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 Generational Wealth Advisors

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
John David PritchettLPL Financial LLC BD affiliatedGenerational Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2025Dec 22, 2025
Jacob Andrew Patrick HowethFisher Investments independent RIAGenerational Wealth Advisors independent RIARIA to RIANov 19, 2025Apr 10, 2026 (142 d)
Glen David AmasonFidelity Personal And Workplace Advisors BD affiliatedGenerational Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2024Apr 16, 2024
Paul Roos StreiberHeritage Financial Planning independent RIAGenerational Wealth Advisors otherOtherSep 20, 2018Apr 22, 2015
Norbert L. ButkusAmeriprise Financial Services, LLC national BDGenerational Wealth Advisors otherOtherMay 2, 2017May 6, 2017
Sarah Vanhoozer CroweAmeriprise Financial Services, LLC national BDGenerational Wealth Advisors otherOtherJul 20, 2016Jul 19, 2016
Heath Adam FlockLcm Global Partners LLC otherGenerational Wealth Advisors independent RIAOtherJun 1, 2016May 14, 2018 (712 d)
David Bruce RichardsIndex Fund Advisors, Inc. otherGenerational Wealth Advisors otherOtherJun 1, 2015Jun 10, 2015
Brian K. JonesPark Avenue Securities LLC otherGenerational Wealth Advisors otherOtherJan 25, 2012Sep 11, 2013 (595 d)
Robert Scott RiceFirst Command Financial Planning, Inc. otherGenerational Wealth Advisors independent RIAOtherDec 9, 2011Mar 22, 2026 (5217 d)
Robert Scott MaxwellSnider Advisors otherGenerational Wealth Advisors otherOtherMay 2, 2007May 1, 2007
Jeffrey Brent EverettProfisys, LLC unclassifiedGenerational Wealth Advisors otherOtherDec 31, 2005Jun 2, 2005
Sang EckerleStrategic Advisers LLC national BDGenerational Wealth Advisors otherOtherSep 9, 2005Aug 31, 2005
Page 1 of 1
13 moves match.