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 Journey Advisory Group, 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
Adam Peter LisowskyCx Institutional, LLC independent RIAJourney Advisory Group, LLC independent RIARIA to RIAJun 26, 2025Jul 1, 2025
Randolph J. ChavezJ.P. Morgan Securities LLC wirehouseJourney Advisory Group, LLC independent RIAWirehouse to independent RIAJun 3, 2025Mar 12, 2026 (282 d)
Cary Scott KornickHerr Investment Group LLC independent RIAJourney Advisory Group, LLC independent RIARIA to RIASep 3, 2024Aug 30, 2024
Meghan Elizabeth MullikinMariner BD affiliatedJourney Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2024Jan 1, 2025 (149 d)
Stephen Andrew WenstrupTw Advisors independent RIAJourney Advisory Group, LLC independent RIARIA to RIAJan 5, 2023Jan 5, 2023
James Gerard TillarTw Advisors independent RIAJourney Advisory Group, LLC independent RIARIA to RIAJan 5, 2023Jan 5, 2023
Patricia Ann KuharTw Advisors independent RIAJourney Advisory Group, LLC independent RIARIA to RIAJan 5, 2023Jan 5, 2023
Timothy James KoesterAmeriprise Financial Services, LLC national BDJourney Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2022Sep 21, 2022
Kevin Reilly KaneChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIASep 13, 2021Aug 14, 2024 (1066 d)
Tyler Selby LangChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIAAug 31, 2021Apr 22, 2019
Jill Lauren HensonU.S. Bancorp Investments, Inc. BD affiliatedJourney Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 28, 2021Jun 23, 2021
Elizabeth A DayterTorch Wealth Management LLC independent RIAJourney Advisory Group, LLC independent RIARIA to RIAFeb 26, 2020Jan 22, 2020
Kathryn C McneelyChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIAFeb 3, 2020Jan 2, 2020
Deborah KerrChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIAFeb 3, 2020Jan 2, 2020
James William OwensChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIAFeb 3, 2020Dec 6, 2024 (1768 d)
Paula Jan AbbottHorter Investment Management, LLC independent RIAJourney Advisory Group, LLC independent RIARIA to RIAOct 15, 2018Sep 27, 2024 (2174 d)
Kevin Reilly KaneChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIASep 17, 2018Jun 25, 2018
Peter James Abi-NaderEdward Jones national BDJourney Advisory Group, LLC otherOtherJan 20, 2016Feb 19, 2016
Daniel Patrick LeahyPennington Financial Group otherJourney Advisory Group, LLC otherOtherDec 17, 2014Dec 15, 2014
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19 moves match.