DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Farther

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
Corey Charles GoldenGolden Wealth Management independent RIAFarther independent RIARIA to RIAMar 27, 2026Mar 26, 2026
Jeffrey Lee SchlotterbeckWater Street Wealth Management, LLC unclassifiedFarther independent RIAOtherMar 25, 2026Mar 23, 2026
Lloyd Shigeto YamadaAspire Planning Associates, Inc. independent RIAFarther independent RIARIA to RIAMar 23, 2026Jan 23, 2026
Evor Charles VattuoneAspire Planning Associates, Inc. independent RIAFarther independent RIARIA to RIAMar 23, 2026Jan 17, 2026
Dennis John MykytynModern Capital Group LLC independent RIAFarther independent RIARIA to RIAMar 9, 2026Jan 28, 2026
Andrew Evan KarasykWells Fargo Advisors wirehouseFarther independent RIAWirehouse to independent RIAMar 9, 2026Mar 24, 2026
Jaclyn Clair MarshallModern Capital Group LLC independent RIAFarther independent RIARIA to RIAMar 9, 2026Mar 5, 2026
Ember Ellis MartinVested Wealth Advisors otherFarther independent RIAOtherMar 5, 2026Dec 18, 2025
Stephen Jeffrey HazelMagnificent Life Financial Planning unclassifiedFarther independent RIAOtherMar 5, 2026Jan 12, 2026
Timothy James NansonFortress Wealth Management, Inc. independent RIAFarther independent RIARIA to RIAMar 4, 2026Dec 15, 2025
Lance Ivan LehmanCompound Planning, Inc. independent RIAFarther independent RIARIA to RIAMar 3, 2026Mar 2, 2026
David Joseph TarantinoPortico Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAFeb 6, 2026Dec 23, 2025
Jonathan David LeidyPortico Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAFeb 6, 2026Jan 8, 2026
Brad Lewis HeapsCharles Schwab & Co., Inc. national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2026Feb 24, 2026
Devin James HarriganAscent Capital independent RIAFarther independent RIARIA to RIAJan 29, 2026Dec 3, 2025
Jonathan Gregory TullMeritas Advisors, LLC unclassifiedFarther independent RIAOtherJan 23, 2026Sep 17, 2025
Michael Craig MinkMeritas Advisors, LLC unclassifiedFarther independent RIAOtherJan 23, 2026Sep 10, 2025
David Pierre PlaisanceWaypoint Strategic Advisors independent RIAFarther independent RIARIA to RIAJan 16, 2026Jan 20, 2026
Joe Edgar YoungWaypoint Strategic Advisors independent RIAFarther independent RIARIA to RIAJan 16, 2026Jan 20, 2026
Tyler Andrew MorrisCompound Planning, Inc. independent RIAFarther independent RIARIA to RIAJan 13, 2026Jan 2, 2026
Alison MoscoffianCommonwealth Financial Network national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIAJan 12, 2026Jan 14, 2026
Joel Robert Van HofwegenCertus Wealth Management LLC independent RIAFarther independent RIARIA to RIAJan 2, 2026Sep 16, 2025
Courtney Margaret FontDynamic independent RIAFarther independent RIARIA to RIAJan 2, 2026Dec 16, 2025
John Stockdale MarshallDynamic independent RIAFarther independent RIARIA to RIAJan 2, 2026Dec 3, 2025
Zachery Paul BoskovichAscent Capital independent RIAFarther independent RIARIA to RIAJan 2, 2026Dec 1, 2025
William Allen HansenDynamic independent RIAFarther independent RIARIA to RIAJan 2, 2026Dec 3, 2025
Robert John FuestFuest & Klein Wealth Advisors, LLC unclassifiedFarther independent RIAOtherDec 31, 2025Jul 11, 2025
Matt Gregg AddingtonConstitution Wealth LLC independent RIAFarther independent RIARIA to RIADec 31, 2025Mar 13, 2026 (72 d)
Taylor Boone HodgesCornerstone Planning Group independent RIAFarther independent RIARIA to RIADec 15, 2025Jan 12, 2026
Herbert Roldan FloresMission Wealth Management, LP independent RIAFarther independent RIARIA to RIADec 11, 2025Dec 9, 2025
Michael Sean ButlerRaymond James Financial Services Advisors, Inc BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIADec 10, 2025Dec 23, 2025
Eric Thomas WatsonCommonwealth Financial Network national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIADec 10, 2025Dec 15, 2025
Dennis WilliamsWells Fargo Advisors wirehouseFarther independent RIAWirehouse to independent RIADec 3, 2025Dec 9, 2025
Dino Andre GiovannoneMckinley Carter Wealth Services, Inc. independent RIAFarther independent RIARIA to RIANov 21, 2025Oct 23, 2025
Joel A EstesMckinley Carter Wealth Services, Inc. independent RIAFarther independent RIARIA to RIANov 21, 2025Oct 28, 2025
Adam Mitchell HeadleyMckinley Carter Wealth Services, Inc. independent RIAFarther independent RIARIA to RIANov 21, 2025Oct 23, 2025
Nicole Marie DrayMckinley Carter Wealth Services, Inc. independent RIAFarther independent RIARIA to RIANov 21, 2025Jul 17, 2026 (238 d)
Maxwell Marc ZwainFreegulliver, LLC mixed wealthFarther independent RIARIA to RIANov 20, 2025Nov 21, 2025
John Martin TorrenceMasso Torrence Wealth Management Inc. independent RIAFarther independent RIARIA to RIANov 17, 2025Jan 15, 2026 (59 d)
Christopher Joseph MassoMasso Torrence Wealth Management Inc. independent RIAFarther independent RIARIA to RIANov 17, 2025Jan 6, 2026 (50 d)
Craig Harold SullivanSullivan Investments Group, LLC independent RIAFarther independent RIARIA to RIANov 17, 2025Jul 1, 2025
Nicholas Paul PantleMasso Torrence Wealth Management Inc. independent RIAFarther independent RIARIA to RIANov 17, 2025Jan 2, 2026 (46 d)
Charles Joseph SullivanSullivan Investments Group, LLC independent RIAFarther independent RIARIA to RIANov 17, 2025Jan 12, 2026 (56 d)
Benjamin PorrasArrowroot Family Office, LLC independent RIAFarther independent RIARIA to RIANov 11, 2025Sep 25, 2025
Casey James BearKmg Fiduciary Partners, LLC independent RIAFarther independent RIARIA to RIANov 11, 2025Jan 1, 2026 (51 d)
James Joseph WalshAdvance Capital Management Inc independent RIAFarther independent RIARIA to RIANov 7, 2025Nov 3, 2025
Harvey Elwood HutchinsonHutchinson Financial Advisors, Inc independent RIAFarther independent RIARIA to RIANov 6, 2025Nov 6, 2025
Cara HeddenCommonwealth Financial Network national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIAOct 28, 2025Nov 7, 2025
Elizabeth Kate WatersCommonwealth Financial Network national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2025Oct 30, 2025
Jeffrey Corcoran GlennWells Fargo Advisors wirehouseFarther independent RIAWirehouse to independent RIAOct 22, 2025Oct 24, 2025
Ka Lai MaStrategic Advisers LLC national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2025Oct 21, 2025
Jay Soon ChangCharles Schwab & Co., Inc. national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2025Oct 7, 2025
Scott Eric BrockmanMdrn Capital independent RIAFarther independent RIARIA to RIAOct 14, 2025Dec 10, 2025 (57 d)
Jesse Rendell BlomBrookside Wealth Planning unclassifiedFarther independent RIAOtherOct 13, 2025Oct 14, 2025
David Harvey GrahamGrand Strategy Capital, LLC independent RIAFarther independent RIARIA to RIAOct 9, 2025Oct 9, 2025
Joseph Ryerson CoulsonGrand Strategy Capital, LLC independent RIAFarther independent RIARIA to RIAOct 9, 2025Oct 9, 2025
Walter Franklin MegonigalGrand Strategy Capital, LLC independent RIAFarther independent RIARIA to RIAOct 9, 2025Oct 9, 2025
Kerrie Jeanne DebbsMain Street Financial Solutions, LLC independent RIAFarther independent RIARIA to RIAOct 7, 2025Oct 1, 2025
Brian William DoeMain Street Financial Solutions, LLC independent RIAFarther independent RIARIA to RIAOct 7, 2025Oct 1, 2025
M Thomas PabloMain Street Financial Solutions, LLC independent RIAFarther independent RIARIA to RIAOct 7, 2025Jan 1, 2026 (86 d)
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329 moves match.