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 Cutler Investment Group

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
Christopher L MoretonBrighton Jones LLC independent RIACutler Investment Group independent RIARIA to RIAMay 6, 2026Aug 11, 2026 (97 d)
Thomas Jake CaughellWells Fargo Advisors wirehouseCutler Investment Group independent RIAWirehouse to independent RIAApr 6, 2026Apr 13, 2026
Joseph Jing-Ting LuConscious Capital Advisors unclassifiedCutler Investment Group independent RIAOtherFeb 22, 2026Apr 7, 2026 (44 d)
Dean Anthony RussoCharles Schwab & Co., Inc. national BDCutler Investment Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 10, 2025
Christopher James HeckenkampLPL Financial LLC BD affiliatedCutler Investment Group independent RIAAffiliated broker-dealer or bank to independent RIAApr 28, 2025Jun 2, 2025 (35 d)
Matthew M JensenHelium Advisors LLC independent RIACutler Investment Group independent RIARIA to RIAJan 22, 2024Apr 17, 2024 (86 d)
Stanley Sroufe BarnesPacific Portfolio Consulting, LLC mixed wealthCutler Investment Group independent RIARIA to RIAJun 5, 2023Jun 20, 2023
Ellery Elizabeth BarneyMorgan Stanley wirehouseCutler Investment Group independent RIAWirehouse to independent RIAMay 23, 2023Jun 18, 2025 (757 d)
Christopher Michael WagnerGoldman Sachs Wealth Services, L.P. BD affiliatedCutler Investment Group independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2022Nov 16, 2022
Michael Wayne ShamburgerFoundations Asset Management, LLC independent RIACutler Investment Group independent RIARIA to RIADec 31, 2021Apr 18, 2022 (108 d)
Amy Marie MutalPrevail Wealth Management independent RIACutler Investment Group otherOtherDec 31, 2021Jun 3, 2016
Alexander Otto LundFoundations Asset Management, LLC independent RIACutler Investment Group mixed wealthRIA to RIADec 31, 2021Feb 24, 2022 (55 d)
Brook Austin AndersonKaizen Financial Advisors, LLC independent RIACutler Investment Group mixed wealthRIA to RIANov 22, 2021Nov 30, 2021
Susan Leann NiedwickCheck Capital Management Inc independent RIACutler Investment Group mixed wealthRIA to RIAAug 19, 2020Oct 2, 2020 (44 d)
Hugo R SanchezEdward Jones national BDCutler Investment Group mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 6, 2020Mar 3, 2020
Christine Renae BurkhartUnited Planners' Financial Services Of America A Limited Partner independent RIACutler Investment Group mixed wealthRIA to RIASep 19, 2019Sep 24, 2019
Randy Scott GardnerPacific Portfolio Consulting, LLC otherCutler Investment Group mixed wealthOtherMar 13, 2018Mar 19, 2018
Bryan Milloy KnutsonPacific Portfolio Consulting, LLC otherCutler Investment Group mixed wealthOtherMar 13, 2018Jul 6, 2018 (115 d)
Jonas Lincoln MeansLnw otherCutler Investment Group otherOtherJan 10, 2017Jan 3, 2017
Andrew Donald FreySummit Capital Management LLC otherCutler Investment Group otherOtherJan 26, 2015Feb 2, 2015
Tingwei ChiangFinancial Insights Wealth Management otherCutler Investment Group mixed wealthOtherJun 10, 2013Feb 7, 2018 (1703 d)
Xavier Jose UrpiCypress Asset Management otherCutler Investment Group otherOtherDec 31, 2012Jan 25, 2013
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22 moves match.