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 Tru Independence Asset 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.

AdvisorFromToTypeLeftRegistered
Laura Marie OlneyCharles Schwab & Co., Inc. national BDTru Independence Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2025Feb 12, 2026 (127 d)
Margaret Champagne WrightTruist Advisory Services, Inc. BD affiliatedTru Independence Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 4, 2025Nov 13, 2025 (101 d)
Hannah June ThompsonTruist Advisory Services, Inc. BD affiliatedTru Independence Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 4, 2025Nov 20, 2025 (108 d)
Maria Alicia LuoniMorgan Stanley wirehouseTru Independence Asset Management, LLC independent RIAWirehouse to independent RIAMay 28, 2025Jul 15, 2025 (48 d)
Victoria Hope WaldmanVanguard Advisers, Inc. BD affiliatedTru Independence Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2023Feb 16, 2024 (178 d)
Maxwell Harrison CampOrion Portfolio Solutions, LLC BD affiliatedTru Independence Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 10, 2023May 15, 2023 (35 d)
Jennifer FlickingerSteward Partners Investment Solutions, LLC independent RIATru Independence Asset Management, LLC independent RIARIA to RIAFeb 21, 2020Mar 3, 2021 (376 d)
James Conrad NiedzinskiPlanning Alternatives Ltd independent RIATru Independence Asset Management, LLC independent RIARIA to RIAFeb 10, 2020Feb 7, 2020
Leslie Walker WatsonYellowwood Wealth Solutions, LLC independent RIATru Independence Asset Management, LLC independent RIARIA to RIAJun 27, 2019Jul 26, 2019
Jason RerichaYellowwood Wealth Solutions, LLC independent RIATru Independence Asset Management, LLC independent RIARIA to RIAJun 27, 2019Jul 26, 2019
Stacy SizemoreM Holdings Securities, Inc. BD affiliatedTru Independence Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2019Jul 11, 2019 (129 d)
Michael Robinette JeppsonRaymond James Financial Services Advisors, Inc BD affiliatedTru Independence Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2019Feb 16, 2019
Cort Alan HaberBerman Capital Advisors, LLC independent RIATru Independence Asset Management, LLC independent RIARIA to RIANov 8, 2018Jun 29, 2018
Zachary Aaron MorrisJ.P. Morgan Securities LLC wirehouseTru Independence Asset Management, LLC independent RIAWirehouse to independent RIAOct 2, 2018Sep 20, 2018
James Michael BoonUBS Financial Services Inc. wirehouseTru Independence Asset Management, LLC independent RIAWirehouse to independent RIASep 18, 2018Sep 25, 2018
Ann Holland BoonUBS Financial Services Inc. wirehouseTru Independence Asset Management, LLC independent RIAWirehouse to independent RIASep 18, 2018Sep 25, 2018
James Tyler BoonUBS Financial Services Inc. wirehouseTru Independence Asset Management, LLC independent RIAWirehouse to independent RIASep 18, 2018Sep 25, 2018
Jason Phillip BrienenRaymond James Financial Services Advisors, Inc BD affiliatedTru Independence Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2018Dec 14, 2018 (137 d)
Anthony Christopher RueU.S. Bancorp Investments, Inc. otherTru Independence Asset Management, LLC independent RIAOtherFeb 7, 2018Feb 7, 2018
Miles Panako LewisPortland Private Wealth Management, Inc. independent RIATru Independence Asset Management, LLC independent RIARIA to RIANov 22, 2017Jan 8, 2020 (777 d)
Tasha Immacolata MaussU.S. Bancorp Advisors, LLC otherTru Independence Asset Management, LLC otherOtherMar 10, 2017Feb 14, 2017
Thomas ClevelandMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTru Independence Asset Management, LLC independent RIAWirehouse to independent RIAJan 17, 2017Jun 2, 2026 (3423 d)
Alex Mitchell HardingMartin Capital Partners, LLC otherTru Independence Asset Management, LLC no RAUMOtherDec 31, 2016Oct 27, 2015
Sheree Demers ArntsonArnerich Massena, Inc. otherTru Independence Asset Management, LLC otherOtherOct 27, 2016Oct 6, 2016
Pradeep TempalliArnerich Massena, Inc. otherTru Independence Asset Management, LLC otherOtherOct 27, 2016Nov 10, 2016
Paul Canon WittmanTran Capital Management, L.P. otherTru Independence Asset Management, LLC otherOtherMay 31, 2016Mar 10, 2016
Jason Sheldon CloseWealthcare Advisors, LLC otherTru Independence Asset Management, LLC independent RIAOtherMay 17, 2016Mar 14, 2020 (1397 d)
Maia Devon ThomasValda Partners, LLC no RAUMTru Independence Asset Management, LLC otherOtherMar 25, 2016Mar 11, 2016
Bradley Garrett MartinCredit Suisse Securities (USA) LLC otherTru Independence Asset Management, LLC independent RIAOtherDec 13, 2012Nov 14, 2025 (4719 d)
Hugh Sylvanus MerkelMorgan Keegan & Company, LLC otherTru Independence Asset Management, LLC independent RIAOtherJan 15, 2009Nov 13, 2025 (6146 d)
Nikolaas Daby SchuurmansNorthwestern Mutual Investment Services,LLC otherTru Independence Asset Management, LLC otherOtherMar 28, 2008Aug 5, 2016 (3052 d)
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31 moves match.