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 Redhawk Wealth Advisors, Inc.

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
Michael Joseph FenchakEvergreen Wealth Advisors mixed wealthRedhawk Wealth Advisors, Inc. independent RIARIA to RIAJul 16, 2025Feb 10, 2026 (209 d)
Brent James GodwinFortress Private Ledger, LLC independent RIARedhawk Wealth Advisors, Inc. independent RIARIA to RIAMay 16, 2025Jul 22, 2025 (67 d)
Matthew RosenbergerLPL Enterprise, LLC BD affiliatedRedhawk Wealth Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2025May 6, 2025
Allen BrontonIndependent Financial Partners BD affiliatedRedhawk Wealth Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2025Jan 14, 2025
Adam Jacob AmanteFortress Financial Solutions, LLC independent RIARedhawk Wealth Advisors, Inc. otherOtherJan 2, 2025May 27, 2008
Sharyl Lee SchultzHf Advisory Group, LLC independent RIARedhawk Wealth Advisors, Inc. independent RIARIA to RIASep 27, 2024Sep 6, 2024
Kyle KlattSecurities America Advisors, Inc. BD affiliatedRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMar 12, 2024Mar 5, 2024
Joseph Paul DalyBrookstone Capital Management LLC independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAFeb 21, 2024Feb 22, 2024
James Nicholas VolpeArcher Investment Corporation independent RIARedhawk Wealth Advisors, Inc. independent RIARIA to RIAFeb 15, 2024Jan 1, 2025 (321 d)
Timothy Ronald EvonFocus Financial independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAOct 3, 2023Oct 2, 2023
Peter J ThoresenFocus Financial independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAOct 3, 2023Oct 2, 2023
Michael Anthony LangeAe Wealth Management, LLC BD affiliatedRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIASep 26, 2023Oct 2, 2023
Jay GershmanSecurities America Advisors, Inc. BD affiliatedRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMay 2, 2023May 1, 2023
David Anthony SutkaitisSecurities America Advisors, Inc. BD affiliatedRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMay 2, 2023May 2, 2023
Jason HandSecurities America Advisors, Inc. BD affiliatedRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMay 2, 2023May 1, 2023
Aaron David PattenMwm Advisory Group, LLC state registeredRedhawk Wealth Advisors, Inc. mixed wealthOtherOct 4, 2022Dec 19, 2022 (76 d)
Christopher L AlbonettiFidelity Personal And Workplace Advisors BD affiliatedRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJul 5, 2022Jul 26, 2022
Alexander Joseph HearleyCetera Advisor Networks LLC BD affiliatedRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 16, 2022Jul 29, 2022 (163 d)
Shaun Michael ClearwaterCoppell Advisory Solutions LLC independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAMay 24, 2021May 21, 2021
Casey Ray MccurdyCoppell Advisory Solutions LLC independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAMay 24, 2021Jun 21, 2021
Steven Kiefer BurkeHermes Econometrics otherRedhawk Wealth Advisors, Inc. mixed wealthOtherMay 7, 2021Mar 22, 2021
Kevin James CollardIndependent Advisor Alliance, LLC independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAFeb 25, 2021Dec 18, 2020
Bryant E StoneIntegrity Alliance, LLC independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAFeb 23, 2021Feb 22, 2021
Jeffrey Alan CernyAtlas Wealth Management Group, LLC otherRedhawk Wealth Advisors, Inc. mixed wealthOtherAug 10, 2020Jun 16, 2020
Evonne Ianacone RyanAtlas Wealth Management Group, LLC otherRedhawk Wealth Advisors, Inc. mixed wealthOtherJul 22, 2020Jun 30, 2020
Sandy G LevineAtlas Wealth Management Group, LLC otherRedhawk Wealth Advisors, Inc. mixed wealthOtherJul 22, 2020Jun 12, 2020
Scott Locke GreenameyerAtlas Wealth Management Group, LLC otherRedhawk Wealth Advisors, Inc. independent RIAOtherJul 22, 2020Aug 14, 2024 (1484 d)
Derek Scott OlsonRBC Capital Markets, LLC national BDRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMar 24, 2020Mar 2, 2020
Brian Edward AdamsMasterplan Retirement Consultants state registeredRedhawk Wealth Advisors, Inc. otherOtherSep 6, 2019Oct 14, 2014
Jess Michael PanichiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRedhawk Wealth Advisors, Inc. mixed wealthWirehouse to independent RIASep 4, 2019Aug 21, 2019
Gina Kay BlairMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRedhawk Wealth Advisors, Inc. mixed wealthWirehouse to independent RIAAug 22, 2019Aug 21, 2019
Kathleen Nina SanfordMML Investors Services, LLC BD affiliatedRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJul 3, 2019Jul 2, 2019
Craig Andrew RoncaioliElevage Partners, LLC independent RIARedhawk Wealth Advisors, Inc. mixed wealthRIA to RIAApr 15, 2019Apr 15, 2019
Robert Westin BridelProsperity Economics Partners, LLC no RAUMRedhawk Wealth Advisors, Inc. otherOtherNov 28, 2018Jul 20, 2015
Jody Lynn-Rathe RobertsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRedhawk Wealth Advisors, Inc. mixed wealthWirehouse to independent RIAOct 30, 2018Jun 11, 2021 (955 d)
Dennis Eugene PascarellaCambridge Investment Research Advisors, Inc. BD affiliatedRedhawk Wealth Advisors, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMay 8, 2018Dec 10, 2020 (947 d)
Boon Ser TanColumbia Advisory Partners, LLC independent RIARedhawk Wealth Advisors, Inc. independent RIARIA to RIAFeb 15, 2018Apr 8, 2024 (2244 d)
James Ray SkillingsMadison Avenue Securities, LLC otherRedhawk Wealth Advisors, Inc. otherOtherJan 18, 2018Jan 8, 2018
Terrilyn Dawn BrownfieldMadison Avenue Securities, LLC otherRedhawk Wealth Advisors, Inc. otherOtherJan 8, 2018Jan 4, 2018
Sharyl Lee SchultzEca Advisors unclassifiedRedhawk Wealth Advisors, Inc. otherOtherDec 11, 2017Jan 9, 2018
Kurtis Andrew PolacekSimply Money Advisors otherRedhawk Wealth Advisors, Inc. otherOtherNov 6, 2017Apr 24, 2018 (169 d)
Evan James KramlichEquitable Advisors, LLC national BDRedhawk Wealth Advisors, Inc. otherOtherSep 27, 2017Nov 2, 2017 (36 d)
Christopher P KurtzEquitable Advisors, LLC national BDRedhawk Wealth Advisors, Inc. otherOtherFeb 21, 2017Jun 27, 2017 (126 d)
Daniel Roland BlairConcourse Financial Group Advisors otherRedhawk Wealth Advisors, Inc. otherOtherJul 13, 2016Jun 14, 2016
Shawn Gary O'KeefeConcourse Financial Group Advisors otherRedhawk Wealth Advisors, Inc. otherOtherJun 27, 2016Jun 10, 2016
Stacie Lynn GiddingsTrademark Financial Management, LLC otherRedhawk Wealth Advisors, Inc. otherOtherJun 6, 2016Nov 10, 2016 (157 d)
Anthony Louis AckermanConcourse Financial Group Advisors otherRedhawk Wealth Advisors, Inc. otherOtherMay 22, 2015Jun 15, 2015
Michael Scott BloomEstate & Trust Advisors otherRedhawk Wealth Advisors, Inc. otherOtherFeb 10, 2015Feb 17, 2015
Douglas Marc SingerBenjamin & Jerold Advisers, LLC no RAUMRedhawk Wealth Advisors, Inc. otherOtherDec 31, 2014Sep 23, 2014
Spenser Thomas VagoSpenser T. Vago, Registered Investment Adviser unclassifiedRedhawk Wealth Advisors, Inc. otherOtherDec 16, 2014Oct 16, 2014
Robert LevinAsset Strategy Consultants LLC otherRedhawk Wealth Advisors, Inc. otherOtherNov 12, 2014Oct 28, 2014
James Paul NunezFounders Financial Securities, LLC otherRedhawk Wealth Advisors, Inc. otherOtherSep 2, 2014Sep 3, 2014
Ernest SalganEquitable Advisors, LLC national BDRedhawk Wealth Advisors, Inc. otherOtherJul 31, 2014May 19, 2016 (658 d)
Paul Charles HoranFinancial Telesis, Inc. otherRedhawk Wealth Advisors, Inc. otherOtherJul 24, 2014Jul 23, 2014
Peter R WittmanFintegra, LLC otherRedhawk Wealth Advisors, Inc. otherOtherApr 1, 2014Jun 17, 2014 (77 d)
Richard David StavesEquitable Advisors, LLC national BDRedhawk Wealth Advisors, Inc. otherOtherNov 13, 2013Nov 26, 2013
Timothy Michael FallonIntegrity Alliance, LLC otherRedhawk Wealth Advisors, Inc. otherOtherAug 20, 2013Aug 21, 2013
Charles Henry TrakasPrincipal Securities, Inc. otherRedhawk Wealth Advisors, Inc. otherOtherSep 20, 2012Sep 25, 2012
David Ray ShucavageFa Advisor Network, LLC. otherRedhawk Wealth Advisors, Inc. otherOtherSep 17, 2012Sep 26, 2012
Joseph Walter DowlingAusdal Financial Partners, Inc. otherRedhawk Wealth Advisors, Inc. otherOtherJun 11, 2012Jul 9, 2012
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87 moves match.