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 Motley Fool 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 |
|---|---|---|---|---|---|
| Hilary Angela Daniel | Modera Wealth Management, LLC independent RIA | Motley Fool Wealth Management, LLC independent RIA | RIA to RIA | Sep 2, 2025 | Sep 29, 2025 |
| Sean Fredrick Gates | Lifestyle Wealth unclassified | Motley Fool Wealth Management, LLC independent RIA | Other | Apr 30, 2025 | Feb 13, 2025 |
| Karisha Elizabeth Reel | Vanguard Advisers, Inc. BD affiliated | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2025 | Apr 17, 2025 |
| Isaac White | First Citizens Investor Services, Inc. BD affiliated | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2025 | May 30, 2025 (56 d) |
| Lyndsi Grace Stender | Ellevest independent RIA | Motley Fool Wealth Management, LLC independent RIA | RIA to RIA | Mar 19, 2025 | Apr 10, 2025 |
| Sabrina Rosh | Ellevest independent RIA | Motley Fool Wealth Management, LLC independent RIA | RIA to RIA | Mar 13, 2025 | May 30, 2025 (78 d) |
| Daniel Joseph Duckett | Fidelity Personal And Workplace Advisors BD affiliated | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2025 | Feb 12, 2025 |
| Samantha Wendy Silberstein | Xypn Sapphire asset manager | Motley Fool Wealth Management, LLC independent RIA | Other | Dec 17, 2024 | Dec 18, 2024 |
| Brandie Danielle Blackwell | Fidelity Personal And Workplace Advisors BD affiliated | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2024 | Jul 22, 2024 (76 d) |
| Elizabeth Switzer | Wells Fargo Advisors wirehouse | Motley Fool Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Oct 24, 2022 | Nov 14, 2022 |
| Wiley Cyrus Belknap | United Capital Financial Advisors BD affiliated | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2022 | Apr 4, 2022 |
| Christopher Michael Garrett | Vanguard Advisers, Inc. BD affiliated | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2022 | Feb 18, 2022 |
| Khwan Hathai | J.P. Morgan Securities LLC wirehouse | Motley Fool Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Feb 24, 2021 | Mar 16, 2021 |
| Garret Ring | Edward Jones national BD | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2021 | Aug 8, 2022 (549 d) |
| Hali Browne London | Facet independent RIA | Motley Fool Wealth Management, LLC independent RIA | RIA to RIA | Nov 17, 2020 | Dec 24, 2020 (37 d) |
| Michelle Marie Leichtner | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Motley Fool Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Nov 16, 2020 | Dec 24, 2020 (38 d) |
| Jennifer Goodwin | Advice And Planning Services BD affiliated | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Dec 24, 2020 (41 d) |
| John Lawrence Freemire | Fidelity Personal And Workplace Advisors BD affiliated | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 22, 2020 | Dec 24, 2020 (63 d) |
| Justin Rivera | Facet independent RIA | Motley Fool Wealth Management, LLC independent RIA | RIA to RIA | Oct 19, 2020 | Mar 29, 2021 (161 d) |
| Michael Robert Hunter | Personal Capital Advisors Corporation independent RIA | Motley Fool Wealth Management, LLC independent RIA | RIA to RIA | Aug 24, 2020 | Dec 24, 2020 (122 d) |
| William Kendric Jenney | MML Investors Services, LLC BD affiliated | Motley Fool Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2018 | Dec 24, 2020 (972 d) |
| Madison Reece Early | The London Company Of Virginia other | Motley Fool Wealth Management, LLC independent RIA | Other | Oct 2, 2017 | Oct 31, 2023 (2220 d) |
| Daniel Saul Messeca | Eagle Strategies LLC other | Motley Fool Wealth Management, LLC other | Other | Dec 4, 2014 | Dec 2, 2014 |
| Joseph Anthony Perna | Northwestern Mutual Investment Services,LLC other | Motley Fool Wealth Management, LLC other | Other | Nov 17, 2014 | Nov 24, 2014 |
| Maxwell Leonard Hacker | T. Rowe Price Advisory Services, Inc. no RAUM | Motley Fool Wealth Management, LLC other | Other | Oct 24, 2014 | Oct 13, 2014 |
| Ross Stefan Anderson | Morgan Stanley wirehouse | Motley Fool Wealth Management, LLC other | Other | Jul 15, 2014 | Jul 29, 2014 |
| Sean Fredrick Gates | Ameriprise Financial Services, LLC national BD | Motley Fool Wealth Management, LLC no RAUM | Other | Feb 13, 2014 | Mar 18, 2014 (33 d) |
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27 moves match.