DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Moneta Group Investment Advisors, 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
Timothy NielsenOppenheimer & Co. Inc. BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2023Feb 9, 2023
Chase Edward CoffinBlackrock Investment Management, LLC otherMoneta Group Investment Advisors, LLC independent RIAOtherJan 18, 2023Apr 26, 2023 (98 d)
Edward Harrison KorthIwp Wealth - Private Client Advisors independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIADec 31, 2022Mar 31, 2023 (90 d)
Justin H VolkmarJ.P. Morgan Securities LLC wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIANov 15, 2022Nov 30, 2022
Kyle F LuettersNorthwestern Mutual Investment Services,LLC no RAUMMoneta Group Investment Advisors, LLC independent RIAOtherSep 27, 2022Oct 3, 2022
Adam Charles KrugerMbm Wealth Consultants, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAAug 10, 2022Aug 23, 2022
Ashley Reinecke RieserSaxony Capital Management, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJul 26, 2022Jul 27, 2022
Katherine Jane GilletteWipfli Financial Advisors, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJun 29, 2022Mar 31, 2023 (275 d)
Jake Thomas FaucettCreative Planning independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMay 31, 2022Jul 22, 2022 (52 d)
Anthony HillEdward Jones national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2022Jul 1, 2022 (120 d)
Jacob Martin JaegleMercer Global Advisors Inc. independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAFeb 20, 2022Feb 25, 2022
Jennifer Michelle O'ConnorAnderson Hoagland & Co independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAFeb 4, 2022Feb 28, 2022
Wesley Loran SebacherCharles Schwab & Co., Inc. national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 24, 2022Jan 25, 2022
John Joseph QuinnWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIASep 13, 2021Sep 22, 2021
Samuel Robert HillFocus Advisor Solutions, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAAug 18, 2021Aug 11, 2021
Mark J WebsterStifel, Nicolaus & Company, Incorporated national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 29, 2021Jul 13, 2021
Jackson James WegnerValeo Financial Advisors, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJul 28, 2021Jul 12, 2021
Kellan SlatteryWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAJul 1, 2021Jul 7, 2021
Brian Stephen PageBuckingham Strategic Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJun 14, 2021Jan 16, 2026 (1677 d)
Janelle M MccrearyDavis & Seiley Wealth Management, Inc. independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMay 27, 2021Aug 4, 2020
Nicholas Daniel KoboldtBuckingham Strategic Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAApr 22, 2021Apr 7, 2021
Jessica HinkebeinEdward Jones national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2021Jan 4, 2022 (287 d)
Patrick Jacob JordanWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAFeb 24, 2021Feb 23, 2021
Michael David MachnowskiThe Berry Group independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAFeb 12, 2021Feb 15, 2021
Oliver Farrell CraganThe Berry Group independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAFeb 12, 2021Feb 18, 2021
Sarah G BerryThe Berry Group independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAFeb 12, 2021Feb 18, 2021
Brendon WinklerLarson Financial Group, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAFeb 2, 2021Feb 4, 2021
Brian Daniel HiresEdward Jones national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2021Jan 5, 2021
Lauren Nicole RandazzoStifel, Nicolaus & Company, Incorporated national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 12, 2020Oct 5, 2020
Elizabeth SwitzerWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIASep 23, 2020Oct 5, 2020
Alfred Joseph SimmonsWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIASep 9, 2020Sep 10, 2020
Megan Elizabeth RappleanCorrect Capital Wealth Management, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAFeb 24, 2020Feb 28, 2020
Kristi BorglumMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAFeb 3, 2020Mar 5, 2020 (31 d)
Stephen C DolanMariner BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 19, 2019Feb 7, 2020 (50 d)
Lynn M DunstonDunston Financial Group, LLC unclassifiedMoneta Group Investment Advisors, LLC independent RIAOtherNov 1, 2019Nov 1, 2019
Erin Leigh HadaryDunston Financial Group, LLC unclassifiedMoneta Group Investment Advisors, LLC independent RIAOtherNov 1, 2019Aug 7, 2020 (280 d)
Nicholas Wayne KroegerPrincipal Securities, Inc. BD affiliatedMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2019Oct 28, 2019
Lucas Wyatt KulmaKayne Anderson Rudnick Investment Management, LLC otherMoneta Group Investment Advisors, LLC independent RIAOtherSep 18, 2019Sep 17, 2019
Max Cooper NovakPersonal Capital Advisors Corporation independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIASep 5, 2019Apr 20, 2020 (228 d)
Megan Elizabeth KanterThe Wealth Conservancy, Inc. independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAAug 29, 2019Sep 17, 2019
David T WickenhauserCharles Schwab & Co., Inc. national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2019Aug 19, 2019
John GroverMorgan Stanley wirehouseMoneta Group Investment Advisors, LLC independent RIAWirehouse to independent RIAJul 10, 2019Jul 11, 2019
Matthew Robert SchallerParadigm Financial Advisors LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJun 26, 2019Jun 26, 2019
Alexander James FaughtEdward Jones national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 5, 2019Mar 20, 2019
Philip Richard SchwabEdward Jones national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 28, 2019Mar 8, 2019
Grant M EdmundsLegacy Investment Partners, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAFeb 28, 2019Mar 5, 2019
Daniel Alan FuhrigSmith Moore & Co. independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIANov 21, 2018May 10, 2019 (170 d)
Benjamin Alexander TrujilloStifel, Nicolaus & Company, Incorporated national BDMoneta Group Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2018Oct 9, 2018
Travis William FreemanRfg Advisory, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJul 13, 2018Jul 23, 2018
Danton Kent TroyerRfg Advisory, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJun 29, 2018Aug 1, 2018 (33 d)
Yan-Jung LiuFelicitas Investors LLC unclassifiedMoneta Group Investment Advisors, LLC independent RIAOtherMay 29, 2018Dec 18, 2024 (2395 d)
Jerry Lee WestArchford Capital Strategies, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAMay 23, 2018May 29, 2018
Michael James VredenburghPlancorp, LLC independent RIAMoneta Group Investment Advisors, LLC otherOtherFeb 2, 2018Feb 2, 2018
Peter Andrew RacenNorthwestern Mutual Investment Services,LLC no RAUMMoneta Group Investment Advisors, LLC independent RIAOtherAug 1, 2017Sep 26, 2022 (1882 d)
Ryan Michael BowmanMariner otherMoneta Group Investment Advisors, LLC otherOtherMar 20, 2017Mar 22, 2017
Michael James TorneyBuckingham Strategic Wealth, LLC otherMoneta Group Investment Advisors, LLC otherOtherMar 2, 2017Mar 8, 2017
Jennifer Anne LitsasYeske Buie Inc. otherMoneta Group Investment Advisors, LLC independent RIAOtherSep 12, 2016Apr 26, 2020 (1322 d)
William Patrick AkinsBuckingham Strategic Wealth, LLC otherMoneta Group Investment Advisors, LLC otherOtherJan 21, 2016Jan 26, 2016
Deborah Lee RahnPlancorp, LLC otherMoneta Group Investment Advisors, LLC independent RIAOtherSep 17, 2015Apr 10, 2025 (3493 d)
Daniel BrownWells Fargo Advisors wirehouseMoneta Group Investment Advisors, LLC otherOtherNov 18, 2014Jan 7, 2016 (415 d)
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132 moves match.