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 Visionary Wealth Advisors, 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
Tyler Dean SchaperU.S. Bancorp Investments, Inc. BD affiliatedVisionary Wealth Advisors, LLC otherOtherFeb 13, 2026Jun 16, 2016
Ryan Loye YoungLPL Financial LLC BD affiliatedVisionary Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 24, 2025Nov 20, 2025
Nicholas R FialaWells Fargo Advisors wirehouseVisionary Wealth Advisors, LLC independent RIAWirehouse to independent RIASep 3, 2025Sep 17, 2025
Stacy Sloas FlanaginKrilogy independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIAJul 1, 2025Jun 13, 2025
John Robert KinkeadNaples Money Management LLC independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIAMar 27, 2025Jan 1, 2026 (280 d)
Katie Ann LorbergVestia Personal Wealth Advisors independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIASep 8, 2023Sep 15, 2023
Timothy Ford HanserClayton Financial Group, LLC independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIADec 9, 2022Jan 10, 2023 (32 d)
Anthony HillMoneta Group Investment Advisors, LLC independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIANov 10, 2022Jun 23, 2023 (225 d)
Nicholas John MiskovLPL Financial LLC independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIAApr 27, 2022Apr 25, 2022
Timothy FlanaganEdward Jones national BDVisionary Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 20, 2022Feb 10, 2022
Kent Thomas KobernusKrilogy independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIANov 30, 2021Dec 14, 2021
Elizabeth Frances ConnellyKrilogy independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIANov 27, 2021Dec 15, 2021
Chance Corbot FranklinWells Fargo Advisors wirehouseVisionary Wealth Advisors, LLC independent RIAWirehouse to independent RIAMar 17, 2021Mar 16, 2021
Christopher Edward BaschEdelman Financial Engines mixed wealthVisionary Wealth Advisors, LLC independent RIARIA to RIAApr 14, 2020Mar 12, 2020
Giacomo ManninoEdelman Financial Engines mixed wealthVisionary Wealth Advisors, LLC independent RIARIA to RIAApr 14, 2020Mar 12, 2020
Christopher Wayne FergusonEdelman Financial Engines mixed wealthVisionary Wealth Advisors, LLC independent RIARIA to RIAApr 6, 2020Mar 7, 2020
Clark Stevens GayEdelman Financial Engines mixed wealthVisionary Wealth Advisors, LLC independent RIARIA to RIAApr 6, 2020Mar 17, 2020
Katrina Angelique MartinEdward Jones national BDVisionary Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2019Oct 15, 2019 (41 d)
William George LauberSterling Capital Management independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIAMar 28, 2019Apr 1, 2019
William F. LauberSterling Capital Management independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIAMar 28, 2019Mar 28, 2019
Geoff Colby ReedWaddell & Reed BD affiliatedVisionary Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 14, 2019Mar 8, 2019
Steven Michael ElefsonCary Street Partners BD affiliatedVisionary Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2018Jan 2, 2019
Drew Robert GeldbachRfg Advisory, LLC independent RIAVisionary Wealth Advisors, LLC independent RIARIA to RIAOct 3, 2018Oct 3, 2018
Jana Marie GregorekEdward Jones national BDVisionary Wealth Advisors, LLC otherOtherOct 17, 2017Nov 3, 2017
Troy Ray HedmanFinancial Engines Advisor Center, LLC otherVisionary Wealth Advisors, LLC otherOtherOct 28, 2016Jul 29, 2016
Michael Dewayne ClarkFinancial Engines Advisor Center, LLC otherVisionary Wealth Advisors, LLC otherOtherOct 20, 2016Jul 29, 2016
Lisa Marie VorceFinancial Engines Advisor Center, LLC otherVisionary Wealth Advisors, LLC otherOtherOct 20, 2016Jul 29, 2016
Robert T ReidelbergerLPL Financial LLC otherVisionary Wealth Advisors, LLC otherOtherMay 13, 2016Apr 28, 2016
John FischerStifel, Nicolaus & Company, Incorporated national BDVisionary Wealth Advisors, LLC otherOtherApr 4, 2016Apr 20, 2016
Sheldon Jay HarberGeneos Wealth Management, Inc. otherVisionary Wealth Advisors, LLC otherOtherJan 14, 2016Jul 18, 2016 (186 d)
Scott Douglas CarsonCarsonallaria Wealth Management, Ltd. no RAUMVisionary Wealth Advisors, LLC no RAUMOtherDec 31, 2015Aug 22, 2014
Selden Kent MartinMoloney Securities Co., Inc. otherVisionary Wealth Advisors, LLC otherOtherSep 2, 2015Oct 20, 2015 (48 d)
Jorge Luis Morales BajandasHbw Advisory Services LLC otherVisionary Wealth Advisors, LLC otherOtherJun 26, 2015Jun 19, 2015
Bradley Alan KeeneCarsonallaria Wealth Management, Ltd. otherVisionary Wealth Advisors, LLC no RAUMOtherMar 27, 2015Aug 8, 2014
Daniel Lynn BrowneCarsonallaria Wealth Management, Ltd. otherVisionary Wealth Advisors, LLC no RAUMOtherMar 27, 2015Aug 26, 2014
Daniel William LaureNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC otherOtherJan 28, 2015Mar 6, 2015 (37 d)
Gregory Lynn MullicanNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC otherOtherJan 12, 2015Jan 13, 2015
Andrew Jason FlickNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC independent RIAOtherSep 22, 2014Jan 1, 2026 (4119 d)
Richard Michael CollopNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC no RAUMOtherAug 4, 2014Aug 7, 2014
Daniel Ward ClinardNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC no RAUMOtherMay 22, 2014May 21, 2014
Timothy Gerard HammettNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC no RAUMOtherApr 18, 2014Mar 26, 2014
Joseph Michael AllariaSlagle Financial, LLC. independent RIAVisionary Wealth Advisors, LLC no RAUMRIA to a newly registered adviserApr 9, 2014Apr 21, 2014
Scott Andrew ViereggeNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC no RAUMOtherApr 3, 2014Apr 21, 2014
Jason Robert BaldusNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC no RAUMOtherApr 2, 2014Apr 18, 2014
Tyler Mark DumeyFirst Brokerage America, L.L.C. unclassifiedVisionary Wealth Advisors, LLC independent RIAOtherApr 2, 2014Jul 1, 2025 (4108 d)
Chad Michael OpelNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC no RAUMOtherApr 1, 2014Apr 23, 2014
Timothy Daniel HardenNorthwestern Mutual Investment Services,LLC otherVisionary Wealth Advisors, LLC no RAUMOtherMar 24, 2014Apr 21, 2014
Ted Patrick McnultyTiaa-Cref Trust Company, Fsb unclassifiedVisionary Wealth Advisors, LLC independent RIAOtherJul 15, 2005Aug 4, 2020 (5499 d)
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48 moves match.