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 Foguth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jackson Bush | Foguth Wealth Management, LLC. independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Jul 7, 2026 | Sep 10, 2026 (65 d) |
| Leyland Angus Lindie | Foguth Wealth Management, LLC. independent RIA | Christ Capital Advisors state registered | RIA to a state-registered adviser | Jun 17, 2026 | Jul 17, 2026 |
| Jacob William Loucks | Foguth Wealth Management, LLC. independent RIA | Wealth For You Financial, LLC state registered | RIA to a state-registered adviser | Feb 27, 2026 | Mar 30, 2026 (31 d) |
| Jeremy Johnathon Mcmullen | Foguth Wealth Management, LLC. independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Feb 9, 2026 | Jan 16, 2026 |
| Lauren Serafimovski | Foguth Wealth Management, LLC. independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Oct 27, 2025 | Dec 12, 2025 (46 d) |
| David Andrew Lindley | Foguth Wealth Management, LLC. independent RIA | Oakwell Private Wealth Management independent RIA | RIA to RIA | Sep 25, 2025 | Oct 10, 2025 |
| Logan Frederick Bauer | Foguth Wealth Management, LLC. independent RIA | Paragon Retirement Planning, Inc. state registered | RIA to a state-registered adviser | Jul 11, 2025 | Aug 22, 2025 (42 d) |
| Adam Charles Peak | Foguth Wealth Management, LLC. independent RIA | Spc BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2025 | Jun 6, 2025 |
| Vanessa Marie Thomas | Foguth Wealth Management, LLC. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Sep 4, 2025 (155 d) |
| Seth Gregory Downing | Foguth Wealth Management, LLC. independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Aug 16, 2024 | Jan 23, 2025 (160 d) |
| Jeffrey Dennis | Foguth Wealth Management, LLC. independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 25, 2024 | Oct 7, 2024 (104 d) |
| Thomas J Myers | Foguth Wealth Management, LLC. independent RIA | Stonepath Wealth Management no RAUM | RIA to a newly registered adviser | Mar 13, 2024 | Feb 22, 2024 |
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12 moves match.