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 Exodus Wealth, 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 |
|---|---|---|---|---|---|
| Kenneth Wayne Miller | Integrated Financial Strategies, LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Jul 31, 2026 | Feb 25, 2026 |
| Roy Leonard Mattox | Integrated Financial Strategies, LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jun 26, 2026 |
| Philip Charles Miller | Integrated Financial Strategies, LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Jul 31, 2026 | Feb 25, 2026 |
| Wesley Jordan Mattox | Integrated Financial Strategies, LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Jul 31, 2026 | Mar 5, 2026 |
| Micah Lane Tipton | Brookstone Capital Management LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Jul 30, 2026 | Aug 19, 2026 |
| Christopher Richard Ferrer | Kestra Advisory Services, LLC BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2026 | Mar 27, 2026 |
| Kelly Gene Burke | Kestra Advisory Services, LLC BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Feb 4, 2026 (93 d) |
| Ronald Joseph Capone | Cadaret Grant & Co Inc BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2025 | Aug 1, 2018 |
| Jude Anthony Viator | Osaic Fs, Inc. BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2024 | Dec 26, 2024 |
| James S Young | Valic Financial Advisors, Inc. BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2024 | Jul 8, 2025 (469 d) |
| Glenn Robert Matecun | Founders Financial Securities, LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Aug 19, 2022 | Aug 22, 2022 |
| Lee Allan Abramovitz | Founders Financial Securities, LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Jun 28, 2021 | Apr 1, 2021 |
| Ronald B Doweidt | Integrity Alliance, LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Jun 4, 2021 | Sep 29, 2021 (117 d) |
| Mark Andrew Young | Secure Investment Management, LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Apr 28, 2021 | Mar 16, 2020 |
| Patricia Rose Piatt | W&S Brokerage Services, Inc. BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2021 | Feb 9, 2022 (335 d) |
| Christopher Michael Allen | Corecap Advisors BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2021 | Feb 3, 2021 |
| Nicole Eileen Brewer | Corecap Advisors BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2021 | Feb 2, 2021 |
| Zhe Feng Zhang | Edward Jones national BD | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2019 | Jan 10, 2020 (42 d) |
| Daniel Weimer | Wesbanco Securities, Inc. BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2019 | May 20, 2020 (196 d) |
| Francis A Snyder | Cetera Advisor Networks LLC BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2019 | Oct 7, 2019 |
| Carrie Jean Mccollim | Pnc Wealth Management BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 29, 2019 | Aug 16, 2021 (718 d) |
| Kimberly Evelyn Mcmillion | Mcnally Financial Services Corporation state registered | Exodus Wealth, LLC independent RIA | Other | Jul 12, 2019 | Jul 15, 2019 |
| Joseph Jeffry D'Urso | Spc BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 6, 2019 | Jun 7, 2019 |
| Lloyd George Etheredge | Osaic Fs, Inc. BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 13, 2018 | Jan 7, 2019 |
| Jim Bryan Pulley | Questar Asset Management, Inc. BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 20, 2018 | Nov 5, 2018 |
| Tony Vincent Sonsini | Foresters Equity Services, Inc. BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 22, 2018 | Oct 22, 2018 |
| Charles Albert Cerone | Foresters Equity Services, Inc. BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2018 | Oct 22, 2018 |
| William Mark Thomson | Prosperity Financial Group, Inc. independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Sep 27, 2018 | Oct 3, 2018 |
| Kenneth Alan Wessels | Oneamerica Securities, Inc. BD affiliated | Exodus Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2018 | Apr 26, 2018 |
| Robert Edward Skinner | Usadvisors Wealth Management, LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Apr 19, 2018 | May 24, 2018 (35 d) |
| Christopher Michael Carrillo | Signator Investors, Inc. other | Exodus Wealth, LLC other | Other | Feb 20, 2018 | Feb 22, 2018 |
| Michael Basilio Calco | Sii Investments, Inc. other | Exodus Wealth, LLC other | Other | Dec 7, 2017 | Dec 12, 2017 |
| Ronald Edwin Merrill | Voya Financial Advisors, Inc. other | Exodus Wealth, LLC independent RIA | Other | Oct 13, 2017 | Jan 24, 2019 (468 d) |
| Larry Sfinas | Innovation Partners LLC other | Exodus Wealth, LLC other | Other | Aug 30, 2017 | Sep 1, 2017 |
| Matthew George Obrien | Stonex Advisors Inc. other | Exodus Wealth, LLC other | Other | May 26, 2017 | Jun 6, 2017 |
| Brian Eric Samuels | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Exodus Wealth, LLC other | Other | May 17, 2017 | Jul 5, 2017 (49 d) |
| Cynthia Pellegrino | Innovation Partners LLC other | Exodus Wealth, LLC other | Other | Mar 24, 2017 | Mar 31, 2017 |
| Lauren Ann Gidley | First Allied Advisory Services, Inc. other | Exodus Wealth, LLC other | Other | Feb 13, 2017 | Feb 27, 2017 |
| Kathleen Faith Fereday | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Exodus Wealth, LLC independent RIA | Other | Feb 8, 2017 | Jul 7, 2020 (1245 d) |
| Brent Anderson | Gradient Wealth Management other | Exodus Wealth, LLC independent RIA | Other | Dec 31, 2016 | Apr 5, 2018 (460 d) |
| Shawn Scott Lorion | Investment Advisors Corp other | Exodus Wealth, LLC other | Other | Dec 14, 2016 | Dec 14, 2016 |
| Stephen Hinant Hecker | Prosperity Financial Group, Inc. other | Exodus Wealth, LLC other | Other | Jun 16, 2016 | Jun 16, 2016 |
| Ankit Sahu | UBS Financial Services Inc. wirehouse | Exodus Wealth, LLC other | Other | Jun 1, 2016 | Jun 21, 2016 |
| Eric Marcus Elkins | Osaic Fs, Inc. other | Exodus Wealth, LLC other | Other | Feb 11, 2016 | Aug 31, 2016 (202 d) |
| Mark Andrew Young | J P Turner & Company Capital Management, LLC other | Exodus Wealth, LLC other | Other | Oct 9, 2015 | Mar 16, 2016 (159 d) |
| Michael Ray Mcpeek | Park Avenue Securities LLC other | Exodus Wealth, LLC other | Other | Jul 23, 2015 | Jul 22, 2015 |
| Bruce Lee Musselman | Sb Advisory, LLC other | Exodus Wealth, LLC other | Other | Mar 25, 2015 | Jul 22, 2015 (119 d) |
| Robert Forest Held | Keystone Capital Corporation other | Exodus Wealth, LLC other | Other | Feb 20, 2015 | Feb 23, 2015 |
| Dawn Marie Santoriello | Keystone Capital Corporation other | Exodus Wealth, LLC other | Other | Feb 20, 2015 | Feb 23, 2015 |
| Michael Dale Koontz | Keystone Capital Corporation other | Exodus Wealth, LLC other | Other | Feb 20, 2015 | Feb 19, 2015 |
| Todd Clinton Wirick | J. W. Cole Advisors, Inc. other | Exodus Wealth, LLC other | Other | Apr 18, 2014 | Sep 28, 2016 (894 d) |
| John Ariola | Cadaret Grant & Co Inc other | Exodus Wealth, LLC other | Other | May 16, 2013 | Feb 24, 2015 (649 d) |
| Michael Girard Deluca | Hazard & Siegel Advisory Services LLC other | Exodus Wealth, LLC other | Other | Aug 10, 2012 | Sep 29, 2017 (1876 d) |
| Elliot Herbert Kallen | Financial Telesis, Inc. other | Exodus Wealth, LLC other | Other | Jun 2, 2010 | Feb 19, 2015 (1723 d) |
| Mitchell Lee Whitenack | Wfp Securities unclassified | Exodus Wealth, LLC independent RIA | Other | Mar 3, 2008 | Mar 11, 2026 (6582 d) |
| Thomas Bell Rutter | Transamerica Financial Advisors, LLC other | Exodus Wealth, LLC other | Other | Nov 14, 2007 | Jan 11, 2017 (3346 d) |
| Jeffrey Kim Gin | Waddell & Reed other | Exodus Wealth, LLC other | Other | Dec 13, 2005 | Jul 15, 2015 (3501 d) |
Page 1 of 1
57 moves match.