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 Ascensus Investment 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
Leigh Winchester FlemingFragasso Financial Advisors independent RIAAscensus Investment Advisors, LLC institutionalOtherMar 17, 2026May 19, 2026 (63 d)
Kristin ErtelNyhart Consulting, LLC otherAscensus Investment Advisors, LLC institutionalOtherDec 31, 2025Mar 4, 2026 (63 d)
Christopher A TingleyNationwide Investment Advisors, LLC BD affiliatedAscensus Investment Advisors, LLC institutionalOtherOct 27, 2025Feb 12, 2026 (108 d)
Patty Ann MillerAssetmark, Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherOct 8, 2025Apr 22, 2026 (196 d)
Donovan Dsean LovePrincipal Securities, Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherAug 26, 2025Sep 2, 2026 (372 d)
Benjamin FisherAmeritas Advisory Services, LLC BD affiliatedAscensus Investment Advisors, LLC institutionalOtherJun 30, 2025Sep 17, 2025 (79 d)
Robert PercivalOrion Portfolio Solutions, LLC BD affiliatedAscensus Investment Advisors, LLC institutionalOtherJun 3, 2025Feb 11, 2026 (253 d)
Khashayar AhouraeiOsaic Wealth, Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherFeb 18, 2025Jul 28, 2025 (160 d)
Nathalie Johanna DuarteJ.P. Morgan Securities LLC wirehouseAscensus Investment Advisors, LLC institutionalOtherJan 3, 2025May 22, 2025 (139 d)
Gregory Andrew LedesmaFidelity Personal And Workplace Advisors BD affiliatedAscensus Investment Advisors, LLC institutionalOtherDec 18, 2024Apr 10, 2025 (113 d)
Brian WeberLPL Financial LLC BD affiliatedAscensus Investment Advisors, LLC institutionalOtherMay 29, 2024Mar 4, 2026 (644 d)
Stephen CarreraNationwide Investment Advisors, LLC BD affiliatedAscensus Investment Advisors, LLC institutionalOtherApr 16, 2024Jun 10, 2024 (55 d)
Matthew GolizioValic Financial Advisors, Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherApr 1, 2024Apr 16, 2024
Desiree Monique LemelleEdward Jones national BDAscensus Investment Advisors, LLC institutionalOtherFeb 7, 2024Feb 11, 2026 (735 d)
James Ryan MooreTandem Wealth Advisors independent RIAAscensus Investment Advisors, LLC institutionalOtherFeb 5, 2024Mar 21, 2024 (45 d)
Thomas ZenobyWorld Investment Advisors, LLC institutionalAscensus Investment Advisors, LLC institutionalOtherJun 21, 2023Nov 15, 2023 (147 d)
David L TippetsSoltis Investment Advisors, LLC independent RIAAscensus Investment Advisors, LLC institutionalOtherMay 19, 2023Dec 19, 2023 (214 d)
Rachel RoherMerit Wealth Management, LLC unclassifiedAscensus Investment Advisors, LLC institutionalOtherNov 28, 2022Feb 27, 2023 (91 d)
Michael Joseph KileyNyhart Consulting, LLC otherAscensus Investment Advisors, LLC institutionalOtherOct 10, 2022Oct 12, 2022
Zachary Philip NowickiNationwide Investment Advisors, LLC BD affiliatedAscensus Investment Advisors, LLC institutionalOtherJun 20, 2022Aug 2, 2022 (43 d)
Andrew SessionsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAscensus Investment Advisors, LLC institutionalOtherMay 11, 2022Jul 26, 2022 (76 d)
Gregory KiserEquitable Advisors, LLC national BDAscensus Investment Advisors, LLC institutionalOtherMar 22, 2022Nov 7, 2023 (595 d)
William Benjamin LoveFidelity Personal And Workplace Advisors BD affiliatedAscensus Investment Advisors, LLC institutionalOtherMar 15, 2022Jul 26, 2022 (133 d)
Benjamin J BuehlerModern Capital Advisors, LLC independent RIAAscensus Investment Advisors, LLC institutionalOtherJan 25, 2022Mar 1, 2022 (35 d)
Trenton SchraderCuna Brokerage Services, Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherDec 21, 2021Mar 1, 2022 (70 d)
Nina Marie DipalmaUsi Advisors institutionalAscensus Investment Advisors, LLC institutionalOtherAug 10, 2021Sep 22, 2021 (43 d)
Frank Eugenio CastellviLord, Abbett & Co. LLC asset managerAscensus Investment Advisors, LLC institutionalOtherJun 4, 2021Jun 16, 2021
Jay Lawrence HollisCommonwealth Financial Network national BDAscensus Investment Advisors, LLC institutionalOtherMay 11, 2021Jun 29, 2021 (49 d)
Elizabeth McquadeSteelpeak Wealth, LLC independent RIAAscensus Investment Advisors, LLC institutionalOtherApr 5, 2021Jul 26, 2022 (477 d)
Carl Jefferson SettlesBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherJan 29, 2021May 25, 2021 (116 d)
James George WallsBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020May 18, 2021 (138 d)
James Wesley PageBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020Jul 21, 2021 (202 d)
Denise Sparks PrinceBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020May 18, 2021 (138 d)
Marisa Beth LindseyBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020May 18, 2021 (138 d)
Traci Brockman PennellBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020Jun 24, 2021 (175 d)
Stephen Robert GeggBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020Jun 8, 2021 (159 d)
Austin Edward PruittBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020May 18, 2021 (138 d)
Linda Michelle BumgarnerBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020May 25, 2021 (145 d)
Thomas James GreenBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020May 25, 2021 (145 d)
Todd Andrew BrookerBb&T Institutional Investment Advisers, Inc. institutionalAscensus Investment Advisors, LLC institutionalOtherDec 31, 2020May 18, 2021 (138 d)
Adriana Olivare Beltran RomeoEdward Jones national BDAscensus Investment Advisors, LLC institutionalOtherApr 23, 2020Apr 7, 2021 (349 d)
Michael David MoschettaCuna Brokerage Services, Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherMar 10, 2020Jul 20, 2020 (132 d)
Lori Reed WilliamsOneamerica Securities, Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherDec 2, 2019Mar 2, 2021 (456 d)
Steven Allen CartwrightCharles Schwab & Co., Inc. national BDAscensus Investment Advisors, LLC institutionalOtherNov 22, 2019Mar 24, 2021 (488 d)
Daniel Mccurran BasileBlackrock Financial Management, Inc otherAscensus Investment Advisors, LLC institutionalOtherOct 10, 2019Nov 21, 2019 (42 d)
Jonas Alan MerkNationwide Investment Advisors, LLC BD affiliatedAscensus Investment Advisors, LLC institutionalOtherSep 24, 2019Oct 8, 2019
Allen John DevincentCantella & Co., Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherAug 23, 2019Oct 2, 2019 (40 d)
Elice Jihyeon LeeCuna Brokerage Services, Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherAug 7, 2019Nov 21, 2019 (106 d)
Glenn Edward ZuckLord, Abbett & Co. LLC asset managerAscensus Investment Advisors, LLC institutionalOtherJul 19, 2019Nov 13, 2019 (117 d)
David Stephen TondreaultT. Rowe Price Advisory Services, Inc. independent RIAAscensus Investment Advisors, LLC institutionalOtherJul 18, 2019Oct 19, 2020 (459 d)
Kristin Anne MeaderCuna Brokerage Services, Inc. BD affiliatedAscensus Investment Advisors, LLC institutionalOtherJul 12, 2019Nov 21, 2019 (132 d)
Shayne LaytonAlight Financial Advisors, LLC independent RIAAscensus Investment Advisors, LLC institutionalOtherMay 10, 2019Oct 8, 2019 (151 d)
John Charles GoyetteMML Investors Services, LLC BD affiliatedAscensus Investment Advisors, LLC institutionalOtherApr 24, 2019Nov 21, 2019 (211 d)
Joseph David WilcoxJ.P. Morgan Securities LLC wirehouseAscensus Investment Advisors, LLC institutionalOtherApr 16, 2019Oct 30, 2019 (197 d)
Theresa AyersCx Institutional, LLC independent RIAAscensus Investment Advisors, LLC institutionalOtherFeb 11, 2019Jul 20, 2020 (525 d)
Derek M VitoMorgan Stanley wirehouseAscensus Investment Advisors, LLC institutionalOtherJan 2, 2018Nov 21, 2019 (688 d)
David Walter RydzeskiPnc Wealth Management otherAscensus Investment Advisors, LLC institutionalOtherApr 28, 2017Jan 30, 2023 (2103 d)
Elizabeth Ann SadwickRisk Paradigm Group, LLC otherAscensus Investment Advisors, LLC otherOtherJun 21, 2016Jun 20, 2017 (364 d)
Melissa A BaileyColumbia Management Investment Advisers, LLC otherAscensus Investment Advisors, LLC institutionalOtherJun 6, 2016Oct 25, 2022 (2332 d)
Christopher R WaltonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAscensus Investment Advisors, LLC institutionalOtherJun 25, 2013Oct 6, 2023 (3755 d)
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60 moves match.