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 Buckingham Strategic Wealth, 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.

AdvisorFromToTypeLeftRegistered
Logan Dean RenoMoneta Group Investment Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 2, 2024May 22, 2024
Brian David HaywoodFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC otherOtherJun 28, 2024Mar 19, 2007
Kurt Christian WunderlichFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC otherOtherJun 27, 2024Dec 5, 2014
Stephen Ross WiechelFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC otherOtherJun 26, 2024Mar 19, 2007
Bradley Alan WassermanWasserman Wealth Management, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 27, 2024Mar 27, 2024
Bradford C NewsomeWasserman Wealth Management, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 27, 2024Mar 27, 2024
Keith Christopher RybakWasserman Wealth Management, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 27, 2024Mar 27, 2024
Alfredo Miguel MesaMesa Financial Group, LLC unclassifiedBuckingham Strategic Wealth, LLC independent RIAOtherFeb 27, 2024Feb 27, 2024
Zachary LeporeFlorida Financial Advisors, LLC BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2024May 6, 2024 (77 d)
Gregory C FinkeCharles Schwab & Co., Inc. national BDBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2024Apr 26, 2024 (107 d)
Otoniel Francisco MaxwellMariner BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2024Mar 7, 2024 (63 d)
Keith Allen BarrLife Plan Financial Advisory Group, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 13, 2023Dec 13, 2023
Catherine S. GearigLife Plan Financial Advisory Group, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 13, 2023Dec 13, 2023
Jeffrey Patrick PalleschiLife Plan Financial Advisory Group, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 13, 2023Dec 13, 2023
Dawn Ellen Filliatreault WoodBriggs Advisory Group, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 6, 2023Dec 6, 2023
Kevin Robert TremorBriggs Advisory Group, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 6, 2023Dec 7, 2023
Christopher J RicciBriggs Advisory Group, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 6, 2023Dec 6, 2023
Nolin Rossi FriasBriggs Advisory Group, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 6, 2023Dec 6, 2023
Jordan Kasey PriddyLegacy Financial Strategies, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 25, 2023Nov 17, 2023
Alexander Robert NorathRfg Advisory, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 16, 2023Oct 26, 2023
Adam RoederKrilogy independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIASep 13, 2023Jun 29, 2023
Daniel EvansAmeriprise Financial Services, LLC national BDBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 8, 2023Aug 22, 2023
Douglas Francis ClarkMadison Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 28, 2023Jul 28, 2023
William Ryan SmithMadison Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 28, 2023Jul 28, 2023
Christina Diane KeysKeel Point, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 3, 2023Aug 11, 2023 (39 d)
Ryan T GuertinAmeriprise Financial Services, LLC national BDBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 16, 2023Jul 12, 2023
Geraldo Flores OlivoFca Corp independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJun 9, 2023Jun 16, 2023
Victoria Mary TrossetSc&H Wealth independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJun 9, 2023Jun 14, 2023
Karen Hausman SmithHausman Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 31, 2023May 31, 2023
Jason Allen SmithHausman Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 31, 2023May 31, 2023
Anthony CheangBuck Wealth Strategies, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 25, 2023Jun 8, 2023
Richard Allan BrownDavis Financial Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 5, 2023May 5, 2023
Mack Scott NesbitDavis Financial Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 5, 2023May 5, 2023
Heidi Marie RoganStifel, Nicolaus & Company, Incorporated national BDBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 11, 2023Oct 26, 2023 (198 d)
Kristopher RocheWest Financial Services, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 6, 2023Sep 5, 2023 (183 d)
Michael J HeiserEmpower Advisory Group, LLC BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2023Mar 2, 2023
Carl Stephen NadwodnyConvergent Financial Strategies LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 24, 2023Feb 24, 2023
Erik James ChristmanOxford Financial Partners independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 24, 2023Feb 24, 2023
Alan Mark SchapireConvergent Financial Strategies LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 24, 2023Feb 24, 2023
Patrick Joseph WalshOxford Financial Partners independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 24, 2023Feb 24, 2023
Harrison Alexander WolfeOxford Financial Partners independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 24, 2023Feb 24, 2023
Bryan Dean ClintsmanClintsman Financial Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 1, 2023Feb 1, 2023
Randall Scott CrimmingsClintsman Financial Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 1, 2023Feb 1, 2023
Amanda Nicole SesslerClintsman Financial Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 1, 2023Feb 2, 2023
Kyle Christopher ImhofClintsman Financial Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 1, 2023Feb 1, 2023
Gregory Michael LanierClintsman Financial Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 1, 2023Feb 1, 2023
Benjamin Jacob JonesClintsman Financial Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 1, 2023Feb 1, 2023
Clay Matthew JinksClintsman Financial Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 1, 2023Feb 1, 2023
Brandon Gwynn WoodsCwm, LLC BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 18, 2023Feb 28, 2023 (41 d)
Thompson Danforth HolloMedicine Bow Capital unclassifiedBuckingham Strategic Wealth, LLC independent RIAOtherDec 31, 2022Mar 13, 2024 (438 d)
Brandon Scott TerkeltaubOsaic Wealth, Inc. BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2022Feb 17, 2023 (57 d)
Adam Jonathan SchweizerFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 22, 2022Dec 22, 2022
Daniel Paul JagielloOsaic Wealth, Inc. BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 19, 2022Jan 19, 2023 (31 d)
Xuyi ChenCharles Schwab & Co., Inc. national BDBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 16, 2022Feb 27, 2023 (73 d)
Judson Daniel GrimshawWealth Ambassadors, LLC state registeredBuckingham Strategic Wealth, LLC independent RIAOtherDec 12, 2022Oct 7, 2022
Aimee Jeannine HansenDental Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 24, 2022Oct 24, 2022
Thomas Terry MartinDental Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 24, 2022Oct 24, 2022
Kristi Lewis TidwellAsset Dedication, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 4, 2022Nov 14, 2022 (41 d)
Matthew Hughes MckeandWells Fargo Advisors wirehouseBuckingham Strategic Wealth, LLC independent RIAWirehouse to independent RIASep 29, 2022Oct 11, 2022
Daniel HartmannThrivent Investment Management Inc. BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2022Oct 13, 2022
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236 moves match.