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 Benefit Financial Services Group

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
Gavin Walker GrovePfg Advisors independent RIABenefit Financial Services Group independent RIARIA to RIAJun 11, 2026Jul 2, 2026
Brent James MillerSabrient Systems, LLC no RAUMBenefit Financial Services Group independent RIAOtherMar 15, 2024Feb 7, 2024
Scott Matthew SollarsSchwab Wealth Advisory, Inc. no RAUMBenefit Financial Services Group independent RIAOtherSep 12, 2023Feb 21, 2024 (162 d)
Sophia Yu LiuMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBenefit Financial Services Group independent RIAWirehouse to independent RIASep 26, 2022Aug 9, 2024 (683 d)
Henry Joseph VanbuskirkCetera Investment Advisers LLC BD affiliatedBenefit Financial Services Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2022Jul 8, 2022
Crystal K ColbertFinancial Sense Advisors, Inc. independent RIABenefit Financial Services Group independent RIARIA to RIAFeb 23, 2022Mar 3, 2022
Steven Lee YamshonStevens First Principles Investment Advisors asset managerBenefit Financial Services Group independent RIAOtherJun 30, 2020Jul 1, 2019
Antonia Angela LipovacCommonwealth Financial Network national BDBenefit Financial Services Group independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2019Apr 22, 2020 (113 d)
Paul D HornArk Financial Advisors, LLC unclassifiedBenefit Financial Services Group independent RIAOtherJul 18, 2019Jul 24, 2019
Keith Merritt JohnsonAllworth Financial, L.P. independent RIABenefit Financial Services Group independent RIARIA to RIAMay 9, 2019Sep 7, 2019 (121 d)
Grace LauPacwest Financial Management Inc otherBenefit Financial Services Group otherOtherMar 30, 2017Feb 3, 2017
Mark Layne BlomRia Advisors otherBenefit Financial Services Group otherOtherJun 27, 2016Mar 13, 2017 (259 d)
Nathaniel ChangGoldman Sachs Wealth Services, L.P. otherBenefit Financial Services Group otherOtherMay 5, 2009Jan 28, 2010 (268 d)
Scott William BlaneyPlanmember Securities Corporation otherBenefit Financial Services Group otherOtherJul 24, 2008Jan 18, 2013 (1639 d)
Dennis Eugene PriestBenefit Funding Services Group unclassifiedBenefit Financial Services Group otherOtherJun 1, 2007May 10, 2007
John Christopher CampbellBenefit Funding Services Group unclassifiedBenefit Financial Services Group independent RIAOtherJun 1, 2007Oct 6, 2022 (5606 d)
Martina Marie SchackmanBenefit Funding Services Group unclassifiedBenefit Financial Services Group otherOtherJun 1, 2007May 10, 2007
Chris Randall FolgmannBenefit Funding Services Group unclassifiedBenefit Financial Services Group otherOtherJun 1, 2007May 10, 2007
Maribel Larios ThomasBenefit Funding Services Group unclassifiedBenefit Financial Services Group otherOtherJun 1, 2007May 10, 2007
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19 moves match.