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 Fiduciary Financial 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
Guido Sebastian Jaramillo BlumProspect Financial Group LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIAMar 31, 2026May 1, 2026 (31 d)
Connor P. McdevittInnovia Wealth, LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIAFeb 19, 2026Feb 24, 2026
James Thomas ShusterStifel, Nicolaus & Company, Incorporated national BDFiduciary Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2026Feb 20, 2026
Sonia Iveth Martinez-TrujilloMaia Wealth independent RIAFiduciary Financial Advisors independent RIARIA to RIAFeb 6, 2026Feb 12, 2026
Jordan D OyerMML Investors Services, LLC BD affiliatedFiduciary Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2025Oct 24, 2025
Elias YoungCornerstone Planning Group independent RIAFiduciary Financial Advisors independent RIARIA to RIAOct 24, 2025Oct 27, 2025
Donald Jason SloneLeetown Advisors state registeredFiduciary Financial Advisors independent RIAOtherFeb 18, 2025Nov 7, 2024
Tyrin Khalil TysonOpulent Ascension Wealth Management unclassifiedFiduciary Financial Advisors independent RIAOtherDec 31, 2024Aug 2, 2024
Bradley Jay HunterCetera Investment Advisers LLC BD affiliatedFiduciary Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 25, 2024Oct 30, 2024
Terry Charles SeelyCetera Investment Advisers LLC BD affiliatedFiduciary Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2024Oct 18, 2024
Kristiana Joy DanielsSummit Wealth Partners, LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIAOct 9, 2024Oct 9, 2024
Jeffrey Evan JansonSummit Wealth Partners, LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIAOct 8, 2024Oct 28, 2024
Steven Andrew StarnesGrand Wealth Management, LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIAApr 1, 2024Apr 2, 2024
Andrew Thomas Van AlstyneGuardian Wealth Partners, LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIANov 30, 2023Nov 30, 2023
William Andrew ColeLaminar Capital Management unclassifiedFiduciary Financial Advisors independent RIAOtherJul 16, 2023Jan 20, 2023
Brenda Kay BaierShoreline Wealth Advisors independent RIAFiduciary Financial Advisors independent RIARIA to RIAJul 7, 2023Jun 30, 2023
Jeffrey P. HarleyMariner Independent independent RIAFiduciary Financial Advisors independent RIARIA to RIAMar 31, 2023Jan 1, 2025 (642 d)
Robert Anthony BarcelonaHb Wealth Management, LLC unclassifiedFiduciary Financial Advisors independent RIAOtherOct 31, 2022Jan 8, 2025 (800 d)
Angel Gilberto EscobedoOrigin Investment Advisory LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIAJun 9, 2022May 28, 2024 (719 d)
Scott Benson GrissomHenrickson Nauta Wealth Advisors, Inc. independent RIAFiduciary Financial Advisors independent RIARIA to RIAApr 6, 2022Aug 24, 2022 (140 d)
Ethan James HeidenPersonal Finance Engineered unclassifiedFiduciary Financial Advisors independent RIAOtherJan 31, 2022Dec 14, 2021
Douglas Robert FisherLPL Financial LLC BD affiliatedFiduciary Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 25, 2020Nov 16, 2020
Jason Michael KooistraLPL Financial LLC BD affiliatedFiduciary Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2020Nov 12, 2020
Thomas M BlowerInnovia Wealth, LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIASep 9, 2020Sep 15, 2020
Kristen Rita LindahlSavant Wealth Management otherFiduciary Financial Advisors independent RIAOtherMay 3, 2016Oct 15, 2024 (3087 d)
Benjamin Mark VerwysOppenheimer & Co. Inc. otherFiduciary Financial Advisors independent RIAOtherOct 17, 2014Oct 9, 2014
Aaron Mathew WassenaarOppenheimer & Co. Inc. otherFiduciary Financial Advisors independent RIAOtherAug 15, 2014Sep 18, 2014 (34 d)
Andrew John Battin WessellChase Investment Services Corp. otherFiduciary Financial Advisors independent RIAOtherApr 25, 2007May 26, 2021 (5145 d)
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28 moves match.