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 Edelman Financial Services, 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
Sean Alan SunderlageAdvice And Planning Services otherEdelman Financial Services, LLC otherOtherOct 1, 2013Nov 12, 2015 (772 d)
Brian Christopher LippsCharles Schwab & Co., Inc. national BDEdelman Financial Services, LLC otherOtherSep 24, 2013Sep 17, 2013
Michelle Vincent MuhammedStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherSep 9, 2013Sep 20, 2013
Brendan John KennyStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherSep 9, 2013Sep 17, 2013
Robert SteczkowskiStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherSep 5, 2013Sep 23, 2013
Seth Joseph KellyAdvice And Planning Services otherEdelman Financial Services, LLC otherOtherSep 4, 2013Sep 17, 2013
Cristina Gomez LipsonH. Beck, Inc. otherEdelman Financial Services, LLC otherOtherAug 29, 2013Sep 12, 2013
Mitchell Paul YorkDeep Blue Investment Advisors otherEdelman Financial Services, LLC otherOtherAug 9, 2013Oct 29, 2013 (81 d)
Matthew Thomas HickesFinancial Engines Advisor Center, LLC otherEdelman Financial Services, LLC otherOtherJul 24, 2013Jul 9, 2013
Nicholas J StreitLPL Financial LLC otherEdelman Financial Services, LLC otherOtherJul 22, 2013May 6, 2014 (288 d)
Troy William WymanCenter For Financial Planning Inc otherEdelman Financial Services, LLC otherOtherJul 2, 2013Jun 3, 2013
Heidi Jean WeirSanders Morris LLC otherEdelman Financial Services, LLC otherOtherJul 2, 2013Jul 1, 2013
Dante Reynaud JeffersonMorgan Stanley wirehouseEdelman Financial Services, LLC otherOtherJun 13, 2013May 29, 2013
Douglas William SwartzThe London Company Of Virginia otherEdelman Financial Services, LLC otherOtherJun 4, 2013Jun 4, 2013
Surendra Vishnuprasad DaveStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherMay 23, 2013May 7, 2013
William Farup HoffmanUsaa Financial Planning Services no RAUMEdelman Financial Services, LLC otherOtherMay 10, 2013May 30, 2013
Isabel Angelina BarrowStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherMay 8, 2013May 7, 2013
James Andrew BarnashEhlert Financial Group, Inc. unclassifiedEdelman Financial Services, LLC otherOtherMay 8, 2013Jun 5, 2013
Fahima ShawMorgan Stanley wirehouseEdelman Financial Services, LLC otherOtherMar 12, 2013Mar 5, 2013
Noah Christopher FrenchCommonwealth Financial Network national BDEdelman Financial Services, LLC otherOtherMar 7, 2013Jul 15, 2014 (495 d)
David Christopher BalestriereStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherMar 5, 2013Mar 18, 2013
Ryan W BergmannTd Ameritrade Investment Management, LLC otherEdelman Financial Services, LLC otherOtherMar 4, 2013Mar 7, 2013
Michael Clinton EvansPrimerica Advisors national BDEdelman Financial Services, LLC otherOtherFeb 14, 2013Feb 25, 2013
Ira Charles ZitoCharles Schwab & Co., Inc. national BDEdelman Financial Services, LLC otherOtherJan 10, 2013Jan 14, 2013
Clayton Holt ErnstB|O|S otherEdelman Financial Services, LLC otherOtherJan 8, 2013Jan 8, 2013
Lori Schlager BensingSanders Morris LLC otherEdelman Financial Services, LLC otherOtherDec 31, 2012May 23, 2012
Dominique Richard HebertAmeriprise Financial Services, LLC national BDEdelman Financial Services, LLC otherOtherDec 4, 2012Jan 7, 2013 (34 d)
Dustin H DodgeLPL Financial LLC otherEdelman Financial Services, LLC otherOtherNov 7, 2012Feb 15, 2013 (100 d)
Richard Alan FletcherStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherOct 24, 2012Nov 9, 2012
Carlos Antonio RodriguezJack Patterson & Co. otherEdelman Financial Services, LLC otherOtherOct 12, 2012Oct 8, 2012
Charles A NardielloCharles Schwab & Co., Inc. national BDEdelman Financial Services, LLC otherOtherSep 28, 2012Oct 3, 2012
Andrzej MendelaSignator Investors, Inc. otherEdelman Financial Services, LLC otherOtherSep 18, 2012Oct 8, 2012
Beverly A. TaylorLPL Financial LLC otherEdelman Financial Services, LLC otherOtherAug 13, 2012Mar 19, 2013 (218 d)
James McgarryChase Investment Services Corp. otherEdelman Financial Services, LLC otherOtherAug 10, 2012Dec 10, 2012 (122 d)
Alexandra KantarskiMorgan Stanley wirehouseEdelman Financial Services, LLC otherOtherJul 11, 2012Jul 20, 2012
Alexander Ranlett JordanUnited Brokerage Services Inc otherEdelman Financial Services, LLC otherOtherJun 19, 2012Aug 22, 2012 (64 d)
Eric Edward SwansonSagepoint Financial, Inc. otherEdelman Financial Services, LLC otherOtherMay 25, 2012May 23, 2012
Stuart Edward BerrinWall Street Financial Group, Inc otherEdelman Financial Services, LLC otherOtherApr 27, 2012May 18, 2012
Felix Jonathan KwanStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherApr 25, 2012May 21, 2012
Sandra Sue PresgravesBerg Faircloth Investment Advisors Corp. otherEdelman Financial Services, LLC otherOtherMar 28, 2012Mar 22, 2012
Courtney WallenNationwide Securities, LLC no RAUMEdelman Financial Services, LLC BD affiliatedOtherMar 28, 2012Aug 29, 2018 (2345 d)
Vickie Lynn CrawfordWells Fargo Advisors wirehouseEdelman Financial Services, LLC otherOtherFeb 28, 2012Mar 2, 2012
Michelle Renee OwensMorgan Stanley wirehouseEdelman Financial Services, LLC otherOtherJan 19, 2012Jan 23, 2012
Kevin Gerard GarveyStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJan 18, 2012Feb 17, 2012
Richard Alan WelshMorgan Stanley wirehouseEdelman Financial Services, LLC otherOtherJan 13, 2012Jan 11, 2012
Aura Lewanna CarmiSecurities America Advisors, Inc. otherEdelman Financial Services, LLC otherOtherJan 9, 2012Jan 11, 2012
Terry GravelyCitigroup Global Markets Inc. otherEdelman Financial Services, LLC otherOtherDec 21, 2011May 22, 2012 (153 d)
Matthew Paul CuiffoAdvice And Planning Services otherEdelman Financial Services, LLC otherOtherOct 21, 2011May 2, 2014 (924 d)
Andrew James LehmanChase Investment Services Corp. otherEdelman Financial Services, LLC otherOtherOct 3, 2011Feb 1, 2012 (121 d)
Linda Denise CampbellBudros, Ruhlin & Roe otherEdelman Financial Services, LLC otherOtherSep 23, 2011Jan 10, 2012 (109 d)
Shateela Monique WintersWells Fargo Advisors wirehouseEdelman Financial Services, LLC otherOtherSep 13, 2011Sep 16, 2011
Jeremy Silliman AlbrechtGradient Advisors, LLC no RAUMEdelman Financial Services, LLC otherOtherAug 12, 2011Aug 11, 2011
Jason CowansAusdal Financial Partners, Inc. otherEdelman Financial Services, LLC otherOtherAug 3, 2011Aug 31, 2011
Mark Stuart SchafferRetirement Design & Management Inc otherEdelman Financial Services, LLC otherOtherAug 1, 2011Aug 10, 2011
Steven Todd HillsteadThe Insight Group, Inc. otherEdelman Financial Services, LLC otherOtherJul 20, 2011Aug 16, 2011
Brendan M McgillickTd Ameritrade, Inc. no RAUMEdelman Financial Services, LLC otherOtherJul 18, 2011Aug 19, 2011 (32 d)
Dionne Cornelius ThompsonCapital Investment Advisors otherEdelman Financial Services, LLC otherOtherJul 12, 2011Jul 1, 2011
Daniel Stephen ManerSignator Investors, Inc. otherEdelman Financial Services, LLC otherOtherJun 30, 2011Jul 21, 2011
Adam John JefferisWells Fargo Advisors wirehouseEdelman Financial Services, LLC otherOtherMay 17, 2011Jul 12, 2011 (56 d)
Michael Christopher RodenburgChase Investment Services Corp. otherEdelman Financial Services, LLC otherOtherApr 15, 2011May 2, 2011
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245 moves match.