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 Sikich Financial

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
Kelly WileyKestra Private Wealth Services, LLC BD affiliatedSikich Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2026Aug 31, 2026 (45 d)
Paul Edward StaniszewskiSavant Wealth Management independent RIASikich Financial independent RIARIA to RIADec 19, 2025Apr 15, 2026 (117 d)
Mark J GilbertReason Financial Advisors, LLC unclassifiedSikich Financial independent RIAOtherAug 5, 2025Jul 28, 2025
Jean Anne GollaWells Fargo Advisors wirehouseSikich Financial independent RIAWirehouse to independent RIAMar 28, 2024Feb 27, 2025 (336 d)
Michael Roy SedlakGolden Trail Advisers unclassifiedSikich Financial independent RIAOtherDec 31, 2023Dec 13, 2023
Daniel Joshua HamburgerGolden Trail Advisers unclassifiedSikich Financial independent RIAOtherDec 31, 2023Dec 11, 2023
Magdalena WoronieckiEquitable Advisors, LLC national BDSikich Financial independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2022Sep 13, 2022 (130 d)
Valerie Celeste TurnerWells Fargo Advisors wirehouseSikich Financial independent RIAWirehouse to independent RIAJan 19, 2022Jan 19, 2022
Marie Schulz MarksPark Avenue Securities LLC BD affiliatedSikich Financial independent RIAAffiliated broker-dealer or bank to independent RIAMar 17, 2020Mar 17, 2020
Wesley WhamondMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSikich Financial independent RIAWirehouse to independent RIAFeb 18, 2020Mar 3, 2020
Laura Steffey MossOneascent Financial Services LLC independent RIASikich Financial independent RIARIA to RIANov 20, 2019Nov 18, 2019
Wade Allen KaesebierPacesetter Financial Group, L.L.C. otherSikich Financial otherOtherSep 1, 2017Sep 26, 2017
Barry Craig StarkBernardi Asset Management, LLC otherSikich Financial otherOtherNov 23, 2016Dec 7, 2016
Douglas Howard MatheyBcg Wealth Advisors, LLC unclassifiedSikich Financial otherOtherJun 6, 2016Jun 1, 2016
Laura Bailey CulpBcg Wealth Advisors, LLC unclassifiedSikich Financial otherOtherJun 6, 2016Jun 2, 2016
Wes James HawkinsBcg Wealth Advisors, LLC unclassifiedSikich Financial otherOtherJun 6, 2016Jun 8, 2016
Thao Lan Ta RingSchwab Wealth Advisory, Inc. otherSikich Financial otherOtherOct 29, 2015Mar 10, 2016 (133 d)
Joseph Dean ConnellFinancial Telesis, Inc. otherSikich Financial otherOtherSep 2, 2014Oct 7, 2014 (35 d)
Valerie Ann JohnsonKolb+Co. Financial Advisers, LLC unclassifiedSikich Financial otherOtherDec 31, 2013Aug 1, 2013
Thomas Edward HartyJmg Financial Group Ltd otherSikich Financial otherOtherOct 18, 2013Oct 8, 2013
Curtis Jon VorachekJ.P. Morgan Securities LLC wirehouseSikich Financial otherOtherMay 15, 2012Oct 23, 2014 (891 d)
Brian Richard TarroAmeriprise Financial Services, LLC national BDSikich Financial otherOtherJan 25, 2010Jul 5, 2010 (161 d)
Robert Andrew PaoniFsc Securities Corporation otherSikich Financial otherOtherMay 4, 2009Jan 8, 2010 (249 d)
Gretchen P RadachKeybanc Capital Markets Inc. unclassifiedSikich Financial independent RIAOtherAug 9, 2004Dec 1, 2023 (7053 d)
Page 1 of 1
24 moves match.