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 Iht Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Philip Glenn Sherman | Deschutes Investment Consulting, LLC other | Iht Wealth Management LLC BD affiliated | Other | Jul 20, 2026 | Jul 17, 2026 |
| Jonathan Kyle Metz | Deschutes Investment Consulting, LLC other | Iht Wealth Management LLC BD affiliated | Other | Jul 20, 2026 | Jul 22, 2026 |
| Alan Jeffrey Nerad | Alera Investment Advisors, LLC mixed wealth | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 19, 2026 | Jun 9, 2026 |
| Kendrick Colton Webb | Roxie Webb Securities Management,Inc. unclassified | Iht Wealth Management LLC BD affiliated | Other | Apr 30, 2026 | Mar 12, 2026 |
| Donna Lee Curtis | Roxie Webb Securities Management,Inc. unclassified | Iht Wealth Management LLC BD affiliated | Other | Apr 30, 2026 | Apr 13, 2026 |
| John V. Boryk | J.P. Morgan Securities LLC wirehouse | Iht Wealth Management LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 17, 2026 | Apr 23, 2026 |
| Darla Dustin Douglas | Gps Wealth Strategies Group, LLC independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Mar 24, 2026 |
| Michael Philip Jensen | Raymond James Financial Services Advisors, Inc BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 23, 2026 |
| Torrey Harris | Raymond James Financial Services Advisors, Inc BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Feb 25, 2026 |
| Edwin Singh Gill | Raymond James Financial Services Advisors, Inc BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Feb 23, 2026 |
| Michael David Sullivan | Vestwell Advisors LLC institutional | Iht Wealth Management LLC BD affiliated | Other | Oct 7, 2025 | Nov 10, 2025 (34 d) |
| Theodore Jay Jones | United Planners' Financial Services Of America A Limited Partner independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 30, 2025 | May 30, 2025 |
| Nicole R Meihofer | Aurelien Capital Partners independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 9, 2025 | Mar 21, 2025 |
| Nikki Danyel Walton | Plexus Financial Services, LLC no RAUM | Iht Wealth Management LLC BD affiliated | Other | Apr 9, 2025 | Apr 8, 2025 |
| Pamela D. Appell | Plexus Financial Services, LLC no RAUM | Iht Wealth Management LLC BD affiliated | Other | Apr 9, 2025 | Apr 8, 2025 |
| Keith Richard Hamann | Plexus Financial Services, LLC no RAUM | Iht Wealth Management LLC BD affiliated | Other | Apr 9, 2025 | Apr 8, 2025 |
| Christopher M Deacy | Edward Jones national BD | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2024 | Dec 3, 2024 |
| Jake Thomas Burke | Edward Jones national BD | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2024 | Dec 11, 2024 |
| Elliott Arthur Vaughn | Prairie Sky Financial Group independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 2, 2024 | Dec 2, 2024 |
| Preston Lynn Klick | The Wealth Consulting Group independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2024 | Oct 2, 2024 |
| Christopher Lee Klick | The Wealth Consulting Group independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2024 | Oct 2, 2024 |
| Clinton Wade Sandmann | The Wealth Consulting Group independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2024 | Oct 2, 2024 |
| Aaron David Windhorst | The Wealth Consulting Group independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2024 | Oct 2, 2024 |
| Edilberto Calalang Ortiz | LPL Financial LLC BD affiliated | Iht Wealth Management LLC other | Other | Sep 4, 2024 | Jul 12, 2016 |
| Michael Masalehdani | Fidelity Personal And Workplace Advisors BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2024 | May 2, 2024 (107 d) |
| Christian Mark Harris | Heritage Family Offices, Llp no RAUM | Iht Wealth Management LLC BD affiliated | Other | Dec 31, 2023 | Jun 20, 2024 (172 d) |
| Ian Joseph Weiss | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Iht Wealth Management LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 13, 2023 | Nov 15, 2023 |
| Rob Buchdahl Bacharach | Pruco Securities, LLC BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2023 | Jul 17, 2023 |
| Paul Brent Simmons | Morgan Stanley wirehouse | Iht Wealth Management LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 7, 2023 | Jul 14, 2023 |
| Samuel George Rouman | Bergankdv Wealth Management, LLC mixed wealth | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 3, 2023 | Jan 26, 2024 (207 d) |
| David Bradley Hooks | Cetera Advisor Networks LLC BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2023 | Jun 14, 2023 |
| Eric Daniel Hoffman | Morgan Stanley wirehouse | Iht Wealth Management LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 13, 2023 | Mar 22, 2023 |
| Timothy Michael Pitera | Wells Fargo Advisors wirehouse | Iht Wealth Management LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 26, 2023 | Jan 27, 2023 |
| David Ryan Bakker | Wells Fargo Advisors wirehouse | Iht Wealth Management LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 26, 2023 | Jan 26, 2023 |
| Barret Roosa | Ameriprise Financial Services, LLC national BD | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2022 | Jan 1, 2026 (1246 d) |
| Brian Falls | Edward Jones national BD | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2022 | Oct 19, 2022 (77 d) |
| Kira Lyn Aduddell | Edward Jones national BD | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | May 31, 2022 | Mar 6, 2024 (645 d) |
| Ryan Henry Dewitt | Valic Financial Advisors, Inc. BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2022 | May 25, 2022 |
| Adrien Brand | Edward Jones national BD | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2022 | Jan 20, 2022 |
| Randall Reed Johnson | Edward Jones national BD | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 22, 2021 | Oct 21, 2021 |
| Kevin Mark Forbush | Lion Street Advisors, LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2021 | Oct 21, 2021 |
| Joseph William Davis | Laidlaw Wealth Management LLC independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Sep 24, 2021 | Aug 30, 2021 |
| John Michael Stoken | J.P. Morgan Securities LLC wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Sep 4, 2021 | Sep 7, 2021 |
| Veronica Jo Smith | Principal Securities, Inc. BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2021 | Aug 20, 2021 |
| Suzana Bogoevska | Liberty Wealth Advisors, LLC independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Jul 27, 2021 | Apr 30, 2021 |
| Giuseppe Savino | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Jul 23, 2021 | Jul 20, 2021 |
| Adam Christopher Mason | Advisors' Pride Inc. independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jan 9, 2024 (915 d) |
| Brian Lynn Weese | Wells Fargo Advisors wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | May 17, 2021 | May 13, 2021 |
| Peter Edward Mallett | Wells Fargo Advisors wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | May 17, 2021 | May 13, 2021 |
| Paul Dominic Mangiardi | Charles Schwab & Co., Inc. national BD | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2021 | Jun 28, 2021 (54 d) |
| Joshua Michael Elmore | Wells Fargo Advisors wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Apr 28, 2021 | Apr 23, 2021 |
| Paul A Agliano | Fidelity Personal And Workplace Advisors BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2021 | Jun 29, 2021 (90 d) |
| Phillip Brian Smolinski | Fidelity Personal And Workplace Advisors BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2021 | Mar 29, 2021 |
| Daniel Douglas Maclean | Darwin Wealth Management independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Mar 8, 2021 | May 19, 2021 (72 d) |
| Michael Kenrick Sheerin | Barber Financial Group independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Jan 13, 2021 | Jan 14, 2021 |
| Peter Marshall Hass | Sheridan Road Advisors, LLC, A Hub International Company institutional | Iht Wealth Management LLC independent RIA | Other | Dec 31, 2020 | Dec 22, 2020 |
| Alona Weissberg Anspach | Sheridan Road Advisors, LLC, A Hub International Company institutional | Iht Wealth Management LLC independent RIA | Other | Dec 31, 2020 | Dec 21, 2020 |
| Steven Keith Kellar | Sheridan Road Advisors, LLC, A Hub International Company institutional | Iht Wealth Management LLC independent RIA | Other | Dec 31, 2020 | Dec 21, 2020 |
| Jay Norman Warren | Sheridan Road Advisors, LLC, A Hub International Company institutional | Iht Wealth Management LLC independent RIA | Other | Dec 31, 2020 | Dec 21, 2020 |
| Timothy Thomas Feldheim | Sheridan Road Advisors, LLC, A Hub International Company institutional | Iht Wealth Management LLC independent RIA | Other | Dec 31, 2020 | Dec 21, 2020 |
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183 moves match.