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 Girard Advisory Services, 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
David Burns DevitaGirard Advisory Services, LLC independent RIAEp Wealth Advisors independent RIARIA to RIASep 12, 2025Oct 8, 2025
Matthew Francis BradyGirard Advisory Services, LLC independent RIAMurphy Wealth Management Group independent RIARIA to RIASep 5, 2025Nov 7, 2025 (63 d)
George Anthony GiolekasGirard Advisory Services, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 3, 2024Jun 2, 2025 (181 d)
James Joseph BarkerGirard Advisory Services, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankSep 8, 2023Sep 12, 2023
Jonathan Francis CahillGirard Advisory Services, LLC independent RIACrossgate Wealth Advisors, LLC independent RIARIA to RIAFeb 2, 2023Feb 10, 2023
John Eugene AshcroftGirard Advisory Services, LLC independent RIAShepherd Wealth Management independent RIARIA to RIAJan 4, 2023Dec 23, 2022
Scott Joseph CendaliGirard Advisory Services, LLC independent RIAIvc Wealth Advisors LLC independent RIARIA to RIANov 22, 2022Dec 22, 2022
John Clark SullivanGirard Advisory Services, LLC independent RIAPrecision Wealth Strategies, LLC independent RIARIA to RIANov 15, 2022Mar 31, 2023 (136 d)
Stefan A SzygielGirard Advisory Services, LLC independent RIAJfs Wealth Advisors, LLC independent RIARIA to RIASep 13, 2022Oct 3, 2022
Eva Marie VictorGirard Advisory Services, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJul 7, 2022Dec 17, 2025 (1259 d)
Scott Matthew MulvaneyGirard Advisory Services, LLC independent RIACaptrust institutionalOtherJan 21, 2022Mar 28, 2022 (66 d)
James Michael SpindlerGirard Advisory Services, LLC independent RIASummit Investment Advisory Group LLC state registeredRIA to a state-registered adviserOct 16, 2020Oct 7, 2020
Kathleen Quinlan FayGirard Advisory Services, LLC independent RIAUnivest Investments, Inc. otherOtherJun 1, 2020Jul 24, 2014
Anthony A VasileGirard Advisory Services, LLC independent RIAPine Valley Investments independent RIARIA to RIAJun 1, 2020Jun 8, 2021 (372 d)
Edward Michael ClewellGirard Advisory Services, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankFeb 26, 2020Mar 2, 2020
Michael William MccortGirard Advisory Services, LLC independent RIALiberty Private Client, LLC independent RIARIA to RIAJul 22, 2019Sep 10, 2019 (50 d)
Patrick Charles SabolGirard Advisory Services, LLC independent RIATraphagen Financial Group independent RIARIA to RIAJun 3, 2019Jun 17, 2019
Christopher ReedGirard Advisory Services, LLC independent RIAOsaic Institutions, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 5, 2019Jan 31, 2024 (1821 d)
Thomas J CrossettGirard Advisory Services, LLC independent RIAUnivest Investments, Inc. otherOtherJan 7, 2019Jul 24, 2014
James Matthew FarrellGirard Advisory Services, LLC otherJanney Montgomery Scott LLC otherOtherNov 14, 2016Dec 12, 2016
Timothy Vernon SwartleyGirard Advisory Services, LLC otherCetera Advisor Networks LLC otherOtherAug 19, 2016Aug 15, 2016
Jonathan Joseph ZeminskiGirard Advisory Services, LLC otherWells Fargo Advisors wirehouseOtherAug 2, 2016Aug 9, 2016
Bryce Jonathan BergeyGirard Advisory Services, LLC otherPrincipal Securities, Inc. otherOtherNov 3, 2015Nov 23, 2015
Lance Joseph RosinaGirard Advisory Services, LLC otherStifel, Nicolaus & Company, Incorporated national BDOtherAug 5, 2015Sep 14, 2015 (40 d)
Nikki Kay PolistinaGirard Advisory Services, LLC otherSchwab Wealth Advisory, Inc. otherOtherMay 10, 2013May 28, 2013
Christopher Corkhill DautrichGirard Advisory Services, LLC otherStillwater Capital Advisors, LLC otherOtherApr 19, 2006Nov 20, 2009 (1311 d)
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26 moves match.