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 Forvis Mazars Wealth 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
Kaysha Louise AndrewsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseForvis Mazars Wealth Advisors, LLC independent RIAWirehouse to independent RIAJan 20, 2026Jan 27, 2026
Nelson Robert MatzenHsbc Securities (USA) Inc. BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2026Jan 14, 2026
Brian Mark StiglianoValley Wealth Managers, Inc. independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIASep 22, 2025Oct 9, 2025
Nicholas-Hai Hoang HathucCharles Schwab & Co., Inc. national BDForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2025Sep 12, 2025
Paige YeomansPark Avenue Securities LLC BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2025Aug 15, 2025 (31 d)
Brandon ReedBridges Investment Management Inc independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAJul 9, 2025Jul 8, 2025
Anthony BridgesMML Investors Services, LLC BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2025Aug 20, 2025 (70 d)
Rohan Suresh PatelAdvice And Planning Services BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2025Apr 2, 2025
Melissa BoyerHightower Advisors, LLC BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2024Nov 20, 2024
Bill NguyenPension Consultants Inc institutionalForvis Mazars Wealth Advisors, LLC independent RIAOtherJan 5, 2024Apr 30, 2024 (116 d)
Jonathan Lee VanceMercer Global Advisors Inc. independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIASep 15, 2023Sep 26, 2023
Jacob Taylor DurbinCharles Schwab & Co., Inc. national BDForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 2, 2022Sep 30, 2022
William Thompson SneedDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Clayton Lenhart ThorntonDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Dorsey Webster TyndallDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Ellen Hawke LindhDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Jason Andrew LunsfordDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 13, 2022
Carson Skottowe WannamakerDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Suzanne R. HolbertDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Dollie Beddingfield HalfordDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
William Fraser LairdDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 16, 2022
Sarah Karp CharlesDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Amy Elizabeth ManningDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Marie Christine HadwinDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Justin Robert BaasDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Ashley Witt IsraelDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Colby Brittan RobinsonDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
John Davis FlemingDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
David John KoppenhefferDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Adrian George Castner VassalloDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Brooke Taylor StanfordDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 16, 2022
Steven Paul PhillipsDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Albert Donald ErbM Holdings Securities, Inc. BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2022Aug 30, 2022 (46 d)
Jonathan Earl BuckleyCenterpoint Wealth Management, LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAMay 13, 2022Jun 8, 2022
John Kent DavisHya Advisors, Inc independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAApr 14, 2022Apr 13, 2022
John Michael WildernInspire Advisors, LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAMar 29, 2022Dec 14, 2022 (260 d)
Matthew Patrick HolmesCharles Schwab & Co., Inc. national BDForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2022Apr 8, 2022 (36 d)
Norma Adame RodriguezFrost Investment Services BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 28, 2021Apr 18, 2025 (1451 d)
Melissa BoyerCharles Schwab & Co., Inc. national BDForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2020Jan 8, 2021
Audrey FerstenUsca Ria LLC BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 24, 2020Jan 8, 2021 (168 d)
Erica Yoshiko PuentCharles Schwab & Co., Inc. national BDForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 26, 2019Jan 22, 2020
Shelby NewellMorgan Stanley wirehouseForvis Mazars Wealth Advisors, LLC independent RIAWirehouse to independent RIANov 27, 2019Dec 2, 2019
Katie Jo RossCharles Schwab & Co., Inc. national BDForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2019Nov 20, 2019
Charles Andrew WelshMariner BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2019Sep 15, 2026 (2505 d)
Casey James BollockLPL Financial LLC BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2019Sep 5, 2019
Katherine Elizabeth JaskiniaFrost Investment Services BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 29, 2019Apr 22, 2021 (633 d)
Hannah Jill CashCharles Schwab & Co., Inc. national BDForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2019Apr 23, 2019
Christine MiesIma Advisory Services, Inc. otherForvis Mazars Wealth Advisors, LLC otherOtherDec 4, 2017Dec 6, 2017
Laura Anne TaylorTransamerica Retirement Advisors, LLC otherForvis Mazars Wealth Advisors, LLC independent RIAOtherAug 14, 2017Jan 3, 2024 (2333 d)
Beth A BoylanSchwab Wealth Advisory, Inc. otherForvis Mazars Wealth Advisors, LLC otherOtherApr 22, 2016May 19, 2016
Bobby Lee LambCrossmark Global Investments, Inc. otherForvis Mazars Wealth Advisors, LLC independent RIAOtherApr 20, 2016Jan 3, 2024 (2814 d)
Brian Thomas LoweryNfp Advisor Services, LLC otherForvis Mazars Wealth Advisors, LLC independent RIAOtherApr 19, 2016Jan 3, 2024 (2815 d)
Steven Roger MartinWolf Financial Management, LLC otherForvis Mazars Wealth Advisors, LLC otherOtherOct 30, 2015Nov 4, 2014
Simon B ManoyanWolf Financial Management, LLC otherForvis Mazars Wealth Advisors, LLC otherOtherOct 30, 2015Nov 4, 2014
Mychal Vashon EaglesonSchwab Wealth Advisory, Inc. otherForvis Mazars Wealth Advisors, LLC otherOtherSep 4, 2015Oct 7, 2015 (33 d)
Michelle L TitusInvest Financial Corporation otherForvis Mazars Wealth Advisors, LLC otherOtherMay 20, 2015Jun 12, 2015
John E. RoesslerBudros, Ruhlin & Roe otherForvis Mazars Wealth Advisors, LLC otherOtherApr 2, 2015Aug 13, 2014
Thomas William O'ShaughnessyWolf Financial Management, LLC otherForvis Mazars Wealth Advisors, LLC otherOtherDec 31, 2014Nov 5, 2014
Roy E CookWolf Financial Management, LLC otherForvis Mazars Wealth Advisors, LLC otherOtherDec 31, 2014Nov 5, 2014
Jeffrey Thomas LenhartEdward Jones national BDForvis Mazars Wealth Advisors, LLC otherOtherDec 4, 2014Dec 4, 2014
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74 moves match.