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 Hb Wealth

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
Kelly Moore NowottnickWms Partners, LLC independent RIAHb Wealth independent RIARIA to RIAJan 30, 2025Jan 26, 2026 (361 d)
Andrew Joseph MichaelsWms Partners, LLC independent RIAHb Wealth independent RIARIA to RIAJan 30, 2025Jan 22, 2025
Cari Pauline ElliottWms Partners, LLC independent RIAHb Wealth independent RIARIA to RIAJan 30, 2025Jan 24, 2025
Michael Dante MeleWms Partners, LLC independent RIAHb Wealth independent RIARIA to RIAJan 30, 2025Jan 29, 2025
Emilio Lincoln EgeaWms Partners, LLC independent RIAHb Wealth independent RIARIA to RIAJan 30, 2025Jan 22, 2025
Bryan Jacob KellyWms Partners, LLC independent RIAHb Wealth independent RIARIA to RIAJan 30, 2025Jan 22, 2025
Megan Victoria BelliveauWms Partners, LLC independent RIAHb Wealth independent RIARIA to RIAJan 30, 2025Jan 29, 2025
Ian DavisArkadios Wealth Advisors BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJan 28, 2025Nov 7, 2025 (283 d)
Nathan Kruzan WilinskiLongview Wealth Management independent RIAHb Wealth independent RIARIA to RIANov 20, 2024May 19, 2025 (180 d)
Lauren Marie Baccari49 Financial independent RIAHb Wealth independent RIARIA to RIAAug 5, 2024Oct 14, 2025 (435 d)
John Paul WilloughbyTruist Advisory Services, Inc. BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2024Dec 23, 2025 (525 d)
Barry Bradford GloverTruist Advisory Services, Inc. BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2024Dec 23, 2025 (525 d)
Timothy Ryan BestTruist Advisory Services, Inc. BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2024Oct 17, 2024 (94 d)
Steven Lawrence CassTruist Advisory Services, Inc. BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJul 5, 2024Oct 17, 2024 (104 d)
Keith Gary JohnsonTruist Advisory Services, Inc. BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJul 5, 2024Dec 23, 2025 (536 d)
Benjamin DepalmoTruist Advisory Services, Inc. BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2024Dec 24, 2025 (540 d)
Michael Abraham WoocherAlliancebernstein L.P. asset managerHb Wealth independent RIAOtherApr 8, 2024Apr 8, 2024
Jennifer Irene StoreyAntares Wealth independent RIAHb Wealth independent RIARIA to RIADec 31, 2023Jun 1, 2022
William Joseph CohenAntares Wealth independent RIAHb Wealth independent RIARIA to RIADec 31, 2023Jun 1, 2022
Charles Brandon DownsAntares Wealth independent RIAHb Wealth independent RIARIA to RIADec 31, 2023Jun 1, 2022
Sean Patrick LennoxAntares Wealth independent RIAHb Wealth independent RIARIA to RIADec 31, 2023Jun 17, 2022
Samuel Alexander LeechSei Investments Management Corp otherHb Wealth independent RIAOtherOct 31, 2023Dec 15, 2023 (45 d)
William Lewis LevineTruist Advisory Services, Inc. BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIASep 7, 2023Dec 3, 2023 (87 d)
Alexander Harvey ArnoldTruist Advisory Services, Inc. BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIASep 7, 2023Dec 1, 2023 (85 d)
Broadus William ClevelandCalvary Wealth, LLC independent RIAHb Wealth independent RIARIA to RIAAug 11, 2023Sep 7, 2023
Bryan Muguthi KamauUBS Financial Services Inc. wirehouseHb Wealth independent RIAWirehouse to independent RIAApr 10, 2023May 1, 2023
William Travis MckinneyGratus Capital, LLC independent RIAHb Wealth independent RIARIA to RIASep 28, 2022Nov 17, 2022 (50 d)
Isaac BradleyWells Fargo Advisors wirehouseHb Wealth independent RIAWirehouse to independent RIASep 14, 2022Oct 20, 2022 (36 d)
Cynthia Rose WilsonWealth Enhancement Advisory Services, LLC BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJun 21, 2022Sep 20, 2022 (91 d)
Ryan Douglas LeflerRaymond James Financial Services Advisors, Inc BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2022Oct 28, 2022 (175 d)
Jonathan Graham GerrardResource Planning Group, Ltd. independent RIAHb Wealth independent RIARIA to RIADec 17, 2021Dec 5, 2024 (1084 d)
James Stephen JacksonConcourse Financial Group Advisors BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIADec 16, 2021Apr 22, 2024 (858 d)
Kevin Scott CampbellTruist Advisory Services, Inc. BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2021Jan 1, 2025 (1162 d)
Maurice Edwin MartinJt Stratford, LLC independent RIAHb Wealth independent RIARIA to RIAMay 24, 2021Nov 9, 2021 (169 d)
Larry Christopher ParkinBb&T Securities, LLC BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2021Oct 7, 2024 (1328 d)
Mitchell Ward PhillipsBb&T Securities, LLC BD affiliatedHb Wealth independent RIAAffiliated broker-dealer or bank to independent RIAFeb 24, 2020Oct 1, 2024 (1681 d)
Meredith Strutt MightyMorgan Stanley wirehouseHb Wealth independent RIAWirehouse to independent RIAFeb 27, 2018Jul 24, 2025 (2704 d)
Amy OwenPnc Wealth Management otherHb Wealth independent RIAOtherSep 10, 2015Oct 31, 2025 (3704 d)
Ross Andrew BramwellCornerstone Wealth Management otherHb Wealth independent RIAOtherNov 12, 2013Dec 22, 2022 (3327 d)
Sharon L SnyderCreative Financial Group Ltd unclassifiedHb Wealth independent RIAOtherDec 31, 2010Jan 8, 2025 (5122 d)
Margo Marie BrykCreative Financial Group Ltd unclassifiedHb Wealth independent RIAOtherApr 21, 2008Apr 6, 2023 (5463 d)
Andrew Richard KlepchickSynovus Securities, Inc. otherHb Wealth independent RIAOtherMay 15, 2007Jan 23, 2023 (5732 d)
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102 moves match.