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 Csenge Advisory Group, LLC
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 |
|---|---|---|---|---|---|
| Christopher Patrick Reid | Woodward Financial Advisors, Inc. independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Apr 21, 2026 | May 8, 2026 |
| Christopher Sean Steinsholt | Ameriprise Financial Services, LLC national BD | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | Apr 20, 2026 |
| James Moss Madden | Ip Financial Advisory Services LLC independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Apr 9, 2026 | Jun 7, 2025 |
| Amanda Woo | Strategic Advisers LLC national BD | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 9, 2026 |
| Brandon Walter Stukus | Osaic Wealth, Inc. BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 17, 2026 | Jul 28, 2026 (133 d) |
| Zane Fowler | Sound Income Strategies, LLC independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Dec 22, 2025 | Jan 21, 2026 |
| Hugh Gebhardt | Elevate Financial Planning And Wealth Management independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Dec 1, 2025 | Feb 3, 2026 (64 d) |
| Aviva Esther Sapers | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Feb 23, 2021 |
| Norman Douglas Hostetler | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Apr 26, 2022 |
| Jonathan Peter Sowa | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Feb 25, 2019 |
| Shelley Leavitt Nadel | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Sep 7, 2021 |
| Andrew R Macdougall | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Feb 9, 2021 |
| Joseph Campedelli | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Nov 29, 2023 |
| Allix C Dennis | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2025 | Sep 3, 2025 |
| Braiden Simpson | Peak American Investment Advisors, Inc. independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Jul 22, 2025 | Oct 28, 2025 (98 d) |
| Trevor Lee Scott | Peak American Investment Advisors, Inc. independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Jul 18, 2025 | Oct 30, 2025 (104 d) |
| Joseph Anthony Nappi | Peak American Investment Advisors, Inc. independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Jul 17, 2025 | Oct 29, 2025 (104 d) |
| John Thomas Draper | Cambridge Investment Research Advisors, Inc. BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2025 | May 15, 2025 |
| Christine Marie Bristow | Empower Advisory Group, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2025 | Apr 8, 2026 (336 d) |
| Nicholas Craig Morrison | Strategic Advisers LLC national BD | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2025 | May 2, 2025 |
| Charles Hunter Todd | Cetera Investment Advisers LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2025 | Jul 11, 2025 (67 d) |
| Harold Dunbar Cooley | Balefire, LLC mixed wealth | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Apr 18, 2025 | Apr 8, 2025 |
| Jeremy Tate Corley | Compass Advisory Partners LLC no RAUM | Csenge Advisory Group, LLC independent RIA | Other | Mar 27, 2025 | Jun 17, 2022 |
| James Lyle Cannon | Compass Advisory Partners LLC no RAUM | Csenge Advisory Group, LLC independent RIA | Other | Mar 27, 2025 | Jun 17, 2022 |
| Pamela Diana Fitzpatrick | Compass Advisory Partners LLC no RAUM | Csenge Advisory Group, LLC independent RIA | Other | Mar 27, 2025 | Jan 1, 2025 |
| John Barton Kent | Compass Advisory Partners LLC no RAUM | Csenge Advisory Group, LLC independent RIA | Other | Mar 27, 2025 | Jun 17, 2022 |
| Stephanie Michelle Flatt | Compass Advisory Partners LLC no RAUM | Csenge Advisory Group, LLC independent RIA | Other | Mar 27, 2025 | Jun 17, 2022 |
| William Ellis Webb | Compass Advisory Partners LLC no RAUM | Csenge Advisory Group, LLC independent RIA | Other | Mar 27, 2025 | Jan 2, 2026 (281 d) |
| Brennan Mcgowan Decima | Fidelity Personal And Workplace Advisors BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2025 | Jan 23, 2025 |
| Stephen Wayne Wingard | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2024 | Aug 4, 2021 |
| Michael Joseph Grimm | Schwab Wealth Advisory, Inc. no RAUM | Csenge Advisory Group, LLC independent RIA | Other | Sep 19, 2024 | Oct 11, 2024 |
| Marcus Shelby Woods | Osaic Wealth, Inc. BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2024 | Dec 5, 2024 (83 d) |
| Michael David Schmidtke | Planning Alternatives Ltd independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Aug 15, 2024 | Dec 16, 2024 (123 d) |
| Tawna Leah Hermanson | Financial Strategies Group independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Jan 17, 2024 | Jan 17, 2024 |
| Garrett Tracht | Edward Jones national BD | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2023 | Mar 27, 2025 (505 d) |
| Jeffrey Rayner Mase | Fsc Securities Corporation BD affiliated | Csenge Advisory Group, LLC other | Other | Nov 3, 2023 | Dec 21, 2011 |
| Spiros Vassilakos | Cambridge Investment Research Advisors, Inc. BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 22, 2023 | Sep 22, 2023 |
| James Bradley Teegarden | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2023 | Mar 19, 2020 |
| Anthony Richard Pampel | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 30, 2023 | Sep 1, 2022 |
| Gary Dewitt Burger | Gary Burger Investments, LLC unclassified | Csenge Advisory Group, LLC independent RIA | Other | Aug 2, 2023 | Aug 1, 2023 |
| Noel Gabriel David | Vaikus Advisory Group, LLC unclassified | Csenge Advisory Group, LLC independent RIA | Other | Jun 20, 2023 | Jan 21, 2026 (946 d) |
| Matthew Robert Losanno | Vaikus Advisory Group, LLC unclassified | Csenge Advisory Group, LLC independent RIA | Other | Jun 16, 2023 | Mar 21, 2023 |
| Zachary Ryan Wooten | Magnolia Wealth Management LLC unclassified | Csenge Advisory Group, LLC independent RIA | Other | May 23, 2023 | Feb 28, 2025 (647 d) |
| Louis Tanner Crawford | Triangle Wealth Management independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | May 11, 2023 | Mar 13, 2024 (307 d) |
| Torian Johnson | Newport Group Consulting, LLC institutional | Csenge Advisory Group, LLC independent RIA | Other | Dec 20, 2022 | Aug 8, 2023 (231 d) |
| Colin Charles Joseph Barcley | Lion Street Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 31, 2022 | Feb 16, 2022 |
| Kyle Harrison | Transamerica Financial Advisors, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2022 | Oct 20, 2022 (34 d) |
| Chris Hall Wakefield | Fsc Securities Corporation BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 7, 2022 | Jan 1, 2025 (939 d) |
| Jason Matthew Haddad | Independent Financial Partners BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2022 | Sep 17, 2025 (1223 d) |
| Jordan Christopher Maruszak | Hancock Whitney Investment Services Inc. BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 14, 2022 | Mar 17, 2022 |
| Brian Bruce Bristow | Cuna Brokerage Services, Inc. BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2022 | Apr 9, 2026 (1512 d) |
| Larry Sfinas | Arbor Point Advisors BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2021 | Oct 5, 2021 |
| Rosemary Elizabeth Myers | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Csenge Advisory Group, LLC independent RIA | Wirehouse to independent RIA | May 25, 2021 | Jun 28, 2021 (34 d) |
| Becky Wilder Ruthven | Fsc Securities Corporation BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2021 | May 6, 2021 |
| Paresh B Shah | Kestra Advisory Services, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2021 | Feb 4, 2021 |
| Tom Patrick Homestead | Kestra Advisory Services, LLC BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2021 | Feb 9, 2021 |
| Sean William Moneypenny | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Csenge Advisory Group, LLC independent RIA | Wirehouse to independent RIA | Nov 27, 2020 | Dec 18, 2020 |
| Blair M Enfield | Portsmouth Financial Services unclassified | Csenge Advisory Group, LLC independent RIA | Other | Sep 16, 2020 | Mar 15, 2023 (910 d) |
| Shawn Ray Seilback | Fsc Securities Corporation BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | Sep 2, 2020 |
| Michael Ray Webb | Fsc Securities Corporation BD affiliated | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2020 | May 1, 2020 |
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104 moves match.