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 Deschutes Investment Consulting, 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
John J BallantyneMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDeschutes Investment Consulting, LLC otherOtherMar 30, 2026May 11, 2026 (42 d)
Scott Kemper AgnewAscent Capital independent RIADeschutes Investment Consulting, LLC otherOtherJan 29, 2026Dec 17, 2025
Jacob Vincent StewartHuman Investing mixed wealthDeschutes Investment Consulting, LLC otherOtherOct 15, 2024Mar 21, 2025 (157 d)
Timothy Paul FoleyVoya Retirement Advisors, LLC otherDeschutes Investment Consulting, LLC otherOtherFeb 27, 2024Jan 26, 2026 (699 d)
Jonathan Kyle MetzAldrich Wealth LP independent RIADeschutes Investment Consulting, LLC mixed wealthRIA to RIAJan 19, 2022Apr 12, 2022 (83 d)
Kyle David DodrillEmpirical Wealth Management independent RIADeschutes Investment Consulting, LLC mixed wealthRIA to RIAAug 18, 2021Jul 14, 2021
Philip Glenn ShermanCwm, LLC BD affiliatedDeschutes Investment Consulting, LLC otherOtherNov 21, 2019Mar 4, 2020 (104 d)
Aaron M BuechelStream Financial Planning unclassifiedDeschutes Investment Consulting, LLC otherOtherJan 23, 2019Jan 1, 2025 (2170 d)
Timothy John CooperFinancial Telesis, Inc. otherDeschutes Investment Consulting, LLC otherOtherSep 2, 2014Sep 26, 2014
Michael Dean WaltersSignator Financial Services, Inc. otherDeschutes Investment Consulting, LLC otherOtherSep 30, 2013Sep 17, 2014 (352 d)
Macgregor Bruce HallDeschutes Investment Advisors, Inc. unclassifiedDeschutes Investment Consulting, LLC otherOtherNov 23, 2011Jan 1, 2025 (4788 d)
Carl Von Hoffmann BurnhamNfp Advisor Services, LLC otherDeschutes Investment Consulting, LLC otherOtherOct 13, 2011Jul 31, 2013 (657 d)
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12 moves match.