DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Henssler Financial
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 |
|---|---|---|---|---|---|
| Ya Ting Yang | Ernst & Young Investment Advisers Llp no RAUM | Henssler Financial independent RIA | Other | May 29, 2026 | Jul 13, 2026 (45 d) |
| Roman Shlyakhetko | Financial Navigators Inc. independent RIA | Henssler Financial independent RIA | RIA to RIA | Jul 15, 2024 | Mar 3, 2025 (231 d) |
| Michael James Coelho | American Financial Advisors, LLC. independent RIA | Henssler Financial independent RIA | RIA to RIA | Jul 2, 2024 | Jan 15, 2025 (197 d) |
| Branson Francis Nelson | Janney Montgomery Scott LLC BD affiliated | Henssler Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | May 30, 2024 | Mar 10, 2025 (284 d) |
| Margaret Arrowood Remeika | LPL Financial LLC BD affiliated | Henssler Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2023 | Feb 24, 2025 (662 d) |
| Terry Stoor | Peachcap Tax & Advisory, LLC independent RIA | Henssler Financial independent RIA | RIA to RIA | Oct 3, 2018 | Dec 5, 2018 (63 d) |
| Justin Jacob Wagner | Morgan Stanley wirehouse | Henssler Financial independent RIA | Wirehouse to independent RIA | Oct 11, 2017 | May 24, 2021 (1321 d) |
| Celestin A. Martin | Edelman Financial Services, LLC other | Henssler Financial other | Other | Jul 6, 2016 | Aug 26, 2016 (51 d) |
| Peter Alan Lynch | Strategic Advisers LLC national BD | Henssler Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | May 27, 2016 | May 21, 2021 (1820 d) |
| Andrew Joseph Langdon | Ameriprise Financial Services, LLC national BD | Henssler Financial other | Other | Dec 28, 2015 | Mar 1, 2016 (64 d) |
| B Brandon Mackie | Suntrust Investment Services, Inc. other | Henssler Financial other | Other | Jul 16, 2015 | Sep 4, 2015 (50 d) |
| Scott Aron Brown | Oneamerica Securities, Inc. other | Henssler Financial other | Other | Aug 18, 2014 | Sep 24, 2014 (37 d) |
| Malik S Lee | Securities America Advisors, Inc. other | Henssler Financial other | Other | Jul 15, 2013 | Oct 30, 2013 (107 d) |
| Michael S Sava | Quest Capital Strategies, Inc. other | Henssler Financial other | Other | Nov 10, 2011 | May 17, 2012 (189 d) |
| Benjamin Harrington Crowe | Crowe Advisory Services, Inc. unclassified | Henssler Financial other | Other | Dec 9, 2010 | Feb 21, 2012 (439 d) |
| Gregory Charles Sutton | Uvest Financial Services Group, Inc. unclassified | Henssler Financial independent RIA | Other | Apr 27, 2009 | Dec 23, 2025 (6084 d) |
| Charles Betts Holloway | UBS Financial Services Inc. wirehouse | Henssler Financial other | Other | Dec 26, 2008 | Oct 29, 2010 (672 d) |
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17 moves match.