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 D.A. Davidson & Co.
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 |
|---|---|---|---|---|---|
| Nathaniel Christian Williams | Fisher Investments independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Sep 2, 2026 | Sep 14, 2026 |
| Jack Clayton Murray | LPL Financial LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2026 | Aug 12, 2026 |
| Caitlin M Walker | J.P. Morgan Securities LLC wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Aug 7, 2026 | Aug 17, 2026 |
| Eric Schneider | Ausdal Financial Partners, Inc. independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Aug 5, 2026 | Aug 5, 2026 |
| Nadine Ibrahim | UBS Financial Services Inc. wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Jul 21, 2026 | Jul 7, 2026 |
| Mia J Werner | Corient independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Jun 2, 2026 | May 26, 2026 |
| Kenton Chadwick | Ameriprise Financial Services, LLC national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | May 14, 2026 |
| Scott Cornett | Ameriprise Financial Services, LLC national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2026 | May 15, 2026 |
| Melody Anne Ream | Wealth Management Cpas, LLC independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | May 6, 2026 | May 4, 2026 |
| Christian Alexander Bulla | Arete Wealth Advisors, LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 14, 2026 | May 4, 2026 |
| Michael David Martin | Basecamp Wealth Advisors, LLC independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Mar 24, 2026 | Feb 11, 2026 |
| Halley Y Hu | Morgan Stanley wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Mar 11, 2026 | Apr 21, 2026 (41 d) |
| Timothy Matthew Barger | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Mar 11, 2026 | Apr 6, 2026 |
| Thomas Houston Dameron | Alpha Capital Family Office, LLC independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Mar 4, 2026 | Jun 23, 2026 (111 d) |
| Nicole C Burczyk | Janney Montgomery Scott LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2026 | Jan 6, 2026 |
| Scott Reid Buchanan | Strategic Advisers LLC national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 14, 2026 | Jan 5, 2026 |
| Melissa Ann Kelly | Raymond James Financial Services Advisors, Inc BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Mar 2, 2026 (61 d) |
| Patrick Gerard Regan | Wells Fargo Advisors wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Nov 20, 2025 | Nov 19, 2025 |
| Elmo Earl Ball | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| George Thomas Warren | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| Megan Elizabeth Branch | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| Aleta Kathryn Hoover | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| Stacey Loomis | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| Bradford Merton Sawyer | Ameriprise Financial Services, LLC national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2025 | Oct 1, 2025 |
| Emma Patricia Melone | Equitable Advisors, LLC national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Nov 17, 2025 (48 d) |
| Cheryl Ann Cowan | Morgan Stanley wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Sep 15, 2025 | Sep 16, 2025 |
| Hillary Arnesen Allen | Oppenheimer & Co. Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2025 | Aug 4, 2025 |
| Marcia Louise Bloemendaal | Raymond James & Associates, Inc. national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2025 | Jul 23, 2025 |
| Valerie Pena Rivera | Raymond James & Associates, Inc. national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2025 | Jul 23, 2025 |
| Diana Schiers George | Key Investment Services LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2025 | Jan 9, 2026 (182 d) |
| Kyra Ivania Montes | Diversify Wealth Management, LLC independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Jul 10, 2025 | Aug 12, 2025 (33 d) |
| Michael Ryan Dicroce | Charles Schwab & Co., Inc. national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 11, 2025 | May 28, 2025 |
| Welford Stuart Farmer | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2025 | Apr 16, 2025 |
| Brandan Elizabeth Williams | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2025 | Apr 16, 2025 |
| Joseph Lynch Farmer | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2025 | Apr 17, 2025 |
| Wolfgang Johannes Hawlisch | RBC Capital Markets, LLC national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Mar 19, 2025 |
| Dennis John Andres | Key Investment Services LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 26, 2025 | Oct 23, 2025 (239 d) |
| Rebekka Nikole Starr | Wells Fargo Advisors wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Feb 25, 2025 | Feb 19, 2025 |
| Carrie White Williams | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2025 | Feb 4, 2025 |
| Gregory Ryan Green | Edward Jones national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2025 | Jan 30, 2025 |
| Nicholas Earl Storrusten | Wells Fargo Advisors wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Jan 27, 2025 | May 15, 2024 |
| Kelly Elizabeth Eppard | LPL Financial LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2025 | May 7, 2024 |
| Benjamin Belmonte Valadez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Dec 18, 2024 | Apr 3, 2025 (106 d) |
| Jordan N Chambers | John Hancock Investment Management LLC asset manager | D.A. Davidson & Co. independent RIA | Other | Dec 16, 2024 | Dec 19, 2024 |
| Melissa Jean Schuerman | Ameritas Advisory Services, LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2024 | Jan 14, 2025 (39 d) |
| Stuart Ng | LPL Financial LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2024 | Oct 10, 2024 |
| Miguel Jacobo | LPL Financial LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2024 | Oct 11, 2024 |
| Kevin Michael Savage | LPL Financial LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2024 | Oct 10, 2024 |
| Benjamin Tracy Bishop | Davidson Investment Advisors, Inc. independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Oct 2, 2024 | Oct 2, 2024 |
| Samuel Jacob Marshall | Edward Jones national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Sep 17, 2024 |
| Timothy John Beczkowski | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2024 | Sep 9, 2024 |
| Lionel Kiki | Alliancebernstein L.P. asset manager | D.A. Davidson & Co. independent RIA | Other | Aug 27, 2024 | Feb 25, 2025 (182 d) |
| Jacob Aaron Halsey | Fortress Private Ledger, LLC independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Aug 16, 2024 | Aug 26, 2024 |
| Charles Alexandre Hudelot | Key Investment Services LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2024 | Sep 9, 2024 (32 d) |
| Nathan Robert Truax | Centura Wealth Advisory independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Jul 26, 2024 | Sep 4, 2024 (40 d) |
| Brittany Marie Kim | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | D.A. Davidson & Co. independent RIA | Wirehouse to independent RIA | Jul 26, 2024 | Jul 29, 2024 |
| Zara Guivi | RBC Securities, Inc. independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Jul 25, 2024 | Jun 27, 2024 |
| Katelyn Alexis Cerullo | Osaic Wealth, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2024 | Jul 8, 2024 |
| Kensley Mikale Yarbrough | Raymond James & Associates, Inc. national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2024 | Jun 19, 2024 |
| Christopher Silder Lynch | Raymond James & Associates, Inc. national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2024 | Jun 18, 2024 |
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472 moves match.