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 Korhorn Financial 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
Anthony James NavarroNomadic Wealth unclassifiedKorhorn Financial Group independent RIAOtherAug 17, 2026Jan 15, 2026
Bradley Milinko SimichGradient Advisors, LLC independent RIAKorhorn Financial Group independent RIARIA to RIANov 2, 2023Nov 3, 2023
Jared Scott MillerAvantax Advisory Services BD affiliatedKorhorn Financial Group independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2023Feb 17, 2023
Tayler CizewskiCharles Schwab & Co., Inc. national BDKorhorn Financial Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 29, 2022Aug 10, 2022
Brandon James StollerWayfinder Financial LLC unclassifiedKorhorn Financial Group independent RIAOtherMar 24, 2022Apr 11, 2022
Randolph Earl RaileyAvantax Advisory Services BD affiliatedKorhorn Financial Group independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2020Jan 28, 2021 (38 d)
Lance Christian LudwigSecurities America Advisors, Inc. otherKorhorn Financial Group otherOtherMay 25, 2017Jun 7, 2017
Nicolas Adam ChaputCompass Financial Advisors LLC otherKorhorn Financial Group otherOtherNov 10, 2016Dec 1, 2016
Summer Lee HathawaySecurities America Advisors, Inc. otherKorhorn Financial Group otherOtherNov 20, 2013Nov 20, 2013
William Carl MockAmeriprise Financial Services, LLC national BDKorhorn Financial Group otherOtherOct 4, 2013Oct 24, 2013
Joseph David GastaldiLakeside Wealth Management Group, LLC otherKorhorn Financial Group otherOtherAug 16, 2013Oct 16, 2013 (61 d)
Matthew Christopher Nels HokeNatcity Investments, Inc. unclassifiedKorhorn Financial Group otherOtherJul 2, 2007Sep 17, 2010 (1173 d)
Kevin Sidney KorhornSecurities America Advisors, Inc. otherKorhorn Financial Group otherOtherMay 13, 2004Apr 15, 2004
Beth Ann AndrewsSecurities America Advisors, Inc. otherKorhorn Financial Group otherOtherMay 13, 2004May 5, 2004
Joshua David GregorySecurities America Advisors, Inc. otherKorhorn Financial Group otherOtherMay 13, 2004Apr 15, 2004
Fredrick James AndersonOsaic Fa, Inc. otherKorhorn Financial Group otherOtherSep 4, 2003Jul 11, 2011 (2867 d)
Page 1 of 1
16 moves match.