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 Prosperity - An Eisneramper Company

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
Jeffrey Thomas LenhartForvis Mazars Wealth Advisors, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAJul 23, 2026Aug 28, 2026 (36 d)
Nancy Burns BrzozowskiStratos Wealth Partners, Ltd BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAMay 27, 2026Jul 27, 2026 (61 d)
Joseph A GranahanMycio Wealth Partners, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAJan 26, 2026Jan 12, 2026
Keon Kristofor KhamsehpourLnw independent RIAProsperity - An Eisneramper Company independent RIARIA to RIADec 4, 2025Feb 19, 2026 (77 d)
Alan Craig BolotinMML Investors Services, LLC BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2025Sep 5, 2025
Jared S BolotinMML Investors Services, LLC BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2025Sep 5, 2025
Micah BolotinMML Investors Services, LLC BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2025Sep 5, 2025
Christopher BarrettMML Investors Services, LLC BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2025Sep 5, 2025
Jennifer SiracoMML Investors Services, LLC BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2025Sep 7, 2025
Cameron MackoulMML Investors Services, LLC BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2025Sep 17, 2025
Matthew Thomas HynesMth Financial Advisory unclassifiedProsperity - An Eisneramper Company independent RIAOtherJul 30, 2025Aug 11, 2025
Ana Paola Bou- GoldsmithIdb Lido Wealth, LLC bank affiliatedProsperity - An Eisneramper Company independent RIAOtherMay 29, 2025May 23, 2025
Peter Leo MurphyOne Charles Private Wealth independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAMar 14, 2025Jan 23, 2026 (315 d)
Jermaine GuthrieMariner BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2024Oct 18, 2024
Robert OakesAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2024Sep 3, 2024
Evelyn Khachikian FernandezCetera Investment Advisers LLC BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2024Jan 7, 2025 (131 d)
Alysa Vanessa EnriquezCetera Investment Advisers LLC BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2024Nov 11, 2024 (76 d)
Jennifer Allyn MckinnonAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Steven Daniel KatzensteinAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 14, 2024
Peter AdamsAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 13, 2024
Lawrence HamiltonAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Robert Brooks MaloneAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Arthur Kent PittmanAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 12, 2024
Timothy Craig GuptonAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
John Mark LivingstonAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 12, 2024
Nancy Lydon CampbellAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Heather Lynn DeanAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Timothy Scott NaylorAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Elizabeth BroadwayAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Adam Eli Barton BuchananAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Matthew SchanzAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Cheryl Lynne RhewAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2024Aug 7, 2024
Marc ScudilloEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAMar 26, 2024Feb 20, 2024
Lawrence SeigelsteinEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
Jaime FacchinoEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Jan 1, 2025 (314 d)
Patrick Joseph RogersEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
David GottliebEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
Sabrina MangualEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
Nancy Burns BrzozowskiEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 22, 2024Feb 20, 2024
Cassity Nicole WingenbachEide Bailly Advisors, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAJan 19, 2024Aug 19, 2024 (213 d)
Justin Paul ShureBay Colony Advisors independent RIAProsperity - An Eisneramper Company independent RIARIA to RIADec 31, 2023Aug 16, 2024 (229 d)
William Paul St.ClairEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Joseph Lee EnglandEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Alan Bruce GubernickEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Hal Joel MichelsEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Ryan Dennis TyrellEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Joseph ValenzaEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIANov 15, 2023Nov 15, 2023
Brian Lee ThorkelsonAdvisornet Wealth Partners independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAAug 24, 2023Aug 30, 2023
Nathan James AhlbergAdvisornet Wealth Partners independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAAug 24, 2023Aug 30, 2023
Michele L MartinAdvisornet Wealth Partners independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAAug 24, 2023Aug 30, 2023
Vincent Lewis RuudAmeriprise Financial Services, LLC national BDProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2023May 23, 2025 (661 d)
Erin AnsalvishEisneramper Wealth Management & Corporate Benefits, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAFeb 6, 2023Feb 8, 2023
Allan Michael PeiserAvantax Advisory Services BD affiliatedProsperity - An Eisneramper Company independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2021Feb 11, 2025 (1462 d)
Brian Joseph SchadChoreo, LLC independent RIAProsperity - An Eisneramper Company independent RIARIA to RIAApr 28, 2020Aug 11, 2025 (1931 d)
Linda Louise Stapf1st Global Advisors Inc otherProsperity - An Eisneramper Company otherOtherAug 1, 2016Aug 1, 2016
Merryll Dyan McelwainMorgan Stanley wirehouseProsperity - An Eisneramper Company independent RIAWirehouse to independent RIAOct 6, 2014Mar 4, 2026 (4167 d)
Lauren Michelle RebbelLPL Financial LLC otherProsperity - An Eisneramper Company otherOtherOct 17, 2013Oct 22, 2013
Donna Carol Gestl1st Global Advisors Inc otherProsperity - An Eisneramper Company otherOtherDec 19, 2011Mar 2, 2005
William Clement Martin1st Global Advisors Inc otherProsperity - An Eisneramper Company otherOtherDec 19, 2011Jun 26, 2008
Donald Nathan Hoffman1st Global Advisors Inc otherProsperity - An Eisneramper Company independent RIAOtherDec 19, 2011Mar 25, 2021 (3384 d)
Page 1 of 1
60 moves match.