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 Foster Group, 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.

AdvisorFromToTypeLeftRegistered
Caitlin Jean ClemonsStifel, Nicolaus & Company, Incorporated national BDFoster Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2026Jul 30, 2026
Nathan Glen BuckallewMerkle Retirement Planning independent RIAFoster Group, Inc. independent RIARIA to RIAFeb 4, 2026Mar 9, 2026 (33 d)
Daniel Thomas GilesFsb Premier Wealth Management, Inc. independent RIAFoster Group, Inc. independent RIARIA to RIADec 5, 2025Jan 22, 2026 (48 d)
Thomas Scott HendricksPrincipal Asset Management otherFoster Group, Inc. independent RIAOtherNov 4, 2025Nov 21, 2025
Ashley Lee Maher-WidenPrincipal Securities, Inc. BD affiliatedFoster Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 18, 2025Sep 10, 2025
Robert Gregory AnnexstadPrincipal Advised Services BD affiliatedFoster Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 8, 2025Jul 17, 2025
Isabel Olivia McmillenIron Horse Wealth Management, LLC independent RIAFoster Group, Inc. independent RIARIA to RIAJun 18, 2025Jul 17, 2025
Marissa May RohCetera Investment Advisers LLC BD affiliatedFoster Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2025Aug 26, 2025 (77 d)
Mathew David StagnerVoya Financial Advisors, Inc. BD affiliatedFoster Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 10, 2023Dec 21, 2023 (72 d)
Justin Martin JamesCambridge Investment Research Advisors, Inc. BD affiliatedFoster Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2023Feb 6, 2024 (202 d)
Colleen Crystal ClaudeRBC Capital Markets, LLC national BDFoster Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2021Feb 22, 2022 (61 d)
Geoffrey Robert ChristyPrincipal Securities, Inc. BD affiliatedFoster Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2020Mar 5, 2021 (221 d)
Ethan Bryce GaschoSyverson Strege independent RIAFoster Group, Inc. independent RIARIA to RIADec 6, 2019Apr 7, 2022 (853 d)
Kadin Dale WhiteVoya Financial Partners, LLC independent RIAFoster Group, Inc. independent RIARIA to RIAApr 18, 2018Jun 21, 2018 (64 d)
Walter Philip MozdzerSyverson Strege otherFoster Group, Inc. independent RIAOtherFeb 12, 2018Feb 19, 2018
Ashlee Gabrielle Minton ViereggerMoneta Group Investment Advisors, LLC otherFoster Group, Inc. independent RIAOtherJul 31, 2015Aug 10, 2021 (2202 d)
Matthew D MoklestadPrincipal Securities, Inc. otherFoster Group, Inc. otherOtherDec 10, 2014Apr 5, 2017 (847 d)
Stacie A NeussendorferMariner Wealth Advisors otherFoster Group, Inc. independent RIAOtherNov 25, 2013Mar 22, 2018 (1578 d)
Scott James SnyderWells Fargo Advisors wirehouseFoster Group, Inc. otherOtherSep 9, 2013Aug 13, 2013
Matthew John AbelsPackerland Brokerage Services, Inc. otherFoster Group, Inc. otherOtherAug 12, 2013Aug 13, 2013
Kate P JuelfsInvestment Advisors Corp otherFoster Group, Inc. otherOtherJan 18, 2011Feb 17, 2011
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21 moves match.