DFX Intelligence
Advisor moves
Arrivals at SavvyWhat a move isA 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.
181 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kurt Tyler Fetter | Mha Financial Corp state registered | Savvy independent RIA | Other | Sep 22, 2026 | Jun 16, 2026 |
| Luis Francisco Rosa | Origin Investment Advisory LLC independent RIA | Savvy independent RIA | RIA to RIA | Sep 16, 2026 | Dec 9, 2025 |
| Gary Dale Jones | Fbl Wealth Management, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2026 | Sep 3, 2026 |
| Parker Allen Maxwell | Valeo Financial Advisors, LLC independent RIA | Savvy independent RIA | RIA to RIA | Sep 10, 2026 | Sep 1, 2026 |
| Nicole Elise Burdick | LPL Financial LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2026 | Sep 1, 2026 |
| Alexander Duncan | Equitable Advisors, LLC national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2026 | Sep 14, 2026 |
| David George Givler | Mariner BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 8, 2026 | Sep 11, 2026 |
| Ryan Charles Austin | Bankers Life Advisory Services, Inc. BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 4, 2026 | Sep 17, 2026 |
| Brian Scott Dunckley | Plum Pointe Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Sep 2, 2026 | Jul 31, 2026 |
| Michael Phillip Henry | Cetera Investment Advisers LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 31, 2026 | Sep 1, 2026 |
| Gabriel S Boruff | Integrity Financial Corporation independent RIA | Savvy independent RIA | RIA to RIA | Aug 31, 2026 | Sep 17, 2026 |
| Josh Neil Christian | Creativeone Securities, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2026 | Sep 1, 2026 |
| Christopher Neville Ishack | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Savvy independent RIA | Wirehouse to independent RIA | Aug 14, 2026 | Jul 20, 2026 |
| Joshua William Sievers | Bankers Life Advisory Services, Inc. BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2026 | Sep 11, 2026 (31 d) |
| James Alan Kuxhaus | Commonwealth Financial Network national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2026 | Aug 3, 2026 |
| Lauren Gadkowski Lindsay | Sanctuary Advisors, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2026 | Jun 16, 2026 |
| Constantine Ted Quintas | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Savvy independent RIA | Wirehouse to independent RIA | Jul 27, 2026 | Jul 16, 2026 |
| Robert Christopher Chorlins | Mai Capital Management, LLC independent RIA | Savvy independent RIA | RIA to RIA | Jul 23, 2026 | Aug 10, 2026 |
| Clayton Scott Johnson | Aerodigm Wealth LLC independent RIA | Savvy independent RIA | RIA to RIA | Jul 14, 2026 | Aug 5, 2026 |
| Arthur Allen Buckley | Sanctuary Advisors, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2026 | May 8, 2026 |
| Thad Robert Dunn | Advisornet Wealth Partners independent RIA | Savvy independent RIA | RIA to RIA | Jul 10, 2026 | Jul 7, 2026 |
| Christian Nicholas Giannangeli | LPL Financial LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2026 | Jun 30, 2026 |
| Jerald Larson Dunn | Advisornet Wealth Partners independent RIA | Savvy independent RIA | RIA to RIA | Jul 10, 2026 | Jul 7, 2026 |
| Ashley Watts Crane | First Command Advisory Services BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Jul 31, 2026 |
| Daniel Francis Murphy | Claris Financial, LLC independent RIA | Savvy independent RIA | RIA to RIA | Jun 29, 2026 | Jul 6, 2026 |
| Ryan Douglas Gibbs | Claris Financial, LLC independent RIA | Savvy independent RIA | RIA to RIA | Jun 29, 2026 | Jul 6, 2026 |
| Aaron Scott Gibbs | Claris Financial, LLC independent RIA | Savvy independent RIA | RIA to RIA | Jun 29, 2026 | Jul 7, 2026 |
| Hannah Basil Bryant | Savant Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Jun 29, 2026 | Jul 15, 2026 |
| Gregory Wayne Allen | LPL Financial LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2026 | Jun 2, 2026 |
| Clint A Heisler | LPL Financial LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 16, 2026 | Jun 2, 2026 |
| Steven Allen Holdsworth | Falcon Wealth Planning, Inc. independent RIA | Savvy independent RIA | RIA to RIA | Jun 11, 2026 | Jun 12, 2026 |
| Rahul Sarin | Risa Wealth LLC unclassified | Savvy independent RIA | Other | Jun 9, 2026 | Jun 16, 2026 |
| Gregg Edward Cummings | LPL Financial LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | May 29, 2026 | May 19, 2026 |
| Anirudh Vedere | White Oaks Investment Management, Inc asset manager | Savvy independent RIA | Other | May 27, 2026 | Sep 1, 2026 (97 d) |
| Timothy Dern | Maia Wealth independent RIA | Savvy independent RIA | RIA to RIA | May 20, 2026 | Jun 3, 2026 |
| Bryan Christopher Dern | Maia Wealth independent RIA | Savvy independent RIA | RIA to RIA | May 20, 2026 | Jun 2, 2026 |
| Lindsey Carolyn Lewis | Osaic Wealth, Inc. BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2026 | May 13, 2026 |
| Katherine A Fibiger | Farther independent RIA | Savvy independent RIA | RIA to RIA | Apr 30, 2026 | Apr 23, 2026 |
| Stephen Lyoung Ong | Ballentine Partners independent RIA | Savvy independent RIA | RIA to RIA | Apr 30, 2026 | May 20, 2026 |
| Anaiss Zamora | Northwest Asset Management independent RIA | Savvy independent RIA | RIA to RIA | Apr 16, 2026 | May 5, 2026 |
| Bruce Allen Larsen | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 7, 2025 |
| Linda Lim Yang | Marcado Asset Management LLC institutional | Savvy independent RIA | Other | Mar 31, 2026 | Feb 9, 2026 |
| Nathan Joel Sharp | Marcado Asset Management LLC institutional | Savvy independent RIA | Other | Mar 31, 2026 | Feb 9, 2026 |
| Steven William Harp | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 17, 2025 |
| Jacob Brian Ray | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 10, 2025 |
| Andrew William Bronson | Marcado Asset Management LLC institutional | Savvy independent RIA | Other | Mar 31, 2026 | Feb 9, 2026 |
| Carter Reed Hench | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 6, 2025 |
| Matthew J Conley | Colorado Wealth Group LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 31, 2026 | Nov 7, 2025 |
| Chan Hyun Lim | Centric Wealth Management, LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 25, 2026 | Sep 16, 2026 (175 d) |
| Gregory Louis Mccrea | Strategic Advisers LLC national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | May 7, 2026 (45 d) |
| Joshua Michael Joffe | Revolve Wealth Partners, LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 19, 2026 | Mar 6, 2026 |
| Conrad Brian Levesque | Prosperity Capital Advisors independent RIA | Savvy independent RIA | RIA to RIA | Mar 18, 2026 | May 18, 2026 (61 d) |
| Michael Alan Johnson | Pillar Capital unclassified | Savvy independent RIA | Other | Mar 8, 2026 | Dec 2, 2025 |
| Patrick Daniel Conroy | LPL Enterprise, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2026 | Mar 5, 2026 |
| Patrick Traverse | Belpointe Asset Management LLC independent RIA | Savvy independent RIA | RIA to RIA | Feb 27, 2026 | Mar 6, 2026 |
| Lisa A Nee | Belpointe Asset Management LLC independent RIA | Savvy independent RIA | RIA to RIA | Feb 27, 2026 | Apr 29, 2026 (61 d) |
| Daniel Ellory Myers | Arvest Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Feb 26, 2026 | Feb 3, 2026 |
| James Hunter Cloud | Mariner BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 24, 2026 | Mar 2, 2026 |
| Catalina Maria Franco-Cicero | Build A Better Financial Future LLC unclassified | Savvy independent RIA | Other | Feb 23, 2026 | Feb 17, 2026 |
| Zachary J Smith | Thepartners Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Feb 11, 2026 | Mar 3, 2026 |
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