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 Austin 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 |
|---|---|---|---|---|---|
| Erin Michael Hay | Monument Wealth Management independent RIA | Austin Wealth Management, LLC independent RIA | RIA to RIA | Jan 20, 2026 | Jan 25, 2026 |
| Parker Brooks Manson | Orion Portfolio Solutions, LLC BD affiliated | Austin Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2025 | Oct 2, 2025 (189 d) |
| Nicolle Lachelle Yates | Creative Planning independent RIA | Austin Wealth Management, LLC independent RIA | RIA to RIA | May 14, 2024 | Jan 21, 2025 (252 d) |
| Brandon Philip Crouch | Cetera Advisor Networks LLC BD affiliated | Austin Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2023 | Jun 29, 2023 |
| Jared W Mejstrik | Morgan Stanley wirehouse | Austin Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Oct 3, 2022 | Oct 18, 2022 |
| Matthew Weston Pierce | The Wealth Consulting Group independent RIA | Austin Wealth Management, LLC independent RIA | RIA to RIA | Jul 15, 2021 | Jul 19, 2021 |
| John Raymond Toungate | UBS Financial Services Inc. wirehouse | Austin Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Feb 19, 2019 | Feb 8, 2019 |
| Jonathan Mathew Mcquade | Lakeview Financial Group LLC other | Austin Wealth Management, LLC independent RIA | Other | Apr 12, 2016 | Jul 15, 2016 (94 d) |
| Derek David Ripp | Wealth Management Corporation other | Austin Wealth Management, LLC independent RIA | Other | Nov 6, 2015 | Nov 16, 2015 |
| Daniel Davila | Triad Advisors, LLC other | Austin Wealth Management, LLC independent RIA | Other | Oct 17, 2014 | Sep 26, 2014 |
| Kevin Xavier Smith | Triad Advisors, LLC other | Austin Wealth Management, LLC independent RIA | Other | Oct 17, 2014 | Sep 25, 2014 |
| John Michael Randall | Nfp Advisor Services, LLC other | Austin Wealth Management, LLC independent RIA | Other | Feb 21, 2013 | Sep 24, 2014 (580 d) |
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12 moves match.