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 Pure Financial Advisors, 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
Marysol Flores SalazarMissionsquare Retirement BD affiliatedPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2026Sep 10, 2026
Daron Edward EstradaCharles Schwab & Co., Inc. national BDPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 29, 2026Jul 15, 2026
Branden RandallPerigon Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJun 29, 2026Jul 9, 2026
Blake Kenneth NaylorNorthwestern Mutual Investment Services,LLC no RAUMPure Financial Advisors, LLC independent RIAOtherJun 3, 2026May 27, 2026
Bradley Loren AndersonMariner BD affiliatedPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2026Jun 4, 2026 (34 d)
Christopher O'Brian JacksonStrategic Wealth Partners, Ltd. independent RIAPure Financial Advisors, LLC independent RIARIA to RIAMar 31, 2026Apr 1, 2026
Bryan Danny McdermottFinancial Planning For Generations, Inc. state registeredPure Financial Advisors, LLC independent RIAOtherMar 11, 2026Mar 18, 2026
Marc David HornerFairhaven Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAOct 31, 2025Apr 17, 2025
Trent Edward WarrenFairhaven Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAOct 31, 2025Apr 17, 2025
Matthew J FrederickFairhaven Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 7, 2025Apr 14, 2025
Jennifer Allison TaylorFairhaven Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 7, 2025Apr 16, 2025
Gerald William KingFairhaven Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 7, 2025Apr 17, 2025
Kurt D. AndersonFairhaven Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 7, 2025Apr 17, 2025
Phillip Brian SmolinskiFairhaven Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 7, 2025Apr 14, 2025
Rodney George CoyanPersonal Investment Management Inc independent RIAPure Financial Advisors, LLC independent RIARIA to RIAApr 11, 2025Apr 10, 2025
Christopher James ReedyPersonal Investment Management Inc independent RIAPure Financial Advisors, LLC independent RIARIA to RIAApr 11, 2025Mar 17, 2025
Brian Charles FaheyPersonal Investment Management Inc independent RIAPure Financial Advisors, LLC independent RIARIA to RIAApr 11, 2025Mar 17, 2025
Jennifer Ann LaducaPersonal Investment Management Inc independent RIAPure Financial Advisors, LLC independent RIARIA to RIAApr 11, 2025Mar 17, 2025
Justin Richard WilsonPerigon Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAApr 2, 2025Sep 1, 2026 (517 d)
David Lee EdmistenNext Phase Financial Planning unclassifiedPure Financial Advisors, LLC independent RIAOtherMar 17, 2025Mar 6, 2025
Ryan BurgessBlue Oaks Financial, LLC unclassifiedPure Financial Advisors, LLC independent RIAOtherDec 26, 2024Dec 17, 2024
Brennon Sterling BowenThe Professional Financial Company LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIADec 12, 2024Nov 12, 2024
David KleinmanThe Professional Financial Company LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIADec 12, 2024Nov 12, 2024
Alexandra Lauren SwansonMai Capital Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIASep 3, 2024Sep 6, 2024
Blaine Alexander ThiedermanOrigin Investment Advisory LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAApr 29, 2024Apr 9, 2024
Taylor Anne RiosSymphony Financial Planning LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAMar 25, 2024Sep 16, 2024 (175 d)
John Michael BurkhardtFidelity Personal And Workplace Advisors BD affiliatedPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2024Mar 31, 2025 (426 d)
Ian Thomas BarrMorgan Stanley wirehousePure Financial Advisors, LLC independent RIAWirehouse to independent RIAJan 2, 2024Apr 1, 2024 (90 d)
Michael Albert MooreCrestline Capital, LLC unclassifiedPure Financial Advisors, LLC independent RIAOtherDec 22, 2023Dec 4, 2023
Robert Louis LucenteColorado Financial Management LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAAug 21, 2023Mar 18, 2024 (210 d)
Deshon Patrick RobinsonCreative Planning independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 20, 2023Feb 21, 2024 (216 d)
Robert NowakRtn Investments unclassifiedPure Financial Advisors, LLC independent RIAOtherOct 27, 2022Nov 23, 2022
Matthew Thomas GrayOrigin Investment Advisory LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAOct 5, 2022Mar 6, 2023 (152 d)
Maxwell Leonard HackerMotley Fool Wealth Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 27, 2022Aug 12, 2022
Nicholas Brent RoseFidelity Personal And Workplace Advisors BD affiliatedPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 3, 2022Jun 1, 2022
Anthony Tien VuCharles Schwab & Co., Inc. national BDPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2022Jun 1, 2022
Sumit MehtaNorthrock Partners, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAApr 21, 2022Mar 7, 2023 (320 d)
Daniel James GoldsteinCapasso Planning Partners LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAMar 20, 2022Mar 4, 2022
Valerie Marie KampeKaufman Kampe Advisors independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJan 26, 2022Jan 10, 2022
Rachel Brooke FussSecurian Financial Services, Inc. BD affiliatedPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 13, 2022Jan 11, 2022
Alexander Joseph VallesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePure Financial Advisors, LLC independent RIAWirehouse to independent RIADec 19, 2021Aug 2, 2022 (226 d)
Kamel MiqdadiMML Investors Services, LLC BD affiliatedPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 14, 2021Nov 16, 2023 (702 d)
Johnson George AndrewsCetera Investment Advisers LLC BD affiliatedPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 3, 2021Dec 13, 2021
Ryan Arthur MiillerTd Ameritrade Investment Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIANov 18, 2021Jan 12, 2022 (55 d)
Joseph James SanchezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePure Financial Advisors, LLC independent RIAWirehouse to independent RIASep 17, 2021Sep 28, 2021
William Anthony HodappSurevest Private Wealth independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 20, 2021Aug 4, 2021
Jeffrey Douglas BrechtPrincipal Securities, Inc. BD affiliatedPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2021Jun 18, 2021
Dominic Jon KnaufNorthrock Partners, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJan 19, 2021Sep 27, 2021 (251 d)
Michael Thomas ChipperfieldCharles Schwab & Co., Inc. national BDPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2020Feb 8, 2021 (391 d)
Kendle Francom SmithHouseholder Group Estate & Retirement Specialists independent RIAPure Financial Advisors, LLC independent RIARIA to RIADec 24, 2019Feb 11, 2020 (49 d)
Annie Ju-Yin ChenFalcon Wealth Planning, Inc. independent RIAPure Financial Advisors, LLC independent RIARIA to RIADec 6, 2019Feb 18, 2020 (74 d)
Dean William HeimbachRetirement Planners Of America independent RIAPure Financial Advisors, LLC independent RIARIA to RIAAug 13, 2019Feb 11, 2020 (182 d)
Gary Scott HubandJ.P. Morgan Securities LLC wirehousePure Financial Advisors, LLC independent RIAWirehouse to independent RIAMar 8, 2019Mar 8, 2019
Joseph Daniel SchweigerLifepro Asset Management independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJun 29, 2018Jan 8, 2021 (924 d)
Ross Bentley HansenAlpha Cubed Investments, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAMay 25, 2018Jun 6, 2018
Robert Greene CanavanStrategic Advisers LLC national BDPure Financial Advisors, LLC otherOtherMar 11, 2018Mar 15, 2018
Richard Anthony Avilez AlexanderAmeriprise Financial Services, LLC national BDPure Financial Advisors, LLC otherOtherDec 20, 2017Mar 19, 2018 (89 d)
Peter F StokesStrategic Advisers LLC national BDPure Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2017Nov 21, 2018 (488 d)
Jason Edward ThomasAvantax Advisory Services otherPure Financial Advisors, LLC otherOtherJun 23, 2017Jun 9, 2017
Brian Keith PerryCharles Schwab & Co., Inc. national BDPure Financial Advisors, LLC otherOtherMay 16, 2017Aug 1, 2017 (77 d)
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87 moves match.