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 Mission Wealth Management, LP

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
Stephan R GoyetteGfp Wealth Management independent RIAMission Wealth Management, LP independent RIARIA to RIAJun 18, 2026May 12, 2026
Jimmy Shanggee WuFrg Family Wealth Advisors independent RIAMission Wealth Management, LP independent RIARIA to RIAMay 21, 2026May 19, 2026
Benjamin Dale JohnsonFrg Family Wealth Advisors independent RIAMission Wealth Management, LP independent RIARIA to RIAMay 21, 2026May 19, 2026
David Miles SzablaBeacon Pointe Advisors, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAApr 27, 2026May 19, 2026
Austin Grant SweetHightower Advisors, LLC BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2026Apr 13, 2026
Travis DraganSequoia Financial Group, L.L.C. independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 23, 2026Mar 9, 2026
Timothy Blane AkersRaymond James Financial Services Advisors, Inc BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2026Mar 23, 2026
Kyle BuffoLPL Financial LLC BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAMar 9, 2026Mar 11, 2026
Steven Ronald SmithRightpath Investments & Financial Planning, Inc. unclassifiedMission Wealth Management, LP independent RIAOtherFeb 18, 2026Feb 10, 2026
Megan NuttelmanRightpath Investments & Financial Planning, Inc. unclassifiedMission Wealth Management, LP independent RIAOtherFeb 18, 2026Feb 10, 2026
Carlos Daniel RuizOrigin Investment Advisory LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAFeb 11, 2026Mar 9, 2026
Allison ModrakAllworth Financial, L.P. BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAJan 5, 2026Mar 19, 2026 (73 d)
Adam James SilvaAlliance Advisory & Securities, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAJan 5, 2026Jan 27, 2026
William John WernerVanguard Advisers, Inc. BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2025Jan 12, 2026
Timothy Balfour BrownBrown Wealth Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIADec 22, 2025Jun 23, 2025
Polly Jo HammBrown Wealth Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIADec 22, 2025Apr 1, 2025
Robert James PyleDiversified Asset Management, Inc. independent RIAMission Wealth Management, LP independent RIARIA to RIANov 12, 2025Oct 1, 2025
Matthew James PyleDiversified Asset Management, Inc. independent RIAMission Wealth Management, LP independent RIARIA to RIANov 12, 2025Oct 1, 2025
James Alexander SmithLPL Financial LLC BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAOct 29, 2025Dec 18, 2025 (50 d)
Edwin Kinsley RetterRetter Capital Management, LLC unclassifiedMission Wealth Management, LP independent RIAOtherOct 4, 2025Sep 19, 2025
Matthew HarrisMai Capital Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIASep 17, 2025Sep 18, 2025
Creede Everett MurphyAmerican Assets Capital Advisers, LLC otherMission Wealth Management, LP independent RIAOtherSep 11, 2025Sep 10, 2025
Sarah Jane HamiltonHamilton Walker Advisers unclassifiedMission Wealth Management, LP independent RIAOtherSep 9, 2025Apr 13, 2026 (216 d)
Peter C AmlingAmling Investments LLC unclassifiedMission Wealth Management, LP independent RIAOtherAug 9, 2025Apr 1, 2024
Joshua VaughanHb Wealth independent RIAMission Wealth Management, LP independent RIARIA to RIAMay 29, 2025May 1, 2025
Robert Henry HimmelmanFortitude Family Office independent RIAMission Wealth Management, LP independent RIARIA to RIAMay 22, 2025May 22, 2025
Sara Qilin WilkersonGenerations Wealth Design state registeredMission Wealth Management, LP independent RIAOtherApr 29, 2025Apr 7, 2025
Jeremy Daniel CumbeeIntegrity Financial Corporation independent RIAMission Wealth Management, LP independent RIARIA to RIAApr 14, 2025Apr 22, 2025
Thomas Howard WhitbyLogic Capital Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 11, 2025Jan 28, 2025
Donald Wayne RobertsLogic Capital Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 11, 2025Jan 28, 2025
Paige Pickar GuinnLogic Capital Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 11, 2025Jan 28, 2025
Scott William RanbyKuhn Advisors, Inc. independent RIAMission Wealth Management, LP independent RIARIA to RIAFeb 19, 2025Feb 24, 2025
Jacob MortensenHightower Advisors, LLC BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2025Mar 24, 2025 (48 d)
Joyce Lea FranklinJlfranklin Wealth Planning independent RIAMission Wealth Management, LP independent RIARIA to RIADec 31, 2024Oct 29, 2024
Tarren Nathaniel SchaarJlfranklin Wealth Planning independent RIAMission Wealth Management, LP independent RIARIA to RIADec 31, 2024Oct 29, 2024
Cray Jenings CoppinsStonepath Wealth Management, LLC unclassifiedMission Wealth Management, LP independent RIAOtherNov 17, 2024Oct 1, 2024
Daniele BeasleyTwenty unclassifiedMission Wealth Management, LP independent RIAOtherSep 8, 2024Aug 14, 2024
Daniel Collins MontgomeryPlante Moran Financial Advisors independent RIAMission Wealth Management, LP independent RIARIA to RIAAug 16, 2024Sep 16, 2024 (31 d)
Jonathan Laurence DemossAdvance Capital Management Inc independent RIAMission Wealth Management, LP independent RIARIA to RIAMay 8, 2024May 15, 2024
Carroll William HayesCharles Carroll Financial Partners, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 18, 2024Mar 27, 2024
George Andrew ConwayCharles Carroll Financial Partners, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 18, 2024Mar 27, 2024
Evan EligAmerican Assets Capital Advisers, LLC asset managerMission Wealth Management, LP independent RIAOtherMar 1, 2024Apr 8, 2024 (38 d)
Byron Ely VallesLPL Financial LLC BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAFeb 26, 2024Feb 27, 2024
Nathaniel Jordan DoddBlakely Walters Wealth Management independent RIAMission Wealth Management, LP independent RIARIA to RIAFeb 1, 2024Dec 12, 2023
Mathias Pryce SilbersteinLido independent RIAMission Wealth Management, LP independent RIARIA to RIAJan 23, 2024Feb 1, 2024
Brooke Ashley BeesBryn Mawr Trust Advisors, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIASep 14, 2023Sep 26, 2023
Michael J DittamoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMission Wealth Management, LP independent RIAWirehouse to independent RIAAug 24, 2023Sep 7, 2023
Gary A. BrooksBhj Wealth Advisors independent RIAMission Wealth Management, LP independent RIARIA to RIAAug 4, 2023Aug 1, 2023
Peter Mark AhrensKeystone Financial Services independent RIAMission Wealth Management, LP independent RIARIA to RIAApr 25, 2023Jul 6, 2023 (72 d)
Mary Voll MillerPer Stirling Capital Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 31, 2023Mar 2, 2023
Alison Rose MillerPer Stirling Capital Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 31, 2023Mar 2, 2023
Griffin KentSilicon Hills Wealth Management independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 6, 2023Mar 10, 2023
Marites M. BlairWalpole Financial Advisors, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAFeb 13, 2023Nov 1, 2023 (261 d)
Jared Andrew SweeneyPrw Wealth Management LLC independent RIAMission Wealth Management, LP independent RIARIA to RIANov 7, 2022Jan 31, 2023 (85 d)
Phyllis Gilker LancasterCetera Advisor Networks LLC BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAOct 4, 2022Oct 4, 2022
Cole David HaddockHalbert Wealth Management, Inc independent RIAMission Wealth Management, LP independent RIARIA to RIAAug 15, 2022Sep 9, 2022
Jesse James PantanoCitizens Securities, Inc. BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2022Sep 15, 2022 (44 d)
Sara Pierce ClarkMariner BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAMay 3, 2022May 4, 2022
Ethan Roderick CooperWealthplan Advisors, LLC otherMission Wealth Management, LP independent RIAOtherMay 2, 2022May 24, 2022
Andrew Paul KulhaMariner BD affiliatedMission Wealth Management, LP independent RIAAffiliated broker-dealer or bank to independent RIAJan 21, 2022Jan 19, 2022
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97 moves match.