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 Lineweaver Wealth 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
Kyle J SandersRBC Capital Markets, LLC national BDLineweaver Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2026Aug 14, 2026
Rebecca TiptonAmeriprise Financial Services, LLC national BDLineweaver Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2024Oct 1, 2024
Jacob Robert CogleyHunter Associates LLC independent RIALineweaver Wealth Advisors independent RIARIA to RIASep 7, 2023Dec 22, 2023 (106 d)
Robert Anthony ArmagnoStratos Wealth Partners, Ltd BD affiliatedLineweaver Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2023Sep 9, 2025 (755 d)
Lisa Marie LimeOsaic Advisory Services, LLC BD affiliatedLineweaver Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 23, 2022Feb 13, 2023 (82 d)
Chad RoopeSequoia Financial Group, L.L.C. independent RIALineweaver Wealth Advisors independent RIARIA to RIANov 3, 2022Aug 21, 2023 (291 d)
Andrew Joseph BlackCambridge Investment Research Advisors, Inc. BD affiliatedLineweaver Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 25, 2022Mar 25, 2022 (59 d)
Brian John KlecanLPL Financial LLC BD affiliatedLineweaver Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 26, 2021Aug 17, 2021
Diane S DawsonRobert W. Baird & Co. Incorporated mixed wealthLineweaver Wealth Advisors independent RIARIA to RIAJul 20, 2021Jan 5, 2022 (169 d)
Ryan Christopher SowardsWells Fargo Advisors wirehouseLineweaver Wealth Advisors independent RIAWirehouse to independent RIANov 9, 2020Dec 1, 2020
Preston James PtakHuntington Financial Advisors BD affiliatedLineweaver Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 18, 2020Jan 5, 2022 (566 d)
Travis DraganBoyd Watterson Asset Management, LLC otherLineweaver Wealth Advisors independent RIAOtherDec 5, 2016Jun 15, 2022 (2018 d)
Michael Wayne McfarlandSmart Money Concepts, LLC unclassifiedLineweaver Wealth Advisors otherOtherMar 3, 2016Dec 11, 2015
Kevin H. GayCharles Schwab & Co., Inc. national BDLineweaver Wealth Advisors otherOtherOct 16, 2015Nov 23, 2015 (38 d)
James Marion NelsonSpc otherLineweaver Wealth Advisors otherOtherMar 5, 2015Mar 13, 2015
Ryan Conrad BatesSpc otherLineweaver Wealth Advisors otherOtherMar 5, 2015Jul 14, 2015 (131 d)
James Sheldon LineweaverSpc otherLineweaver Wealth Advisors no RAUMOtherFeb 5, 2015Feb 2, 2015
Brian David KochSpc otherLineweaver Wealth Advisors no RAUMOtherFeb 5, 2015Feb 4, 2015
Mark Robert NiederhelmanSpc otherLineweaver Wealth Advisors no RAUMOtherFeb 5, 2015Feb 4, 2015
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19 moves match.