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 Homrich Berg

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
William Lee MehserleFourthought Private Wealth independent RIAHomrich Berg independent RIARIA to RIAApr 29, 2021Jun 17, 2021 (49 d)
Samuel Jason GrantSg Financial Advisors, LLC independent RIAHomrich Berg independent RIARIA to RIAJan 2, 2021Jan 4, 2021
Russell Eugene WoodSg Financial Advisors, LLC independent RIAHomrich Berg independent RIARIA to RIAJan 2, 2021Jan 25, 2021
Sean Patrick CookCedar Rowe Partners independent RIAHomrich Berg independent RIARIA to RIAJan 2, 2020Jan 2, 2020
Kyle KvalheimKv Financial Planning unclassifiedHomrich Berg independent RIAOtherDec 31, 2019Dec 11, 2020 (346 d)
Evan Pender ByersTruist Advisory Services, Inc. BD affiliatedHomrich Berg independent RIAAffiliated broker-dealer or bank to independent RIAJun 24, 2019Aug 16, 2019 (53 d)
Philip Harold ClinkscalesSoundriver Advisors, LLC unclassifiedHomrich Berg independent RIAOtherJan 28, 2019Jan 30, 2019
John Colmore BeaneWoodbury Financial Services, Inc. BD affiliatedHomrich Berg independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2018Oct 9, 2018
Michelle Marie WolffKays Financial Advisory Corp independent RIAHomrich Berg independent RIARIA to RIAAug 2, 2018Jun 24, 2020 (692 d)
Kevin S KrausCompass Financial Consulting, LLC otherHomrich Berg otherOtherJan 29, 2018Jan 4, 2018
Jennifer Paige BachelorCompass Financial Consulting, LLC otherHomrich Berg otherOtherJan 29, 2018Jan 10, 2018
John Daniel BochniakCompass Financial Consulting, LLC otherHomrich Berg otherOtherJan 29, 2018Jan 4, 2018
Tana Ackerly GildeaCompass Financial Consulting, LLC otherHomrich Berg otherOtherJan 29, 2018Jan 5, 2018
Thomas Mclemore CarrollGfo Advisory Services, LLC otherHomrich Berg independent RIAOtherDec 31, 2017Jan 16, 2020 (746 d)
Kathleen Mary GriffisRaymond James Financial Services Advisors, Inc otherHomrich Berg independent RIAOtherOct 16, 2017Sep 27, 2018 (346 d)
Joshua VaughanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHomrich Berg independent RIAWirehouse to independent RIAApr 19, 2017Oct 11, 2018 (540 d)
Michael S JacobsForesters Advisory Services, LLC otherHomrich Berg independent RIAOtherOct 9, 2015Jul 8, 2020 (1734 d)
Thomas Butler HallWellspring Wealth Management LLC otherHomrich Berg independent RIAOtherJul 30, 2015Jul 6, 2018 (1072 d)
Gregory Norman HerbertAmeriprise Financial Services, LLC national BDHomrich Berg otherOtherMay 28, 2015Apr 19, 2017 (692 d)
Patrick Joseph McgonigleCjm Wealth Advisers, Ltd. otherHomrich Berg otherOtherAug 28, 2014Oct 16, 2014 (49 d)
Lee T VanleuvanLvl Financial, Inc. unclassifiedHomrich Berg otherOtherJun 28, 2013Sep 5, 2013 (69 d)
James Colin SturgisSolidus Wealth Mangement unclassifiedHomrich Berg otherOtherMar 15, 2013Jul 21, 2015 (858 d)
Kerstin Anne WilesCreative Financial Group Ltd unclassifiedHomrich Berg otherOtherApr 21, 2008Jul 29, 2009 (464 d)
Wayne Daniel MossSynovus Securities, Inc. otherHomrich Berg otherOtherNov 9, 2005Jul 29, 2009 (1358 d)
Frank Thomas WatersonGoldman Sachs Wealth Services, L.P. otherHomrich Berg otherOtherJul 20, 2004Oct 21, 2013 (3380 d)
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25 moves match.