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 Faithward 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
Paul David BrownOsaic Wealth, Inc. BD affiliatedFaithward Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 20, 2026Feb 12, 2026
John Paul Elias LandisVanguard Advisers, Inc. BD affiliatedFaithward Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 14, 2025Feb 23, 2026 (132 d)
David Orin McmillinAmerican Portfolios Advisors, Inc BD affiliatedFaithward Advisors, LLC otherOtherOct 11, 2024Sep 24, 2014
Mary Beth FanelliAmerican Portfolios Advisors, Inc BD affiliatedFaithward Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 11, 2024Aug 1, 2023
Kimberly Cullen BlackAmerican Portfolios Advisors, Inc BD affiliatedFaithward Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 29, 2024May 18, 2023
Kyle Brandon BeisselSavant Wealth Management independent RIAFaithward Advisors, LLC independent RIARIA to RIAApr 9, 2024Apr 23, 2024
William J Cuthbertson IIAmeriprise Financial Services, LLC national BDFaithward Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 28, 2023Dec 12, 2023
Jeffrey PressSystems Financial unclassifiedFaithward Advisors, LLC independent RIAOtherFeb 28, 2023Jun 5, 2026 (1193 d)
Michael ParanichMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFaithward Advisors, LLC independent RIAWirehouse to independent RIAJan 5, 2023Mar 28, 2024 (448 d)
Reed Jason BrunerEdward Jones national BDFaithward Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 11, 2022Sep 21, 2023 (528 d)
Jason Matthew PeroniFaithward Capital independent RIAFaithward Advisors, LLC independent RIARIA to RIAApr 23, 2021Jan 20, 2020
Jonathan LappMML Investors Services, LLC BD affiliatedFaithward Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 10, 2021Apr 13, 2021 (34 d)
Joseph L LeonMML Investors Services, LLC BD affiliatedFaithward Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 21, 2019Mar 16, 2020 (116 d)
David A OverJanney Montgomery Scott LLC otherFaithward Advisors, LLC otherOtherFeb 23, 2015Feb 20, 2015
George Herbert ZookQuestar Asset Management, Inc. otherFaithward Advisors, LLC otherOtherNov 11, 2013Nov 6, 2013
Joseph EvansEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherAug 23, 2013Aug 27, 2013
Michael Loren NicholsEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherAug 23, 2013Aug 26, 2013
Michael Joseph StecherEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherAug 22, 2013Aug 27, 2013
Rebecca Ashbridge StecherEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherAug 22, 2013Aug 26, 2013
Eric Charles BeittelGuardian Asset Advisors, LLC otherFaithward Advisors, LLC otherOtherAug 15, 2013Aug 26, 2013
Walter Brian GirnisMsi Financial Services, Inc. otherFaithward Advisors, LLC independent RIAOtherSep 28, 2012Aug 21, 2024 (4345 d)
Angela Kay SheaAvantax Advisory Services otherFaithward Advisors, LLC otherOtherSep 24, 2012Sep 26, 2012
Kevin LamsonEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherDec 7, 2011Nov 2, 2011
Scott Robert MongerPruco Securities, LLC otherFaithward Advisors, LLC otherOtherNov 30, 2011Nov 2, 2011
Ryan Matthew MiddletonEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherSep 22, 2011Jan 4, 2007
Daniel Russell BaileyEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherSep 20, 2011Jan 4, 2007
Curtis Duane StoltzfusEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherSep 20, 2011Jan 4, 2007
Steven Andrew KavanaughEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherSep 16, 2011Jan 9, 2007
Bernard Irving BostwickEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherSep 6, 2011Jan 10, 2007
Adrian Evan YoungEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherSep 6, 2011Jan 4, 2007
Andrew H SchallEquitable Advisors, LLC national BDFaithward Advisors, LLC otherOtherJul 20, 2009Jan 8, 2007
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31 moves match.