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 Kingsview 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Tyrone David Robinson | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2026 | Aug 24, 2026 |
| Kristopher David Kumlien | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2026 | Jun 26, 2026 |
| Thomas Thaxton Bryant Jr | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2026 | Jun 2, 2026 |
| Shawn M. Johnson | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | Apr 27, 2026 |
| Nevile Makau | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | Apr 24, 2026 |
| Elizabeth Ann Gill | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2026 | Jul 6, 2026 (82 d) |
| Andrew James Butler | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 14, 2026 |
| Justin Alan Cole | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 10, 2026 |
| Grace Anne Timmers | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 21, 2026 |
| Brent Thomas Bordenkircher | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Mar 20, 2026 |
| Conan Francis Ward | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2026 | Feb 20, 2026 |
| Robert Leon Shelton | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 19, 2026 | Jan 16, 2026 |
| Brian Lee Gremminger | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 12, 2026 | Jan 9, 2026 |
| Colton Thomas Lowry | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2025 | Dec 5, 2025 |
| Ryan Shaw Birch | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2025 | Oct 24, 2025 |
| Douglas Cellini | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2025 | Sep 26, 2025 |
| Robert Young | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2025 | Sep 30, 2025 |
| Smaro M Janes | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2025 | Aug 8, 2025 |
| Terrence John Hoppmann | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 8, 2025 |
| Benjamin Scott Stout | Orion Portfolio Solutions, LLC BD affiliated | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 20, 2025 |
| Andrew C Farmer | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2025 | Jul 25, 2025 |
| Zachary P Farmer | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2025 | Nov 25, 2025 (119 d) |
| Paul D Sweeney | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2025 | Jun 27, 2025 |
| Arthur Christopher Walsh | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 28, 2025 | May 6, 2025 (39 d) |
| Sara Ann Provines | Howard Bailey Securities, LLC independent RIA | Kingsview Wealth Management, LLC independent RIA | RIA to RIA | Mar 28, 2025 | Mar 10, 2025 |
| Zachary Ray Boyd | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2025 | Feb 28, 2025 |
| Cory Leigh Hixson | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2025 | Feb 28, 2025 |
| Gregory Louis Lafreniere | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 12, 2024 | Jan 1, 2026 (415 d) |
| Trevor Scott Gray | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2024 | Sep 13, 2024 |
| Joshua David Farley | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2024 | Aug 23, 2024 |
| Alisha Lawren Goebel Warren | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2024 | Aug 23, 2024 |
| Scott Lee Stephens | Wells Fargo Advisors wirehouse | Kingsview Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jul 22, 2024 | Jul 19, 2024 |
| Logan Michael Simoni | Prospera Financial Services, Inc. BD affiliated | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2024 | Oct 15, 2024 (90 d) |
| Christopher Vernon Kramer | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 5, 2024 | Jun 28, 2024 |
| Alan Gieleghem | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 5, 2024 | Jun 28, 2024 |
| Lisa P Rosenberg | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2024 | Apr 5, 2024 |
| Greer Allen Ducker | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2024 | Apr 29, 2024 |
| Jeffrey Champigny | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2024 | Apr 5, 2024 |
| Khoa Dang Hoang | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 | Feb 24, 2024 |
| Ralph Malcolm Brooks | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2024 | Mar 1, 2024 |
| Shannon Elaine Avery | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 21, 2024 | Feb 20, 2024 |
| Kolby Jeppson Madsen | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 21, 2024 | Feb 20, 2024 |
| Lawrence Rembert Mickle | Creativeone Securities, LLC BD affiliated | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2023 | Nov 1, 2023 |
| Timothy Joseph Lux | Oxford Financial Group, Ltd independent RIA | Kingsview Wealth Management, LLC independent RIA | RIA to RIA | Oct 6, 2023 | Oct 26, 2023 |
| Sally Kathleen Oradei | Wells Fargo Advisors wirehouse | Kingsview Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Sep 15, 2023 | Sep 8, 2023 |
| John William Hanselman | Wells Fargo Advisors wirehouse | Kingsview Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Sep 15, 2023 | Sep 8, 2023 |
| Eric Gerald Caswell | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2023 | Aug 30, 2023 |
| Parker Leslie Burshem | Wells Fargo Advisors wirehouse | Kingsview Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Sep 15, 2023 | Oct 3, 2023 |
| Kent Douglas Bowen | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2023 | Jul 20, 2023 |
| Ashby D Dawson | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2023 | Jul 21, 2023 |
| Trevin Dane Bowen | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2023 | Jul 20, 2023 |
| Harold George Wenger | Raymond James Financial Services Advisors, Inc BD affiliated | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2023 | Jul 3, 2023 |
| Heather Diane Ponsano | LPL Financial LLC BD affiliated | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 5, 2023 | Feb 20, 2024 (230 d) |
| George Keith Demetriades | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2023 | Jun 9, 2023 |
| Christopher Gavin Cantu | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2023 | Apr 14, 2023 |
| Mark Charles Weatherly | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2023 | Feb 17, 2023 |
| Brett Anthony Sposa | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 14, 2022 | Nov 4, 2022 |
| Brian Matthew Bobby | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2022 | Nov 4, 2022 |
| Neil Ray Peplinski | Cedar Capital, LLC independent RIA | Kingsview Wealth Management, LLC independent RIA | RIA to RIA | Sep 30, 2022 | Oct 1, 2021 |
| Nicholas Michael Sposa | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2022 | Sep 9, 2022 |
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135 moves match.