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 Wealthspire Advisors

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
Alayjah Denise EvansJ.P. Morgan Securities LLC wirehouseWealthspire Advisors independent RIAWirehouse to independent RIAJul 3, 2026Jul 28, 2026
Beau RezekHightower Advisors, LLC BD affiliatedWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2026Sep 9, 2026 (86 d)
Colin Breuvart DrakeMarin Financial Advisors LLC independent RIAWealthspire Advisors independent RIARIA to RIAMay 28, 2026Feb 11, 2026
Deirdre Ann DerosaRoundangle Advisors LLC independent RIAWealthspire Advisors independent RIARIA to RIAMay 28, 2026May 6, 2026
Patrick Callahan CeplenskiFocus Partners Wealth, LLC independent RIAWealthspire Advisors independent RIARIA to RIAMar 16, 2026Apr 15, 2026
Rachel A FrameBallentine Partners independent RIAWealthspire Advisors independent RIARIA to RIAMar 13, 2026May 12, 2026 (60 d)
Ian Michael WeinbergLPL Financial LLC BD affiliatedWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 10, 2025Nov 3, 2025
David S KramerMorgan Stanley wirehouseWealthspire Advisors independent RIAWirehouse to independent RIAOct 7, 2025Jun 11, 2026 (247 d)
Spencer FriedmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthspire Advisors independent RIAWirehouse to independent RIAAug 11, 2025Aug 13, 2025
Serge Peter VillaniStrategic Advisers LLC national BDWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2025Jun 10, 2026 (308 d)
Jude Christopher CypherStratos Wealth Advisors LLC independent RIAWealthspire Advisors independent RIARIA to RIAApr 28, 2025Jun 12, 2025 (45 d)
Ethan L CopelandRaymond James & Associates, Inc. national BDWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 10, 2024Feb 19, 2025 (71 d)
Sarah Ann HannibalWalden Wealth Partners LLC independent RIAWealthspire Advisors independent RIARIA to RIANov 14, 2024Oct 15, 2024
Karin Maloney StiflerWalden Wealth Partners LLC independent RIAWealthspire Advisors independent RIARIA to RIANov 14, 2024Oct 15, 2024
Elizabeth SummersWells Fargo Advisors wirehouseWealthspire Advisors independent RIAWirehouse to independent RIASep 18, 2024May 23, 2025 (247 d)
Mckayla Lea JohnsonRetirable independent RIAWealthspire Advisors independent RIARIA to RIAAug 26, 2024Sep 16, 2024
Michael James TylerWfa Asset Management Corp independent RIAWealthspire Advisors independent RIARIA to RIAAug 23, 2024Sep 11, 2024
Nicholas J KapelewskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthspire Advisors independent RIAWirehouse to independent RIAJun 1, 2024Jun 13, 2024
David Say EdwardsHeron Wealth independent RIAWealthspire Advisors independent RIARIA to RIANov 2, 2023Oct 23, 2023
Kirstin Lynn GriffinSage Financial Advisors, LLC independent RIAWealthspire Advisors independent RIARIA to RIASep 1, 2023Sep 28, 2023
Amanda Marie Phillips-DesaverioCorundum Group, Inc. mixed wealthWealthspire Advisors independent RIARIA to RIAJul 12, 2023Jan 3, 2025 (541 d)
Kayla Marie PavelaWealthspire Retirement Advisory institutionalWealthspire Advisors independent RIAOtherJul 6, 2023Oct 24, 2022
Michael LawrenceHeritage Wealth Management, LLC independent RIAWealthspire Advisors independent RIARIA to RIANov 21, 2022Jun 1, 2023 (192 d)
Craig Alexander AmicoSummit Financial, LLC BD affiliatedWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 15, 2022Dec 12, 2022
Marc Elliot AustinPrivate Capital Group, LLC independent RIAWealthspire Advisors independent RIARIA to RIAOct 26, 2022Sep 20, 2022
Amy B MillerPrivate Capital Group, LLC independent RIAWealthspire Advisors independent RIARIA to RIAOct 26, 2022Sep 20, 2022
Jared Cohen CostiganPrivate Capital Group, LLC independent RIAWealthspire Advisors independent RIARIA to RIAOct 26, 2022Sep 20, 2022
Pietro Antonio MessinaKestra Advisory Services, LLC BD affiliatedWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2022Oct 24, 2022
Max Bowen KortegastMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthspire Advisors independent RIAWirehouse to independent RIAJun 17, 2022Jun 23, 2022
Robert GryboskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthspire Advisors independent RIAWirehouse to independent RIAMay 10, 2022Jun 22, 2022 (43 d)
Lindsey Marie KaneLPL Financial LLC independent RIAWealthspire Advisors independent RIARIA to RIAApr 20, 2022Apr 19, 2022
Alice LiFocus Partners Wealth, LLC independent RIAWealthspire Advisors independent RIARIA to RIAApr 4, 2022Jun 16, 2022 (73 d)
Edward Charles VonlangeStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
James Mark GriesserStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
James Kurz EichelbergerStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Jennine Ramsey LacroixStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Gary Paul DesjardinsStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Charles Gerald WalkerStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Joseph Patrick GarrisonStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Kimberly Sarah MagahaStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Erik Anthony SzabocsikStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Jan 1, 2025 (1188 d)
Amanda Nicole CampbellStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Tatiana Y DadykinaStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Luke Steven SmithStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Samia Liane ClookieStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Jul 26, 2021
Abby R BareBaker Tilly Wealth Management, LLC mixed wealthWealthspire Advisors independent RIARIA to RIASep 17, 2021Sep 20, 2021
Emily Louise DarosaFidelity Personal And Workplace Advisors BD affiliatedWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2021Jul 8, 2021
Dominick Richard MatteoNovi Wealth Partners independent RIAWealthspire Advisors independent RIARIA to RIAJun 17, 2021Jun 14, 2021
Jennifer Lynn GiemzaBmo Harris Financial Advisors, Inc BD affiliatedWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2021Jan 3, 2025 (1397 d)
Joshua ShoshanGary Goldberg Planning Services independent RIAWealthspire Advisors independent RIARIA to RIAFeb 16, 2021Feb 23, 2021
Oliver PurscheBronson Meadows Capital Management independent RIAWealthspire Advisors independent RIARIA to RIAOct 29, 2020Nov 9, 2020
Casey James HardyCharles Schwab & Co., Inc. national BDWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 10, 2020Jan 5, 2026 (1974 d)
Connor Joseph DarrellValley National Advisers Inc independent RIAWealthspire Advisors independent RIARIA to RIAJun 8, 2020Aug 5, 2020 (58 d)
John Ryan SwikartCharles Schwab & Co., Inc. national BDWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 17, 2019Mar 15, 2021 (637 d)
Jonathan Evan BernsteinFoundation Retirement Plan Consultants, LLC institutionalWealthspire Advisors independent RIAOtherMar 22, 2019May 6, 2026 (2602 d)
Anthony Joseph CruzLenox Advisors, Inc. unclassifiedWealthspire Advisors independent RIAOtherDec 31, 2018Nov 5, 2024 (2136 d)
Uliana G. MichaelisCoastal Bridge Advisors independent RIAWealthspire Advisors independent RIARIA to RIAJul 27, 2018May 25, 2021 (1033 d)
Kevin Joseph BradyHsbc Securities (USA) Inc. BD affiliatedWealthspire Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2018Mar 18, 2021 (1016 d)
Smriti DhallLenox Advisors, Inc. unclassifiedWealthspire Advisors independent RIAOtherMay 1, 2018Jan 3, 2025 (2439 d)
Samrat SinghMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthspire Advisors independent RIAWirehouse to independent RIAMar 24, 2017Dec 1, 2021 (1713 d)
Page 1 of 2Next
67 moves match.