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 The Wealth Consulting Group
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 |
|---|---|---|---|---|---|
| Jaxon D Hyatt | Iht Wealth Management LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2026 | Aug 5, 2026 |
| Nikolaus Santore Kazarian | Mariner Advisor Network BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2026 | Jul 1, 2026 |
| Stuart Bradley Arakelian | Mariner Advisor Network BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2026 | Jun 30, 2026 |
| Bruce Webber Wilson | Mariner Advisor Network BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2026 | Jul 1, 2026 |
| Christopher Michael Johnson | Mariner Advisor Network BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2026 | Jun 30, 2026 |
| Ana Pasion | First Command Advisory Services BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2026 | Mar 6, 2026 |
| Christopher Edward Korinek | Edward Jones national BD | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2026 | Feb 12, 2026 |
| Juan Leon Munoz | Cg Advisory Services independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Jan 7, 2026 | Jan 5, 2026 |
| Jeffrey Richard Gall | Jeffrey Gall Wealth Advisors unclassified | The Wealth Consulting Group independent RIA | Other | Dec 31, 2025 | Jul 22, 2026 (203 d) |
| Mark Edward Ishibashi | Mariner Advisor Network BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2025 | Aug 1, 2025 |
| Nicolas Paul Tabellion | Mariner Advisor Network BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2025 | Aug 1, 2025 |
| Meredith Anne Mussmann | Cambridge Investment Research Advisors, Inc. BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2025 | Aug 20, 2025 |
| Brianne Smith Hart | Rfg Advisory, LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Jun 23, 2025 | Jun 20, 2025 |
| Matthew Ryan Nichols | Edward Jones national BD | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2025 | Jul 14, 2025 (62 d) |
| Erika Danielle Ferris | Allied Investment Advisors LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Jan 28, 2025 | Jan 17, 2025 |
| Caitlin Allard | Sentinel Wealth Management, Inc. independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Dec 13, 2024 | Dec 16, 2024 |
| Calvin Edrix Lee | Intrua Financial BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2024 | Apr 3, 2024 |
| Thomas Roy Sauriol | Intrua Financial BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2024 | Apr 1, 2024 |
| Rommel Palomera Salas | LPL Financial LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2024 | Jul 16, 2024 |
| David Andrew Vos | Creative Planning independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | May 28, 2024 | May 29, 2024 |
| Julia Claire Mccormick | Lw Advisors, L.L.C. state registered | The Wealth Consulting Group independent RIA | Other | Dec 18, 2023 | Dec 1, 2023 |
| Jessica Anseth | Cornerstone Wealth Management, LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Aug 10, 2023 | Jul 14, 2023 |
| Brian Matthew Padrick | Cornerstone Wealth Management, LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Jul 18, 2023 | Jul 14, 2023 |
| Erin Eileen Clifford | Securian Financial Services, Inc. independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Jun 1, 2023 | May 17, 2023 |
| Maximilian John Clifford | Securian Financial Services, Inc. independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | May 22, 2023 | May 17, 2023 |
| Gal Sherman | Cwm, LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2023 | May 1, 2023 |
| Craig Michael Mcbarnes | Intrepid Financial Planning Group, LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Jan 17, 2023 | May 3, 2023 (106 d) |
| Jeff David Weber | Titus Wealth Management independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Sep 1, 2022 | Jul 29, 2022 |
| Joseph Tyndale Neff | Newedge Advisors BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 10, 2022 | Aug 31, 2022 |
| Michelle Denise Cooley | Cuna Brokerage Services, Inc. BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2022 | Nov 1, 2022 (167 d) |
| Fred William Schellpeper | Silverleaf Advisor Group, LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Mar 30, 2022 | Apr 6, 2022 |
| Lindsay June Schellpeper | Silverleaf Advisor Group, LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Mar 30, 2022 | Apr 6, 2022 |
| Ramona Janina Maior | U.S. Bancorp Advisors, LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 16, 2022 | Mar 10, 2022 |
| Alisa Michelle Foster | Capital Benchmark Partners, LLC state registered | The Wealth Consulting Group independent RIA | Other | Feb 8, 2022 | May 22, 2023 (468 d) |
| Kimberly Arumei Meade | Intrua Financial independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Nov 8, 2021 | Jul 2, 2024 (967 d) |
| Darlene Lynn Shipe | Householder Group Estate & Retirement Specialists independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Sep 9, 2021 | Jul 19, 2021 |
| Lynn Joseph Bilodeau | Householder Group Estate & Retirement Specialists independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Sep 9, 2021 | Jul 19, 2021 |
| Jenifer A Sapel | Park Avenue Securities LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2021 | Feb 16, 2021 |
| Carol Giusti Parrish | Park Avenue Securities LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2021 | Feb 16, 2021 |
| Ryan Kimes | Calton & Associates, Inc. independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Feb 26, 2021 | Sep 19, 2024 (1301 d) |
| Andrew Arthur Zittell | Mariner Advisor Network independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Feb 22, 2021 | Feb 22, 2021 |
| Morgan Ryan Davis | Cuso Financial Services, L.P. BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2021 | Mar 10, 2021 |
| Robert D Melino | LPL Financial LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2020 | Jul 16, 2018 |
| Matthew James Pruitt | Citizens Securities, Inc. BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2020 | Oct 2, 2020 (44 d) |
| Sybil Lee Poage | Sorrento Pacific Financial, LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 10, 2020 | Sep 10, 2025 (1857 d) |
| Edgar Haroutunian | Capital Synergy Partners independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | May 18, 2020 | May 18, 2020 |
| Rory Jacob Dale Hart | LPL Financial LLC BD affiliated | The Wealth Consulting Group other | Other | Mar 11, 2020 | Jun 26, 2017 |
| James Arthur Worden | LPL Financial LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 10, 2020 | Nov 5, 2025 (2095 d) |
| Kyle John Soscia | Goldman Sachs Wealth Services, L.P. BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 28, 2020 | Feb 13, 2020 |
| Fred Hamsayeh | LPL Financial LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 29, 2019 | Dec 3, 2018 |
| Deana Carter Ingalls | LPL Financial LLC BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2019 | May 15, 2019 |
| Laura Joan Latourette | Ifg Advisory, LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Aug 2, 2019 | Sep 23, 2020 (418 d) |
| Mark Kenneth Starr | Edward Jones national BD | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2019 | May 30, 2019 |
| Kari J Smith | Lw Advisors, L.L.C. state registered | The Wealth Consulting Group independent RIA | Other | Feb 1, 2019 | May 31, 2024 (1946 d) |
| Brett Alan Lange | Newedge Advisors independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Dec 10, 2018 | Jul 14, 2023 (1677 d) |
| Christine Marie Soscia | Independent Financial Partners BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Dec 3, 2018 |
| Brianne Elizabeth Soscia | Independent Financial Partners BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Nov 30, 2018 |
| Gabriel Seth Adams | Beta Wealth Group, Inc independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Nov 2, 2018 | Jan 8, 2019 (67 d) |
| Neal Brian Wilson | LPL Financial LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Oct 22, 2018 | Jul 10, 2018 |
| Carol Ann Donahue | Cuso Financial Services, L.P. BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2018 | Jul 18, 2018 |
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124 moves match.