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 Independent Solutions Wealth Management, 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
Jason Allen StewartBlackridge Asset Management, LLC independent RIAIndependent Solutions Wealth Management, LLC independent RIARIA to RIASep 4, 2026Dec 18, 2025
James Anthony CookBlackridge Asset Management, LLC BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2026Jun 18, 2026 (36 d)
Jason William BrowneAlexis Investment Partners, LLC mixed wealthIndependent Solutions Wealth Management, LLC independent RIARIA to RIAMar 6, 2026Mar 10, 2026
Alexis Viroya Browne RobertsAlexis Investment Partners, LLC mixed wealthIndependent Solutions Wealth Management, LLC independent RIARIA to RIAMar 6, 2026Mar 10, 2026
Stephen Francis GriskoBlackridge Asset Management, LLC BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2025Jan 24, 2025
Rohn Harrison PierceBlackridge Asset Management, LLC BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2025Jan 8, 2025
Michael Richard ShaverBlackridge Asset Management, LLC BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2025Jan 6, 2025
Ronald J WaskowBlackridge Asset Management, LLC BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2025Jan 6, 2025
Pina FormicolaOsaic Wealth, Inc. BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 7, 2024Aug 14, 2024
David Franklin MooreCambridge Investment Research Advisors, Inc. BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2024Apr 17, 2024
Micah MooreCambridge Investment Research Advisors, Inc. BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2024Apr 18, 2024
Russell E GaiserBlackridge Asset Management, LLC BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2023Aug 31, 2023
Michael Frederick BienBlackridge Asset Management, LLC BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2023Jun 27, 2023
Anthony SzeflerBlackridge Asset Management, LLC BD affiliatedIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2022Dec 16, 2022
Andrew Cassedy MillerAmeriprise Financial Services, LLC national BDIndependent Solutions Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2022Sep 9, 2022 (51 d)
Mark Adam VuskovVisionary Asset Management independent RIAIndependent Solutions Wealth Management, LLC independent RIARIA to RIAApr 1, 2019Apr 21, 2026 (2577 d)
Cheryl Ann CiagliaNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherNov 1, 2017Nov 3, 2017
Kevin Thomas ClarkNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherOct 24, 2017Dec 2, 2010
Thomas CannavoEquitable Advisors, LLC national BDIndependent Solutions Wealth Management, LLC otherOtherJun 1, 2017Jun 10, 2017
John L ShockeyCetera Investment Advisers LLC otherIndependent Solutions Wealth Management, LLC otherOtherFeb 19, 2016Feb 26, 2016
Michael Steven LomasNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 24, 2015Sep 25, 2015
Gehad Mohamed YoussefNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 3, 2015Sep 10, 2015
Gregory Lee PetrieNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 3, 2015Sep 16, 2015
Glenn Charles WiggleNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 3, 2015Sep 3, 2015
Jay Robert BlanchardNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 3, 2015Sep 3, 2015
Ronald James ReinsteinNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 3, 2015Oct 9, 2015 (36 d)
Susannah M RyanNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 3, 2015Sep 3, 2015
Scot Brian AhearnNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 2, 2015Sep 3, 2015
John William HaberstroNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 2, 2015Sep 3, 2015
Michael Patrick HoeflichNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherSep 2, 2015Sep 10, 2015
Michael F. ZimmerNext Financial Group, Inc. otherIndependent Solutions Wealth Management, LLC otherOtherDec 10, 2014Nov 17, 2015 (342 d)
Daniel David NeimanNeiman Capital Management, LLC unclassifiedIndependent Solutions Wealth Management, LLC otherOtherDec 31, 2009Nov 10, 2010 (314 d)
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32 moves match.