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 Zhang Financial

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
Travis Gerrit VeenhuisSgh Wealth Management independent RIAZhang Financial independent RIARIA to RIAMar 18, 2026Mar 16, 2026
Noah WolthuisPrairieview Partners, LLC independent RIAZhang Financial independent RIARIA to RIAJul 24, 2025Jul 23, 2025
Jerry HeFlorida Financial Advisors, LLC BD affiliatedZhang Financial independent RIAAffiliated broker-dealer or bank to independent RIAJan 18, 2022Feb 11, 2022
Brandon Caleb MullMorgan Stanley wirehouseZhang Financial independent RIAWirehouse to independent RIAAug 24, 2021Sep 7, 2021
Cameron Tyler KleinhekselCaptrust institutionalZhang Financial independent RIAOtherJul 8, 2021Jul 21, 2021
Levi J HendershottMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseZhang Financial independent RIAWirehouse to independent RIAJan 2, 2019Apr 30, 2019 (118 d)
Kolby Loren SmithPlante Moran Financial Advisors otherZhang Financial otherOtherOct 9, 2017Oct 26, 2017
Jeremiah LudingtonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseZhang Financial otherOtherJan 12, 2015May 18, 2015 (126 d)
Charles Cheng ZhangLPL Financial LLC otherZhang Financial no RAUMOtherNov 13, 2012Mar 2, 2012
Lynn Ling Chen-ZhangLPL Financial LLC otherZhang Financial no RAUMOtherNov 13, 2012Mar 2, 2012
James Joseph WalshLPL Financial LLC otherZhang Financial no RAUMOtherNov 13, 2012Mar 5, 2012
Jessica Lynn RossanaLPL Financial LLC otherZhang Financial no RAUMOtherNov 13, 2012Mar 2, 2012
Christine Marie LindbergLPL Financial LLC otherZhang Financial otherOtherNov 13, 2012Mar 28, 2013 (135 d)
Amanda Marie HartmanLPL Financial LLC otherZhang Financial independent RIAOtherNov 13, 2012Nov 16, 2020 (2925 d)
Giselle Kristine SchlubatisAmeriprise Financial Services, LLC national BDZhang Financial independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2008Sep 23, 2020 (4600 d)
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15 moves match.