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 Avidian Wealth Solutions

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
Reid Pratt GuthrieUnited Capital Financial Advisors independent RIAAvidian Wealth Solutions independent RIARIA to RIAApr 16, 2026Mar 10, 2026
Melissa Ausman BarkleyLinscomb Wealth, Inc. independent RIAAvidian Wealth Solutions independent RIARIA to RIAFeb 13, 2026Feb 13, 2026
Troy Wayne TaylorLinscomb Wealth, Inc. independent RIAAvidian Wealth Solutions independent RIARIA to RIAFeb 3, 2026Jan 20, 2026
Sheri Eddings RobinsonLinscomb Wealth, Inc. independent RIAAvidian Wealth Solutions independent RIARIA to RIAFeb 3, 2026Jan 20, 2026
Christopher Hanley RussellLinscomb Wealth, Inc. independent RIAAvidian Wealth Solutions independent RIARIA to RIAFeb 3, 2026Feb 2, 2026
Lionel KikiD.A. Davidson & Co. independent RIAAvidian Wealth Solutions independent RIARIA to RIAJul 29, 2025Jan 6, 2026 (161 d)
Benjamin Joseph LeboeufSanctuary Advisors, LLC BD affiliatedAvidian Wealth Solutions independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2025Mar 30, 2025 (54 d)
Roberto ArenivasMercer Global Advisors Inc. independent RIAAvidian Wealth Solutions independent RIARIA to RIAJul 2, 2024Aug 8, 2024 (37 d)
Jenny Gipson FlemingEquistar Wealth Management LLC independent RIAAvidian Wealth Solutions independent RIARIA to RIAMay 24, 2024May 21, 2024
Laura Beth VollrathEquistar Wealth Management LLC independent RIAAvidian Wealth Solutions independent RIARIA to RIAMay 21, 2024May 21, 2024
William Morgan StoneDba Stone Wealth Management independent RIAAvidian Wealth Solutions independent RIARIA to RIAOct 9, 2023Jan 19, 2023
Antonio Jose TovarDba Stone Wealth Management independent RIAAvidian Wealth Solutions independent RIARIA to RIAOct 9, 2023Jan 18, 2023
Gregory Joseph LittsRj Capital LLC independent RIAAvidian Wealth Solutions independent RIARIA to RIAJul 28, 2023Jan 18, 2023
Nicolas Johann KnapikRj Capital LLC independent RIAAvidian Wealth Solutions independent RIARIA to RIAJul 28, 2023Jan 19, 2023
Matthew L LankfordRj Capital LLC independent RIAAvidian Wealth Solutions independent RIARIA to RIAJul 28, 2023Jan 24, 2023
Thomas Lawrence BrownRj Capital LLC independent RIAAvidian Wealth Solutions independent RIARIA to RIAJul 28, 2023Jan 19, 2023
Taylor Kay MotsingerRj Capital LLC independent RIAAvidian Wealth Solutions independent RIARIA to RIAJul 28, 2023Jan 20, 2023
Robert PalmerFidelity Personal And Workplace Advisors BD affiliatedAvidian Wealth Solutions independent RIAAffiliated broker-dealer or bank to independent RIAApr 25, 2023Apr 25, 2023
Jared D KenneyOak Harvest Investment Services independent RIAAvidian Wealth Solutions independent RIARIA to RIADec 7, 2022Nov 4, 2022
James Griffin McginnessHightower Advisors, LLC BD affiliatedAvidian Wealth Solutions independent RIAAffiliated broker-dealer or bank to independent RIANov 11, 2022Nov 7, 2022
Robert Allen BoswellU.S. Capital Wealth Advisors, LLC BD affiliatedAvidian Wealth Solutions independent RIAAffiliated broker-dealer or bank to independent RIAOct 18, 2022Oct 18, 2022
David Matthew ThailingInsight Wealth Strategies, LLC independent RIAAvidian Wealth Solutions independent RIARIA to RIANov 15, 2021Nov 11, 2021
Clayton Bryant MoyerFca Corp independent RIAAvidian Wealth Solutions independent RIARIA to RIAOct 26, 2021Oct 1, 2021
Jeff Daniel ManwaringFca Corp independent RIAAvidian Wealth Solutions independent RIARIA to RIAOct 11, 2021Oct 3, 2021
David Michael LeeDavid M. Lee, P.C. independent RIAAvidian Wealth Solutions independent RIARIA to RIAMar 31, 2021Jan 21, 2020
Michael ZdenekJ.P. Morgan Securities LLC wirehouseAvidian Wealth Solutions independent RIAWirehouse to independent RIAFeb 10, 2021Apr 22, 2021 (71 d)
James Casey HodgesSemita Asset Management independent RIAAvidian Wealth Solutions independent RIARIA to RIAJul 31, 2020Jul 22, 2020
Kevin Alan LenoxUnited Capital Financial Advisors BD affiliatedAvidian Wealth Solutions independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2020Jun 12, 2020
Braxton BartlettWealth Enhancement Advisory Services, LLC BD affiliatedAvidian Wealth Solutions independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2020Mar 17, 2020
David Celso GonzalezJ.P. Morgan Securities LLC wirehouseAvidian Wealth Solutions independent RIAWirehouse to independent RIAOct 23, 2019Oct 22, 2019
Robert HarrisUBS Financial Services Inc. wirehouseAvidian Wealth Solutions independent RIAWirehouse to independent RIASep 17, 2019Sep 10, 2019
Sarahbeth PipkinUBS Financial Services Inc. wirehouseAvidian Wealth Solutions independent RIAWirehouse to independent RIASep 17, 2019Sep 10, 2019
Robin Wun-Hsiung ChanWestern International Securities independent RIAAvidian Wealth Solutions independent RIARIA to RIAMar 1, 2019Apr 2, 2019 (32 d)
Nicholas LowJ.P. Morgan Securities LLC wirehouseAvidian Wealth Solutions independent RIAWirehouse to independent RIADec 14, 2018Nov 29, 2018
Bradley Trent CoveyJ.P. Morgan Securities LLC wirehouseAvidian Wealth Solutions independent RIAWirehouse to independent RIAOct 23, 2018Oct 10, 2018
Preston William SnowJ.P. Morgan Securities LLC wirehouseAvidian Wealth Solutions independent RIAWirehouse to independent RIAOct 19, 2018Oct 11, 2018
Oanh Kim TonJ.P. Morgan Securities LLC wirehouseAvidian Wealth Solutions independent RIAWirehouse to independent RIAOct 18, 2018Nov 13, 2018
Joshua William PattersonWestpark Wealth Advisors, Inc. otherAvidian Wealth Solutions independent RIAOtherDec 31, 2017May 18, 2018 (138 d)
David Michael SabonghyMorgan Stanley wirehouseAvidian Wealth Solutions otherOtherOct 11, 2017Oct 14, 2017
James Kenneth BlakeB Riley Wealth Management otherAvidian Wealth Solutions otherOtherMar 14, 2017Jun 17, 2003
James Ray MunchbachMorgan Stanley wirehouseAvidian Wealth Solutions otherOtherAug 26, 2016Sep 1, 2016
Karl Eugene KruegerStrategic Advisers LLC national BDAvidian Wealth Solutions otherOtherMar 12, 2015Apr 1, 2015
Scott A BishopResearch Financial Strategies otherAvidian Wealth Solutions otherOtherApr 2, 2014Apr 14, 2014
Chandra Alexis BurnsResearch Financial Strategies otherAvidian Wealth Solutions otherOtherApr 2, 2014Apr 8, 2014
Jeremy Daniel CurtisIntegrated Wealth Counsel, LLC otherAvidian Wealth Solutions independent RIAOtherMar 3, 2014Dec 7, 2020 (2471 d)
James Allen AtkinsonLinscomb Wealth, Inc. otherAvidian Wealth Solutions independent RIAOtherNov 12, 2013Mar 5, 2019 (1939 d)
Latika TillisLPL Financial LLC otherAvidian Wealth Solutions otherOtherAug 27, 2013Sep 6, 2013
Cy Garrett CattanSfs Interests, Inc. unclassifiedAvidian Wealth Solutions otherOtherAug 14, 2013Aug 27, 2013
Patrick John FlemingSfs Interests, Inc. unclassifiedAvidian Wealth Solutions otherOtherAug 14, 2013Aug 27, 2013
Daniel Allen DoughtyLucia Capital Group otherAvidian Wealth Solutions otherOtherJan 8, 2013Jan 9, 2013
Lance Eric RobertsB Riley Wealth Management otherAvidian Wealth Solutions otherOtherApr 21, 2008Jun 23, 2003
Michael Anthony SmithB Riley Wealth Management otherAvidian Wealth Solutions otherOtherApr 17, 2008Jun 17, 2003
James Luke PattersonStanford Group Company unclassifiedAvidian Wealth Solutions otherOtherMar 18, 2004Jun 24, 2011 (2654 d)
Michael Charles KuznickiResource Horizons Group LLC unclassifiedAvidian Wealth Solutions independent RIAOtherDec 31, 2003Jul 27, 2026 (8244 d)
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54 moves match.