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 Rehmann 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael G. Brodowicz | Golden Reserve Retirement, LLC independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Apr 27, 2026 | May 18, 2026 |
| William Donald Blank | LPL Financial LLC BD affiliated | Rehmann Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | Apr 22, 2026 |
| Adam Brenders | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Apr 28, 2025 | May 7, 2025 |
| Molly Anne Brueggeman | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Nov 25, 2024 | Jan 30, 2025 (66 d) |
| Colin Lennox | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Jun 21, 2024 | Jul 24, 2024 (33 d) |
| William Lewis Lazar | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Feb 19, 2024 | Apr 2, 2024 (43 d) |
| David Andrew Savage | Truist Advisory Services, Inc. BD affiliated | Rehmann Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2023 | Jan 6, 2025 (574 d) |
| Max Wellinger | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Apr 21, 2023 | May 11, 2023 |
| Mark Andrew Meyers | Citizens Private Wealth independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Oct 21, 2022 | Jan 6, 2025 (808 d) |
| Jalen Garrett | Sgh Wealth Management independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Oct 14, 2022 | Jan 10, 2023 (88 d) |
| Theotime Ruddy Raniery Desmulier | Raymond James Financial Services Advisors, Inc BD affiliated | Rehmann Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 29, 2022 | Sep 27, 2022 |
| Lisa Maria Lamb | Nationwide Investment Advisors, LLC BD affiliated | Rehmann Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2021 | Jul 24, 2024 (959 d) |
| Scott Wesley | Cetera Investment Advisers LLC BD affiliated | Rehmann Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 20, 2021 | Oct 25, 2021 |
| William Edward Stewart | Osaic Wealth, Inc. BD affiliated | Rehmann Wealth other | Other | Oct 7, 2020 | Apr 26, 2010 |
| Steven M Gibson | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Sep 1, 2020 | Jan 1, 2025 (1583 d) |
| Matthew Billitti | Charles Schwab & Co., Inc. national BD | Rehmann Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2020 | Mar 16, 2020 |
| David Alan Ladomer | Plante Moran Financial Advisors independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Oct 2, 2019 | Apr 16, 2024 (1658 d) |
| Robert Joseph Samrah | Samrah Advisory Services other | Rehmann Wealth other | Other | Feb 14, 2018 | Jan 5, 2018 |
| Avery Joseph Hasenauer | Creative Financial Designs, Inc. other | Rehmann Wealth other | Other | Dec 12, 2017 | Jan 2, 2018 |
| Joseph John Zaiter | Raymond James & Associates, Inc. national BD | Rehmann Wealth other | Other | Aug 10, 2017 | Aug 3, 2017 |
| Brett Jackson | Spc other | Rehmann Wealth other | Other | Jul 10, 2015 | Jul 31, 2015 |
| Jason Allen Baum | Ciccarelli Advisory Services Inc other | Rehmann Wealth other | Other | Jul 8, 2015 | Sep 15, 2015 (69 d) |
| Joseph Olekszyk | Wealthcare Advisors, LLC other | Rehmann Wealth other | Other | Jan 31, 2014 | Feb 11, 2014 |
| James Patrick Russell | LPL Financial LLC other | Rehmann Wealth independent RIA | Other | Jan 17, 2014 | Jan 1, 2025 (4002 d) |
| Ethan Albert Anderson | C-Pas LLC other | Rehmann Wealth other | Other | Dec 31, 2013 | Jan 6, 2014 |
| Adam Kristjan Garvey | Hantz Financial Services, Inc. no RAUM | Rehmann Wealth other | Other | Sep 5, 2013 | Oct 2, 2013 |
| Joseph Cox Granzier | Mcdonald Partners LLC other | Rehmann Wealth other | Other | Jun 18, 2013 | Jul 10, 2013 |
| Jay Brant Berger | Independent Wealth Management, LLC other | Rehmann Wealth other | Other | Dec 31, 2010 | Nov 12, 2010 |
| Stephanie Anne Nilsen | Osaic Wealth, Inc. other | Rehmann Wealth other | Other | Dec 31, 2010 | Aug 27, 2010 |
| Paul Melvin Abendroth | Nrp Advisors, Inc. unclassified | Rehmann Wealth other | Other | Nov 2, 2010 | Nov 17, 2010 |
| Daniel K Palmer | Nrp Advisors, Inc. unclassified | Rehmann Wealth other | Other | Nov 2, 2010 | Dec 7, 2010 (35 d) |
| Michelle R Schroeder | Nrp Advisors, Inc. unclassified | Rehmann Wealth other | Other | Nov 2, 2010 | Oct 24, 2012 (722 d) |
| Thomas G Kennedy | Nrp Advisors, Inc. unclassified | Rehmann Wealth other | Other | Nov 2, 2010 | Dec 7, 2010 (35 d) |
| Jennifer Rae Baldini | Wells Fargo Advisors wirehouse | Rehmann Wealth other | Other | Sep 13, 2010 | Oct 12, 2010 |
| Luiz David Azambuja | Banif Financial Services, Inc. unclassified | Rehmann Wealth other | Other | Aug 27, 2010 | Dec 10, 2010 (105 d) |
| Arturo Jesus Rodriguez Diaz | Oppenheimer & Co. Inc. other | Rehmann Wealth other | Other | Apr 20, 2010 | Aug 2, 2010 (104 d) |
| Jose Eduardo Torres Martinez | Oppenheimer & Co. Inc. other | Rehmann Wealth other | Other | Apr 20, 2010 | Jul 9, 2010 (80 d) |
| Antonio Salvador Bauza | Oppenheimer & Co. Inc. other | Rehmann Wealth other | Other | Apr 20, 2010 | Jul 8, 2010 (79 d) |
| Laura Sternheimer | Dawson Wealth Management unclassified | Rehmann Wealth other | Other | Mar 29, 2010 | Jul 29, 2011 (487 d) |
| David C Barth | Dawson Wealth Management unclassified | Rehmann Wealth other | Other | Mar 29, 2010 | May 7, 2010 (39 d) |
| William Arden Burnett | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Rehmann Wealth other | Other | Mar 16, 2010 | Jun 2, 2010 (78 d) |
| Ricardo Ramirez | Capital Guardian Wealth Management, LLC other | Rehmann Wealth other | Other | Mar 5, 2010 | Aug 4, 2011 (517 d) |
| Wendy Kouvaras | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Rehmann Wealth other | Other | Feb 25, 2010 | May 6, 2010 (70 d) |
| Jeannette Michelle Monroe | Oppenheimer & Co. Inc. other | Rehmann Wealth other | Other | Dec 1, 2009 | Aug 4, 2011 (611 d) |
| Daniel Brady Cotter | Waterstone Financial Group, Inc. unclassified | Rehmann Wealth other | Other | Aug 24, 2009 | Apr 1, 2010 (220 d) |
| Lois J. Gregory | Ameriprise Financial Services, LLC national BD | Rehmann Wealth other | Other | Jul 1, 2009 | Jun 9, 2011 (708 d) |
| Michael Allen Poland | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Rehmann Wealth other | Other | Jan 20, 2009 | Sep 16, 2009 (239 d) |
| Thomas Wiggins | J.P. Morgan Securities Inc. unclassified | Rehmann Wealth other | Other | Mar 3, 2008 | Sep 18, 2009 (564 d) |
| Derrek John Klimek | Seidman Private Advisors LLC no RAUM | Rehmann Wealth other | Other | Oct 9, 2007 | May 26, 2010 (960 d) |
| Erickson Richard Braund | Wells Fargo Investments, LLC unclassified | Rehmann Wealth other | Other | Jun 12, 2007 | Aug 11, 2010 (1156 d) |
| Gary William Medley | Spc other | Rehmann Wealth other | Other | May 16, 2006 | Feb 20, 2007 (280 d) |
| Gary Richard Gilgen | Fsc Securities Corporation other | Rehmann Wealth other | Other | Jun 23, 2005 | Apr 26, 2010 (1768 d) |
| Ethan Albert Anderson | Wells Fargo Advisors wirehouse | Rehmann Wealth other | Other | May 24, 2005 | Apr 6, 2010 (1778 d) |
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53 moves match.