DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Cerity Partners 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alyssa Sternadel | Austin Private Wealth, LLC no RAUM | Cerity Partners LLC independent RIA | Other | Feb 18, 2026 | Jan 6, 2026 |
| Taynia Salafai Vakapuna | Austin Private Wealth, LLC no RAUM | Cerity Partners LLC independent RIA | Other | Feb 18, 2026 | Jan 6, 2026 |
| Dimitrian Patrick Jimenez | Austin Private Wealth, LLC no RAUM | Cerity Partners LLC independent RIA | Other | Feb 18, 2026 | Jan 6, 2026 |
| Adam Patrick Bowers | Focus Partners Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 12, 2026 | Feb 19, 2026 |
| Gary William Krisanda | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2026 | Jan 14, 2026 |
| Andrew M Leege | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2026 | Jan 13, 2026 |
| Tony Walter Parkin | Parallel Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2026 | Feb 10, 2026 |
| Samuel Sandler | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Monique V. Sinmao | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Rajmiel Odinec | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Maria Angelica Camp | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Brett Patrick Somerville | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Rahm Dvir | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Karin Amtmann Schultz | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Adam Lucien Sauri | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Marcus Benjamin Odinec | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Joming Chiang | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Moises Abascal Carrasco | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Manfred Klee Saieh | Sol Capital Management Co mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 2, 2026 |
| Dieuthy Guiley | Freestone Capital Management, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 14, 2026 | Feb 5, 2026 |
| Robert M Siri | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 10, 2025 | Jan 22, 2026 (43 d) |
| Drew Louis Kootman | Petrichor Asset Management LLC unclassified | Cerity Partners LLC independent RIA | Other | Dec 5, 2025 | Dec 26, 2025 |
| Marco Ottonello | Equita Financial Network, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 21, 2025 | Nov 3, 2025 |
| Blas Timothy Rementeria-Lee | UBS Financial Services Inc. wirehouse | Cerity Partners LLC independent RIA | Wirehouse to independent RIA | Nov 19, 2025 | Nov 20, 2025 |
| Nahif Chowdhury | Fisher Investments independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 13, 2025 | Jan 13, 2026 (61 d) |
| Steven A Weintraub | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 13, 2025 | Nov 24, 2025 (42 d) |
| Clayton Thomas Murdy | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 13, 2025 | Apr 1, 2025 |
| Kristen Elizabeth Koch | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 13, 2025 | Apr 1, 2025 |
| Jessica Katherine Layman | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 13, 2025 | Mar 9, 2026 (147 d) |
| Gregory Zack Czarnecky | Strategic Advisers LLC national BD | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2025 | Oct 22, 2025 |
| Eric Monroe Hiatt | Oak Hill Wealth Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 3, 2025 | Oct 1, 2025 |
| Patrick Wallace Larkin | Oak Hill Wealth Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 2, 2025 | Oct 1, 2025 |
| Brianna Maria Buckley | Oak Hill Wealth Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 2, 2025 | Oct 1, 2025 |
| Angela Marie Larkin | Oak Hill Wealth Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 2, 2025 | Oct 1, 2025 |
| Brandon Jeromy Gromadzki | Oak Hill Wealth Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 2, 2025 | Oct 1, 2025 |
| Grant Scott Dahlquist | Hamilton Capital independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 29, 2025 | Oct 29, 2025 |
| Brian Juliano | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2025 | Sep 4, 2025 |
| Todd Lawrence Crowley | MML Investors Services, LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2025 | Apr 14, 2026 (203 d) |
| Wesley Garrett Collard | John Hancock Personal Financial Services, LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2025 | Sep 16, 2025 |
| Alejandro Cardona-Torres | UBS Financial Services Inc. wirehouse | Cerity Partners LLC independent RIA | Wirehouse to independent RIA | Sep 4, 2025 | Sep 24, 2025 |
| Robert Shane Smith | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2025 | Sep 17, 2025 |
| Kevin Francis Hines | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2025 | Jul 22, 2025 |
| Graham Michael Parsons | UBS Financial Services Inc. wirehouse | Cerity Partners LLC independent RIA | Wirehouse to independent RIA | Aug 19, 2025 | Nov 7, 2025 (80 d) |
| Esteban A Trevino | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2025 | Jul 31, 2025 |
| Erick Donald Von Berge | Von Berge Wealth Management Group, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Aug 5, 2025 | Jul 1, 2025 |
| Alexander Michael Urbanek | Von Berge Wealth Management Group, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Aug 5, 2025 | Jul 3, 2025 |
| Adam C Armstrong | Pinnacle Associates, Ltd. mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Aug 4, 2025 | Aug 6, 2025 |
| Timothy Charles Macherone | Shade Tree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 29, 2025 | Oct 14, 2025 (77 d) |
| Quinn Cole Lamontagne | Vanguard Advisers, Inc. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2025 | Aug 6, 2025 |
| Vince Anthony Pasqualino | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2025 | Jul 16, 2025 |
| Miles Brandon Amodeo | Focus Partners Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 8, 2025 | Aug 18, 2025 (41 d) |
| Thomas Decker | Douglas C. Lane & Associates independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jun 30, 2025 | Jan 6, 2023 |
| Samuel Weining | Mercer Global Advisors Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jun 26, 2025 | Jun 20, 2025 |
| Trystan Clay Downey | Cambridge Investment Research Advisors, Inc. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 19, 2025 | Jul 8, 2025 |
| Dustin Elliott Brutton | Canopy Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jun 3, 2025 | Jun 11, 2025 |
| Alexander David Mitchell | Canopy Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jun 3, 2025 | Jun 11, 2025 |
| Kelly Elizabeth Meyer | Canopy Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jun 3, 2025 | Jun 12, 2025 |
| Johnathon J Campion | Canopy Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jun 3, 2025 | Jun 12, 2025 |
| Stefani N/M/I Tueme | Cw Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 28, 2025 | Jun 12, 2025 |
| Jon Andrew Wingent | Morton Wealth independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 20, 2025 | May 29, 2025 |
481 moves match.