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 Ministry Partners Securities, 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
Robert VargasEdward Jones national BDMinistry Partners Securities, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserAug 10, 2026Aug 7, 2026
Ryan Deane ZeebHoward Bailey Securities, LLC independent RIAMinistry Partners Securities, LLC state registeredRIA to a state-registered adviserMay 1, 2026Apr 29, 2026
Brian Patrick SweeneyCadaret Grant & Co Inc BD affiliatedMinistry Partners Securities, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 23, 2024Jul 28, 2025 (278 d)
David Robert LyonMariner Advisor Network BD affiliatedMinistry Partners Securities, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 17, 2024Jan 10, 2025 (85 d)
Marc Alan LippincottPlanmember Securities Corporation independent RIAMinistry Partners Securities, LLC state registeredRIA to a state-registered adviserApr 18, 2019Apr 23, 2019
Michelle Valdean LippincottPlanmember Securities Corporation independent RIAMinistry Partners Securities, LLC state registeredRIA to a state-registered adviserApr 18, 2019Apr 24, 2019
Matthew Joseph EvansEquitable Advisors, LLC national BDMinistry Partners Securities, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJun 25, 2015Jun 30, 2015
Andrew Christopher PappCetera Advisor Networks LLC otherMinistry Partners Securities, LLC state registeredOtherAug 7, 2014Aug 6, 2014
Bruce Homer TraubG. A. Repple & Company otherMinistry Partners Securities, LLC state registeredOtherNov 25, 2013Nov 26, 2013
Blake Alan BjordahlVanderbilt Advisory Services otherMinistry Partners Securities, LLC state registeredOtherDec 6, 2011Sep 9, 2013 (643 d)
Joseph Wayne TurnerStrongtower Financial, Inc. unclassifiedMinistry Partners Securities, LLC state registeredOtherJun 23, 2011Jul 10, 2013 (748 d)
Virginia E. HavensMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMinistry Partners Securities, LLC state registeredWirehouse to a state-registered adviserFeb 1, 2006Jan 1, 2025 (6909 d)
Page 1 of 1
12 moves match.