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 Everhart 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
Clay J AcerTrinity Financial Advisors LLC independent RIAEverhart Advisors independent RIARIA to RIAMar 23, 2026Mar 5, 2026
Luke David GearhartEgsi Investment Management independent RIAEverhart Advisors independent RIARIA to RIAFeb 27, 2026Nov 20, 2025
Matthew Joseph O'HaraRaymond James Financial Services Advisors, Inc BD affiliatedEverhart Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 12, 2024Feb 26, 2024 (45 d)
John Michael MancinottiAmeritas Advisory Services, LLC BD affiliatedEverhart Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2023Mar 10, 2023 (36 d)
Clark Alan EngleSouders Financial Advisors, LLC independent RIAEverhart Advisors independent RIARIA to RIAJan 14, 2022Jan 25, 2022
Dennis Marc PearlmanCase Pearlman Retirement Plan Advisors, LLC institutionalEverhart Advisors independent RIAOtherOct 6, 2021Jul 27, 2021
Carson David PearlmanCase Pearlman Retirement Plan Advisors, LLC institutionalEverhart Advisors independent RIAOtherOct 6, 2021Jul 30, 2021
Philip W ParkerAmeriprise Financial Services, LLC national BDEverhart Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2020Feb 28, 2020
Jonathan Paul HlavacMid Atlantic Financial Management, Inc. BD affiliatedEverhart Advisors otherOtherAug 15, 2018Mar 4, 2016
Duane Jerrod GillmanMid Atlantic Financial Management, Inc. BD affiliatedEverhart Advisors otherOtherJun 27, 2018Mar 4, 2016
Rebekah Jo CurranHamilton Capital otherEverhart Advisors independent RIAOtherJun 8, 2017Jul 7, 2026 (3316 d)
Marc A. CornellOsaic Fa, Inc. otherEverhart Advisors independent RIAOtherDec 19, 2016May 5, 2025 (3059 d)
Thomas Edward CarlinePnc Wealth Management otherEverhart Advisors independent RIAOtherMay 28, 2013Feb 23, 2021 (2828 d)
Steven Glenn MurlinMorgan Stanley wirehouseEverhart Advisors otherOtherApr 14, 2010Apr 1, 2010
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14 moves match.