DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Rfg Advisory, 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
John Joseph SiudaEdward Jones national BDRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 22, 2022Feb 18, 2022
Tyler Thomas BoyceAllworth Financial, L.P. independent RIARfg Advisory, LLC independent RIARIA to RIAFeb 16, 2022Feb 28, 2022
Jaime Ann BollingerSusko Wealth Management, LLC unclassifiedRfg Advisory, LLC independent RIAOtherDec 10, 2021Dec 10, 2021
Robert Patrick BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRfg Advisory, LLC independent RIAWirehouse to independent RIADec 8, 2021Dec 1, 2021
Peter Canisius RuhWells Fargo Advisors wirehouseRfg Advisory, LLC independent RIAWirehouse to independent RIAOct 12, 2021Oct 1, 2021
Rory Kyle HartmannNorthwestern Mutual Investment Services,LLC no RAUMRfg Advisory, LLC independent RIAOtherJun 15, 2021May 24, 2021
Amy Greenberg NelsonEdward Jones national BDRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2021Jun 1, 2021
Steven Joseph SpaethMorgan Stanley wirehouseRfg Advisory, LLC independent RIAWirehouse to independent RIAMay 5, 2021May 19, 2021
Whitney Beth MclaughlinPnc Managed Account Solutions, Inc. BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2021Apr 5, 2021
Matthew John LemenNorthwestern Mutual Investment Services,LLC no RAUMRfg Advisory, LLC independent RIAOtherMar 26, 2021Feb 16, 2021
Joshua Michael KilschWaddell & Reed BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2021Jan 29, 2021
Nathan Paul ReynoldsWaddell & Reed BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 5, 2021Jan 29, 2021
Lance D. BillingsWaddell & Reed BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2021Jan 29, 2021
Kevin Timothy MurphyWells Fargo Advisors wirehouseRfg Advisory, LLC independent RIAWirehouse to independent RIADec 8, 2020Dec 1, 2020
Brock Allen EsonMML Investors Services, LLC BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2020Nov 16, 2020
Gregory Wade MerrittMML Investors Services, LLC BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2020Nov 16, 2020
Ryan Christopher WhitleyWaddell & Reed BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 16, 2020Nov 12, 2020
Brian David SwillingWaddell & Reed BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 16, 2020Nov 12, 2020
Harris Todd DoobrowMML Investors Services, LLC BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 26, 2020Oct 26, 2020
Eric Joseph BlakeRaymond James Financial Services Advisors, Inc BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 20, 2020Oct 13, 2020
Jarriet Burnell BluittMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRfg Advisory, LLC independent RIAWirehouse to independent RIAAug 11, 2020Aug 7, 2020
Charles A LineberryWells Fargo Advisors wirehouseRfg Advisory, LLC independent RIAWirehouse to independent RIAAug 4, 2020Jul 24, 2020
Ryan Laurence FurlongBuckingham Strategic Wealth, LLC BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2020Mar 6, 2020
Ethan Forrest CampbellEdward Jones national BDRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 13, 2020Jan 10, 2020
Robert Paterson CopeWillis Johnson Wealth independent RIARfg Advisory, LLC independent RIARIA to RIAJan 6, 2020Jan 6, 2020
Irby Jones ThompsonWaverly Advisors, LLC independent RIARfg Advisory, LLC independent RIARIA to RIAJan 2, 2020Jan 3, 2020
Micheal David HeckmanAmeriprise Financial Services, LLC national BDRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 25, 2019Nov 15, 2019
Robert Thurman AgnewWells Fargo Advisors wirehouseRfg Advisory, LLC independent RIAWirehouse to independent RIANov 5, 2019Nov 1, 2019
Zackery BarnettEdward Jones national BDRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 22, 2019Nov 26, 2019 (35 d)
Mark Scott DutramLPL Financial LLC independent RIARfg Advisory, LLC independent RIARIA to RIAJun 11, 2019May 24, 2019
Jonathan Samuel SlaterLPL Financial LLC independent RIARfg Advisory, LLC independent RIARIA to RIAJun 11, 2019May 28, 2019
Mark Jeffrey GreenWells Fargo Advisors wirehouseRfg Advisory, LLC independent RIAWirehouse to independent RIAJun 10, 2019May 31, 2019
Sharilyn Ann MoxleyRaymond James Financial Services Advisors, Inc BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2019Apr 5, 2019
Roger Dale HubbertRaymond James Financial Services Advisors, Inc BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2019Apr 5, 2019
Matthew Joseph LeahyRaymond James Financial Services Advisors, Inc BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2019Apr 5, 2019
Jordan St ClairEagle Strategies LLC BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2019Apr 5, 2019
Laura Elizabeth HintonBridgeworth Wealth Management independent RIARfg Advisory, LLC independent RIARIA to RIAFeb 27, 2019Jun 9, 2021 (833 d)
Gibson Lee BosworthFisher Investments independent RIARfg Advisory, LLC independent RIARIA to RIAFeb 8, 2019Apr 23, 2019 (74 d)
William David SmithArbor Point Advisors BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2019Nov 2, 2023 (1736 d)
James Daniel KeithArbor Point Advisors BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2019Nov 2, 2023 (1737 d)
Ryan Thomas ConleyU.S. Bancorp Investments, Inc. BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 18, 2018Dec 7, 2018
Duke Paterson CopeProspera Financial Services, Inc. independent RIARfg Advisory, LLC independent RIARIA to RIANov 15, 2018Nov 15, 2018
Lee CrockerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRfg Advisory, LLC independent RIAWirehouse to independent RIAOct 29, 2018Jan 1, 2025 (2256 d)
Jonathan Paul YeagerEquitable Advisors, LLC national BDRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2018Sep 19, 2018
William Jack HaskinsLPL Financial LLC independent RIARfg Advisory, LLC otherOtherJun 8, 2018Sep 18, 2017
Kevin Robert GrelleLPL Financial LLC independent RIARfg Advisory, LLC otherOtherJun 8, 2018Aug 11, 2014
Dany Levan MartinLPL Financial LLC independent RIARfg Advisory, LLC otherOtherJun 8, 2018Sep 14, 2015
Julie Louise ShumakeScottrade Investment Management BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2018May 7, 2018 (60 d)
Matthew Lewis DickinsonScottrade Investment Management BD affiliatedRfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 7, 2018Dec 20, 2018 (288 d)
Zachary UngerottLPL Financial LLC independent RIARfg Advisory, LLC otherOtherNov 22, 2017Jan 11, 2017
Christine Marie WedellSaxony Capital Management, LLC otherRfg Advisory, LLC otherOtherOct 11, 2017Oct 13, 2017
Paul L BanksLPL Financial LLC otherRfg Advisory, LLC otherOtherOct 3, 2017Oct 3, 2017
Richard Henry OhlrichCenter For Wealth Planning Advisors, Inc otherRfg Advisory, LLC independent RIAOtherSep 11, 2017Jan 31, 2022 (1603 d)
Jonathan Carl CrosbyPnc Managed Account Solutions, Inc. otherRfg Advisory, LLC independent RIAOtherJun 21, 2017Feb 4, 2019 (593 d)
Bruce Michael WiitalaWaddell & Reed otherRfg Advisory, LLC otherOtherJan 31, 2017Aug 24, 2017 (205 d)
John William PfaudlerAmeriprise Financial Services, LLC national BDRfg Advisory, LLC otherOtherDec 7, 2016Dec 8, 2016
Michael Wayne StalkaLarson Financial Group, LLC otherRfg Advisory, LLC mixed wealthOtherJun 27, 2016Feb 5, 2018 (588 d)
Jason R. LutzNational Planning Corporation ("Npc Of America" In Fl & Ny) otherRfg Advisory, LLC otherOtherApr 29, 2016Jun 10, 2016 (42 d)
Weston Bret ManleyBuckingham Strategic Wealth, LLC otherRfg Advisory, LLC otherOtherApr 27, 2016May 3, 2016
Chase Randolph CrumpLPL Financial LLC otherRfg Advisory, LLC otherOtherJan 28, 2016Jan 28, 2016
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216 moves match.