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 Composition 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph Louis Salcido | Edelman Financial Engines independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Jun 11, 2026 | Jun 26, 2026 |
| Alexander Theodore Chumas | Seia BD affiliated | Composition Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | May 22, 2026 (35 d) |
| Thomas Albert Howell | Northwestern Mutual Investment Services,LLC no RAUM | Composition Wealth, LLC independent RIA | Other | Mar 16, 2026 | Mar 16, 2026 |
| Tyler Ross Hjelseth | Northwestern Mutual Investment Services,LLC no RAUM | Composition Wealth, LLC independent RIA | Other | Mar 16, 2026 | Mar 16, 2026 |
| Caleb Kenton Brown | Northwestern Mutual Investment Services,LLC no RAUM | Composition Wealth, LLC independent RIA | Other | Mar 16, 2026 | Mar 16, 2026 |
| Matthew John Mueller | Focus Partners Wealth, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Mar 16, 2026 | May 7, 2026 (52 d) |
| Stephen Edward Miller | Northwestern Mutual Investment Services,LLC no RAUM | Composition Wealth, LLC independent RIA | Other | Feb 16, 2026 | Feb 18, 2026 |
| Scott Bradley Smith | Alloy Financial Services unclassified | Composition Wealth, LLC independent RIA | Other | Jan 9, 2026 | Jan 9, 2026 |
| Lily Inez Gillman | Mdrn Wealth state registered | Composition Wealth, LLC independent RIA | Other | Nov 11, 2025 | Jan 16, 2026 (66 d) |
| Robert Jeffrey Schpoont | North Shore Asset Management, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Oct 22, 2025 | Oct 14, 2025 |
| William T Allen | Vicus Capital, Inc. independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Oct 21, 2025 | Nov 11, 2025 |
| Joseph Arico Ganoe | RBC Capital Markets, LLC national BD | Composition Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2025 | Apr 3, 2026 (176 d) |
| Christopher John Ciehanski | Centricity Wealth Management, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Sep 2, 2025 | Jul 3, 2025 |
| Wendy Kathleen Ciehanski | Centricity Wealth Management, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Sep 2, 2025 | Jul 3, 2025 |
| Mark Ramsay Dennie | Vinoble Group independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Aug 29, 2025 | Mar 3, 2025 |
| Sean Vaughn Owen | Vinoble Group independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Aug 29, 2025 | Mar 3, 2025 |
| Bret Alexander Hamby | Vinoble Group independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Aug 29, 2025 | Mar 3, 2025 |
| Brian Matthew Johnson | Vinoble Group independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Aug 29, 2025 | Mar 3, 2025 |
| Adam Whinfrey Messick | Vinoble Group independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Aug 29, 2025 | Mar 3, 2025 |
| Brian Richard Mohoric | Vinoble Group independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Aug 29, 2025 | Mar 3, 2025 |
| Christopher L Guarino | Svb Wealth independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Aug 19, 2025 | Aug 15, 2025 |
| Thomas Alan Baker | Blue Oak Capital LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Jul 17, 2025 | Jul 1, 2025 |
| Mary Katherine Pieper | Unionview Wealth Partners independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | May 12, 2025 | Mar 11, 2025 |
| Craig James Hanson | Unionview Wealth Partners independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | May 12, 2025 | Mar 11, 2025 |
| Blaine R. Thompson | Unionview Wealth Partners independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | May 12, 2025 | Mar 11, 2025 |
| Jave Darrick Ragan | Bordeaux Wealth Advisors independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Apr 8, 2025 | Apr 23, 2025 |
| Brandon Beckner | Ep Wealth Advisors independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Dec 17, 2024 | Jun 28, 2024 |
| Samantha Xu Quxia Kennedy | Mainsail Financial Group independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Oct 25, 2024 | Sep 4, 2024 |
| Samuel Clarke Coquillard | Pacific Global Investment Management Company independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Oct 11, 2024 | Oct 2, 2024 |
| Benjamin Samuel Offit | Kestra Advisory Services, LLC BD affiliated | Composition Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2024 | Sep 30, 2024 |
| Laura Anika Sendldorfer | Kestra Advisory Services, LLC BD affiliated | Composition Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2024 | Oct 9, 2024 |
| Sophia Taslitsky | Kestra Advisory Services, LLC BD affiliated | Composition Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2024 | Oct 10, 2024 |
| Peter James Laplaca | Svb Wealth BD affiliated | Composition Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2024 | Sep 27, 2024 |
| Eli Daniel Saldamando | Ieq Capital, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Aug 21, 2024 | Mar 4, 2026 (560 d) |
| Matthew Cullen Cheney | Connectus Wealth independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Jul 25, 2024 | Jan 1, 2025 (160 d) |
| Andrew Ark | Wealthspire Advisors independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Mar 26, 2024 | Jan 2, 2026 (647 d) |
| Matthew John Dmytryszyn | Telemus Capital, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Mar 21, 2024 | Apr 17, 2024 |
| Mitchell Marc Caplan | Caplan Financial Group, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Mar 11, 2024 | Mar 5, 2024 |
| Blake W Mckibbin | Parcion Private Wealth LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Feb 1, 2024 | Dec 21, 2023 |
| Joel Daniel Kendall | Advisory Partners, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Dec 22, 2023 | Dec 21, 2023 |
| Timothy O Shaw | Citigroup Global Markets Inc. BD affiliated | Composition Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 5, 2023 | Dec 1, 2023 |
| John Connor Wilhelm | UBS Financial Services Inc. wirehouse | Composition Wealth, LLC independent RIA | Wirehouse to independent RIA | Nov 6, 2023 | Nov 9, 2023 |
| Shane Patrick Larson | Main Street Research LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Oct 27, 2023 | Jan 2, 2025 (433 d) |
| Russell Edwin Hoss | Future Wealth LLC state registered | Composition Wealth, LLC independent RIA | Other | Sep 22, 2023 | Jan 1, 2026 (832 d) |
| Langley F Thomas | MML Investors Services, LLC BD affiliated | Composition Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 30, 2023 | May 15, 2024 (259 d) |
| Nathaniel James Angelo | RBC Capital Markets, LLC national BD | Composition Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2023 | Jul 7, 2023 |
| Peter Christopher Karp | Karp Capital Management Corporation independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Dec 5, 2022 |
| Peter Wade Lowden | Karp Capital Management Corporation independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Nov 1, 2022 |
| Mark Patzer | Karp Capital Management Corporation independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Nov 1, 2022 |
| Daniel Ellmann Tang | Karp Capital Management Corporation independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Nov 1, 2022 |
| Jeffrey Evan Alpert | Karp Capital Management Corporation independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Nov 1, 2022 |
| William Eric Blanton | Vintage West Capital Management independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Sep 30, 2022 | Mar 25, 2022 |
| Nicole B'Lou Pavlovic | Freestone Capital Management, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Aug 22, 2022 | Sep 12, 2023 (386 d) |
| Benjamin Daniel Lake | Altfest Personal Wealth Management independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Jun 29, 2022 | Apr 25, 2022 |
| Suzanne Buchanan Taylor | Sharebuilder 401k no RAUM | Composition Wealth, LLC independent RIA | Other | Mar 7, 2022 | Nov 22, 2022 (260 d) |
| Grant Carey Johnstone | Johnstone Financial Advisors independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2021 | Aug 19, 2021 |
| Mark Alan Renard | Johnstone Financial Advisors independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2021 | Aug 19, 2021 |
| William Patrick Nugent | The Mather Group, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Jun 24, 2021 | Oct 18, 2021 (116 d) |
| Brian Christopher Bunker | Neuberger Berman Bd LLC no RAUM | Composition Wealth, LLC independent RIA | Other | Mar 9, 2021 | Jan 28, 2025 (1421 d) |
| Robert Elkins Driscoll | Infinity Financial Services unclassified | Composition Wealth, LLC independent RIA | Other | Dec 31, 2020 | Nov 1, 2022 (670 d) |
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84 moves match.