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 |
|---|---|---|---|---|---|
| Robert Brady Siegrist | Janiczek Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 22, 2024 | Oct 1, 2024 |
| Matthew James Morehead | Janiczek Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 22, 2024 | Oct 1, 2024 |
| Kyle Wood Kersting | Janiczek Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 22, 2024 | Oct 1, 2024 |
| Justina Kayci Pearman | Janiczek Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 22, 2024 | Oct 1, 2024 |
| Brendan Michael White | Janiczek Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 22, 2024 | Oct 1, 2024 |
| Matthew Richardson | Florida Financial Advisors, LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2024 | May 12, 2026 (580 d) |
| Scott Harris Lenet | Touchdown Ventures Inc. other | Cerity Partners LLC independent RIA | Other | Oct 2, 2024 | Jan 1, 2026 (456 d) |
| Richard Marc Grant | Touchdown Ventures Inc. other | Cerity Partners LLC independent RIA | Other | Oct 2, 2024 | Jan 1, 2026 (456 d) |
| William David Osher | Abbrea Capital, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 10, 2024 | Sep 3, 2024 |
| William Clark Hageboeck | Abbrea Capital, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 10, 2024 | Sep 3, 2024 |
| Steven Edward Cutcliffe | Abbrea Capital, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 10, 2024 | Sep 4, 2024 |
| David Reed Hudson | Abbrea Capital, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 10, 2024 | Sep 3, 2024 |
| Milena Margaret Price | Abbrea Capital, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 10, 2024 | Sep 4, 2024 |
| John Herman Cummings | Xpyria Investment Advisors, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 4, 2024 | Aug 28, 2024 |
| Michael Bernard Giammatteo | Xpyria Investment Advisors, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 4, 2024 | Aug 28, 2024 |
| Joseph Gugliotta Salpietro | Xpyria Investment Advisors, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 4, 2024 | Aug 27, 2024 |
| Bret Jonathan Stutzman | Xpyria Investment Advisors, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 4, 2024 | Aug 27, 2024 |
| Daniel C Fan | First Foundation Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 4, 2024 | Sep 5, 2024 |
| Jonathan Toyoaki Endo | First Foundation Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 4, 2024 | Sep 11, 2024 |
| Natalee Ann Esposito | Xpyria Investment Advisors, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 4, 2024 | Aug 20, 2025 (350 d) |
| Bradley Joseph Prosper | Xpyria Investment Advisors, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 4, 2024 | Aug 27, 2024 |
| Christina Marie Salpietro | Xpyria Investment Advisors, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 4, 2024 | Aug 27, 2024 |
| Paxton J Ferencak | Robert W. Baird & Co. Incorporated mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Aug 15, 2024 | Jun 4, 2025 (293 d) |
| Blake William Mcginley | Cetera Investment Advisers LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 9, 2024 | Sep 5, 2024 |
| Frederick Hung Lian Tan | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2024 | Aug 2, 2024 |
| Daniel A Rojas | Savant Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jun 14, 2024 | Jun 13, 2024 |
| Timothy John Keating | Keating Wealth Management, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 23, 2024 | May 16, 2024 |
| Tabitha Ranae Aspling | Keating Wealth Management, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 23, 2024 | May 20, 2024 |
| Kimberly Louise Curtis | Wealth Legacy Institute, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 20, 2024 | Apr 1, 2024 |
| Justin Michael Hobbs | Wealth Legacy Institute, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 20, 2024 | Apr 1, 2024 |
| Cashel Nicole Giordano | Wealth Legacy Institute, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 20, 2024 | Apr 1, 2024 |
| Kevin Patrick Rabbitt | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2024 | Sep 10, 2024 (132 d) |
| Michael Anthony Ottolini | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cerity Partners LLC independent RIA | Wirehouse to independent RIA | Apr 1, 2024 | Apr 19, 2024 |
| Alia Elizabeth Wagenhoffer | Wealthspire Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Mar 28, 2024 | Apr 16, 2024 |
| James Ray | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cerity Partners LLC independent RIA | Wirehouse to independent RIA | Mar 4, 2024 | Mar 15, 2024 |
| Kelly Marie Rueckert | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2024 | Feb 6, 2024 |
| Dylan Thomas Cooper | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2024 | Feb 14, 2024 |
| Justin Michael Murphy | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2024 | Feb 29, 2024 |
| Robert Eastwood Jones | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2024 | Feb 7, 2024 |
| Dylan Morris Power | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2024 | Feb 7, 2024 |
| Scott Michael Lepa | Oneseven independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 29, 2024 | Aug 26, 2024 (179 d) |
| Brittany Webb | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 14, 2024 | Feb 6, 2024 |
| Timothy Allen Wissing | Avantax Planning Partners, Inc. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2024 | Jan 22, 2024 |
| Nolan Ryan Neville | MML Investors Services, LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2024 | Feb 5, 2024 |
| Levent Durmus | Cresset Asset Management, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 18, 2024 | Mar 6, 2024 (48 d) |
| William Calvin Beattie | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 16, 2023 | Nov 9, 2023 |
| Matthew David Kirby | Avion Wealth independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 14, 2023 | Jan 25, 2024 (72 d) |
| Ziying Zhou | Hightower Advisors, LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2023 | Feb 27, 2024 (110 d) |
| Tyler Valerio Calder | LPL Financial LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2023 | Dec 13, 2023 (35 d) |
| Douglas Charles Tyson | Manning & Napier Advisors, LLC mixed wealth | Cerity Partners LLC independent RIA | RIA to RIA | Oct 12, 2023 | Feb 2, 2024 (113 d) |
| Paul James Duwors | Q32 Capital Management, LLC unclassified | Cerity Partners LLC independent RIA | Other | Oct 6, 2023 | Oct 5, 2023 |
| Charles Thomson Angle | Summitry, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 28, 2023 | Oct 30, 2023 (32 d) |
| Grace Kinsey Finn | Western Financial Corporation independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 18, 2023 | Sep 15, 2023 |
| Alison Jones Gamble | Gamble Jones Investment Counsel independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 14, 2023 | Mar 2, 2023 |
| Thomas Sheldon Jones | Gamble Jones Investment Counsel independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 14, 2023 | Mar 2, 2023 |
| Scott Russell Phillips | Gamble Jones Investment Counsel independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 14, 2023 | Mar 1, 2023 |
| Charles Coulbourn Hackerman | Gamble Jones Investment Counsel independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 14, 2023 | Mar 3, 2023 |
| Thomas Francis Jones | Gamble Jones Investment Counsel independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 14, 2023 | Mar 2, 2023 |
| Aram Joseph Schotts | Gamble Jones Investment Counsel independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 14, 2023 | Mar 2, 2023 |
| Justine E. Munoz | Gamble Jones Investment Counsel independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 14, 2023 | Mar 2, 2023 |
481 moves match.