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 Sentinel Pension Advisors, LLC.

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
Sophie Anne BenanderCreative Planning Institutional Advisors, LLC institutionalSentinel Pension Advisors, LLC. institutionalOtherMar 17, 2026Aug 21, 2026 (157 d)
Jero MouradianStrategic Advisers LLC national BDSentinel Pension Advisors, LLC. institutionalOtherFeb 19, 2026Feb 24, 2026
Brian Gerard MurphyMultnomah Group, Inc. institutionalSentinel Pension Advisors, LLC. institutionalOtherNov 10, 2025Jan 27, 2026 (78 d)
Lukas Benjamin EldridgeIma Advisory Services, Inc. mixed wealthSentinel Pension Advisors, LLC. institutionalOtherMay 30, 2025Jul 21, 2025 (52 d)
Erlind ShehuEquitable Advisors, LLC national BDSentinel Pension Advisors, LLC. institutionalOtherMay 8, 2025Aug 26, 2025 (110 d)
William ValkCaptrust institutionalSentinel Pension Advisors, LLC. institutionalOtherApr 7, 2025Apr 2, 2025
Jonathan Henry ClarkFiduciary Advisors, LLC institutionalSentinel Pension Advisors, LLC. institutionalOtherNov 15, 2024Sep 30, 2024
Jhonatan WhiteCharles Schwab & Co., Inc. national BDSentinel Pension Advisors, LLC. institutionalOtherSep 20, 2024Sep 16, 2024
Dylan T. LemisEquitable Advisors, LLC national BDSentinel Pension Advisors, LLC. institutionalOtherSep 11, 2024Sep 24, 2024
James Jason LafleurGlobal Retirement Partners LLC institutionalSentinel Pension Advisors, LLC. institutionalOtherJul 17, 2024Jun 25, 2024
Nicole Marie McwilliamsCambridge Investment Research Advisors, Inc. BD affiliatedSentinel Pension Advisors, LLC. institutionalOtherApr 8, 2024Apr 22, 2024
Jesse MalikCaptrust institutionalSentinel Pension Advisors, LLC. institutionalOtherOct 26, 2023Jul 17, 2024 (265 d)
Matthew Edward ClearyE*Trade Capital Management, LLC independent RIASentinel Pension Advisors, LLC. institutionalOtherAug 15, 2023Nov 21, 2023 (98 d)
Nikhil Aidan StiffFidelity Personal And Workplace Advisors BD affiliatedSentinel Pension Advisors, LLC. institutionalOtherJun 5, 2023Mar 27, 2024 (296 d)
Antonio LisiOrigin Investment Advisory LLC independent RIASentinel Pension Advisors, LLC. institutionalOtherMay 4, 2022Apr 12, 2022
John Terry GraceUsi Advisors institutionalSentinel Pension Advisors, LLC. institutionalOtherSep 2, 2021Sep 8, 2021
Lawrence Brian RaymondAbg Portfolio Strategies, Inc. institutionalSentinel Pension Advisors, LLC. institutionalOtherMar 9, 2020Jan 2, 2020
Michael P SullivanAllspring Funds Management, LLC asset managerSentinel Pension Advisors, LLC. institutionalOtherJan 15, 2020Jul 1, 2020 (168 d)
Timothy Paul PayneValmark Advisers, Inc. BD affiliatedSentinel Pension Advisors, LLC. institutionalOtherDec 31, 2019Jan 2, 2020
Matthew Lee PerkinsAbg Portfolio Strategies, Inc. institutionalSentinel Pension Advisors, LLC. institutionalOtherDec 31, 2019Jan 2, 2020
Kevin H LeungAbg Portfolio Strategies, Inc. institutionalSentinel Pension Advisors, LLC. institutionalOtherDec 31, 2019Jan 2, 2020
Brian RaymondAbg Portfolio Strategies, Inc. institutionalSentinel Pension Advisors, LLC. institutionalOtherDec 31, 2019Jan 2, 2020
Ryan Michael RikerAbg Portfolio Strategies, Inc. institutionalSentinel Pension Advisors, LLC. institutionalOtherDec 31, 2019Jan 2, 2020
Joyce E. ClouthierAbg Portfolio Strategies, Inc. institutionalSentinel Pension Advisors, LLC. institutionalOtherDec 31, 2019Jan 1, 2026 (2193 d)
William Preston CooperAbg Portfolio Strategies, Inc. institutionalSentinel Pension Advisors, LLC. institutionalOtherDec 31, 2019Jan 2, 2020
David Edward BunkerEssex Financial Advisors, Inc. independent RIASentinel Pension Advisors, LLC. otherOtherFeb 22, 2019Oct 28, 1998
Vivek VishalM Holdings Securities, Inc. otherSentinel Pension Advisors, LLC. otherOtherAug 30, 2017Sep 15, 2017
Maria Louise CallaghanStrategic Advisers LLC national BDSentinel Pension Advisors, LLC. otherOtherNov 9, 2015Nov 30, 2015
David Alexander BatchelderH. Beck, Inc. otherSentinel Pension Advisors, LLC. otherOtherMar 30, 2015Jun 8, 2015 (70 d)
William BonacciCharles Schwab & Co., Inc. national BDSentinel Pension Advisors, LLC. otherOtherFeb 6, 2015Apr 16, 2015 (69 d)
James Nathaniel MeehanNfp Advisor Services, LLC otherSentinel Pension Advisors, LLC. otherOtherNov 19, 2014Mar 4, 2015 (105 d)
Christopher HanBlackrock Investment Management, LLC otherSentinel Pension Advisors, LLC. institutionalOtherJul 16, 2014Jul 10, 2019 (1820 d)
James David BagaStrategic Advisers LLC national BDSentinel Pension Advisors, LLC. otherOtherSep 20, 2013Oct 15, 2013
Janelle Ruth AndersonManulife Investment Management (US) LLC otherSentinel Pension Advisors, LLC. otherOtherNov 22, 2011Jul 1, 2013 (587 d)
Mark Richard DetersMorgan Stanley wirehouseSentinel Pension Advisors, LLC. otherOtherSep 7, 2011Dec 10, 2015 (1555 d)
Douglas K Dustin JrMorgan Stanley wirehouseSentinel Pension Advisors, LLC. institutionalOtherSep 6, 2011May 18, 2018 (2446 d)
David George HanafinLPL Financial LLC otherSentinel Pension Advisors, LLC. otherOtherJun 7, 2010Aug 22, 2011 (441 d)
Brett J SchneiderLPL Financial LLC otherSentinel Pension Advisors, LLC. otherOtherJun 9, 2009Jun 5, 2012 (1092 d)
Amy S LampertThe Lampert Advisory Group unclassifiedSentinel Pension Advisors, LLC. otherOtherFeb 4, 2009Jan 12, 2006
Brian Vincent LopezStrategic Advisers LLC national BDSentinel Pension Advisors, LLC. otherOtherSep 17, 2007Feb 24, 2010 (891 d)
Matthew Howard McphailCabot Wealth Management otherSentinel Pension Advisors, LLC. otherOtherSep 16, 2004Apr 10, 2006 (571 d)
James R FemiaCabot Wealth Management otherSentinel Pension Advisors, LLC. otherOtherAug 2, 2004Jun 25, 2004
Ryan Eric CampagnaBerkshire Investment Advisors, LLC unclassifiedSentinel Pension Advisors, LLC. otherOtherNov 4, 2003Jan 28, 2004 (85 d)
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43 moves match.