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 Intellicents Investment Solutions 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
Angelina Hope SchumanAspyre Wealth Partners independent RIAIntellicents Investment Solutions Inc mixed wealthRIA to RIASep 16, 2026Aug 11, 2026
James Mathew SchaeveAnnex Wealth Management, LLC independent RIAIntellicents Investment Solutions Inc mixed wealthRIA to RIASep 8, 2026Aug 31, 2026
Tyler Edward SchultzGlobal Retirement Partners LLC institutionalIntellicents Investment Solutions Inc mixed wealthOtherJun 4, 2026Jun 1, 2026
Matthew Reed WalterGlobal Retirement Partners LLC institutionalIntellicents Investment Solutions Inc mixed wealthOtherJun 1, 2026Jun 1, 2026
Jacob Thomas OlsonLPL Financial LLC BD affiliatedIntellicents Investment Solutions Inc mixed wealthAffiliated broker-dealer or bank to independent RIAApr 29, 2026May 15, 2026
Alexander Throne JantschArvest Wealth Management independent RIAIntellicents Investment Solutions Inc mixed wealthRIA to RIAApr 2, 2026Apr 13, 2026
Paul Shaughnessy DugganTrg Advisors, Inc. otherIntellicents Investment Solutions Inc otherOtherMar 11, 2026Mar 23, 2026
Jonathan Richard DugganTrg Advisors, Inc. otherIntellicents Investment Solutions Inc otherOtherMar 11, 2026Feb 20, 2026
Peter Christopher DugganTrg Advisors, Inc. otherIntellicents Investment Solutions Inc otherOtherMar 11, 2026Jan 7, 2026
Robert Paul MastelRpm Advisors, LLC institutionalIntellicents Investment Solutions Inc otherOtherOct 8, 2025Oct 22, 2025
Christopher James WhittakerVoya Retirement Advisors, LLC otherIntellicents Investment Solutions Inc otherOtherApr 23, 2025May 6, 2025
Grant David CetolaCreative Planning independent RIAIntellicents Investment Solutions Inc otherOtherMar 11, 2025Mar 14, 2025
Tolen Clement TeigenFindec Wealth Services, Inc. mixed wealthIntellicents Investment Solutions Inc otherOtherDec 2, 2024Dec 4, 2024
Bryan Allen SarffTrue Wealth & Company independent RIAIntellicents Investment Solutions Inc otherOtherMar 29, 2024Jan 2, 2024
Brian Thomas PaulsenTrue Wealth & Company independent RIAIntellicents Investment Solutions Inc otherOtherMar 29, 2024Jan 2, 2024
Kenneth Eugene BurkheadTrue Wealth & Company independent RIAIntellicents Investment Solutions Inc otherOtherMar 29, 2024Jan 2, 2024
Misael Neftali Herrera GranadosTrue Wealth & Company independent RIAIntellicents Investment Solutions Inc otherOtherMar 29, 2024Jan 2, 2024
Kyle Joseph NelsonBergankdv Wealth Management, LLC mixed wealthIntellicents Investment Solutions Inc otherOtherJun 22, 2023Jul 18, 2023
Kevin Eugene MahoneyFindec Wealth Services, Inc. mixed wealthIntellicents Investment Solutions Inc otherOtherDec 31, 2022Aug 17, 2023 (229 d)
Jonathan PerrinWaterfront Wealth Inc. independent RIAIntellicents Investment Solutions Inc otherOtherNov 29, 2022Nov 28, 2022
Daniel Allen HammFrontier Wealth Management, LLC independent RIAIntellicents Investment Solutions Inc otherOtherApr 18, 2022May 4, 2022
Molly Diane MagnusonCbiz Investment Advisory Services, LLC institutionalIntellicents Investment Solutions Inc institutionalOtherFeb 7, 2022Jan 25, 2022
Charles Michael PastorDamn Good Planning, LLC unclassifiedIntellicents Investment Solutions Inc institutionalOtherDec 6, 2021Jan 10, 2022 (35 d)
Cathy Ann ReinhardtReinhardt Financial Services Inc independent RIAIntellicents Investment Solutions Inc institutionalOtherJul 30, 2021Aug 2, 2021
Thomas Arthur KrusicAbg Consultants institutionalIntellicents Investment Solutions Inc institutionalOtherJun 30, 2021May 3, 2021
Craig Stephen KorolLPL Financial LLC BD affiliatedIntellicents Investment Solutions Inc mixed wealthAffiliated broker-dealer or bank to independent RIAOct 6, 2020Jun 1, 2026 (2064 d)
Joseph Robert EichmannAlera Investment Advisors, LLC independent RIAIntellicents Investment Solutions Inc institutionalOtherOct 15, 2019Apr 20, 2021 (553 d)
Nicholas Ian HolmesCetera Advisors LLC BD affiliatedIntellicents Investment Solutions Inc institutionalOtherJul 19, 2019Jul 17, 2019
Jeffrey Matthew BeltonStancorp Investment Advisers, Inc. otherIntellicents Investment Solutions Inc institutionalOtherMar 1, 2019Mar 20, 2019
Brian J FornerisStancorp Investment Advisers, Inc. otherIntellicents Investment Solutions Inc otherOtherFeb 7, 2019Dec 16, 2022 (1408 d)
Kara Michelle WaltersOnedigital otherIntellicents Investment Solutions Inc institutionalOtherNov 19, 2018Nov 7, 2018
Elizabeth A FugenschuhAsset Solutions, Inc. otherIntellicents Investment Solutions Inc institutionalOtherSep 21, 2018Feb 13, 2019 (145 d)
Michelle SedlacekCharles Schwab & Co., Inc. national BDIntellicents Investment Solutions Inc institutionalOtherAug 2, 2018Aug 2, 2018
Devin Larry ReimerSecurities America Advisors, Inc. BD affiliatedIntellicents Investment Solutions Inc institutionalOtherJun 15, 2018Jun 18, 2018
David Mark IversonSecurian Financial Services, Inc. BD affiliatedIntellicents Investment Solutions Inc institutionalOtherApr 3, 2018Apr 4, 2018
Joel E TwedtSecurian Financial Services, Inc. BD affiliatedIntellicents Investment Solutions Inc institutionalOtherApr 3, 2018Apr 4, 2018
David Keith ArndtSecurian Financial Services, Inc. BD affiliatedIntellicents Investment Solutions Inc institutionalOtherApr 3, 2018Apr 4, 2018
Matthew Joel TwedtSecurian Financial Services, Inc. BD affiliatedIntellicents Investment Solutions Inc institutionalOtherApr 3, 2018Apr 5, 2018
Kevin Daniel AtnipScottrade Investment Management BD affiliatedIntellicents Investment Solutions Inc otherOtherMar 8, 2018Aug 25, 2023 (1996 d)
Brian Michael HensleyMML Investors Services, LLC otherIntellicents Investment Solutions Inc otherOtherOct 2, 2017Sep 28, 2017
David John BusselmanCharles Schwab & Co., Inc. national BDIntellicents Investment Solutions Inc otherOtherAug 12, 2016Aug 16, 2016
Brandon Thomas BuddStancorp Investment Advisers, Inc. otherIntellicents Investment Solutions Inc institutionalOtherJun 9, 2016May 8, 2018 (698 d)
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42 moves match.