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 Inspire Investing, 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
Ryan James WickershamHilltop Wealth Advisors, LLC independent RIAInspire Investing, LLC asset managerOtherApr 6, 2026Apr 20, 2026
Timothy Nathan SchwarzenbergerInspire Advisors, LLC independent RIAInspire Investing, LLC asset managerOtherMar 20, 2026Oct 28, 2021
Darrell Ward JayroeInspire Advisors, LLC independent RIAInspire Investing, LLC asset managerOtherDec 31, 2024Mar 1, 2023
Brian Jeffrey SauerAvantax Advisory Services BD affiliatedInspire Investing, LLC asset managerOtherSep 26, 2024Oct 3, 2024
Zachary StoneInspire Advisors, LLC independent RIAInspire Investing, LLC asset managerOtherSep 23, 2024Sep 9, 2021
Zachary Michael TornquistCharles Schwab & Co., Inc. national BDInspire Investing, LLC asset managerOtherMar 14, 2023Jul 11, 2023 (119 d)
Matthew Douglas WeinertDesert Rose Capital Management, Inc. asset managerInspire Investing, LLC asset managerOtherNov 2, 2022Dec 5, 2022 (33 d)
Ashley Lynn DunningInspire Advisors, LLC independent RIAInspire Investing, LLC mixed wealthRIA to RIAOct 13, 2022Aug 12, 2020
John Michael Wildern2nd Vote Advisers, LLC. asset managerInspire Investing, LLC asset managerOtherJan 10, 2022Jan 21, 2022
Aubrey Hix CarlisleUpright Financial, LLC unclassifiedInspire Investing, LLC mixed wealthOtherMar 2, 2020Jul 10, 2020 (130 d)
Benjamin J MalickThree Nine Financial unclassifiedInspire Investing, LLC otherOtherMay 3, 2019Feb 10, 2017
Joseph WebbSb Advisory, LLC BD affiliatedInspire Investing, LLC asset managerOtherMar 7, 2019Feb 11, 2019
Derek Lee HastingsThe Wealth Consulting Group independent RIAInspire Investing, LLC asset managerOtherFeb 4, 2019Feb 6, 2019
Claudia Patricia HallThrivent Investment Management Inc. BD affiliatedInspire Investing, LLC asset managerOtherJan 16, 2019Feb 7, 2019
Robert John NetzlyCreative Financial Designs, Inc. otherInspire Investing, LLC mixed wealthOtherFeb 2, 2017Aug 7, 2020 (1282 d)
Joseph VerissimoCreative Financial Designs, Inc. otherInspire Investing, LLC otherOtherDec 31, 2016Aug 5, 2015
Darrell Ward JayroeBok Financial Advisors otherInspire Investing, LLC otherOtherSep 20, 2016Nov 17, 2016 (58 d)
Aaron Douglas MoonCreative Financial Designs, Inc. otherInspire Investing, LLC otherOtherAug 31, 2016Apr 19, 2016
Carlos LopezCreative Financial Designs, Inc. otherInspire Investing, LLC otherOtherJun 30, 2016Jun 21, 2016
Brian Keith CohoonOsaic Fs, Inc. otherInspire Investing, LLC otherOtherApr 10, 2015Aug 9, 2017 (852 d)
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20 moves match.