DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Savvy

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.

181 moves
AdvisorFromToTypeLeftRegistered
Tyson R LokkeFarther independent RIASavvy independent RIARIA to RIAJan 21, 2025Feb 3, 2025
John Brendan FitzpatrickJ.M. Arbour, LLC independent RIASavvy independent RIARIA to RIAJan 10, 2025Jan 16, 2025
Michael Anthony LambrechtFarther independent RIASavvy independent RIARIA to RIADec 17, 2024Jan 14, 2025
Joshua Anthony BaroneFarther independent RIASavvy independent RIARIA to RIADec 17, 2024Jan 8, 2025
Andrea NolanFarther independent RIASavvy independent RIARIA to RIADec 17, 2024Dec 24, 2024
Kyra Gayle Reyes LuuFarther independent RIASavvy independent RIARIA to RIADec 17, 2024Jan 21, 2025 (35 d)
Eugene Edwin HooverFarther independent RIASavvy independent RIARIA to RIADec 17, 2024Dec 23, 2024
Robert Nicholas BaroneFarther independent RIASavvy independent RIARIA to RIADec 17, 2024Jan 9, 2025
Craig Alan AustadDenver Pwm, LLC independent RIASavvy independent RIARIA to RIADec 4, 2024Sep 17, 2024
Stephen William MarcouAdvice And Planning Services BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIADec 4, 2024Jan 23, 2025 (50 d)
Janelle Rae Van MeelWambolt & Associates, LLC independent RIASavvy independent RIARIA to RIANov 20, 2024Nov 26, 2024
Samuel SalehMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSavvy independent RIAWirehouse to independent RIANov 18, 2024Dec 4, 2024
Janel ColepaughTruist Advisory Services, Inc. BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2024Oct 6, 2025 (336 d)
Mitchell Curtis GerschickWambolt & Associates, LLC independent RIASavvy independent RIARIA to RIAOct 1, 2024Jan 14, 2026 (470 d)
Eric Scott PassinFarther independent RIASavvy independent RIARIA to RIASep 23, 2024Oct 9, 2024
Jesus Alberto PinedoMarketwise Asset Management unclassifiedSavvy independent RIAOtherAug 16, 2024May 13, 2024
Andrew MartinoValic Financial Advisors, Inc. BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAAug 9, 2024Aug 15, 2024
Colin D FarrCharles Schwab & Co., Inc. national BDSavvy independent RIAAffiliated broker-dealer or bank to independent RIAJul 26, 2024Jul 24, 2024
Daniel Matthew MooreAdvice And Planning Services BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAJul 26, 2024Aug 23, 2024
Brad Ian MorganMariner BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAJul 25, 2024Jul 16, 2024
Brian Thomas BoswellOakwell Private Wealth Management independent RIASavvy independent RIARIA to RIAJul 15, 2024Jul 18, 2024
Jon Nicholas MclaughlinSignature Resources Capital Management, LLC independent RIASavvy independent RIARIA to RIAJul 9, 2024Jul 15, 2024
Brian Wesley MillsLido independent RIASavvy independent RIARIA to RIAJul 1, 2024Jun 10, 2024
Jordan LauberOsaic Fa, Inc. BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2024Jan 12, 2026 (560 d)
Nathan William KunkelMariner BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2024May 20, 2024
Paul Alexander AustinInsight Wealth Strategies, LLC independent RIASavvy independent RIARIA to RIAJun 20, 2024Jun 27, 2024
Erin NiehausJ.P. Morgan Securities LLC wirehouseSavvy independent RIAWirehouse to independent RIAJun 18, 2024Jan 22, 2025 (218 d)
Michaela Sarah SullivanCharles Schwab & Co., Inc. national BDSavvy independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2024Jul 24, 2024 (85 d)
Louis GreenUBS Financial Services Inc. wirehouseSavvy independent RIAWirehouse to independent RIAApr 29, 2024Apr 24, 2024
Nicklaus C AustinMML Investors Services, LLC BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2024Apr 16, 2024
Nickolas Eric ReillyColumbia Advisory Partners, LLC independent RIASavvy independent RIARIA to RIAMar 25, 2024Aug 27, 2025 (520 d)
Scott Glenn EichlerFarther independent RIASavvy independent RIARIA to RIAMar 12, 2024Apr 8, 2024
David GottliebProsperity - An Eisneramper Company independent RIASavvy independent RIARIA to RIAMar 4, 2024Mar 11, 2024
Aaron WiegmanFinancial Sense Advisors, Inc. independent RIASavvy independent RIARIA to RIAJan 19, 2024Jan 24, 2024
Dustin Heath ParsonsArvest Wealth Management independent RIASavvy independent RIARIA to RIADec 20, 2023Dec 19, 2023
John Adel KhouryCharles Schwab & Co., Inc. national BDSavvy independent RIAAffiliated broker-dealer or bank to independent RIADec 12, 2023Dec 13, 2023
Frank William MalpigliLPL Financial LLC BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2023Nov 20, 2023
David GaoCampbell Wealth Management, Inc. independent RIASavvy independent RIARIA to RIAOct 5, 2023Jan 26, 2024 (113 d)
Jacob Daniel DuboseEmpower Advisory Group, LLC BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAOct 4, 2023Sep 12, 2023
Michael MostLPL Financial LLC BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2023Aug 24, 2023
Ryan Alexander BondEmpower Advisory Group, LLC BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2023Aug 2, 2023
Erich William YostVeritable LP independent RIASavvy independent RIARIA to RIAAug 3, 2023Aug 1, 2023
Frank Grant RemundSpringwater Wealth Management, LLC independent RIASavvy independent RIARIA to RIAJun 26, 2023Jul 13, 2023
Arynton Senna HardyPurewater Capital, LLC independent RIASavvy independent RIARIA to RIAFeb 1, 2023Feb 2, 2024 (366 d)
Daniel M BradyGladstone Wealth Partners BD affiliatedSavvy mixed wealthAffiliated broker-dealer or bank to independent RIAJan 19, 2023Sep 27, 2022
Nathan Reed WallaceGreyfox Investors LLC unclassifiedSavvy no RAUMOtherDec 31, 2022Jul 13, 2022
Daniel Joseph PerrinoLPL Financial LLC independent RIASavvy mixed wealthRIA to RIAAug 12, 2022Aug 22, 2022
Jeffrey Scott PellerCherry Bekaert Wealth Management LLC independent RIASavvy independent RIARIA to RIAAug 1, 2022Jan 22, 2025 (905 d)
Jared Toshiyuki TanimotoOrigin Investment Advisory LLC independent RIASavvy independent RIARIA to RIAJul 29, 2022Jan 22, 2025 (908 d)
Michael Joseph MccarthyBallentine Partners independent RIASavvy no RAUMRIA to a newly registered adviserJun 30, 2022Jul 19, 2022
Eric Egan KirsteWipfli Financial Advisors, LLC independent RIASavvy no RAUMRIA to a newly registered adviserJan 11, 2022Jul 5, 2022 (175 d)
Erik Joseph AllisonEa Wealth Management unclassifiedSavvy independent RIAOtherDec 31, 2021Aug 21, 2025 (1329 d)
Brent Thomas BodenAmeriprise Financial Services, LLC national BDSavvy mixed wealthAffiliated broker-dealer or bank to independent RIAOct 19, 2021Feb 9, 2023 (478 d)
Matthew David NelsonOsaic Wealth, Inc. BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAOct 26, 2020Jun 17, 2025 (1695 d)
Benjamin OffenhartzThe Mather Group, LLC independent RIASavvy independent RIARIA to RIAApr 8, 2019Feb 26, 2026 (2516 d)
Andrew Neal GeorgeCetera Investment Advisers LLC BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2019Aug 13, 2026 (2739 d)
Rik James Henrik SaylorLPL Financial LLC independent RIASavvy independent RIARIA to RIADec 6, 2018Sep 16, 2026 (2841 d)
Eric Thomas HambergLPL Financial LLC independent RIASavvy independent RIARIA to RIADec 6, 2018Sep 16, 2026 (2841 d)
Jason Wesley CraineMariner Wealth Advisors otherSavvy independent RIAOtherMar 31, 2018Dec 16, 2024 (2452 d)
Kristin V DunlevyMj Retirement institutionalSavvy independent RIAOtherMar 29, 2018Jul 3, 2025 (2653 d)
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