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

Arrivals at Kingsview Wealth Management, 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
Zachary Alan KnableWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAAug 4, 2022Aug 1, 2022
Daniel Jacob DixonWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAJun 15, 2022Jun 10, 2022
Michael Scott MunsonWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAJun 13, 2022Jun 10, 2022
Joseph Walter FroemmingEdward Jones national BDKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2022Apr 1, 2022
Ashli Brooke NewcombEdward Jones national BDKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 7, 2022Mar 4, 2022
Christopher Lawrence WrightWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAJan 19, 2022Jan 13, 2022
Stephen Nicholas PriddyEdward Jones national BDKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2021Oct 12, 2021
Richard Mark HolmesLPL Financial LLC BD affiliatedKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 27, 2021May 6, 2021
Jeffery K BarnesWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAMar 15, 2021Mar 4, 2021
Regina Marie RinehimerWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAMar 15, 2021Mar 4, 2021
Radene Lara GordonbeckWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAMar 15, 2021Mar 4, 2021
Timothy Joseph LuxMcadam LLC independent RIAKingsview Wealth Management, LLC independent RIARIA to RIAMar 11, 2021Mar 17, 2021
Charles Franklin ButlerWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAFeb 12, 2021Feb 5, 2021
Benton Curtis LacyWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAJan 27, 2021Jan 15, 2021
Randal Baker NesmithWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIADec 8, 2020Dec 14, 2020
Aaron DasWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIASep 15, 2020Sep 23, 2020
Michael John EnriquezEdward Jones national BDKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 24, 2020Aug 21, 2020
Joshua Adam KammererMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAApr 13, 2020Apr 9, 2020
Corey OwenWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAFeb 13, 2020Feb 14, 2020
Laura Anne RoweWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIADec 19, 2019Dec 13, 2019
Buff DormeierWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIADec 18, 2019Dec 13, 2019
Donald W DormeierWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIADec 18, 2019Dec 13, 2019
David Howard HooperWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIADec 11, 2019Dec 7, 2019
Krista L Corliss-TaylorWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIADec 5, 2019Mar 24, 2020 (110 d)
Erick Bynum FickenWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIADec 5, 2019Dec 3, 2019
Andrew Herbert TaylorWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIANov 4, 2019Nov 6, 2019
Richard Karl PolsonWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIANov 4, 2019Oct 24, 2019
Tony Jerome LantisWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIASep 23, 2019Sep 19, 2019
Joe William FaulkEdward Jones national BDKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 12, 2019Aug 8, 2019
Robert Lewallen PorterWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAJun 18, 2019Jun 13, 2019
John Raymond LenarzWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAApr 11, 2019Apr 16, 2019
Jonathan Seth LubellWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAFeb 26, 2019Feb 22, 2019
Robert Roy RobinsonWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAFeb 8, 2019Jan 16, 2019
Jonathan Ian MillmanWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAJan 22, 2019Jan 17, 2019
Ian Andrew MillmanWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAJan 22, 2019Jan 17, 2019
Mario Andrea VenerosoWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIAJan 22, 2019Jan 17, 2019
Matthew John StolenM Holdings Securities, Inc. BD affiliatedKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2019Jan 16, 2019
Trenton Porter LayWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIADec 4, 2018Nov 29, 2018
Michael Gene KissingerWells Fargo Advisors wirehouseKingsview Wealth Management, LLC independent RIAWirehouse to independent RIANov 14, 2018Nov 8, 2018
Amy Lyn GreinerEdward Jones national BDKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2018Sep 13, 2018
Joseph Valentino SotoTruist Advisory Services, Inc. BD affiliatedKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2018Aug 3, 2018
Eric Shawn SmithEdward Jones national BDKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2018Jul 12, 2018
Joshua Hunter CoupeEdward Jones national BDKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2018Jun 21, 2018
Zane Calaway ChristianWells Fargo Advisors wirehouseKingsview Wealth Management, LLC otherOtherJan 26, 2018Jan 15, 2018
Peter Schott HiltzWells Fargo Advisors wirehouseKingsview Wealth Management, LLC otherOtherNov 29, 2017Nov 29, 2017
Todd Aaron ConfarottaEdward Jones national BDKingsview Wealth Management, LLC otherOtherJul 12, 2017Jul 12, 2017
Joel Wayne FosterEdward Jones national BDKingsview Wealth Management, LLC otherOtherJun 2, 2017Jun 14, 2017
Dimitris Petros MagemeneasEdward Jones national BDKingsview Wealth Management, LLC otherOtherApr 21, 2017Apr 20, 2017
Lawrence Edward GatzLasalle St. Investment Advisors, L.L.C. otherKingsview Wealth Management, LLC otherOtherMar 29, 2017May 11, 2017 (43 d)
Benjamin John OttEdward Jones national BDKingsview Wealth Management, LLC otherOtherJan 6, 2017Mar 6, 2017 (59 d)
Maximus Michael DisesaEdward Jones national BDKingsview Wealth Management, LLC otherOtherDec 5, 2016Jan 3, 2017
William Chad MittonRaymond James Financial Services Advisors, Inc otherKingsview Wealth Management, LLC otherOtherOct 10, 2016Jan 23, 2018 (470 d)
David Lee DorseyRaymond James Financial Services Advisors, Inc otherKingsview Wealth Management, LLC otherOtherOct 10, 2016Feb 2, 2018 (480 d)
Cody Lee AshtonRaymond James Financial Services Advisors, Inc otherKingsview Wealth Management, LLC otherOtherOct 10, 2016Oct 31, 2016
Brian Charles SmalleyRaymond James Financial Services Advisors, Inc otherKingsview Wealth Management, LLC otherOtherOct 10, 2016Oct 18, 2016
Michael Clawson BirdRaymond James Financial Services Advisors, Inc otherKingsview Wealth Management, LLC otherOtherOct 10, 2016Oct 31, 2016
Arrah-Wonah Michael NesterRaymond James Financial Services Advisors, Inc otherKingsview Wealth Management, LLC otherOtherOct 10, 2016Oct 18, 2016
Tyler Winston KeeganEdward Jones national BDKingsview Wealth Management, LLC otherOtherAug 3, 2016Oct 31, 2016 (89 d)
Scott David MartinUnited Advisors otherKingsview Wealth Management, LLC otherOtherJul 28, 2016Jun 10, 2016
William Andrew KoehlerEdward Jones national BDKingsview Wealth Management, LLC otherOtherJul 11, 2016Aug 2, 2016
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135 moves match.