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 Nfp Advisor 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
Paul Helmut AuslanderNfp Advisor Services, LLC otherProvise Management Group, LLC otherOtherSep 22, 2016Mar 3, 2014
Jeffrey SolodkinNfp Advisor Services, LLC otherEquitable Advisors, LLC national BDOtherSep 22, 2016Jun 1, 2005
James Lewis WorrellNfp Advisor Services, LLC otherM Holdings Securities, Inc. otherOtherSep 22, 2016Apr 11, 2006
Gregory GavranNfp Advisor Services, LLC otherWealthspire Retirement Advisory otherOtherSep 22, 2016Mar 17, 2015
Eszter Klara KochNfp Advisor Services, LLC otherWealthspire Retirement Advisory otherOtherSep 22, 2016Nov 14, 2014
Rodryan Angeles MarayagNfp Advisor Services, LLC otherWealthspire Retirement Advisory otherOtherSep 22, 2016Jun 22, 2015
Blair Hunt RogersNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherAug 26, 2016Apr 18, 2016
Mark Allen SchweissNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherAug 26, 2016Apr 19, 2016
Matthew Jordan Van NameNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherAug 8, 2016Apr 20, 2016
Brett Michael WaltersNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherAug 8, 2016Apr 20, 2016
Derek James PackettNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherAug 2, 2016Apr 18, 2016
Nathan Dean RasmussenNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJul 13, 2016Apr 25, 2016
Shelly Ann HorwitzNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJul 11, 2016May 5, 2016
Michael Aaron WaldmanNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJul 1, 2016Apr 20, 2016
Ashlee Nicole OgrzewallaNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJun 29, 2016Apr 26, 2016
John James SullivanNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJun 28, 2016Apr 19, 2016
Peter J SchmitzNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJun 9, 2016Apr 21, 2016
Michael James CallawayNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJun 7, 2016Apr 18, 2016
Barry SolonNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJun 6, 2016Apr 20, 2016
William Roger RassmanNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJun 6, 2016Apr 18, 2016
Deborah Rochelle YurchakNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherJun 2, 2016Apr 20, 2016
Ryan Patrick CollinNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 27, 2016Apr 26, 2016
Anthony C WilloughbyNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 25, 2016May 25, 2016
Kristi M TrowbridgeNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 25, 2016May 25, 2016
James Michael GiftNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 23, 2016May 23, 2016
Ellen Reeva LanderNfp Advisor Services, LLC otherGlobal Retirement Partners LLC otherOtherMay 16, 2016May 16, 2016
Suzanne ZenknerNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 12, 2016Apr 19, 2016
Carl William ZeidlerNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 11, 2016Apr 27, 2016
Michael Emmett MorrisNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 11, 2016May 11, 2016
Mary Lynne PatchNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 11, 2016Apr 28, 2016
Mark Edward KilbrideNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 11, 2016Apr 19, 2016
Anthony Rocco TrupianoNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 11, 2016Jun 15, 2016 (35 d)
Karen Elizabeth Van VoorhisNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 11, 2016May 16, 2016
Edward J SchechterNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 11, 2016Apr 19, 2016
Samuel Brantz GentryNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016Apr 28, 2016
Christopher Allen TiptonNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016May 9, 2016
Shad Matthew EvansNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016Apr 28, 2016
William Clayton SmithNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016May 9, 2016
Will K KnightNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016May 9, 2016
Alan Norman BeaulieuNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016Apr 21, 2016
Brian Lucien BeaulieuNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016Apr 25, 2016
Michael Jared BensonNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016Apr 28, 2016
Bradley Lloyd DavisNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016Apr 28, 2016
William August KientzNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 9, 2016May 9, 2016
Samuel Sylvanus McninchNfp Advisor Services, LLC otherHayden Royal otherOtherMay 5, 2016Apr 28, 2016
Victor SolisNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherMay 2, 2016Apr 20, 2016
Vincent Robert GallagherNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherApr 29, 2016Apr 21, 2016
Jose E AlmanzaNfp Advisor Services, LLC otherKestra Advisory Services, LLC otherOtherApr 28, 2016Apr 19, 2016
Brian Thomas LoweryNfp Advisor Services, LLC otherForvis Mazars Wealth Advisors, LLC independent RIAOtherApr 19, 2016Jan 3, 2024 (2815 d)
Benjamin David KilleNfp Advisor Services, LLC otherWealthspire Advisors independent RIAOtherMar 31, 2016Sep 20, 2022 (2364 d)
Mark Alan MappaNfp Advisor Services, LLC otherWoodbury Financial Services, Inc. otherOtherMar 31, 2016Mar 24, 2016
Donald Albert LuekeNfp Advisor Services, LLC otherAtlantis Wealth Advisors LLC otherOtherMar 31, 2016Mar 24, 2017 (358 d)
Damon F FriedmanNfp Advisor Services, LLC otherIndependent Financial Group, LLC otherOtherMar 31, 2016Oct 17, 2016 (200 d)
Pamela Kay WeaverNfp Advisor Services, LLC otherIntegrity Alliance, LLC otherOtherMar 17, 2016Mar 17, 2016
Robert Charles KulleNfp Advisor Services, LLC otherM Holdings Securities, Inc. otherOtherMar 17, 2016Mar 15, 2016
Donald Roy PayneNfp Advisor Services, LLC otherM Holdings Securities, Inc. otherOtherMar 4, 2016Mar 10, 2016
Ernest James CoxNfp Advisor Services, LLC otherIndependent Financial Group, LLC otherOtherMar 2, 2016Apr 20, 2016 (49 d)
Kelly Crowder AmatoNfp Advisor Services, LLC otherStancorp Investment Advisers, Inc. otherOtherMar 1, 2016Apr 7, 2016 (37 d)
Clarence Homer SlaughterNfp Advisor Services, LLC otherIndependent Advisor Alliance, LLC otherOtherFeb 26, 2016Mar 3, 2016
Christopher Dale ClarkNfp Advisor Services, LLC otherWfg Advisors, LP otherOtherFeb 26, 2016Jun 28, 2016 (123 d)
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529 moves match.