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 Camarda Wealth Advisory Group

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
Forrest Gabriel KnoppsRoehl & Yi Investment Advisors, LLC independent RIACamarda Wealth Advisory Group independent RIARIA to RIAJun 13, 2025Dec 2, 2025 (172 d)
Gale Edward GravesFisher Investments independent RIACamarda Wealth Advisory Group independent RIARIA to RIAFeb 10, 2025Feb 24, 2025
Anna Kathryn WunderlichMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCamarda Wealth Advisory Group independent RIAWirehouse to independent RIAJan 3, 2025Jan 17, 2025
Christopher Stephen MattoxAllworth Financial, L.P. BD affiliatedCamarda Wealth Advisory Group independent RIAAffiliated broker-dealer or bank to independent RIANov 21, 2024May 1, 2025 (161 d)
Brian Patrick CallahanFisher Investments independent RIACamarda Wealth Advisory Group independent RIARIA to RIANov 19, 2024Dec 2, 2024
Scott Richard ClementiFisher Investments independent RIACamarda Wealth Advisory Group independent RIARIA to RIANov 5, 2024Nov 18, 2024
Corey Loy OliverMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCamarda Wealth Advisory Group independent RIAWirehouse to independent RIAOct 3, 2023Jun 13, 2024 (254 d)
Jennifer PasterczykFidelity Personal And Workplace Advisors BD affiliatedCamarda Wealth Advisory Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 18, 2023Nov 20, 2023 (94 d)
Scott Michael StrattonSynergie Capital Management unclassifiedCamarda Wealth Advisory Group independent RIAOtherDec 31, 2021Feb 8, 2022 (39 d)
Clifford Jonathan CamardaCarroll Financial Associates Inc independent RIACamarda Wealth Advisory Group independent RIARIA to RIANov 4, 2021Nov 11, 2021
Troy Richard LercheFirstwave Financial independent RIACamarda Wealth Advisory Group independent RIARIA to RIAApr 14, 2021May 4, 2021
Richard Robert DwyerCapital Management Services, Inc. independent RIACamarda Wealth Advisory Group independent RIARIA to RIAMar 23, 2021Apr 8, 2021
Jason HinesleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCamarda Wealth Advisory Group independent RIAWirehouse to independent RIAOct 2, 2020Feb 3, 2021 (124 d)
Marc Edward FaulerFidelity Personal And Workplace Advisors BD affiliatedCamarda Wealth Advisory Group independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2020May 21, 2021 (417 d)
Alan Karlis LaneTidal Creek Capital Advisors independent RIACamarda Wealth Advisory Group independent RIARIA to RIAFeb 15, 2019Mar 25, 2019 (38 d)
Thomas Jon CasperCreative Planning otherCamarda Wealth Advisory Group independent RIAOtherFeb 9, 2018Feb 17, 2022 (1469 d)
Bashar K. BarazMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCamarda Wealth Advisory Group independent RIAWirehouse to independent RIAOct 18, 2017Nov 1, 2017
Joshua Adam KeyesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCamarda Wealth Advisory Group otherOtherSep 20, 2017Oct 9, 2017
Lloyd W. ArchibaldCetera Investment Advisers LLC otherCamarda Wealth Advisory Group otherOtherMay 16, 2017Jun 5, 2017
Matthew CarterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCamarda Wealth Advisory Group otherOtherFeb 21, 2017Mar 23, 2017
Cory Matthew ShraderStrategic Advisers LLC national BDCamarda Wealth Advisory Group otherOtherJan 26, 2017Jan 13, 2017
Ronald Thomas LeclaireCharles Schwab & Co., Inc. national BDCamarda Wealth Advisory Group otherOtherDec 6, 2016Jan 4, 2017
Dwain Arthur BlakeMML Investors Services, LLC otherCamarda Wealth Advisory Group otherOtherAug 15, 2016Aug 16, 2016
Richard Leslie WellsUk Pension Advisors, Inc. unclassifiedCamarda Wealth Advisory Group otherOtherDec 31, 2015Sep 6, 2017 (615 d)
Brian Alan SirotaE*Trade Capital Management, LLC otherCamarda Wealth Advisory Group otherOtherNov 27, 2015Jul 28, 2016 (244 d)
Thomas RazzanoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCamarda Wealth Advisory Group otherOtherAug 21, 2014Feb 11, 2015 (174 d)
Mark Brian FricksRedhawk Wealth Advisors, Inc. otherCamarda Wealth Advisory Group otherOtherMay 21, 2014May 1, 2012
Daniel Baret HowellStrategic Advisers LLC national BDCamarda Wealth Advisory Group independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2013Jun 4, 2019 (2065 d)
Patrick Keith RileyLPL Financial LLC otherCamarda Wealth Advisory Group otherOtherMay 29, 2012May 16, 2012
Carol Ann BoweMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCamarda Wealth Advisory Group otherOtherMay 9, 2012May 24, 2012
Jorge Christian ChainLPL Financial LLC otherCamarda Wealth Advisory Group otherOtherDec 21, 2011May 9, 2012 (140 d)
Grant Stephen FrederickWoodbury Financial Services, Inc. otherCamarda Wealth Advisory Group otherOtherNov 22, 2011Sep 13, 2012 (296 d)
Thomas C ScottHancock Whitney Investment Services Inc. otherCamarda Wealth Advisory Group otherOtherMay 3, 2011May 17, 2011
Mark Thomas BourgeoisCitizens Securities, Inc. otherCamarda Wealth Advisory Group otherOtherFeb 8, 2008Feb 25, 2008
Brian W FultonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCamarda Wealth Advisory Group otherOtherJan 29, 2004Jul 1, 2004 (154 d)
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35 moves match.