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 Arvest Wealth Management

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 Todd StanleyArvest Wealth Management otherFull Sail Capital, LLC no RAUMOtherFeb 22, 2011Feb 15, 2018 (2550 d)
Chad DildayArvest Wealth Management otherLPL Financial LLC otherOtherDec 21, 2010Dec 10, 2010
Cory James ThompsonArvest Wealth Management otherCetera Investment Services LLC otherOtherDec 2, 2010Dec 1, 2010
Conard Brent TerrellArvest Wealth Management otherEquitable Advisors, LLC national BDOtherOct 8, 2010Nov 5, 2010
Gregory Gaines YoungArvest Wealth Management otherTrent Capital Management, Inc. otherOtherJul 1, 2010Jul 23, 2010
Aaron Jeremiah OchoaArvest Wealth Management otherInvest Financial Corporation otherOtherJun 15, 2010Sep 27, 2010 (104 d)
Emily WaggonerArvest Wealth Management otherChase Investment Services Corp. otherOtherMay 10, 2010May 8, 2012 (729 d)
Julie Marie MahanayArvest Wealth Management otherBok Financial Advisors BD affiliatedOtherApr 1, 2010Oct 29, 2019 (3498 d)
Scotty V DeanArvest Wealth Management otherMML Investors Services, LLC otherOtherFeb 22, 2010May 14, 2010 (81 d)
Michael Paul BennittArvest Wealth Management otherWoodbury Financial Services, Inc. otherOtherOct 21, 2009Oct 19, 2009
Christopher Kaburn CashArvest Wealth Management otherIpi Wealth Management, Inc. otherOtherMay 1, 2009Oct 6, 2009 (158 d)
Justin Lee CorcoranArvest Wealth Management otherBok Financial Advisors otherOtherMar 19, 2009Mar 10, 2009
Julie Colleen Donoho-ElkinsArvest Wealth Management otherMomentum Independent Network Inc. BD affiliatedOtherOct 22, 2008Oct 29, 2024 (5851 d)
Amy Jo ShelbyArvest Wealth Management otherCetera Investment Services LLC otherOtherJul 10, 2008Jul 25, 2008
Daniel William SafranekArvest Wealth Management otherSafranek And Associates, LLC state registeredOtherMay 20, 2008Dec 18, 2024 (6056 d)
Kevin Ray HermisArvest Wealth Management otherBanc Of America Investment Services, Inc. unclassifiedOtherMay 6, 2008May 6, 2008
Matthew James RushArvest Wealth Management otherCitigroup Global Markets Inc. otherOtherOct 24, 2007Oct 29, 2007
Donald James PaulArvest Wealth Management otherCitigroup Global Markets Inc. otherOtherJun 28, 2007Jun 8, 2007
John Edward MartfeldArvest Wealth Management otherCitigroup Global Markets Inc. otherOtherJun 28, 2007Jun 5, 2007
Benjamin Stephen ShaddoxArvest Wealth Management otherKestra Advisory Services, LLC otherOtherFeb 22, 2007Apr 19, 2016 (3344 d)
David Deane PowellArvest Wealth Management otherCetera Investment Services LLC otherOtherJan 12, 2007Jan 18, 2007
Jeffrey K MaceArvest Wealth Management otherUvest Financial Services Group, Inc. unclassifiedOtherJan 12, 2007Nov 13, 2008 (671 d)
Emily Kay WindolphArvest Wealth Management otherCuna Brokerage Services, Inc. otherOtherNov 20, 2006Nov 27, 2006
David Kevin SagerArvest Wealth Management otherA. G. Edwards & Sons, Inc. unclassifiedOtherNov 20, 2006Nov 21, 2006
Michael John WestermanArvest Wealth Management otherBok Financial Advisors otherOtherNov 13, 2006Nov 3, 2006
Brian Keith ColeArvest Wealth Management otherRaymond James Financial Services Advisors, Inc otherOtherMay 18, 2006Jan 2, 2009 (960 d)
Matthew Curtis LitzlerArvest Wealth Management otherA. G. Edwards & Sons, Inc. unclassifiedOtherMay 8, 2006Jun 9, 2006 (32 d)
Christopher Wayne BruneArvest Wealth Management otherCornerstone Financial Consulting LLC state registeredOtherAug 2, 2005Jan 13, 2006 (164 d)
Amy Dawn CadyArvest Wealth Management otherA. G. Edwards & Sons, Inc. unclassifiedOtherJul 26, 2005Jul 18, 2005
Scott ConwayArvest Wealth Management otherEquitable Advisors, LLC national BDOtherJun 20, 2005Jul 25, 2006 (400 d)
Hardee David JerrelsArvest Wealth Management otherBfc Planning, Inc. otherOtherAug 11, 2004Jun 27, 2013 (3242 d)
Jeffrey William ReevesArvest Wealth Management otherMorgan Keegan & Company, LLC otherOtherApr 20, 2004Apr 19, 2004
Hillman Zell JonesArvest Wealth Management otherRaymond James Financial Services, Inc. unclassifiedOtherDec 19, 2002Jan 22, 2003 (34 d)
James Edwin SummersArvest Wealth Management otherRaymond James Financial Services, Inc. unclassifiedOtherNov 26, 2002Jan 3, 2003 (38 d)
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214 moves match.