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 Rubinbrown 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
Bryton KesselBeacon Pointe Advisors, LLC independent RIARubinbrown Advisors LLC independent RIARIA to RIAAug 13, 2026Aug 26, 2026
Daniel Glen CourtneyOrigin Investment Advisory LLC independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2022May 16, 2022
Brian Thomas HoeltgeWells Fargo Advisors wirehouseRubinbrown Advisors LLC independent RIAWirehouse to independent RIAOct 15, 2021Oct 27, 2021
Jeffrey Drew HansenShetland Financial unclassifiedRubinbrown Advisors LLC independent RIAOtherOct 15, 2021Jul 23, 2021
Kevin Sumner McgrewWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
Diane Coe DercherWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
Paul Lewis WatkinsWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
Matthew Dwayne IsonWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
Christopher M WurstWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
John Roland RussoArchford Capital Strategies, LLC independent RIARubinbrown Advisors LLC otherOtherMay 23, 2018Jun 6, 2018
Joseph A McauliffeTd Ameritrade, Inc. no RAUMRubinbrown Advisors LLC independent RIAOtherMar 23, 2018Apr 2, 2025 (2567 d)
Gregory Joseph GoltermannDroms Strauss Wealth Management otherRubinbrown Advisors LLC otherOtherJan 5, 2018Jan 3, 2018
Deborah Lynn MaretBdo Wealth Advisors, LLC otherRubinbrown Advisors LLC otherOtherAug 15, 2017Sep 7, 2017
James William PeaveyWaddell & Reed otherRubinbrown Advisors LLC otherOtherJun 29, 2017Aug 15, 2017 (47 d)
Cory UnderwoodCue Financial Group, Inc. otherRubinbrown Advisors LLC otherOtherApr 12, 2016Apr 12, 2016
Steven Michael WisniewskiPnc Wealth Management otherRubinbrown Advisors LLC otherOtherDec 17, 2015Feb 14, 2018 (790 d)
Matthew Charles HartmanWaddell & Reed otherRubinbrown Advisors LLC otherOtherFeb 9, 2007Jun 8, 2007 (119 d)
Ryan David MartinAmerican General Securities Incorporated unclassifiedRubinbrown Advisors LLC otherOtherFeb 17, 2004Apr 6, 2004 (49 d)
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18 moves match.