DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Savant Wealth Management

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
Daniel A RojasValeo Financial Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIAJan 23, 2024Feb 13, 2024
William Jay WetzlerBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAJan 8, 2024Jan 8, 2024
Ellan Krubsack HowleyPrairieview Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIANov 9, 2023Sep 3, 2025 (664 d)
Jennifer Elizabeth JesupBridgeworth Wealth Management independent RIASavant Wealth Management independent RIARIA to RIAOct 3, 2023Feb 20, 2024 (140 d)
Edward K McdougalRobert W. Baird & Co. Incorporated mixed wealthSavant Wealth Management independent RIARIA to RIASep 14, 2023Sep 29, 2023
Shawn JenningsAdvice And Planning Services BD affiliatedSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2023Oct 26, 2023 (43 d)
Raymond Frank BookWealth Management Group independent RIASavant Wealth Management independent RIARIA to RIAAug 18, 2023Jul 25, 2023
Scott Richard BrownWealth Management Group independent RIASavant Wealth Management independent RIARIA to RIAAug 18, 2023Jul 20, 2023
Ronald Paul VascikWealth Management Group independent RIASavant Wealth Management independent RIARIA to RIAAug 18, 2023Jul 25, 2023
Christine LawrenceWealth Management Group independent RIASavant Wealth Management independent RIARIA to RIAAug 18, 2023Jul 28, 2023
Nataliya V ZookWealth Management Group independent RIASavant Wealth Management independent RIARIA to RIAAug 18, 2023Jul 25, 2023
Hannah Basil BryantBasil Financial Group unclassifiedSavant Wealth Management independent RIAOtherAug 17, 2023May 1, 2023
Madison Dee MerdianCreative Planning independent RIASavant Wealth Management independent RIARIA to RIAAug 14, 2023Aug 25, 2023
Scott Douglas MichaelDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Christopher Michael StockDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Thomas Keith WilliamsDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Angela Michelle StephensonDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Kenneth Lee EshlemanDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Matthew Murray GavelDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Amanda Leigh FaithDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 15, 2023
Michael Joseph DinanDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Angela Renee BerkoskyDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 15, 2023
Jennifer Lynn HillDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Paul Bryant ElfnerDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Richard Patrick EllenbergerDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Jacqueline Elizabeth KeenerDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Kyle Brandon BeisselDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Michael Joseph SpanglerDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Timothy Michael SokoloskiDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Joseph Peter MarmoratoDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Robert Francis WursterDomani Wealth, LLC independent RIASavant Wealth Management independent RIARIA to RIAAug 4, 2023May 12, 2023
Joshua John MalyGolden Reserve Retirement, LLC independent RIASavant Wealth Management independent RIARIA to RIAJul 28, 2023Aug 25, 2023
John Michael PhelpsThe Relaxing Retirement Coach, Inc. independent RIASavant Wealth Management independent RIARIA to RIAJul 19, 2023Jul 26, 2023
Tha TrinhWells Fargo Advisors wirehouseSavant Wealth Management independent RIAWirehouse to independent RIAJun 14, 2023Jun 4, 2024 (356 d)
Matthew Thomas ZionParagon Financial Advisors, LLC unclassifiedSavant Wealth Management independent RIAOtherJun 6, 2023May 1, 2023
Chase Andrew HutterFisher Investments independent RIASavant Wealth Management independent RIARIA to RIAMay 26, 2023Jul 26, 2023 (61 d)
Timothy Adam CarpenterFoothills Financial Planning & Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 27, 2023May 17, 2023
Terrence Patrick HartiganCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
John Lile WilliamsCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Apr 20, 2023
Joshua John PodczervinskiCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 9, 2023
Patrick Joseph CurranCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 9, 2023
Michael Hunter BrooksCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Miriam C FalakiCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Richard C. O'DonnellCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Michael Wellington BorkCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Evan GoldfussCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Mar 23, 2023
Evan Landon KuykendallCapital Directions LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 25, 2023Feb 27, 2023
Jennifer Ann O'HaraThe Mather Group, LLC independent RIASavant Wealth Management independent RIARIA to RIAApr 3, 2023Jul 12, 2023 (100 d)
Paul Michael BodePlante Moran Financial Advisors independent RIASavant Wealth Management independent RIARIA to RIAMar 15, 2023Apr 6, 2023
Paul Edward StaniszewskiOne Advisory Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAJan 19, 2023Feb 2, 2023
Charles Fox SteegeSfg Investment Advisors, Inc. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Nov 2, 2022
Tory Andrew MeiborgWorld Trend Financial Planning Services, Ltd. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Oct 4, 2022
Robert Matthew MyersWorld Trend Financial Planning Services, Ltd. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Oct 4, 2022
Donna Sue SandersWorld Trend Financial Planning Services, Ltd. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Oct 4, 2022
Bradley Owen HaverbackWorld Trend Financial Planning Services, Ltd. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Oct 4, 2022
Matthew Paul WitterSfg Investment Advisors, Inc. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Nov 2, 2022
Sarah Anne NolteWorld Trend Financial Planning Services, Ltd. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Oct 4, 2022
Michael William RussWorld Trend Financial Planning Services, Ltd. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Oct 4, 2022
Sarah Beth SpechtWorld Trend Financial Planning Services, Ltd. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Oct 4, 2022
David Clare GruberWorld Trend Financial Planning Services, Ltd. independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Oct 4, 2022
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269 moves match.