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 Prostatis Financial Advisors 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
Travis Patrick ShepherdBrookstone Wealth Advisors, LLC no RAUMProstatis Financial Advisors Group independent RIAOtherOct 1, 2024Oct 21, 2024
Faisal MagsiSfg Wealth Management independent RIAProstatis Financial Advisors Group independent RIARIA to RIAJul 30, 2024Aug 15, 2024
Artur Garcia Engler-PintoTransamerica Financial Advisors, LLC BD affiliatedProstatis Financial Advisors Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2024Mar 4, 2026 (603 d)
Andrew L DuckworthCetera Investment Advisers LLC BD affiliatedProstatis Financial Advisors Group independent RIAAffiliated broker-dealer or bank to independent RIAJun 25, 2024Jul 23, 2024
Arthur Roy McphersonTriumph Wealth Advisors, Inc. independent RIAProstatis Financial Advisors Group independent RIARIA to RIAMay 30, 2024Feb 25, 2019
Samantha NashSfg Wealth Management independent RIAProstatis Financial Advisors Group independent RIARIA to RIAApr 23, 2024May 13, 2024
Kimberly Anne OwenVanguard Advisers, Inc. BD affiliatedProstatis Financial Advisors Group independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2024Jan 7, 2025 (279 d)
Christian David McphersonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseProstatis Financial Advisors Group independent RIAWirehouse to independent RIAJan 18, 2024Jun 14, 2024 (148 d)
Robert PudmerickyLPL Financial LLC BD affiliatedProstatis Financial Advisors Group independent RIAAffiliated broker-dealer or bank to independent RIAOct 18, 2023Oct 17, 2023
Michael Bruce McgheeMissionsquare Retirement institutionalProstatis Financial Advisors Group independent RIAOtherMar 8, 2023Mar 8, 2024 (366 d)
Jerry Eugene LinebaughFoundations Investment Advisors LLC independent RIAProstatis Financial Advisors Group independent RIARIA to RIADec 12, 2022Dec 22, 2022
Derrick Kyle HobbsFidelity Personal And Workplace Advisors BD affiliatedProstatis Financial Advisors Group independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2021Sep 20, 2022 (448 d)
Luke Ryan MccartyUmb Financial Services, Inc. BD affiliatedProstatis Financial Advisors Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2019Oct 30, 2019 (69 d)
Vanessa Lynn Pruett-UrieCetera Advisors LLC BD affiliatedProstatis Financial Advisors Group independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2018Oct 20, 2023 (1829 d)
Ryan C HerbertAsset & Financial Planning, Ltd otherProstatis Financial Advisors Group independent RIAOtherApr 4, 2014Jul 24, 2024 (3764 d)
Andrew Henry LenichAsset & Financial Planning, Ltd otherProstatis Financial Advisors Group independent RIAOtherNov 21, 2011Feb 18, 2009
Christopher Anthony SchipskeAsset & Financial Planning, Ltd otherProstatis Financial Advisors Group independent RIAOtherAug 26, 2010May 9, 2007
Christopher Anthony SchipskeAsset & Financial Planning, Ltd otherProstatis Financial Advisors Group independent RIAOtherJan 5, 2006Oct 21, 2004
Jeffrey Seth CohenAsset & Financial Planning, Ltd otherProstatis Financial Advisors Group independent RIAOtherJan 21, 2005Oct 26, 2004
Michael Anthony CanetLPL Financial LLC otherProstatis Financial Advisors Group independent RIAOtherOct 23, 2003Oct 12, 2004 (355 d)
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20 moves match.