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 Ifg Advisory, 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
Jamonica K BrownNatural Investments independent RIAIfg Advisory, LLC independent RIARIA to RIAJul 15, 2026Aug 20, 2026 (36 d)
James Allen ArnoldJ.P. Morgan Securities LLC wirehouseIfg Advisory, LLC independent RIAWirehouse to independent RIAMay 17, 2026Jul 2, 2026 (46 d)
Van Constantine PappasKestra Advisory Services, LLC BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2026Apr 6, 2026
Timothy Warren BennettMomentum Independent Network Inc. BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 8, 2025Dec 10, 2025
Cody Matthew LewallenMma Asset Management LLC mixed wealthIfg Advisory, LLC independent RIARIA to RIANov 21, 2025Mar 13, 2026 (112 d)
Creston John MaxeyThe Lloyd Advisory Group independent RIAIfg Advisory, LLC independent RIARIA to RIAOct 10, 2025Oct 27, 2025
Landon Joseph PowellCannon Financial Strategists, Inc. independent RIAIfg Advisory, LLC independent RIARIA to RIASep 23, 2025Oct 9, 2025
Erick Michael MurrayFlorida Financial Advisors, LLC BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2025Aug 20, 2025 (195 d)
Fredrick Alan DawsonCarson Advisory Group independent RIAIfg Advisory, LLC independent RIARIA to RIAOct 23, 2024Oct 9, 2024
Melanie Fisher RodrigueWealth Science Advisors LLC independent RIAIfg Advisory, LLC independent RIARIA to RIAJul 29, 2024Aug 2, 2024
Joseph Spencer ReedOsaic Fs, Inc. BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2024Jul 2, 2024
Robert Argo CowsertOsaic Fa, Inc. BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2024Aug 28, 2025 (483 d)
Chase GunterOsaic Fs, Inc. BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2024Apr 22, 2024
Melissa Anne EkebergOsaic Fs, Inc. BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2024Apr 22, 2024
Ernest Martin BlackburnHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Apr 1, 2024
Danette West StarksHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Jan 1, 2025 (269 d)
Suzette Burns BatesHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Apr 9, 2024
Morgan Bain NickelsHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Apr 1, 2024
Tracey Dexter BryanHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 7, 2024Apr 1, 2024
Chevelle Ss TuckSpire Wealth Management, LLC BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2024Sep 20, 2024 (179 d)
Ronnie Paul MoodyOak Tree Financial Services, LLC independent RIAIfg Advisory, LLC independent RIARIA to RIADec 31, 2023Dec 11, 2023
Brian Andrew MoodyOak Tree Financial Services, LLC independent RIAIfg Advisory, LLC independent RIARIA to RIADec 31, 2023Dec 11, 2023
Kyle Edgar GrandstaffTruist Advisory Services, Inc. BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2023Dec 15, 2023 (81 d)
Gregory Francis PattonProactive Wealth Strategies, LLC independent RIAIfg Advisory, LLC independent RIARIA to RIAAug 16, 2023Aug 21, 2023
Robert Evan BethardsWoodbury Financial Services, Inc. BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 8, 2023Sep 1, 2023
Heather Lynn DouglassArista Consulting Group unclassifiedIfg Advisory, LLC independent RIAOtherJun 9, 2023Jun 29, 2023
Gregory Scott BennettMerit Financial Advisors independent RIAIfg Advisory, LLC independent RIARIA to RIAApr 10, 2023Apr 10, 2023
Peter John ColemanEdward Jones national BDIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2022Jun 25, 2022
Rachel Ann SmithRaymond James Financial Services Advisors, Inc BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2022Jun 6, 2022 (40 d)
Thomas William StarkOnewealth Investment Management, LLC unclassifiedIfg Advisory, LLC independent RIAOtherApr 1, 2022Oct 19, 2021
Heather Sue HochOnewealth Investment Management, LLC unclassifiedIfg Advisory, LLC independent RIAOtherApr 1, 2022Oct 19, 2021
Edward Marvin WatkinsSecurities America Advisors, Inc. BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2022Mar 3, 2022
John Michael FranklinSecurities America Advisors, Inc. BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2022Mar 2, 2022
Tobin Christopher AndersonArista Consulting Group unclassifiedIfg Advisory, LLC independent RIAOtherSep 17, 2021Sep 20, 2021
Sabrina Marie Gott ProanoCorecap Advisors BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2021Sep 2, 2021
Darrin Patrick BeardenCorecap Advisors BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2021Sep 2, 2021
Amy Leigh MullvainArista Consulting Group unclassifiedIfg Advisory, LLC independent RIAOtherMay 26, 2021Jul 23, 2021 (58 d)
Bradley Mason TowsonLPL Financial LLC BD affiliatedIfg Advisory, LLC otherOtherMay 17, 2021Apr 21, 2016
Bradley Charles WilliamsWells Fargo Advisors wirehouseIfg Advisory, LLC independent RIAWirehouse to independent RIAFeb 8, 2021Jan 11, 2024 (1067 d)
Terrell Clayton BooneWells Fargo Advisors wirehouseIfg Advisory, LLC independent RIAWirehouse to independent RIAJan 21, 2021Jan 16, 2024 (1090 d)
Kristen Nicole ThomasMdt Advisers, A Division Of Federated Mdta LLC asset managerIfg Advisory, LLC independent RIAOtherSep 16, 2020Mar 16, 2021 (181 d)
Alan BraticVigil Wealth Management, LLC no RAUMIfg Advisory, LLC independent RIAOtherJul 15, 2020Jul 17, 2020
Mark James BloomEdward Jones national BDIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2020Jun 11, 2020
Richard Scott CarverCetera Advisors LLC BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2020Jun 4, 2020
Wesley HeinrichsBay Financial Advisors, Inc. unclassifiedIfg Advisory, LLC independent RIAOtherMay 29, 2020Jun 11, 2020
Brett Alexander BringuelWells Fargo Advisors wirehouseIfg Advisory, LLC independent RIAWirehouse to independent RIAMay 27, 2020May 20, 2020
Christopher Gerald LohsHouseholder Group Estate & Retirement Specialists independent RIAIfg Advisory, LLC independent RIARIA to RIAMay 6, 2020Mar 9, 2022 (672 d)
Henry W BinsbacharMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIfg Advisory, LLC independent RIAWirehouse to independent RIAApr 1, 2020Apr 14, 2020
Armistead BurwellLPL Financial LLC BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2020Jan 7, 2020
Charles Hugh CurrieAvantax Advisory Services BD affiliatedIfg Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2019Jul 6, 2026 (2649 d)
Troy Glenn DecastroCrawford Investment Counsel Inc independent RIAIfg Advisory, LLC independent RIARIA to RIAFeb 19, 2019Sep 9, 2019 (202 d)
Christopher Michael RiosEaton Vance Management mixed wealthIfg Advisory, LLC independent RIARIA to RIASep 4, 2018Aug 16, 2019 (346 d)
Theodore John DelisiLPL Financial LLC independent RIAIfg Advisory, LLC otherOtherMar 16, 2018Jan 27, 2015
Dana Alan BinsbacharInvest Financial Corporation otherIfg Advisory, LLC independent RIAOtherFeb 15, 2018Jun 4, 2019 (474 d)
Reagan CurlLPL Financial LLC independent RIAIfg Advisory, LLC otherOtherDec 31, 2017Sep 22, 2014
Amy Marie ThienLPL Financial LLC independent RIAIfg Advisory, LLC otherOtherDec 5, 2017Aug 18, 2017
Jeffrey Scott PanikAmeriprise Financial Services, LLC national BDIfg Advisory, LLC otherOtherNov 17, 2017Nov 17, 2017
Justin Dwight BurgessWaddell & Reed otherIfg Advisory, LLC otherOtherSep 25, 2017Sep 18, 2017
Corey Todd MyersEdward Jones national BDIfg Advisory, LLC otherOtherSep 3, 2017Sep 5, 2017
Penny Jean PaughLPL Financial LLC otherIfg Advisory, LLC otherOtherAug 25, 2017Aug 25, 2017
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116 moves match.