, 2026Oct 24, 2025
Jeffrey Alan LoosModern Wealth Management, LLC independent RIAMarsh Wealth Management, LLC independent RIARIA to RIAJan 20, 2026Jan 16, 2026
Louis F GebhardModern Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAAug 13, 2025Feb 12, 2026 (183 d)
Jesse Orin LownsburyModern Wealth Management, LLC independent RIABetterwealth LLC independent RIARIA to RIAJun 13, 2025Jul 1, 2025
Rory Drew JonesModern Wealth Management, LLC independent RIADogwood Wealth Management, LLC independent RIARIA to RIAOct 4, 2024Oct 4, 2024
Daniel Thomas HenneghanModern Wealth Management, LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 9, 2024Mar 20, 2024
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9 moves match.