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 Modera Wealth Management, 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 |
|---|---|---|---|---|---|
| Aaron D Lieberman | Marathon Wealth Management, Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Aug 17, 2026 | Aug 3, 2026 |
| Connor Michael Crayne | Florida Financial Advisors, LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2026 | Aug 17, 2026 |
| Allen Page Giese | Northstar Financial Planners, Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jul 10, 2026 | Jun 16, 2026 |
| Gary Cristopher Gonzalez | Northstar Financial Planners, Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jul 10, 2026 | Jul 9, 2026 |
| Joseph Glenn Valerio | Northstar Financial Planners, Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jul 10, 2026 | Jul 13, 2026 |
| John Michael Loper | Lincoln Investment independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jul 9, 2026 | Jul 6, 2026 |
| Justin Charles Viviano | Vanguard Advisers, Inc. BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | May 18, 2026 |
| Jason Phillip Suway | Goldman Sachs Wealth Services, L.P. BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | Jul 7, 2026 (48 d) |
| Keith Randall Blumenstock | Pnc Wealth Management BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2026 | May 18, 2026 |
| Teigyoku Springer | Sanctuary Advisors, LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2026 | Jul 14, 2026 (76 d) |
| Nicholas Vincent Di Palo | Cerity Partners LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Apr 13, 2026 | May 12, 2026 |
| Alexander Lewis Bedford | Florida Financial Advisors, LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | Jun 9, 2026 (61 d) |
| Kristopher Donald Thompson | The Ascent Group, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Apr 2, 2026 | Apr 13, 2026 |
| Kevin Javier Stewart | LPL Financial LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2026 | Mar 9, 2026 |
| William Alexander Moir | Abich Financial Wealth Management, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 30, 2026 | Mar 31, 2026 (60 d) |
| Isabel Maria Pereira | Robert W. Baird & Co. Incorporated mixed wealth | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 15, 2026 | Jan 23, 2026 |
| Malinda Dornan | Thrivent Investment Management Inc. BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2025 | Jan 2, 2026 |
| William Edward Stadler | Mercer Global Advisors Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 14, 2025 | Apr 6, 2026 (143 d) |
| Robert Spencer Hockett | Domus Advisors LLC unclassified | Modera Wealth Management, LLC independent RIA | Other | Nov 12, 2025 | Jan 30, 2026 (79 d) |
| Neil Von Mahoney | Domus Advisors LLC unclassified | Modera Wealth Management, LLC independent RIA | Other | Nov 12, 2025 | Dec 3, 2025 |
| Erin Lynn Villamizar | Red Oak Financial Group independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Oct 16, 2025 | Oct 17, 2025 |
| Michaela Hope Stclair | Pitcairn independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Sep 26, 2025 | Sep 30, 2025 |
| Daniel J Humphrey | Hightower Advisors, LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2025 | Sep 10, 2025 (35 d) |
| Joseph Nole | Corient independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jul 14, 2025 | Jun 23, 2025 |
| Michael Joseph Starkel | Mercer Global Advisors Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | May 13, 2025 | May 20, 2025 |
| Richard Andrew Widick | Cps Investment Advisors independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Apr 11, 2025 | May 14, 2025 (33 d) |
| Jeffrey Christopher Brewer | Choreo, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 25, 2025 |
| William James Hufnell | Bay Point Wealth independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Nov 21, 2024 |
| John Daniel Ebinger | Bay Point Wealth independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Nov 21, 2024 |
| William Joseph Hufnell | Bay Point Wealth independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Nov 21, 2024 |
| Joseph Lewis Powanda | Bay Point Wealth independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Nov 21, 2024 |
| Eric Michael Sneider | Bromfield Sneider Wealth Advisors, Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jul 12, 2024 | Jul 3, 2024 |
| Brian Scott Hjalmarson | Empower Advisory Group, LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2024 | May 15, 2024 |
| Charles Paul Boinske | Dimensional Fund Advisors LP asset manager | Modera Wealth Management, LLC independent RIA | Other | Sep 26, 2023 | Nov 14, 2023 (49 d) |
| Jun Bo Shim | Cfo4life independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Aug 28, 2023 | Feb 14, 2024 (170 d) |
| James Serrano | An Exceptional Life Financial, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Aug 8, 2023 | Aug 28, 2023 |
| Edwin Rockefeller Baldrige | Baldrige Asset Management independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jun 30, 2023 | Jul 3, 2023 |
| Michael Anthony Insogna | Baldrige Asset Management independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jun 30, 2023 | Jul 3, 2023 |
| Nicole Cannone Wegman | Commonwealth Financial Network national BD | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 6, 2023 | Jun 5, 2023 |
| Feraud Dodard Calixte | Vantage Pointe Planning unclassified | Modera Wealth Management, LLC independent RIA | Other | Jun 6, 2023 | May 18, 2023 |
| Daniel Patrick Crimmins | Crimmins Wealth Management, LLC unclassified | Modera Wealth Management, LLC independent RIA | Other | Apr 25, 2023 | Mar 8, 2023 |
| Caitlin Marie Heery | Raymond James & Associates, Inc. national BD | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2023 | Apr 19, 2023 |
| Solon George Vlasto | Bernhardt Wealth Management, Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 30, 2022 | Nov 17, 2022 |
| Timothy Stephen Koehl | Bernhardt Wealth Management, Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 30, 2022 | Nov 17, 2022 |
| Brett M Ferrari | LPL Financial LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 30, 2022 | Sep 9, 2026 (1379 d) |
| Jordan Rubin | Bernhardt Wealth Management, Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 30, 2022 | Nov 17, 2022 |
| Alishia Arezou Dubois | Bernhardt Wealth Management, Inc. independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Nov 30, 2022 | Nov 17, 2022 |
| Lee T Cox | Robert W. Baird & Co. Incorporated mixed wealth | Modera Wealth Management, LLC independent RIA | RIA to RIA | Oct 24, 2022 | Sep 9, 2026 (1416 d) |
| Mark David Gernerd | Vanguard Advisers, Inc. BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 11, 2022 | May 6, 2022 |
| Molly Hattrich Rimes | Insmed Financial Services, LLC unclassified | Modera Wealth Management, LLC independent RIA | Other | May 6, 2022 | May 24, 2022 |
| Blake Jackson Willis | Mcadam LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Feb 8, 2022 | Jul 7, 2026 (1610 d) |
| Thomas Wood Ausfahl | Greystone Wealth Advisors LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 3, 2022 |
| Elizabeth Saunders Brozena | Greystone Wealth Advisors LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 3, 2022 | Jan 3, 2022 |
| Jeanne Foraste Bernardin | Meridian Financial Advisors, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Aug 20, 2021 | Sep 22, 2021 (33 d) |
| Savas Nick Constantinou | LPL Financial LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2021 | Aug 31, 2021 |
| Charles Philip Boinske | Independence Advisors, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 4, 2021 | Jan 4, 2021 |
| Elizabeth Lawrence Gavin | Independence Advisors, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 4, 2021 | Jan 4, 2021 |
| Mark Anthony Rioboli | Independence Advisors, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 4, 2021 | Jan 4, 2021 |
| Christina Mc Cullough | Independence Advisors, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 4, 2021 | Jan 4, 2021 |
| Andrea Fitzgerald | Independence Advisors, LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jan 4, 2021 | Jan 4, 2021 |
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100 moves match.