DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Farther
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 |
|---|---|---|---|---|---|
| Amanda Tucker | J.P. Morgan Securities LLC wirehouse | Farther independent RIA | Wirehouse to independent RIA | Feb 27, 2025 | Mar 10, 2025 |
| Paul Alexander Austin | Savvy independent RIA | Farther independent RIA | RIA to RIA | Feb 25, 2025 | Feb 24, 2025 |
| Jon Derieck Hodges | Anchor Pointe Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Feb 18, 2025 | Feb 18, 2025 |
| Christopher Jay Veneto | Northstar Capital Inc other | Farther independent RIA | Other | Feb 18, 2025 | Jan 31, 2025 |
| Phillip Back Weinstein | Edelman Financial Engines independent RIA | Farther independent RIA | RIA to RIA | Feb 14, 2025 | Jan 21, 2025 |
| John Emerson Carey | Edelman Financial Engines independent RIA | Farther independent RIA | RIA to RIA | Feb 14, 2025 | Jan 21, 2025 |
| Douglas Eugene Lindsey | The H Group, Inc. independent RIA | Farther independent RIA | RIA to RIA | Feb 14, 2025 | Jan 21, 2025 |
| Lauren M Winberg | Allegheny Financial Group BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2025 | Apr 16, 2025 (63 d) |
| Joshua Richard Volgarino | Cetera Investment Advisers LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2025 | Feb 10, 2025 |
| Bradley B Sim | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Farther independent RIA | Wirehouse to independent RIA | Feb 11, 2025 | Feb 18, 2025 |
| Barry David Bigelow | Great Waters Financial independent RIA | Farther independent RIA | RIA to RIA | Jan 16, 2025 | Jan 14, 2025 |
| Jacob Anton Barr | Great Waters Financial independent RIA | Farther independent RIA | RIA to RIA | Jan 16, 2025 | Jan 14, 2025 |
| Myles Caleb Jackson | Signalpoint Asset Management LLC independent RIA | Farther independent RIA | RIA to RIA | Jan 14, 2025 | Jan 14, 2025 |
| George Carpenter Timson | Signalpoint Asset Management LLC independent RIA | Farther independent RIA | RIA to RIA | Jan 13, 2025 | Dec 3, 2024 |
| Andrea L Batey | Signalpoint Asset Management LLC independent RIA | Farther independent RIA | RIA to RIA | Jan 7, 2025 | Jan 13, 2025 |
| Carolyn Massie Hoffman | Signalpoint Asset Management LLC independent RIA | Farther independent RIA | RIA to RIA | Jan 7, 2025 | Jan 13, 2025 |
| James Preston Smith | Signalpoint Asset Management LLC independent RIA | Farther independent RIA | RIA to RIA | Jan 7, 2025 | Jan 13, 2025 |
| Jon L Aldrich | Focus Financial Advisors independent RIA | Farther independent RIA | RIA to RIA | Dec 31, 2024 | Aug 12, 2026 (589 d) |
| Ryan F Kiernan | Confidence Wealth Management, Inc. independent RIA | Farther independent RIA | RIA to RIA | Dec 24, 2024 | Sep 2, 2025 (252 d) |
| Magdalena Doemeny | Nerdwallet Advisory no RAUM | Farther independent RIA | Other | Dec 20, 2024 | Jan 1, 2026 (377 d) |
| Michael Brendan Flatley | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Farther independent RIA | Wirehouse to independent RIA | Dec 18, 2024 | Mar 17, 2025 (89 d) |
| Mark Angelo Manetti | Allegheny Investments independent RIA | Farther independent RIA | RIA to RIA | Dec 16, 2024 | Dec 19, 2024 |
| Louis Blyth Llanes | Wealthnet Investments, LLC unclassified | Farther independent RIA | Other | Dec 4, 2024 | May 20, 2024 |
| Roger Lawrence Pierce | Denver Pwm, LLC independent RIA | Farther independent RIA | RIA to RIA | Dec 4, 2024 | Sep 11, 2024 |
| Vishal Nmn Saluja | Indico Capital LLC unclassified | Farther independent RIA | Other | Dec 4, 2024 | Jan 1, 2025 |
| Leonard Scott Sanford | Denver Pwm, LLC independent RIA | Farther independent RIA | RIA to RIA | Dec 4, 2024 | Sep 11, 2024 |
| Sherri Lyn Gilligan | Denver Pwm, LLC independent RIA | Farther independent RIA | RIA to RIA | Dec 4, 2024 | Sep 11, 2024 |
| Sutanto Sudiro Widjaja | Indico Capital LLC unclassified | Farther independent RIA | Other | Dec 4, 2024 | Aug 24, 2026 (628 d) |
| William Stark Mcneer | Summit Financial, LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2024 | Apr 30, 2025 (168 d) |
| Andrew Keith Hendricks | Summit Financial, LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2024 | May 6, 2025 (174 d) |
| Kirk A Matenaer | Summit Financial, LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2024 | Apr 30, 2025 (168 d) |
| Timothy James Mcneely | Strategy Asset Managers L.L.C. independent RIA | Farther independent RIA | RIA to RIA | Nov 8, 2024 | Oct 18, 2024 |
| Todd Sensing | Familyvest unclassified | Farther independent RIA | Other | Nov 1, 2024 | Jan 1, 2026 (426 d) |
| Brett Justin Tushingham | Tushingham Wealth Strategies, LLC unclassified | Farther independent RIA | Other | Oct 17, 2024 | Jul 29, 2024 |
| Lewis D Baker | Rock Creek Wealth Planners And Advisors LLC independent RIA | Farther independent RIA | RIA to RIA | Oct 11, 2024 | Jul 23, 2024 |
| Anthony Henry Cortina | Hillman Capital Management Inc mixed wealth | Farther independent RIA | RIA to RIA | Sep 23, 2024 | Oct 2, 2024 |
| Mitzie Yvonne Wilson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Farther independent RIA | Wirehouse to independent RIA | Sep 13, 2024 | Oct 1, 2024 |
| Taylor Alexander Nissi | Pleasant Street Wealth Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Sep 10, 2024 | Jun 4, 2024 |
| James Philip Funk | Bison Wealth, LLC independent RIA | Farther independent RIA | RIA to RIA | Aug 23, 2024 | Aug 8, 2024 |
| Olga Leka Raykhelson | Financial Life Focus, LLC independent RIA | Farther independent RIA | RIA to RIA | Aug 7, 2024 | Jun 11, 2024 |
| Hugues Gaston Rivard | Financial Life Focus, LLC independent RIA | Farther independent RIA | RIA to RIA | Aug 7, 2024 | Jun 10, 2024 |
| Jeremy David Levinn | Financial Life Focus, LLC independent RIA | Farther independent RIA | RIA to RIA | Aug 7, 2024 | Jun 10, 2024 |
| Mollie Sebak | Financial Life Focus, LLC independent RIA | Farther independent RIA | RIA to RIA | Aug 7, 2024 | Jun 24, 2024 |
| Joseph Chuo-Ju Kuo | Financial Life Focus, LLC independent RIA | Farther independent RIA | RIA to RIA | Aug 7, 2024 | Jun 11, 2024 |
| Peter Conrad Holmquist | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Farther independent RIA | Wirehouse to independent RIA | Jul 30, 2024 | Jul 26, 2024 |
| Jean-Paul Ceballo | Equitable Advisors, LLC national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2024 | Jul 22, 2024 |
| Nathan William Dean Brown | My Personal Cfo, LLC independent RIA | Farther independent RIA | RIA to RIA | Jul 12, 2024 | Jul 22, 2024 |
| Edward Garfield Jenkins | 79 Financial unclassified | Farther independent RIA | Other | Jul 10, 2024 | May 8, 2024 |
| Caira White | Osaic Fa, Inc. BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 3, 2024 | Nov 22, 2024 (142 d) |
| Michael Thomas Sorrentino | Darwin Asset Management, LLC asset manager | Farther independent RIA | Other | Jun 27, 2024 | Dec 19, 2024 (175 d) |
| Ashley W Folkes | Cetera Investment Advisers LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2024 | Jun 21, 2024 |
| Herbert Dwayne Kyles | Charles Schwab & Co., Inc. national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2024 | Nov 1, 2024 (149 d) |
| Denton Penn Lane | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Farther independent RIA | Wirehouse to independent RIA | May 20, 2024 | May 20, 2024 |
| Michael Lee Hudson | Zermatt Wealth Partners independent RIA | Farther independent RIA | RIA to RIA | May 17, 2024 | Jun 3, 2024 |
| Brian Patrick Fleming | Zermatt Wealth Partners independent RIA | Farther independent RIA | RIA to RIA | May 17, 2024 | Jun 3, 2024 |
| Nathan Leroy Bosek | Edge Financial Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | May 17, 2024 | May 16, 2024 |
| Thomas Hanna | Cetera Investment Advisers LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2024 | May 14, 2024 |
| Rian Dana Waterman | United Capital Financial Advisors independent RIA | Farther independent RIA | RIA to RIA | May 8, 2024 | Apr 9, 2024 |
| Christopher James Tarkowski | Curi Capital, LLC independent RIA | Farther independent RIA | RIA to RIA | Apr 15, 2024 | Apr 8, 2024 |
| Jonathon D Mason | Crown Capital Securities, L.P. BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2024 | Apr 4, 2024 |
329 moves match.