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 Balefire, 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 |
|---|---|---|---|---|---|
| David Malcolm Serposs | Principal Securities, Inc. BD affiliated | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2026 | Jun 29, 2026 |
| Sarah Marie Schmitz | Principal Securities, Inc. BD affiliated | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 11, 2026 | May 11, 2026 |
| Jordan Christopher Maruszak | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Dec 4, 2025 | Jan 14, 2026 (41 d) |
| Travis Jon Busch | Thrivent Investment Management Inc. BD affiliated | Balefire, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jun 18, 2025 | Jun 18, 2025 |
| George Wesley Hester | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| Harold Dunbar Cooley | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| Christopher D Fay | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 24, 2025 |
| Christopher Allen Tipton | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 24, 2025 |
| Jason Simpson Hester | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Jan 1, 2026 (276 d) |
| Blair M Enfield | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | May 1, 2025 (31 d) |
| Will K Knight | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 24, 2025 |
| Lindsey Pate Gresham | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| Stephen Cary Kinsley | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| William August Kientz | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| Dustin Shae Haraway | Raymond James Financial Services Advisors, Inc BD affiliated | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2024 | Jan 31, 2025 (38 d) |
| Austin Leroy Vanhove | Mwa Financial Services, Inc. independent RIA | Balefire, LLC independent RIA | RIA to RIA | May 22, 2024 | May 16, 2024 |
| Amy Peschl Batta | Hi-Line Capital Management, LLC other | Balefire, LLC independent RIA | Other | May 6, 2024 | May 1, 2024 |
| Travis James Kvaale | Make Way Wealth Management state registered | Balefire, LLC independent RIA | Other | Dec 31, 2023 | Sep 21, 2023 |
| Scott J Bradbury | Principal Securities, Inc. BD affiliated | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2023 | Dec 20, 2023 |
| Daniel Marc Berve | Principal Securities, Inc. BD affiliated | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2023 | Apr 18, 2023 |
| Ryan Christopher Smeltzer | Revisor Wealth Management LLC independent RIA | Balefire, LLC independent RIA | RIA to RIA | Aug 19, 2022 | May 26, 2026 (1376 d) |
| Jacinta Thompson | LPL Financial LLC independent RIA | Balefire, LLC other | Other | Jun 29, 2022 | Jun 15, 2015 |
| Donald Pete Peterson | LPL Financial LLC independent RIA | Balefire, LLC no RAUM | Other | Jun 29, 2022 | Nov 4, 2013 |
| James Marshall Mars | LPL Financial LLC independent RIA | Balefire, LLC independent RIA | RIA to RIA | Jun 22, 2022 | Jan 10, 2024 (567 d) |
| Erika Wood | LPL Financial LLC independent RIA | Balefire, LLC independent RIA | RIA to RIA | Jun 22, 2022 | Jan 11, 2024 (568 d) |
| Bryan C. Jackson | LPL Financial LLC independent RIA | Balefire, LLC other | Other | May 31, 2022 | Aug 12, 2016 |
| Mark Michael Oswald | Aegis Financial independent RIA | Balefire, LLC independent RIA | RIA to RIA | Nov 16, 2021 | Jan 12, 2024 (787 d) |
| John Boris Onufreiczuk | LPL Financial LLC BD affiliated | Balefire, LLC other | Other | Jul 12, 2021 | Jul 30, 2021 |
| Jesus Roberto Torres | Fisher Investments independent RIA | Balefire, LLC other | Other | May 5, 2021 | Jun 9, 2021 (35 d) |
| Eric Kautzman | Principal Securities, Inc. BD affiliated | Balefire, LLC other | Other | Apr 12, 2021 | Apr 8, 2021 |
| Troy Albert Fore | Equitable Advisors, LLC national BD | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 18, 2021 | Apr 8, 2022 (386 d) |
| Ian Alexander Troutman | Cx Institutional, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Feb 1, 2021 | Feb 17, 2021 |
| Adam Denton Prewett | LPL Financial LLC BD affiliated | Balefire, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2020 | Jul 2, 2019 |
| Richard Judd Bjorklund | Principal Securities, Inc. BD affiliated | Balefire, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2020 | Sep 9, 2020 |
| Erika Wood | Principal Securities, Inc. BD affiliated | Balefire, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2020 | Sep 9, 2020 |
| Andrew Hughes Susanin | LPL Financial LLC BD affiliated | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2020 | Jul 27, 2018 |
| Patrick Michael Mccabe | LPL Financial LLC BD affiliated | Balefire, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Aug 10, 2020 | Apr 5, 2019 |
| Edward Allen Smith | LPL Financial LLC BD affiliated | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2020 | Jul 27, 2018 |
| Bryant Hayes | J.P. Morgan Securities LLC wirehouse | Balefire, LLC mixed wealth | Wirehouse to independent RIA | Sep 25, 2019 | Oct 10, 2019 |
| John Robert Hoffman | Principal Securities, Inc. BD affiliated | Balefire, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2019 | Mar 25, 2020 (246 d) |
| Dylan Matthew Kvaale | Wealth Watch Advisors, Inc independent RIA | Balefire, LLC independent RIA | RIA to RIA | Jun 14, 2019 | Sep 22, 2023 (1561 d) |
| Timothy Christopher Thurston | Hub International Investment Advisory Services Inc. institutional | Balefire, LLC mixed wealth | Other | Apr 5, 2019 | Jul 8, 2019 (94 d) |
| Damon Mark Schimming | Oppenheimer & Co. Inc. BD affiliated | Balefire, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2019 | Apr 17, 2019 (33 d) |
| Lee Harold Rycraft | Equitable Advisors, LLC national BD | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 25, 2018 | Sep 25, 2018 |
| Michael Ralph Romig | Level Four Advisory Services BD affiliated | Balefire, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 22, 2018 | May 18, 2018 |
| Laurie Jo Ketterling | Principal Securities, Inc. other | Balefire, LLC independent RIA | Other | Feb 12, 2018 | Apr 6, 2018 (53 d) |
| Christopher John Hanson | Principal Securities, Inc. other | Balefire, LLC independent RIA | Other | Dec 14, 2017 | Dec 19, 2017 |
| Dana Gene Rausch | Principal Securities, Inc. other | Balefire, LLC independent RIA | Other | Dec 14, 2017 | Dec 15, 2017 |
| Thomas Austin Hannon | Steele Capital Management, Inc. other | Balefire, LLC mixed wealth | Other | Aug 9, 2017 | Jun 8, 2020 (1034 d) |
| Edward Allen Smith | Edward Jones national BD | Balefire, LLC other | Other | Jun 16, 2017 | Jun 16, 2017 |
| Erick Carlos | Wells Fargo Advisors wirehouse | Balefire, LLC other | Other | Jun 8, 2017 | Jun 5, 2017 |
| Nathan Dale Fichter | Questar Asset Management, Inc. other | Balefire, LLC other | Other | Dec 19, 2016 | Dec 14, 2016 |
| Marco Antonio Lopez | Bfc Planning, Inc. other | Balefire, LLC other | Other | Oct 20, 2016 | Oct 21, 2016 |
| Vincent Paul Sturm | Successful Resource Management, Ltd. state registered | Balefire, LLC other | Other | Feb 24, 2016 | Jan 22, 2016 |
| Brian Matthew Thompson | LPL Financial LLC other | Balefire, LLC other | Other | Feb 2, 2016 | Nov 9, 2015 |
| Charles Peter Geers | Advantage Investment Management, LLC other | Balefire, LLC other | Other | Jan 4, 2016 | Jun 22, 2016 (170 d) |
| Herbert Edward Modglin | Successful Resource Management, Ltd. state registered | Balefire, LLC other | Other | Dec 8, 2015 | Oct 13, 2015 |
| Michael Robert Osgood | Cuna Brokerage Services, Inc. other | Balefire, LLC other | Other | Dec 2, 2015 | Dec 3, 2015 |
| Jeffrey Lawrence Gibbons | LPL Financial LLC other | Balefire, LLC other | Other | Nov 2, 2015 | Aug 7, 2014 |
| David Michael Suntken | LPL Financial LLC other | Balefire, LLC other | Other | Oct 29, 2015 | Aug 8, 2014 |
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77 moves match.