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 Willis Johnson Wealth

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
Bethanie Anne BakerGranite Harbor Advisors, Inc. independent RIAWillis Johnson Wealth independent RIARIA to RIAAug 18, 2026Sep 15, 2026
Nicholas CasanovaOak Harvest Investment Services independent RIAWillis Johnson Wealth independent RIARIA to RIAJul 15, 2026Aug 14, 2026
Rudy VillaVerde Wealth Group, LLC state registeredWillis Johnson Wealth independent RIAOtherJun 12, 2026Jun 1, 2026
Zachary Paul TassinRaymond James Financial Services Advisors, Inc BD affiliatedWillis Johnson Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJun 1, 2026Sep 1, 2026 (92 d)
Mikelyn Marie GranatoMML Investors Services, LLC BD affiliatedWillis Johnson Wealth independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2026Jun 4, 2026 (43 d)
Tyler Garrett LealCorient independent RIAWillis Johnson Wealth independent RIARIA to RIAMar 10, 2026Apr 8, 2026
Luke WuthrichLinscomb Wealth, Inc. independent RIAWillis Johnson Wealth independent RIARIA to RIAFeb 10, 2026Mar 30, 2026 (48 d)
Alicea Selene HoffmanThrivent Investment Management Inc. BD affiliatedWillis Johnson Wealth independent RIAAffiliated broker-dealer or bank to independent RIASep 29, 2025Oct 6, 2025
Makemma Cockrell WolffTheory Planning Partners state registeredWillis Johnson Wealth independent RIAOtherSep 23, 2025Oct 10, 2025
Jeffrey Earl RileyThe Mather Group, LLC independent RIAWillis Johnson Wealth independent RIARIA to RIAMay 20, 2025May 27, 2025
Abrin Angelus BerkemeyerGoodman Financial Corporation independent RIAWillis Johnson Wealth independent RIARIA to RIAMay 6, 2025May 21, 2025
Yerassyl Almatyli SundetbayevErnst & Young Investment Advisers Llp no RAUMWillis Johnson Wealth independent RIAOtherJan 8, 2025Jan 23, 2025
Austin HilscherAvion Wealth independent RIAWillis Johnson Wealth independent RIARIA to RIASep 6, 2024Nov 12, 2024 (67 d)
Cameron Anthony SauerRaymond James Financial Services Advisors, Inc BD affiliatedWillis Johnson Wealth independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2024May 22, 2024 (35 d)
Odaro Eric AisueniCwm, LLC BD affiliatedWillis Johnson Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2024Feb 7, 2024
Glen Alan RivesMorgan Stanley wirehouseWillis Johnson Wealth independent RIAWirehouse to independent RIAJun 1, 2021Jun 7, 2021
Hester Rebekah BroadAltruvista LLC independent RIAWillis Johnson Wealth independent RIARIA to RIAJun 8, 2020Jul 30, 2020 (52 d)
John Alexander GeresiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWillis Johnson Wealth independent RIAWirehouse to independent RIAOct 29, 2019Sep 8, 2020 (315 d)
Brandon Shane YoungInvesco Advisers, Inc. asset managerWillis Johnson Wealth independent RIAOtherJun 3, 2019Jun 27, 2019
Tyler Steven BakerSg Financial Advisors, LLC otherWillis Johnson Wealth otherOtherOct 16, 2017Oct 19, 2017
Steven ChambersRonald Blue & Co., LLC otherWillis Johnson Wealth independent RIAOtherAug 1, 2017Aug 9, 2021 (1469 d)
Willis Anthony JohnsonFsc Securities Corporation otherWillis Johnson Wealth otherOtherApr 26, 2016Sep 30, 1996
Walter Dean JohnsonFsc Securities Corporation otherWillis Johnson Wealth otherOtherApr 26, 2016Dec 11, 2013
Daniel James BenderFsc Securities Corporation otherWillis Johnson Wealth otherOtherOct 1, 2013Oct 3, 1996
Paige Pickar GuinnFsc Securities Corporation otherWillis Johnson Wealth otherOtherSep 3, 2010Jan 20, 2009
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25 moves match.