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 V Wealth 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
Clinton Wade SandmannStewart Advisory Services, LLC unclassifiedV Wealth Advisors LLC independent RIAOtherFeb 2, 2024Oct 5, 2020
Aaron David WindhorstStewart Advisory Services, LLC unclassifiedV Wealth Advisors LLC independent RIAOtherJul 31, 2023Oct 8, 2020
James David FairBoulder Investment Group independent RIAV Wealth Advisors LLC independent RIARIA to RIANov 18, 2020Oct 5, 2020
Michael E HoweyFbl Wealth Management, LLC no RAUMV Wealth Advisors LLC independent RIAOtherSep 25, 2020Oct 16, 2020
Timothy Shawn CarlinEdward Jones national BDV Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 16, 2019Nov 27, 2019
Sevasti BalafasH. Beck, Inc. BD affiliatedV Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 26, 2019May 21, 2019
Joshua Kent LewisSecurian Financial Services, Inc. BD affiliatedV Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 13, 2019Apr 16, 2019 (34 d)
Jeffrey Douglas WilkinsonWaddell & Reed BD affiliatedV Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 22, 2019Jan 16, 2019
John David JespersenButtonwood Financial Group, LLC independent RIAV Wealth Advisors LLC independent RIARIA to RIASep 19, 2018Dec 3, 2018 (75 d)
Aaron Steven HerwigWaddell & Reed otherV Wealth Advisors LLC otherOtherNov 21, 2017Nov 15, 2017
Johnathan Robert HinesWaddell & Reed otherV Wealth Advisors LLC otherOtherNov 20, 2017Nov 15, 2017
Stanko PavlovicBmo Harris Financial Advisors, Inc otherV Wealth Advisors LLC otherOtherSep 25, 2017Sep 19, 2017
Stephen Donald ToddWaddell & Reed otherV Wealth Advisors LLC otherOtherMay 9, 2017May 9, 2017
Ethan Wade HutchesonFirstpoint Financial, LLC otherV Wealth Advisors LLC independent RIAOtherMar 22, 2017Feb 6, 2020 (1051 d)
Christopher Raymond WadeWaddell & Reed otherV Wealth Advisors LLC otherOtherFeb 15, 2017Feb 16, 2017
Herman Edvin LallWaddell & Reed otherV Wealth Advisors LLC otherOtherFeb 15, 2017Feb 16, 2017
Jonathan David LallWaddell & Reed otherV Wealth Advisors LLC otherOtherFeb 15, 2017Feb 16, 2017
Craig Joseph KurthWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 20, 2017Jan 6, 2017
Carroll Wayne WilkersonWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 11, 2017Jan 5, 2017
Jared Wayne ReynoldsWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 11, 2017Jan 5, 2017
Benjamin John DierkesWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 11, 2017Jan 5, 2017
Alexandra Kiley Kurth GardenWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 6, 2017Jan 5, 2017
Michael Kevin GardenWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 6, 2017Jan 5, 2017
Ryan Andrew WilkersonWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 5, 2017Jan 5, 2017
Geoffrey Allen LanceleySfs Interests, Inc. unclassifiedV Wealth Advisors LLC otherOtherSep 13, 2016Oct 25, 2013
Neal David FurlongLPL Financial LLC otherV Wealth Advisors LLC otherOtherApr 21, 2016Apr 27, 2016
Marc A WilbornBoulder Investment Group otherV Wealth Advisors LLC otherOtherJul 31, 2014Apr 14, 2014
Laura Jeanne BoedgesMsi Financial Services, Inc. otherV Wealth Advisors LLC otherOtherJun 20, 2014Apr 28, 2016 (678 d)
Robert Brook MeneesBoulder Investment Group otherV Wealth Advisors LLC otherOtherMar 31, 2014Sep 23, 2013
Omar R QureshiLPL Financial LLC otherV Wealth Advisors LLC otherOtherNov 12, 2013Jul 31, 2013
Brian Daniel CopelandLPL Financial LLC otherV Wealth Advisors LLC otherOtherNov 12, 2013Aug 13, 2013
Joshua Lee JonesEdward Jones national BDV Wealth Advisors LLC otherOtherJun 14, 2013Jun 13, 2013
Philip James PaschangCetera Advisors LLC otherV Wealth Advisors LLC otherOtherMay 21, 2013May 22, 2013
Melissa P Figeac-NanezCetera Advisors LLC otherV Wealth Advisors LLC otherOtherMay 21, 2013May 17, 2013
Grant Michael TrimbleCetera Advisors LLC otherV Wealth Advisors LLC otherOtherMay 7, 2013May 6, 2013
Shawn Boyd ShepherdEdward Jones national BDV Wealth Advisors LLC otherOtherFeb 28, 2013Apr 4, 2013 (35 d)
Preston Lynn KlickEdward Jones national BDV Wealth Advisors LLC otherOtherMay 29, 2012May 29, 2012
Christopher Lee KlickEdward Jones national BDV Wealth Advisors LLC otherOtherMay 29, 2012May 29, 2012
Michael L SuellentropEquitable Advisors, LLC national BDV Wealth Advisors LLC otherOtherMay 3, 2012May 1, 2012
Jeffrey L WettaEquitable Advisors, LLC national BDV Wealth Advisors LLC otherOtherMay 3, 2012May 1, 2012
Andrew David SciannaEdward Jones national BDV Wealth Advisors LLC otherOtherApr 3, 2012Apr 16, 2012
Jebtha C. GrahamEquitable Advisors, LLC national BDV Wealth Advisors LLC otherOtherDec 7, 2011Nov 30, 2011
Dudley J BalzerBmo Harris Financial Advisors, Inc otherV Wealth Advisors LLC otherOtherOct 7, 2011Sep 30, 2011
Scott Stuart CiulloPlanmember Securities Corporation otherV Wealth Advisors LLC otherOtherAug 1, 2011Aug 4, 2011
Jordan P RiderMsi Financial Services, Inc. otherV Wealth Advisors LLC otherOtherDec 22, 2010Dec 16, 2010
Anthony Michael CoxRBC Capital Markets, LLC national BDV Wealth Advisors LLC otherOtherDec 17, 2010Dec 7, 2010
John Brian FranklinNrp Advisors, Inc. unclassifiedV Wealth Advisors LLC otherOtherDec 1, 2010Dec 7, 2010
Stephanie Marie GanttMorgan Stanley wirehouseV Wealth Advisors LLC otherOtherOct 29, 2010Nov 8, 2010
Timothy Alan GroeblMorgan Stanley wirehouseV Wealth Advisors LLC otherOtherOct 11, 2010Nov 3, 2010
Richard Henry MeyerMorgan Stanley wirehouseV Wealth Advisors LLC otherOtherSep 2, 2010Aug 27, 2010
Tye Ryan MartinMorgan Stanley wirehouseV Wealth Advisors LLC otherOtherSep 2, 2010Aug 27, 2010
Debra Susan ShultzCountry Club Financial Services, Inc. otherV Wealth Advisors LLC otherOtherJul 27, 2010Dec 8, 2010 (134 d)
Richard Joseph GroeblMorgan Stanley wirehouseV Wealth Advisors LLC otherOtherMay 10, 2010May 26, 2010
Mark Alan ReinertMutual Service Corporation unclassifiedV Wealth Advisors LLC independent RIAOtherSep 8, 2009Jun 3, 2021 (4286 d)
David I BrozenicBanc Of America Investment Services, Inc. unclassifiedV Wealth Advisors LLC otherOtherAug 19, 2009Apr 6, 2010 (230 d)
Eric D WymoreBanc Of America Investment Services, Inc. unclassifiedV Wealth Advisors LLC otherOtherAug 17, 2009Apr 6, 2010 (232 d)
Thomas Edward BlumerUBS Financial Services Inc. wirehouseV Wealth Advisors LLC otherOtherAug 3, 2009Apr 6, 2010 (246 d)
Brett Alan LangeUBS Financial Services Inc. wirehouseV Wealth Advisors LLC otherOtherAug 3, 2009Apr 6, 2010 (246 d)
Scott Patrick ConnorsUBS Financial Services Inc. wirehouseV Wealth Advisors LLC otherOtherMay 13, 2009Apr 6, 2010 (328 d)
Gregory Thomas BondWs Griffith Securities, Inc. unclassifiedV Wealth Advisors LLC independent RIAOtherMay 10, 2004Jun 12, 2019 (5511 d)
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60 moves match.