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 Schneider Downs Wealth Management Advisors, LP

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
Montana Jack NietertLPL Enterprise, LLC BD affiliatedSchneider Downs Wealth Management Advisors, LP independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2025Jul 17, 2025
Michael R ProsukLPL Enterprise, LLC no RAUMSchneider Downs Wealth Management Advisors, LP independent RIAOtherMar 21, 2025Apr 1, 2025
Michael James CurryAtmos Advisory, LLC independent RIASchneider Downs Wealth Management Advisors, LP independent RIARIA to RIANov 3, 2023Nov 20, 2023
Michael ClarkPnc Wealth Management BD affiliatedSchneider Downs Wealth Management Advisors, LP independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2023Nov 30, 2023 (55 d)
Michael Arthur DivensHapanowicz Financial independent RIASchneider Downs Wealth Management Advisors, LP independent RIARIA to RIAAug 3, 2022Sep 20, 2022 (48 d)
Demetrius Alexander KokalesFort Pitt Capital Group, LLC independent RIASchneider Downs Wealth Management Advisors, LP independent RIARIA to RIAOct 21, 2021Nov 29, 2021 (39 d)
Gregg William DailyFragasso Financial Advisors independent RIASchneider Downs Wealth Management Advisors, LP independent RIARIA to RIAApr 22, 2020Dec 20, 2021 (607 d)
Kelly Marie MurphyCassady Schiller Wealth Management, LLC independent RIASchneider Downs Wealth Management Advisors, LP independent RIARIA to RIAJun 14, 2019Jan 15, 2020 (215 d)
Alexander John PapsonD.B. Root & Company, LLC independent RIASchneider Downs Wealth Management Advisors, LP independent RIARIA to RIAMay 13, 2019Apr 10, 2019
Tyler R. BroseHefren-Tillotson, Inc. independent RIASchneider Downs Wealth Management Advisors, LP independent RIARIA to RIAJan 22, 2019Mar 7, 2019 (44 d)
Evan Matthew BiggsHuntington Financial Advisors BD affiliatedSchneider Downs Wealth Management Advisors, LP independent RIAAffiliated broker-dealer or bank to independent RIAOct 18, 2018Oct 30, 2018
Alissa Marie GarciaOakmont Capital Management, LLC otherSchneider Downs Wealth Management Advisors, LP otherOtherJan 23, 2018Feb 1, 2018
Jason Robert StaleyMorgan Stanley wirehouseSchneider Downs Wealth Management Advisors, LP otherOtherAug 22, 2016Aug 30, 2016
David Christian BrinkmanPlante Moran Financial Advisors otherSchneider Downs Wealth Management Advisors, LP otherOtherApr 1, 2016May 18, 2016 (47 d)
Derek Joseph EichelbergerGibson Capital, LLC otherSchneider Downs Wealth Management Advisors, LP otherOtherAug 12, 2014Jun 2, 2015 (294 d)
Michael J BucciEquitable Advisors, LLC national BDSchneider Downs Wealth Management Advisors, LP otherOtherJul 1, 2009Oct 21, 2009 (112 d)
Kyle R ZellerAmerican General Securities Incorporated unclassifiedSchneider Downs Wealth Management Advisors, LP otherOtherOct 31, 2008Apr 14, 2005
Jeffery Allen AchesonAmerican General Securities Incorporated unclassifiedSchneider Downs Wealth Management Advisors, LP otherOtherOct 31, 2008Jul 23, 2004
Scott Francis FremerPrincipal Securities, Inc. otherSchneider Downs Wealth Management Advisors, LP otherOtherJul 9, 2008Aug 12, 2008 (34 d)
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19 moves match.