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 Wealthspire Retirement Advisory

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
Nikola DelicMorgan Stanley wirehouseWealthspire Retirement Advisory institutionalOtherJul 21, 2026Aug 6, 2026
Nathan Earl FreemanIndependent Financial Partners BD affiliatedWealthspire Retirement Advisory institutionalOtherJun 15, 2026Jul 15, 2026
Steven Joseph WhitmanUsi Advisors institutionalWealthspire Retirement Advisory institutionalOtherMar 25, 2026Apr 16, 2026
Caroline A MacomberGlobal Retirement Partners LLC institutionalWealthspire Retirement Advisory institutionalOtherMar 1, 2026May 28, 2026 (88 d)
Clarence Leroy HaynesEdelman Financial Engines independent RIAWealthspire Retirement Advisory institutionalOtherOct 21, 2025Apr 2, 2026 (163 d)
Joshua Jacob TimmermanVoya Retirement Advisors, LLC otherWealthspire Retirement Advisory institutionalOtherJul 8, 2025Jul 9, 2025
Michael John CoakleyKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherApr 29, 2025Jun 3, 2025 (35 d)
Jamie April BondCorient independent RIAWealthspire Retirement Advisory institutionalOtherJan 15, 2025Apr 8, 2025 (83 d)
Tanner Vincent FeltsLPL Financial LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherJan 14, 2025Jan 22, 2025
Diana Kalunde NzauVanguard Advisers, Inc. BD affiliatedWealthspire Retirement Advisory institutionalOtherDec 2, 2024Dec 5, 2024
Kimberly Lynn OrosEmpower Advisory Group, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherNov 13, 2024Dec 18, 2024 (35 d)
Emily HopkinsWorld Investment Advisors, LLC institutionalWealthspire Retirement Advisory institutionalOtherOct 7, 2024Nov 5, 2024
Deshon Patrick RobinsonPure Financial Advisors, LLC independent RIAWealthspire Retirement Advisory institutionalOtherSep 25, 2024May 29, 2025 (246 d)
Peter John MarriottKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherSep 5, 2024Sep 5, 2024
Philip Carl AndersonWells Fargo Advisors wirehouseWealthspire Retirement Advisory institutionalOtherMay 9, 2024May 14, 2024
Denise Eileen LeddyKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2024Apr 29, 2024 (32 d)
Michael Joseph DuganKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2024Apr 8, 2024
Raymond Nelson CorneauKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2024Apr 11, 2024
Judd David BerubeKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2024Apr 10, 2024
Shamun ColeKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2024Apr 10, 2024
James Daniel HannanKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2024Apr 12, 2024
Sarah Jamie HodianKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2024Apr 8, 2024
Michael Dennis FlynnOnedigital institutionalWealthspire Retirement Advisory institutionalOtherNov 29, 2023Dec 13, 2023
Carolina GarciaEmpower Advisory Group, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherNov 7, 2023Aug 29, 2024 (296 d)
Keenan CrosbyKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherOct 2, 2023Aug 8, 2024 (311 d)
George Mason WilliamsNationwide Investment Advisors, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherAug 9, 2023Nov 24, 2024 (473 d)
Michael Jared BensonKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherAug 1, 2023Sep 12, 2023 (42 d)
Kristen Mansfield EcholsBergankdv Wealth Management, LLC mixed wealthWealthspire Retirement Advisory institutionalOtherJul 19, 2023Aug 30, 2023 (42 d)
Deana Angulo CalvelliCreative Planning independent RIAWealthspire Retirement Advisory institutionalOtherJun 30, 2023Jul 29, 2024 (395 d)
Gary Edward ShufordKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherJun 21, 2023Jun 23, 2023
Yarziah Raymond ReevesJohn Hancock Personal Financial Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherJun 2, 2023Jun 8, 2023
Zachary Harrison HullMma Securities LLC no RAUMWealthspire Retirement Advisory institutionalOtherMay 15, 2023Jun 1, 2023
Mario Allen IniguezVoya Financial Partners, LLC no RAUMWealthspire Retirement Advisory institutionalOtherApr 14, 2023Apr 26, 2023
Beth B LongKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 29, 2023May 6, 2024 (404 d)
Robert Barry HamiltonKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2023Apr 24, 2023
Kelly Gallagher PettitKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2023Apr 26, 2023
Christopher Allyn NordlundKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 28, 2023May 8, 2023 (41 d)
Michael C DownKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 17, 2023Dec 26, 2023 (284 d)
Brian Keith BrummellExeter Financial, LLC independent RIAWealthspire Retirement Advisory institutionalOtherJan 18, 2023Aug 11, 2022
William Zach FriedrichBlackrock Investment Management, LLC otherWealthspire Retirement Advisory institutionalOtherJan 18, 2023Jan 24, 2023
Timothy Christopher ThurstonBalefire, LLC independent RIAWealthspire Retirement Advisory institutionalOtherDec 7, 2022Dec 14, 2022
Vincenzo FragomeniKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherDec 1, 2022Dec 1, 2022
Jared Ross MarxKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherNov 16, 2022Nov 21, 2022
Colombo M BaldiniValic Financial Advisors, Inc. BD affiliatedWealthspire Retirement Advisory institutionalOtherOct 14, 2022May 30, 2024 (594 d)
Kevin Joseph GrayFisher Investments independent RIAWealthspire Retirement Advisory institutionalOtherAug 18, 2022Jan 30, 2023 (165 d)
Kenneth Walton JenkinsKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherAug 18, 2022Dec 8, 2023 (477 d)
William Ross KarlinKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherAug 16, 2022Nov 3, 2023 (444 d)
Brian Craig SametKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherAug 15, 2022Nov 21, 2023 (463 d)
Allison Odea EdmondsKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherAug 15, 2022Dec 11, 2023 (483 d)
Nicholas Kent WalkerVanguard Advisers, Inc. BD affiliatedWealthspire Retirement Advisory institutionalOtherJul 22, 2022Jul 21, 2022
Matthew Cray ParkerEmpower Advisory Group, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherJul 6, 2022Jul 21, 2022
Richard Lewis HollandAfs Advisors, LLC institutionalWealthspire Retirement Advisory institutionalOtherMar 31, 2022Dec 20, 2021
Eric Christopher LoydAfs Advisors, LLC institutionalWealthspire Retirement Advisory institutionalOtherMar 31, 2022Dec 21, 2021
Brandon Keith SprolesAfs Advisors, LLC institutionalWealthspire Retirement Advisory institutionalOtherMar 31, 2022Dec 20, 2021
Holly KnightLion Street Advisors, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMar 8, 2022Aug 16, 2022 (161 d)
Eileen Patricia MahoneyOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 13, 2022Nov 28, 2023 (684 d)
Phillip Anthony MathesonOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 2, 2021
Lloyd Jon EnglemanOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 2, 2021
Glenn Mark CassidyOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 6, 2021
Sophois SokhomOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Jan 27, 2022
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131 moves match.