DFX 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 |
|---|---|---|---|---|---|
| Warren Brooks Williamson | Bofa Securities, Inc. no RAUM | Cerity Partners LLC independent RIA | Other | May 2, 2025 | Oct 29, 2025 (180 d) |
| Siegfried Lukas Herzl-Betz | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2025 | Jun 15, 2026 (413 d) |
| Mark Robert Johnson | Hightower Advisors, LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2025 | Jan 6, 2026 (264 d) |
| Joseph Eugene Ferreira | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 16, 2025 |
| Jeremy Michael Runnels | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Jackson Paul Rabuck | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| James Clayton Weimer | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Jonathan Larson Bartfeld | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Sara Rose Feder | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Samuel Stuart Marshall | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Alissa Jade Rennacker | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Dalton William Dixon | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Jaden Connor Visconti | Strategic Advisers LLC national BD | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2025 | Apr 2, 2026 (363 d) |
| Ryan Scott Reiff | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Kyle Brian Lantow | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Andrew Vining Paulsen | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Jeffrey Michael Houghtby | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Riley David Johnson | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Aaron Edward Simmons | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Avalon Kathryn Denecochea | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Brian J. Cook | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Michael Thomas Holloway | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Seth Mitchell Large | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Jason Miles Deshayes | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Zachary Q. Carver | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Hunter B Houser | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Elliot Lee Williams | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Gideon Luke Sims | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Michael Harrison Eglow | Focus Partners Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 19, 2025 | Feb 5, 2025 |
| Lawrence Ben Weissman | Baja Wealth Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 12, 2025 | Apr 7, 2022 |
| Benjamin Albert Pace | Baja Wealth Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 12, 2025 | Aug 12, 2021 |
| Justin Tyler Stehle | Laurel Wealth Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 11, 2025 | Jul 17, 2025 (156 d) |
| Kelly Anne Morgan | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 3, 2025 |
| John Gerard Bratschi | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 3, 2025 |
| Thomas Frederic Woodhouse | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 17, 2025 |
| William James Dion | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 27, 2025 |
| David Graham Swallow | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 24, 2025 |
| Jeffrey J St. Mary | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 3, 2025 |
| Robert Lauren Devinney | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 17, 2025 |
| Michael Javier Smith-Vaughan | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 3, 2025 |
| Stephen Reinhold Petersen | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 17, 2025 |
| Alanna O'Connor Spada | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 27, 2025 |
| Kristin Cusimano Bowser | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 17, 2025 |
| Daniel Joseph Coleman | Prio Wealth LP independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 3, 2025 | Jan 17, 2025 |
| Aaron Bradley Curry | Private Wealth Asset Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 28, 2025 | Feb 12, 2025 |
| Kyle Arthur Shelley | Edgerock Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 10, 2025 | Jan 15, 2025 |
| Charlotte Maeve Mcgibbon | Morgan Stanley wirehouse | Cerity Partners LLC independent RIA | Wirehouse to independent RIA | Dec 17, 2024 | Feb 24, 2025 (69 d) |
| Brady Thomas Reynolds | Cambridge Investment Research Advisors, Inc. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2024 | Dec 4, 2024 |
| Grace Sheffield Brettkelly | Capital Markets Iq, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 9, 2024 | Jan 1, 2025 |
| Lenee B Dirzuweit | T. Rowe Price Advisory Services, Inc. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2024 | Dec 11, 2024 |
| Carson Michael Shadowen | Sbc Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 25, 2024 | Oct 1, 2024 |
| Andrew Kyle Fairman | Sbc Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 25, 2024 | Oct 1, 2024 |
| Kevin Robert Sasena | Sbc Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 25, 2024 | Oct 1, 2024 |
| Sarah Brittany Decamp | Sbc Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 25, 2024 | Oct 1, 2024 |
| Dylan Hunter Scheid | Sbc Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 25, 2024 | Oct 1, 2024 |
| Matthew Brice Kenaston | Blue Oak Capital LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 5, 2024 | Oct 25, 2024 |
| Matthew Mark Paladini | Paladini Financial Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 25, 2024 | Oct 16, 2024 |
| Wendy L. Kelly | Paladini Financial Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 25, 2024 | Oct 16, 2024 |
| Nathan Taylor Hill | Paladini Financial Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 25, 2024 | Oct 16, 2024 |
| Joseph John Janiczek | Janiczek Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 22, 2024 | Oct 1, 2024 |
481 moves match.