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 Soltis Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jansen Kelly Davidson | Artifex Financial Group, LLC independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Aug 12, 2026 | Jun 11, 2026 |
| Herman Tkach | Mercer Global Advisors Inc. independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Mar 18, 2026 | Mar 31, 2026 |
| Ryan Philip Murray | Strategic Advisers LLC national BD | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2026 | Mar 11, 2026 |
| Jason Christopher Stuhmer | Skyoak Capital, Inc. independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Mar 4, 2026 | Mar 13, 2026 |
| Karl David Tresner | MML Investors Services, LLC BD affiliated | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2026 | Apr 22, 2026 (51 d) |
| Emma Harrison Egan | Fisher Investments independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Feb 25, 2026 | Mar 11, 2026 |
| Christopher Walker Dulgarian | Grizzly Peak Asset Management unclassified | Soltis Investment Advisors, LLC independent RIA | Other | Dec 31, 2025 | Jan 16, 2026 |
| Mark Joseph Theall | Strategic Advisers LLC national BD | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2025 | Mar 30, 2026 (119 d) |
| Taylor David Acevedo | Townsquare Capital, LLC asset manager | Soltis Investment Advisors, LLC independent RIA | Other | Nov 17, 2025 | Nov 19, 2025 |
| Ethan Conley Woods | Wells Fargo Advisors wirehouse | Soltis Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Oct 22, 2025 | Oct 2, 2025 |
| Jay Lamarr Wells | Drive Wealth Advisers independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Aug 1, 2025 | Aug 4, 2025 |
| Michael E Wade | J.P. Morgan Securities LLC wirehouse | Soltis Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | May 21, 2025 | Jul 1, 2025 (41 d) |
| Jeffrey Harris | Cwm, LLC BD affiliated | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2025 | Mar 21, 2025 |
| Ryan Lance Croy | Fidelity Personal And Workplace Advisors BD affiliated | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 24, 2025 | Apr 3, 2025 (38 d) |
| Thomas Craig Kwang-Soo Rasmussen | Bluesky Wealth Advisors, LLC independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Sep 25, 2024 | Oct 7, 2024 |
| Mark Essenfeld | Hub Investment Partners, LLC mixed wealth | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Jul 22, 2024 | Jul 8, 2024 |
| Selby Moleli Fauatea | Eagle Strategies LLC BD affiliated | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2024 | Jul 18, 2025 (396 d) |
| Tyler John James Leuning | Edward Jones national BD | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2024 | May 17, 2024 (31 d) |
| Geoffrey Scott Johnson | Virtus Investment Advisers, LLC asset manager | Soltis Investment Advisors, LLC independent RIA | Other | Nov 27, 2023 | Mar 26, 2024 (120 d) |
| Derek Ezra Tanuvasa | Fidelity Personal And Workplace Advisors BD affiliated | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2023 | Aug 15, 2023 |
| Krista Dawn Young | Legacy Wealth Management, LLC independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2023 | Apr 4, 2023 |
| Coltin Edward Davis | Cfo4life independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Apr 18, 2023 (103 d) |
| Melissa Spragg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Soltis Investment Advisors, LLC mixed wealth | Wirehouse to independent RIA | Jul 14, 2022 | Aug 24, 2022 (41 d) |
| Nathaniel Robert Barton | Fidelity Personal And Workplace Advisors BD affiliated | Soltis Investment Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jan 11, 2022 | Feb 1, 2022 |
| Tyler Lee Hunt | Arista Wealth Management, LLC independent RIA | Soltis Investment Advisors, LLC mixed wealth | RIA to RIA | Nov 24, 2021 | Jan 5, 2022 (42 d) |
| Jacob Gregory Wagner | Brookstone Wealth Advisors, LLC independent RIA | Soltis Investment Advisors, LLC mixed wealth | RIA to RIA | Nov 4, 2021 | May 20, 2022 (197 d) |
| Paul Jude | Hbks Wealth Advisors independent RIA | Soltis Investment Advisors, LLC mixed wealth | RIA to RIA | Apr 26, 2021 | May 21, 2021 |
| David L Tippets | Principal Securities, Inc. BD affiliated | Soltis Investment Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2021 | May 19, 2021 (107 d) |
| Spencer Mark Humphrey | Advice And Planning Services BD affiliated | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Mar 4, 2021 (111 d) |
| Cody R Wiseman | Advice And Planning Services BD affiliated | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Feb 4, 2021 (83 d) |
| Glenn William Koehl | Slatestone Wealth LLC independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2020 | Feb 6, 2020 |
| Jason Scott Rasmussen | Slatestone Wealth LLC independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2020 | Feb 6, 2020 |
| Michael Davis Espinosa | Vanguard Advisers, Inc. BD affiliated | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2020 | May 20, 2020 (125 d) |
| Bernard James Braudis | Green Square Capital Advisors mixed wealth | Soltis Investment Advisors, LLC mixed wealth | RIA to RIA | Dec 17, 2019 | Feb 3, 2022 (779 d) |
| Lisa L Bowers | Wells Fargo Advisors wirehouse | Soltis Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Dec 2, 2019 | Feb 11, 2020 (71 d) |
| Kelly Lisa Holtman | Onedigital institutional | Soltis Investment Advisors, LLC independent RIA | Other | May 7, 2019 | May 17, 2019 |
| Curtis Woodard | Td Ameritrade Investment Management, LLC independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Jan 14, 2019 | Oct 1, 2025 (2452 d) |
| Timothy Matthew Brann | Slatestone Wealth LLC independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Jan 7, 2019 | Apr 26, 2019 (109 d) |
| Jedd Morgan Wilson | Independent Financial Group, LLC BD affiliated | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2018 | May 22, 2018 (39 d) |
| Robert Bruce Merrell | Definitive Advisors LLC unclassified | Soltis Investment Advisors, LLC independent RIA | Other | Apr 10, 2018 | Apr 13, 2018 |
| Wayne Floran Demeester | Definitive Advisors LLC unclassified | Soltis Investment Advisors, LLC other | Other | Apr 10, 2018 | Feb 16, 2016 |
| Benjamin West Justice | Strategic Advisers LLC national BD | Soltis Investment Advisors, LLC other | Other | Apr 27, 2016 | Jul 26, 2016 (90 d) |
| Ryan Bradford Ennis | J.P. Morgan Securities LLC wirehouse | Soltis Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Jan 5, 2015 | Jan 3, 2020 (1824 d) |
| Lon Edgar Henderson | Soltis Investment Advisors, Inc. unclassified | Soltis Investment Advisors, LLC other | Other | Dec 13, 2011 | Oct 5, 2011 |
| James Grant Shumway | Soltis Investment Advisors, Inc. unclassified | Soltis Investment Advisors, LLC other | Other | Dec 13, 2011 | Oct 29, 2010 |
| Kim Dean Anderson | Soltis Investment Advisors, Inc. unclassified | Soltis Investment Advisors, LLC other | Other | Dec 13, 2011 | Sep 29, 2010 |
| Tyler Jon Finlinson | Soltis Investment Advisors, Inc. unclassified | Soltis Investment Advisors, LLC other | Other | Dec 13, 2011 | Sep 29, 2010 |
| Hal Gary Anderson | Soltis Investment Advisors, Inc. unclassified | Soltis Investment Advisors, LLC other | Other | Dec 12, 2011 | Sep 21, 2010 |
| Tyler Kay Wilkinson | Soltis Investment Advisors, Inc. unclassified | Soltis Investment Advisors, LLC other | Other | Dec 12, 2011 | Sep 29, 2010 |
| Clark Valantine Taylor | Soltis Investment Advisors, Inc. unclassified | Soltis Investment Advisors, LLC other | Other | Dec 12, 2011 | Sep 29, 2010 |
| Michael David Turvey | Thinkorswim Advisors, Inc. unclassified | Soltis Investment Advisors, LLC independent RIA | Other | Dec 31, 2009 | Apr 23, 2026 (5957 d) |
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51 moves match.