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 Larson Financial 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 |
|---|---|---|---|---|---|
| Andrew Carley | Empower Advisory Group, LLC BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2026 | Aug 19, 2026 |
| Jeffery Patrick Kuhlmann | Edward Jones national BD | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Aug 19, 2026 |
| Nicole M Fahnestock | Thrivent Investment Management Inc. BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2025 | Mar 13, 2026 (134 d) |
| Kevin Thomas Cassidy | Charles Schwab & Co., Inc. national BD | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Jan 13, 2026 (84 d) |
| Christopher Peters Tobin | Droms Strauss Wealth Management independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2025 | May 15, 2026 (283 d) |
| Gavin Edward Bizeau | Northwestern Mutual Investment Services,LLC no RAUM | Larson Financial Group, LLC BD affiliated | Other | Jun 11, 2025 | Sep 8, 2025 (89 d) |
| John Nelson Duncan | Transamerica Retirement Advisors, LLC BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2025 | May 9, 2025 |
| Jeffery Schulz | Stifel, Nicolaus & Company, Incorporated national BD | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2025 | Feb 11, 2025 |
| Justin Rivera | Arq Wealth Advisors, LLC independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 26, 2024 | Mar 31, 2025 (95 d) |
| Kolton Rominski | Rock Harbor Capital LLC state registered | Larson Financial Group, LLC BD affiliated | Other | Sep 5, 2024 | Jul 11, 2024 |
| Elizabeth Switzer | Motley Fool Wealth Management, LLC independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2024 | Sep 17, 2024 |
| Michael Zesati | Lifepro Asset Management independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 28, 2024 | Sep 9, 2024 |
| Jason Clark | Intrua Financial BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2024 | Jan 21, 2025 (179 d) |
| Connor Jeffrey Oak | Intrua Financial BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2024 | Jul 26, 2024 |
| Brooks Smith | Thrivent Investment Management Inc. BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2024 | Jul 10, 2024 (49 d) |
| Scott Clayton Harris | Intrua Financial BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2024 | Feb 2, 2024 |
| Brian Joseph Fernandez | Matter Family Office independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 5, 2024 | Mar 18, 2024 |
| David C Swan | Physicians Thrive Investment Advisors, LLC unclassified | Larson Financial Group, LLC BD affiliated | Other | Feb 1, 2024 | Nov 23, 2022 |
| Justin David Nabity | Physicians Thrive Investment Advisors, LLC unclassified | Larson Financial Group, LLC BD affiliated | Other | Feb 1, 2024 | Jul 8, 2025 (523 d) |
| Michaela Marie Speer | Physicians Thrive Investment Advisors, LLC unclassified | Larson Financial Group, LLC BD affiliated | Other | Jan 4, 2024 | Nov 10, 2022 |
| Kathleen Santiago | Federated Global Investment Management Corp. asset manager | Larson Financial Group, LLC BD affiliated | Other | Dec 1, 2023 | Jun 24, 2024 (206 d) |
| Lindsey Boettigheimer | Advice And Planning Services BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2023 | Jan 10, 2024 (68 d) |
| Kevin Mark Forbush | Lion Street Advisors, LLC BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2023 | Oct 6, 2023 |
| John Fischer | Mosaic Wealth independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 19, 2023 | Nov 3, 2025 (776 d) |
| Samuel Scott Lawhon | LPL Financial LLC independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 28, 2022 | Aug 31, 2026 (1403 d) |
| Matthew Anthony Tully | Midwest Wealth Management Inc. independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2022 | Apr 14, 2022 |
| Alex James Davis | Midwest Wealth Management Inc. independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2022 | Apr 20, 2022 |
| David Thyen | Midwest Wealth Management Inc. independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2022 | May 2, 2022 |
| Richard Allen Vasterling | Larson Wealth Partners independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2022 | Oct 1, 2021 |
| Mitchell Alan Wood | Larson Wealth Partners independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2022 | Apr 25, 2022 |
| Jan Martha Barnes | Larson Wealth Partners independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2022 | Dec 14, 2021 |
| Lisa Michele Walt | Larson Wealth Partners independent RIA | Larson Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2022 | Dec 14, 2021 |
| Dylan Schwartz | Wells Fargo Advisors wirehouse | Larson Financial Group, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 4, 2021 | Oct 28, 2021 |
| Jonathan Paul Krueger | Lion Street Advisors, LLC BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2021 | Jul 26, 2021 |
| Blake David Bredensteiner | Lion Street Advisors, LLC BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2021 | Jul 29, 2022 (393 d) |
| Ted L Kirkpatrick | Edward Jones national BD | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2021 | Jul 22, 2021 (42 d) |
| Michael David Kotila | LPL Financial LLC BD affiliated | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2021 | Jul 28, 2025 (1516 d) |
| Kevin Sensbach | Equitable Advisors, LLC national BD | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2021 | Jun 18, 2021 (65 d) |
| Timothy Brian Haggard | Td Ameritrade, Inc. no RAUM | Larson Financial Group, LLC independent RIA | Other | Jan 11, 2021 | Jan 14, 2021 |
| Dylan Donovan | Commerce Brokerage Services, Inc independent RIA | Larson Financial Group, LLC independent RIA | RIA to RIA | Oct 21, 2020 | Dec 7, 2020 (47 d) |
| Lauren Lehr | Edward Jones national BD | Larson Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | Oct 1, 2020 |
| Matthew Ross Lavoie | Charles Schwab & Co., Inc. national BD | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2020 | Sep 9, 2024 (1536 d) |
| Joseph D. Insinna | Wells Fargo Advisors wirehouse | Larson Financial Group, LLC independent RIA | Wirehouse to independent RIA | May 5, 2020 | May 14, 2020 |
| Brendon Winkler | Td Ameritrade Investment Management, LLC independent RIA | Larson Financial Group, LLC independent RIA | RIA to RIA | Oct 30, 2019 | Mar 25, 2020 (147 d) |
| Aaron Joseph Deterding | Td Ameritrade, Inc. no RAUM | Larson Financial Group, LLC independent RIA | Other | Sep 11, 2019 | Sep 16, 2019 |
| Brent Robbs | Stifel, Nicolaus & Company, Incorporated national BD | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2019 | May 12, 2021 (708 d) |
| Kristin Diane Sullivan | Smith Moore & Co. independent RIA | Larson Financial Group, LLC independent RIA | RIA to RIA | May 3, 2019 | May 6, 2019 |
| Philip John Ferrara | LPL Financial LLC other | Larson Financial Group, LLC other | Other | Jan 28, 2017 | Aug 16, 2017 (200 d) |
| Erin Lee Mutton | Raymond James Financial Services Advisors, Inc other | Larson Financial Group, LLC other | Other | Jul 5, 2016 | Jul 15, 2016 |
| Steven Mark Cervantes | Wealthfront Advisers LLC other | Larson Financial Group, LLC other | Other | Jun 3, 2016 | Oct 23, 2017 (507 d) |
| Brandon Lamar Barfield | Gl Investment Services, LLC other | Larson Financial Group, LLC other | Other | Dec 31, 2014 | Feb 6, 2017 (768 d) |
| John Bocking Fitch | Creativeone Securities, LLC other | Larson Financial Group, LLC other | Other | Dec 22, 2014 | Jan 19, 2015 |
| Phillip R Wight | Wells Fargo Advisors wirehouse | Larson Financial Group, LLC other | Other | Jun 19, 2014 | Aug 4, 2014 (46 d) |
| Brian Michael Johnson | Commonwealth Financial Network national BD | Larson Financial Group, LLC other | Other | Jun 2, 2014 | Jul 28, 2014 (56 d) |
| Tyler Andrew Anderson | First Trust Advisors LP other | Larson Financial Group, LLC other | Other | Jan 2, 2014 | Feb 21, 2014 (50 d) |
| Marjan Kamyar | Oppenheimer & Co. Inc. other | Larson Financial Group, LLC other | Other | Aug 2, 2013 | Jul 22, 2013 |
| Kinta Mack Smith | Aspiriant, LLC other | Larson Financial Group, LLC other | Other | Mar 8, 2012 | Jan 2, 2014 (665 d) |
| Brady Kenneth Petersen | First Trust Advisors LP other | Larson Financial Group, LLC other | Other | Sep 12, 2011 | Dec 20, 2017 (2291 d) |
| Angela Kolb Cagwin | Morgan Stanley wirehouse | Larson Financial Group, LLC other | Other | Aug 19, 2011 | Aug 24, 2011 |
| Forrest Michael Friedow | Cri Securities, LLC other | Larson Financial Group, LLC other | Other | Apr 19, 2011 | Apr 29, 2011 |
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72 moves match.