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 Moneco Advisors

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
Thomas YaoHightower Advisors, LLC BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2026Aug 11, 2026
Kyle CirilloJanney Montgomery Scott LLC BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 3, 2026Jul 7, 2026 (34 d)
David Julian KarachukLPL Financial LLC BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2026Mar 6, 2026
Joseph Anthony TatuskoCfo Capital Management, LLC independent RIAMoneco Advisors independent RIARIA to RIAMay 5, 2026May 5, 2026
Timothy G TymniakCfo Capital Management, LLC independent RIAMoneco Advisors independent RIARIA to RIAMay 5, 2026May 5, 2026
Allie KochUBS Financial Services Inc. wirehouseMoneco Advisors independent RIAWirehouse to independent RIAApr 7, 2026Apr 23, 2026
Ryan Patrick CarrollCw Advisors, LLC independent RIAMoneco Advisors independent RIARIA to RIAApr 6, 2026Apr 3, 2026
Keith J. KolinskyComplete Financial Planning,Inc. independent RIAMoneco Advisors independent RIARIA to RIAApr 1, 2026Apr 1, 2026
Michelle Denise DefilippoCetera Investment Advisers LLC BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2025Jan 20, 2026 (74 d)
Vern Clarence HaydenIndependent Advisor Alliance, LLC independent RIAMoneco Advisors independent RIARIA to RIAOct 3, 2024Oct 1, 2024
Byrke Joseph SestokIndependent Advisor Alliance, LLC independent RIAMoneco Advisors independent RIARIA to RIAOct 3, 2024Oct 1, 2024
William Nicholas BrancaccioIndependent Advisor Alliance, LLC independent RIAMoneco Advisors independent RIARIA to RIAOct 3, 2024Oct 1, 2024
Allen H HodysIndependent Advisor Alliance, LLC independent RIAMoneco Advisors independent RIARIA to RIAOct 3, 2024Oct 1, 2024
Lydia Alexandra RendersWillow independent RIAMoneco Advisors independent RIARIA to RIADec 20, 2023Sep 29, 2023
Paul Alexander FarellaWillow independent RIAMoneco Advisors independent RIARIA to RIADec 20, 2023Oct 2, 2023
Allison Elizabeth LoringWillow independent RIAMoneco Advisors independent RIARIA to RIADec 7, 2023Nov 29, 2023
Timothy Joseph HickeySecurities America Advisors, Inc. BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2023Nov 7, 2023
William Michael ShafranskyMML Investors Services, LLC BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 10, 2023Mar 1, 2023
Salim P BoutagyGratus Capital, LLC independent RIAMoneco Advisors independent RIARIA to RIAJan 25, 2023Jan 9, 2023
Joanna Ellen KopsaftisAcorn Consulting unclassifiedMoneco Advisors independent RIAOtherDec 31, 2022Jul 1, 2022
Frederick Joseph RussellAcorn Consulting unclassifiedMoneco Advisors independent RIAOtherDec 31, 2022Jul 22, 2022
Christopher E TormeyMML Investors Services, LLC BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 17, 2021Dec 14, 2021
Charles Douglas MacleanMML Investors Services, LLC BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2021Sep 2, 2021
Todd Robert SchroederMML Investors Services, LLC BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 10, 2021Sep 2, 2021
Derrek Lewis MetzMML Investors Services, LLC BD affiliatedMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2021Sep 2, 2021
Zahya Lee BeallEdward Jones national BDMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 11, 2021Mar 9, 2021
Rudolf John WeissReby Advisors, LLC independent RIAMoneco Advisors independent RIARIA to RIAJan 5, 2021Jan 11, 2021
Stephanie Leigh Van AlbertShoreline Financial Advisors, LLC independent RIAMoneco Advisors independent RIARIA to RIAOct 29, 2020Oct 30, 2020
Jose Eduardo ViveroNorthwestern Mutual Investment Services,LLC no RAUMMoneco Advisors independent RIAOtherMar 10, 2020Jun 18, 2020 (100 d)
Nicholas Mannuel DesousaMjp Wealth Advisors independent RIAMoneco Advisors independent RIARIA to RIANov 1, 2019Dec 6, 2019 (35 d)
Scott Louis LanglaisStrategic Advisers LLC national BDMoneco Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 26, 2018May 26, 2018
Eric Carl JohnsonMariner Advisor Network independent RIAMoneco Advisors independent RIARIA to RIAMar 26, 2018Mar 26, 2018
Charles William RoccoMariner Advisor Network independent RIAMoneco Advisors independent RIARIA to RIAMar 26, 2018Mar 26, 2018
David KatzLPL Financial LLC otherMoneco Advisors no RAUMOtherApr 11, 2016Oct 14, 2014
Jason Adam HydeOppenheimer & Co. Inc. otherMoneco Advisors otherOtherFeb 2, 2015Mar 11, 2015 (37 d)
Dana Seth PreisNortheast Planning Associates, Inc. otherMoneco Advisors no RAUMOtherOct 8, 2014Nov 3, 2014
Ann Marie GreenbergMoneco unclassifiedMoneco Advisors no RAUMOtherAug 11, 2014Aug 18, 2014
Sandra Lee NeubertMoneco unclassifiedMoneco Advisors no RAUMOtherAug 11, 2014Aug 22, 2014
John Maxwell RosenauMoneco unclassifiedMoneco Advisors no RAUMOtherAug 11, 2014Aug 22, 2014
David Reed AmedenMoneco unclassifiedMoneco Advisors no RAUMOtherAug 11, 2014Sep 5, 2014
David James LincolnMoneco unclassifiedMoneco Advisors no RAUMOtherAug 11, 2014Aug 22, 2014
Christopher Jon NeubertMoneco unclassifiedMoneco Advisors no RAUMOtherAug 11, 2014Aug 22, 2014
Colleen Killeen GalushkoBanc Of America Investment Services, Inc. unclassifiedMoneco Advisors independent RIAOtherMar 2, 2005Sep 6, 2019 (5301 d)
Gregory Scott FlynnPruco Securities, LLC otherMoneco Advisors independent RIAOtherAug 25, 2004Dec 12, 2019 (5587 d)
Peter Charles OsborneA. G. Edwards & Sons, Inc. unclassifiedMoneco Advisors independent RIAOtherJun 6, 2003Oct 30, 2017 (5260 d)
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45 moves match.