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 Visionary Horizons, 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
Clinton Michael BiggsCambridge Investment Research Advisors, Inc. BD affiliatedVisionary Horizons, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2026Jun 26, 2026
Rebecca Elisabeth BrownThird Eye Associates, Ltd state registeredVisionary Horizons, LLC independent RIAOtherJun 1, 2026May 15, 2026
Katherine Ann StellflueLPL Financial LLC BD affiliatedVisionary Horizons, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2026Mar 17, 2026
Luke Jefferson PowersSagespring Wealth Partners independent RIAVisionary Horizons, LLC independent RIARIA to RIAJul 31, 2025Aug 1, 2025
Charles Jesse LovedayTvamp, LLC independent RIAVisionary Horizons, LLC independent RIARIA to RIAOct 2, 2024Jan 3, 2025 (93 d)
Michael John MeilleurGradient Advisors, LLC independent RIAVisionary Horizons, LLC independent RIARIA to RIAJul 19, 2024Jun 21, 2024
James Nathan KraeskeBrogan Financial independent RIAVisionary Horizons, LLC independent RIARIA to RIAJun 17, 2024Aug 4, 2025 (413 d)
Tyler FedrickPrimerica Advisors national BDVisionary Horizons, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2023Apr 1, 2024 (92 d)
Timothy Joseph McintoshPvg Asset Management Corp independent RIAVisionary Horizons, LLC independent RIARIA to RIAApr 20, 2023Apr 13, 2023
Madison Kent HolbrookTvamp, LLC independent RIAVisionary Horizons, LLC independent RIARIA to RIADec 21, 2022Jan 5, 2023
B Lynn Crews-BrooksEdward Jones national BDVisionary Horizons, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 5, 2022Feb 6, 2022 (32 d)
Jeremy M LongTruist Advisory Services, Inc. BD affiliatedVisionary Horizons, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2020Feb 9, 2021 (190 d)
Nicholas Winford HughesInnovative Advisory Partners, LLC mixed wealthVisionary Horizons, LLC independent RIARIA to RIAJan 11, 2019Jan 23, 2019
Monica Reeves HeadCw Securities, LLC independent RIAVisionary Horizons, LLC otherOtherMar 30, 2017Apr 4, 2017
William R HarmonJ.P. Morgan Securities LLC wirehouseVisionary Horizons, LLC otherOtherJan 13, 2016Mar 10, 2016 (57 d)
Michael Thomas SimpsonC & J Wealth Advisors otherVisionary Horizons, LLC otherOtherFeb 8, 2013Mar 18, 2014 (403 d)
Philip Brian DortchDortch Capital Management, LLC unclassifiedVisionary Horizons, LLC otherOtherJul 2, 2012Dec 14, 2012 (165 d)
Roger Edward KigerCommonwealth Financial Network national BDVisionary Horizons, LLC otherOtherAug 31, 2009Sep 10, 2009
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18 moves match.