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.

AdvisorFromToTypeLeftRegistered
Jonathon D MasonCrown Capital Securities, L.P. BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2024Apr 4, 2024
Daniel Paul KellarWr Wealth Planners LLC independent RIAFarther independent RIARIA to RIAApr 2, 2024Apr 1, 2024
Kevin Peter RocheAdvice And Planning Services BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAMar 14, 2024Jan 27, 2025 (319 d)
Terence Edward GallagherCetera Investment Advisers LLC BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2024Feb 20, 2024
Jason KleinGladstone Wealth Partners BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAMar 5, 2024Aug 8, 2024 (156 d)
Alex Seth PaulAsset Allocation Strategies, LLC independent RIAFarther independent RIARIA to RIAFeb 27, 2024Nov 19, 2024 (266 d)
Jacqueline Laura KlaubergMorgan Stanley wirehouseFarther independent RIAWirehouse to independent RIAFeb 27, 2024Apr 1, 2024 (34 d)
Jason Hyrum TaylorStrategic Wealth Investment Group, LLC independent RIAFarther independent RIARIA to RIAFeb 26, 2024Feb 27, 2024
Barbara Ellen DuganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFarther independent RIAWirehouse to independent RIAFeb 12, 2024Dec 4, 2025 (661 d)
Daniel HerreraFisher Investments independent RIAFarther independent RIARIA to RIAJan 17, 2024Apr 11, 2024 (85 d)
Anthony William PriceTotal Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAJan 2, 2024Jan 2, 2024
Scott Glenn EichlerCentaurus Financial, Inc. BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2024Jan 3, 2024
Michael Anthony LambrechtIwc Asset Management LLC independent RIAFarther independent RIARIA to RIADec 31, 2023Nov 20, 2023
Brock Kelson AlvordCoign Capital Advisors LLC independent RIAFarther independent RIARIA to RIADec 15, 2023Jan 3, 2024
Eric Michael FarrSolutions 4 Wealth independent RIAFarther independent RIARIA to RIANov 27, 2023Aug 25, 2023
Jeffery KernodleUnited Capital Financial Advisors independent RIAFarther independent RIARIA to RIANov 9, 2023Oct 20, 2023
Jeffrey HawkinsUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Oct 13, 2023
Chad Michael RishelUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Jan 24, 2024 (82 d)
Jonathan A DoshierUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Oct 20, 2023
Jonathon LambUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Oct 20, 2023
Tyson R LokkeUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Oct 9, 2023
Michael David DesantisUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Jan 1, 2026 (790 d)
Kyra Gayle Reyes LuuUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Oct 9, 2023
Robert Styles DavenportUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2023Oct 8, 2023
Gary Lee CordermanUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2023Sep 25, 2023
Janet KohrmannUnited Capital Financial Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2023Sep 22, 2023
James Matthew BaumanOptimum Capital Strategies state registeredFarther independent RIAOtherOct 23, 2023Mar 10, 2023
Corey Thomas CreelNorthwestern Mutual Investment Services,LLC no RAUMFarther independent RIAOtherOct 17, 2023Feb 25, 2026 (862 d)
Lauren F RussoZynergy Retirement Planning independent RIAFarther independent RIARIA to RIAOct 5, 2023Nov 2, 2023
Eleanor Wilson RayWpwealth Llp independent RIAFarther independent RIARIA to RIAOct 2, 2023Oct 2, 2023
Brent Allan ThomasPnc Capital Advisors LLC otherFarther independent RIAOtherAug 31, 2023Apr 25, 2024 (238 d)
James Michael UlrickPnc Wealth Management BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2023Aug 8, 2023
Joshua Anthony BaroneFourstar Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAJul 11, 2023Jun 22, 2023
Andrea NolanFourstar Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAJul 11, 2023Jun 22, 2023
Eugene Edwin HooverFourstar Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAJul 11, 2023Jun 22, 2023
Robert Nicholas BaroneFourstar Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAJul 11, 2023Jun 22, 2023
Ryan Scott MallowFidelity Personal And Workplace Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAJun 5, 2023Jun 12, 2023
Erik Jens LarsenLPL Financial LLC BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAJun 5, 2023Aug 30, 2023 (86 d)
Yuliya BrownLPL Financial LLC BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAMar 21, 2023Jun 24, 2023 (95 d)
Lauren Melin MooneMirador Capital Partners independent RIAFarther independent RIARIA to RIAMar 20, 2023Jan 7, 2026 (1024 d)
Keith Brown WoomerBoston Asset Management, Inc. independent RIAFarther independent RIARIA to RIAFeb 27, 2023Apr 14, 2023 (46 d)
Sameer Syed SarmastSaturna Capital Corporation asset managerFarther independent RIAOtherFeb 16, 2023Mar 13, 2023
Jonathan Andrew FauverCharles Schwab & Co., Inc. national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2023May 16, 2024 (455 d)
Eric Scott PassinPruco Securities, LLC BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2023Jan 30, 2023
Matthew James GillerMML Investors Services, LLC BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAJan 20, 2023Jan 17, 2023
Michael James WhitmoreBrookstone Capital Management LLC independent RIAFarther independent RIARIA to RIAJan 9, 2023Jan 10, 2023
Christian PierceMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFarther independent RIAWirehouse to independent RIAJan 6, 2023Feb 23, 2023 (48 d)
Steven Mark BoblisThe Retirement Group, LLC independent RIAFarther independent RIARIA to RIADec 21, 2022Nov 21, 2022
Margie Campbell CarpenterBell Tower Advisors, LLC unclassifiedFarther independent RIAOtherDec 9, 2022Jul 21, 2022
Bobbie Isabelle TorresThe Retirement Group, LLC independent RIAFarther independent RIARIA to RIADec 5, 2022Jan 1, 2025 (758 d)
Jason Scott AliceaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFarther independent RIAWirehouse to independent RIANov 22, 2022Nov 18, 2022
Matthew Porter BartonMy Portfolio Guide, LLC independent RIAFarther independent RIARIA to RIANov 1, 2022Jul 18, 2022
Michael Chun LeeThe Retirement Group, LLC independent RIAFarther independent RIARIA to RIAOct 6, 2022Feb 28, 2022
Daniel R CarlsonPackerland Brokerage Services, Inc. independent RIAFarther independent RIARIA to RIAOct 4, 2022Sep 30, 2022
Katherine A FibigerStratos Wealth Partners, Ltd BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2022Sep 19, 2022
William Frank WoodruffWealthfactor unclassifiedFarther independent RIAOtherAug 23, 2022Jul 18, 2022
Timothy Allen BohnettTd Ameritrade, Inc. no RAUMFarther independent RIAOtherJul 26, 2022Mar 7, 2025 (955 d)
Ryan Patrick MackFidelity Personal And Workplace Advisors BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAJun 25, 2022Jun 17, 2022
Khalid Abdirahman AliSteelpeak Wealth, LLC independent RIAFarther independent RIARIA to RIAMay 18, 2022May 13, 2024 (726 d)
Andrew HallMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFarther independent RIAWirehouse to independent RIAMay 6, 2022Nov 8, 2022 (186 d)
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330 moves match.