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 Cetera Advisor Networks 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 |
|---|---|---|---|---|---|
| Jennifer Lynn Haas | Advisornet Wealth Partners independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 9, 2026 | Mar 7, 2019 |
| Sharina Maria Merid | Creative Planning Institutional Advisors, LLC institutional | Cetera Advisor Networks LLC BD affiliated | Other | Jan 9, 2026 | Feb 4, 2021 |
| Stephen Craig Hall | Hall & North Financial Group, LLC other | Cetera Advisor Networks LLC BD affiliated | Other | Dec 31, 2025 | May 8, 2019 |
| Nicholas David Faller | Creative Planning Institutional Advisors, LLC institutional | Cetera Advisor Networks LLC BD affiliated | Other | Dec 19, 2025 | Feb 24, 2023 |
| Scott M Danek | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC other | Other | Dec 15, 2025 | Jan 17, 2017 |
| Audrey Sue Myer | Masland & Barrick Advisory, Inc state registered | Cetera Advisor Networks LLC other | Other | Aug 6, 2025 | Jul 21, 2017 |
| Dwayne Alan Dilley | Senior Financial Advisors, Inc. state registered | Cetera Advisor Networks LLC other | Other | Mar 18, 2025 | Apr 3, 2001 |
| Joshua Richard Volgarino | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2025 | Apr 7, 2022 |
| John Matthew Parsons | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2024 | Aug 6, 2019 |
| John William Parsons | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2024 | Aug 6, 2019 |
| Timothy Nolan Bearden | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2024 | Apr 9, 2018 |
| Tyler J Silverthorn | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC other | Other | Jun 6, 2024 | Jan 19, 2018 |
| Stephen Adam Mazer | Creative Planning Institutional Advisors, LLC institutional | Cetera Advisor Networks LLC BD affiliated | Other | Jan 22, 2024 | Feb 17, 2023 |
| Michael Shane Sullivan | United Capital Financial Advisors BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2023 | Jan 9, 2019 |
| Dwayne Laverne Grady | United Capital Financial Advisors BD affiliated | Cetera Advisor Networks LLC other | Other | Oct 27, 2023 | Nov 1, 2017 |
| Caroline Marie Girgis | United Capital Financial Advisors BD affiliated | Cetera Advisor Networks LLC other | Other | Oct 27, 2023 | Nov 1, 2017 |
| Brian T Scott | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2023 | Mar 24, 2022 |
| Brandon M Ross | United Capital Financial Advisors BD affiliated | Cetera Advisor Networks LLC other | Other | Oct 13, 2023 | Nov 1, 2017 |
| Karey Anne Casto | Affinity Financial Advisors independent RIA | Cetera Advisor Networks LLC other | Other | Oct 6, 2023 | May 28, 2009 |
| William Stephen Murray | Hbw Advisory Services LLC independent RIA | Cetera Advisor Networks LLC other | Other | Sep 14, 2023 | Jul 25, 2017 |
| Peter Knutson | Affinity Financial Advisors independent RIA | Cetera Advisor Networks LLC other | Other | Aug 15, 2023 | May 13, 2008 |
| Richard Calvert Donahue | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC other | Other | Jul 18, 2023 | Jan 17, 2017 |
| Joanne Vera Mcknight | LPL Financial LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2023 | Jun 22, 2023 |
| Kristopher Sean Phillips | Moors & Cabot, Inc BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2023 | Mar 24, 2023 |
| Braden Wayne Givens | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2023 | Mar 16, 2022 |
| Brock Hewitt | Commonwealth Financial Network national BD | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 16, 2023 | Mar 6, 2023 |
| Benjamin Joseph Lasater | United Capital Financial Advisors BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2023 | Jul 31, 2018 |
| Shane Michael Myas | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2023 | Sep 8, 2022 |
| Jacob Tyler Wilsie | Fidelity Personal And Workplace Advisors BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 11, 2023 | Mar 3, 2023 (51 d) |
| Tom Arno Stapel | Financial Management Strategies, Inc. independent RIA | Cetera Advisor Networks LLC other | Other | Jan 4, 2023 | Sep 3, 2013 |
| Kolby Paul Blatchford | Woodbury Financial Services, Inc. BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2022 | Jan 24, 2023 (39 d) |
| Richard Franklyn Detillio | Vantage Financial Group, Inc. independent RIA | Cetera Advisor Networks LLC other | Other | Dec 8, 2022 | Sep 3, 2013 |
| Michael L Suellentrop | Fisher Investments independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 7, 2022 | Mar 21, 2023 (104 d) |
| Daniel Sylvester Liss | Meeder Advisory Services, Inc. independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2022 | Jan 30, 2023 (62 d) |
| Angela Marie Berry | Vantage Financial Group, Inc. independent RIA | Cetera Advisor Networks LLC other | Other | Nov 28, 2022 | Sep 3, 2013 |
| Jeffrey Douglas Bjornson | Alpine Private Wealth independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2022 | Dec 1, 2022 |
| Jay Richard Labarre | Retirement Money Management independent RIA | Cetera Advisor Networks LLC other | Other | Nov 16, 2022 | Nov 6, 2017 |
| Michael Joseph Brescia | Branch Financial Services, Inc. state registered | Cetera Advisor Networks LLC BD affiliated | Other | Nov 7, 2022 | Jul 9, 2021 |
| Marcy Rae Bibler | Fifth Third Securities, Inc. BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2022 | Nov 4, 2022 |
| Christopher Mark Burnette | Pruco Securities, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 4, 2022 | Oct 5, 2022 |
| Michael Scott Weisman | Vicus Capital, Inc. independent RIA | Cetera Advisor Networks LLC other | Other | Sep 30, 2022 | Sep 3, 2013 |
| Keith Carl Pochobradsky | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2022 | Jan 2, 2019 |
| Bryan Larsen | The Retirement Solution LLC independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 21, 2022 | Oct 4, 2022 |
| Scott Bruce Robison | Cbiz Investment Advisory Services, LLC institutional | Cetera Advisor Networks LLC BD affiliated | Other | Sep 20, 2022 | Sep 9, 2022 |
| Jonathan William Brant | Pruco Securities, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2022 | Aug 26, 2022 |
| Charles Wurdack | Key Investment Services LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2022 | Jul 26, 2022 |
| William Eric Marney | Cwm, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2022 | Mar 31, 2022 |
| Nathan A Smith | Transamerica Financial Advisors, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2022 | Aug 31, 2022 (40 d) |
| Christopher Joseph Dorff | Osaic Fa, Inc. BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 19, 2022 | Aug 11, 2022 |
| Richard Paul Matthews | Ameriprise Financial Services, LLC national BD | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2022 | Jun 29, 2022 |
| Neil Christopher Guarniere | Ameriprise Financial Services, LLC national BD | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 27, 2022 | Oct 6, 2022 (101 d) |
| James Derrick Henry | Creative Planning Institutional Advisors, LLC institutional | Cetera Advisor Networks LLC BD affiliated | Other | Jun 22, 2022 | Jan 8, 2020 |
| Andrew Tobias Lee | LPL Financial LLC independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 22, 2022 | May 25, 2022 |
| Justin Tyler Schultes | LPL Financial LLC independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 23, 2022 | Apr 20, 2022 |
| Todd Kelzenberg | Ameriprise Financial Services, LLC national BD | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2022 | Sep 15, 2022 (119 d) |
| Daniel Gardiner | Meeder Advisory Services, Inc. independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 16, 2022 | Jun 13, 2022 |
| Aaron Paul Puff | Fifth Third Securities, Inc. BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2022 | May 11, 2022 |
| Christopher Michael Weber | Independent Financial Group, LLC BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2022 | Jun 3, 2022 |
| Brian Jeffrey Jass | Advisornet Wealth Partners independent RIA | Cetera Advisor Networks LLC other | Other | Apr 28, 2022 | Jan 9, 2018 |
| William Alan Trunick | Fidelity Personal And Workplace Advisors BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2022 | May 24, 2022 |
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998 moves match.