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 Severin Investments 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
Brodie DowningElevate Financial Planning And Wealth Management independent RIASeverin Investments LLC independent RIARIA to RIAAug 25, 2026Sep 10, 2026
Justin W HillFisher Investments independent RIASeverin Investments LLC independent RIARIA to RIASep 8, 2025Mar 23, 2026 (196 d)
Anderson WiegmanFocus Partners Wealth, LLC independent RIASeverin Investments LLC independent RIARIA to RIAMay 28, 2025Jun 9, 2025
Kelly WilhiteMML Investors Services, LLC BD affiliatedSeverin Investments LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 7, 2025Jul 8, 2025 (151 d)
Anthony CaiolaRm Investment Strategies, LLC independent RIASeverin Investments LLC independent RIARIA to RIAMay 28, 2024Jun 6, 2024
Stephen HeidenTd Private Client Wealth LLC BD affiliatedSeverin Investments LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 28, 2023Dec 4, 2023
Keegan Michael ErvaFlorida Financial Advisors, LLC BD affiliatedSeverin Investments LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2023Jan 4, 2024 (90 d)
Jeffrey Scott MerkowInvestment Philosopher, LLC unclassifiedSeverin Investments LLC independent RIAOtherMay 20, 2022May 11, 2022
Trevor John CornettStifel, Nicolaus & Company, Incorporated national BDSeverin Investments LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2021Jan 13, 2022
Paul A AglianoIht Wealth Management LLC independent RIASeverin Investments LLC independent RIARIA to RIASep 20, 2021Feb 14, 2022 (147 d)
Curtis Scott ShillingsfordWells Fargo Advisors wirehouseSeverin Investments LLC independent RIAWirehouse to independent RIAJan 31, 2020Mar 10, 2020 (39 d)
Mark Andrew YoungExodus Wealth, LLC independent RIASeverin Investments LLC independent RIARIA to RIADec 31, 2019Dec 10, 2018
Joshua Roland JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSeverin Investments LLC independent RIAWirehouse to independent RIASep 21, 2018Dec 22, 2021 (1188 d)
Ellen C FisherEdward Jones national BDSeverin Investments LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2018Oct 6, 2022 (1478 d)
Robert MolinaEdward Jones national BDSeverin Investments LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2018Aug 2, 2018
Ross Sterling WolffWaddell & Reed BD affiliatedSeverin Investments LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 19, 2018Apr 20, 2018
John Matthew MeyerEcc Financial unclassifiedSeverin Investments LLC independent RIAOtherDec 31, 2015Jan 15, 2016
David Charles KingCuttingedge Advisors otherSeverin Investments LLC independent RIAOtherDec 31, 2014Sep 16, 2014
Joseph Roman AndersonIntegrity Alliance, LLC otherSeverin Investments LLC independent RIAOtherJul 16, 2014Aug 13, 2014
Jeffrey Jon SeverinLPL Financial LLC otherSeverin Investments LLC independent RIAOtherDec 4, 2013Aug 20, 2013
Scott Joseph SzymulaWells Fargo Advisors wirehouseSeverin Investments LLC independent RIAWirehouse to independent RIAJul 16, 2013Sep 4, 2013 (50 d)
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21 moves match.