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 Diversify 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 |
|---|---|---|---|---|---|
| Trevor Kuresa | Diversify Wealth Management, LLC independent RIA | Highland Financial, LLC state registered | RIA to a state-registered adviser | Jun 25, 2026 | Jun 30, 2026 |
| Ben Brackett | Diversify Wealth Management, LLC independent RIA | Exponent Wealth no RAUM | RIA to a newly registered adviser | Feb 10, 2026 | Feb 17, 2026 |
| Joseph William Adair | Diversify Wealth Management, LLC independent RIA | Exponent Wealth no RAUM | RIA to a newly registered adviser | Feb 10, 2026 | Feb 11, 2026 |
| Nicholas Brian Stecklein | Diversify Wealth Management, LLC independent RIA | Telos Partners LLC no RAUM | RIA to a newly registered adviser | Jan 2, 2026 | Apr 29, 2026 (117 d) |
| Marc Russell | Diversify Wealth Management, LLC independent RIA | Q3 Advisors, LLC no RAUM | Other | Jan 2, 2026 | Jan 9, 2026 |
| Kyra Ivania Montes | Diversify Wealth Management, LLC independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Jul 10, 2025 | Aug 12, 2025 (33 d) |
| Janice Marie Powell | Diversify Wealth Management, LLC independent RIA | Secure Investment Management, LLC independent RIA | RIA to RIA | Mar 21, 2025 | Jun 17, 2025 (88 d) |
| Eric Scott Koford | Diversify Wealth Management, LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Oct 1, 2024 | Sep 27, 2024 |
| Breanne Nicole Polonia | Diversify Wealth Management, LLC independent RIA | Kestra Private Wealth Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 27, 2024 | Oct 2, 2024 |
| Jacob Alexander Cavaleri | Diversify Wealth Management, LLC independent RIA | Northcoast Asset Management LLC independent RIA | RIA to RIA | Aug 14, 2024 | Sep 27, 2024 (44 d) |
| Norman Andrew Perkins | Diversify Wealth Management, LLC independent RIA | Betterment independent RIA | RIA to RIA | Apr 30, 2024 | Apr 25, 2024 |
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11 moves match.