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 Truepoint, Inc.
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 |
|---|---|---|---|---|---|
| Andrew Blade Thompson | Charles Schwab & Co., Inc. national BD | Truepoint, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 25, 2024 | Oct 21, 2024 |
| Gwendelyn S Keihl | Johnson Investment Counsel, Inc. independent RIA | Truepoint, Inc. independent RIA | RIA to RIA | Jun 28, 2024 | Aug 29, 2024 (62 d) |
| Melina Therese Young | Total Wealth Planning, LLC independent RIA | Truepoint, Inc. independent RIA | RIA to RIA | Mar 1, 2024 | Mar 27, 2024 |
| Nathan W Eix | Wealthpoint Advisors LLC independent RIA | Truepoint, Inc. independent RIA | RIA to RIA | Dec 18, 2023 | May 5, 2025 (504 d) |
| Tyler Joseph Hezlep | Fidelity Personal And Workplace Advisors BD affiliated | Truepoint, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2023 | Mar 3, 2025 (535 d) |
| Sarah Marie Tenhundfeld | Mercer Global Advisors Inc. independent RIA | Truepoint, Inc. independent RIA | RIA to RIA | Aug 18, 2023 | Jan 2, 2024 (137 d) |
| Joshua B Bentz | Wealthpoint Advisors LLC independent RIA | Truepoint, Inc. independent RIA | RIA to RIA | Mar 22, 2023 | Mar 24, 2023 |
| Braden Steven Ellis Lieungh | Voya Financial Advisors, Inc. BD affiliated | Truepoint, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 22, 2023 | Mar 17, 2026 (1119 d) |
| Katelyn Quinn Bombardiere | Mariner BD affiliated | Truepoint, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2020 | Apr 23, 2021 (281 d) |
| Lauren Michalos Niestradt | Mariner Wealth Advisors other | Truepoint, Inc. other | Other | Feb 21, 2018 | Feb 21, 2018 |
| Andrew Jordan Damcevski | Truwealth Planning unclassified | Truepoint, Inc. other | Other | Aug 8, 2017 | Aug 16, 2017 |
| Christopher Martin Meyer | Feg other | Truepoint, Inc. other | Other | Apr 4, 2017 | Apr 26, 2016 |
| Benjamyn Jordan Patrick | Ameriprise Financial Services, LLC national BD | Truepoint, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2017 | Mar 15, 2021 (1476 d) |
| Deanna Veronica Sicking | UBS Financial Services Inc. wirehouse | Truepoint, Inc. other | Other | Oct 11, 2016 | Nov 17, 2016 (37 d) |
| Kathryn Leigh Brownstein | Cetera Advisors LLC other | Truepoint, Inc. independent RIA | Other | Mar 14, 2016 | Mar 18, 2021 (1830 d) |
| Christine Lynn Carleton | Asset Advisory Group Inc other | Truepoint, Inc. other | Other | Jan 8, 2014 | May 18, 2016 (861 d) |
| Eric Scott Ross | Sequoia Wealth Counsel unclassified | Truepoint, Inc. other | Other | Dec 31, 2013 | Apr 22, 2016 (843 d) |
| Ryan Jeffrey Klekar | Valmark Advisers, Inc. other | Truepoint, Inc. other | Other | May 3, 2011 | Apr 28, 2016 (1822 d) |
| Scott M Barbee | UBS Financial Services Inc. wirehouse | Truepoint, Inc. other | Other | May 25, 2005 | May 18, 2016 (4011 d) |
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19 moves match.