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 First Advisors National, 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
Deanna PelletierAsset Allocation Strategies, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIAAug 12, 2026Aug 5, 2026
Rodrigo PosseAsset Allocation Strategies, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIAJul 28, 2026Aug 20, 2026
Indra ArangoAsset Allocation Strategies, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIAJul 28, 2026Aug 27, 2026
Richard John BellamyAsset Allocation Strategies, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIAJul 28, 2026Aug 27, 2026
Michael KreuschAsylum Trading unclassifiedFirst Advisors National, LLC independent RIAOtherAug 1, 2025Apr 23, 2026 (265 d)
Robert Richard WolfTf Wealth Management, LLC unclassifiedFirst Advisors National, LLC independent RIAOtherJan 31, 2025Mar 16, 2020
Keith MotuseskyCorecap Advisors BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2025Jan 22, 2025
Thomas Phillip BoggessCambridge Investment Research Advisors, Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 19, 2024Dec 16, 2024
Ruth Elizabeth CardenasKovack Advisors, Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2024Sep 20, 2024
Adanlys Rafael Santos - PichardoPrimerica Advisors national BDFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 17, 2024Sep 16, 2026 (729 d)
Dominick Lawrence DeangelisU.S. Bancorp Advisors, LLC BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2024Mar 22, 2024
Jeremy Lane VaughtPruco Securities, LLC BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2024Mar 6, 2024 (33 d)
Carlos Francisco UriarteWholehearted Financial Services LLC unclassifiedFirst Advisors National, LLC independent RIAOtherNov 27, 2023Nov 21, 2024 (360 d)
Emilio Francisco SolernouSequent Planning, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIAOct 31, 2023Oct 30, 2025 (730 d)
Joseph William MaggioreVeridian Wealth Management, Inc. unclassifiedFirst Advisors National, LLC independent RIAOtherDec 31, 2022Jul 29, 2022
Tonya Rene BainsCambridge Investment Research Advisors, Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2022Dec 15, 2022
Stuart Mathew HunsickerAcrylic Financial, Inc. independent RIAFirst Advisors National, LLC independent RIARIA to RIAOct 19, 2022Oct 10, 2022
William Joseph O'NeilCetera Advisors LLC BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2022Aug 16, 2022
Mark Ryan OneilCetera Advisors LLC BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2022Aug 12, 2022
Kurt Allen BerryVanderbilt Advisory Services BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2022Jul 8, 2022
Jose Miguel Hernandez-GomezBankers Life Advisory Services, Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 11, 2022Jun 6, 2023 (421 d)
Brian Albert LeeW&S Brokerage Services, Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2022Jan 19, 2022
Michael P SchesslerAmeritas Advisory Services, LLC BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2021Jan 6, 2022
Teresa YoungW&S Brokerage Services, Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 6, 2021Dec 1, 2023 (725 d)
Kenneth Sherman HolmesFsc Securities Corporation BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2021Nov 18, 2021
David W ConardPlanmember Securities Corporation independent RIAFirst Advisors National, LLC independent RIARIA to RIASep 16, 2021Jan 1, 2026 (1568 d)
Peter Michael CrabtreeProsperity Economics Partners, LLC no RAUMFirst Advisors National, LLC independent RIAOtherJun 1, 2021Aug 31, 2021 (91 d)
David A KudoW&S Brokerage Services, Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 13, 2021Apr 18, 2022 (460 d)
James Allen ReyesJcg Investments, LLC unclassifiedFirst Advisors National, LLC independent RIAOtherDec 6, 2020Oct 15, 2020
Daniel Lee LambCambridge Investment Research Advisors, Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2020Aug 12, 2020
Daren Edward ChambleeRobert W. Baird & Co. Incorporated mixed wealthFirst Advisors National, LLC independent RIARIA to RIAAug 19, 2020Aug 5, 2020
Christopher Sean HardyOsaic Wealth, Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2019Oct 19, 2019
Kyle F O'DellCorecap Advisors BD affiliatedFirst Advisors National, LLC otherOtherApr 25, 2019Oct 20, 2015
Philip Brian CrawfordBft Financial Group, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIAMar 29, 2019May 3, 2019 (35 d)
Jacob Alexander SerfasCorecap Advisors BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 20, 2019Apr 22, 2019 (33 d)
Jenna RancourtThrivent Investment Management Inc. BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2018Jan 3, 2019 (38 d)
Christopher Craig JahntzHarvest Investment Services, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIASep 14, 2018Oct 9, 2018
Jessica Louise SmithAmeriprise Financial Services, LLC national BDFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2018Sep 11, 2019 (404 d)
Timothy John HendersonHorter Investment Management, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIAMay 24, 2018Mar 19, 2019 (299 d)
David Lewis ErmlickCenter Street Advisors, Inc. BD affiliatedFirst Advisors National, LLC otherOtherJan 2, 2018Jan 8, 2018
Kathryn Michelle RidgeCenter Street Advisors, Inc. BD affiliatedFirst Advisors National, LLC otherOtherJan 2, 2018Jan 10, 2018
Bruce Gary KasermanHorter Investment Management, LLC otherFirst Advisors National, LLC otherOtherDec 8, 2017Jan 3, 2018
Eric Thomas ScogginsCoppell Advisory Solutions LLC otherFirst Advisors National, LLC otherOtherOct 26, 2017Apr 29, 2015
Sharran HoodPrimerica Advisors national BDFirst Advisors National, LLC otherOtherMay 2, 2017May 18, 2017
Brian Albert LeePruco Securities, LLC otherFirst Advisors National, LLC otherOtherJan 31, 2017Jan 25, 2018 (359 d)
George Vernon HammontreeGebhardt Group, Inc otherFirst Advisors National, LLC otherOtherJan 24, 2017Oct 14, 2016
Timothy John HendersonBrookstone Capital Management LLC otherFirst Advisors National, LLC otherOtherJan 3, 2017Feb 24, 2017 (52 d)
Dominick Joseph CristofaroInternational Assets Investment Management, LLC otherFirst Advisors National, LLC independent RIAOtherDec 20, 2016Dec 4, 2018 (714 d)
Michael Anthony ConticelliRoyal Fund Management, LLC otherFirst Advisors National, LLC independent RIAOtherDec 5, 2016Nov 9, 2018 (704 d)
David W ConardHarvest Investment Services, LLC otherFirst Advisors National, LLC otherOtherNov 22, 2016Nov 28, 2016
Jolyn ChappellIntervest International, Inc. otherFirst Advisors National, LLC otherOtherNov 1, 2016Nov 4, 2016
Chad Vincent CassianiNew Heights Investment Advisory, Inc. unclassifiedFirst Advisors National, LLC otherOtherAug 15, 2016Apr 15, 2016
Wallace Ray NicholsCetera Advisor Networks LLC otherFirst Advisors National, LLC otherOtherAug 11, 2016Aug 24, 2016
Rodney Dean JarrellGlobal Financial Private Capital, Inc. otherFirst Advisors National, LLC otherOtherAug 1, 2016Oct 11, 2016 (71 d)
John Thomas TurnerHorter Investment Management, LLC otherFirst Advisors National, LLC otherOtherJul 29, 2016Aug 17, 2016
Eric John NetzelPrimerica Advisors national BDFirst Advisors National, LLC otherOtherJun 20, 2016Jul 28, 2016 (38 d)
Cody Allen CrawfordSynergy Asset Management, LLC otherFirst Advisors National, LLC otherOtherJun 6, 2016Jun 9, 2016
Richard Douglas KepplerRedhawk Wealth Advisors, Inc. otherFirst Advisors National, LLC otherOtherApr 28, 2016May 2, 2016
Russell Lee LunaCorecap Advisors otherFirst Advisors National, LLC otherOtherJan 6, 2016Apr 27, 2016 (112 d)
Rasa PetrauskaiteTransamerica Financial Advisors, LLC otherFirst Advisors National, LLC otherOtherDec 11, 2015Apr 13, 2016 (124 d)
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99 moves match.