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 Sanctuary Advisors, 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 |
|---|---|---|---|---|---|
| Amy Renae Hlavacek | Fi3 Financial Advisors, LLC independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 3, 2026 | Aug 3, 2026 |
| Randi Speedling | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 23, 2026 | Jun 18, 2026 |
| Kyle Douglas Young | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 23, 2026 | Jun 18, 2026 |
| Erin Danielle Bluske | Newedge Advisors BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Aug 5, 2026 (44 d) |
| Gabriella Ressler | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 17, 2026 | Jun 12, 2026 |
| Sharon Reynolds Stepenosky | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 17, 2026 | Jun 12, 2026 |
| Brandon Theodore Asher | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2026 | Jun 12, 2026 |
| Abigail Alexandra Shek | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2026 | Jun 12, 2026 |
| Cynthia Montgomery Georghiou | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2026 | Jun 12, 2026 |
| John P Durham | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 8, 2026 | Jun 5, 2026 |
| Austin Whitton | Forvis Mazars Wealth Advisors, LLC independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 2, 2026 | Jul 7, 2026 (35 d) |
| Spencer M Miller | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 29, 2026 | Jun 12, 2026 |
| Benjamin Durham | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 19, 2026 | Jun 5, 2026 |
| Brad Lee Desormeaux | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 12, 2026 | May 1, 2026 |
| Abigail Anne Allsup | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 12, 2026 | May 1, 2026 |
| Ashley Buchanan | Cwm, LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | May 22, 2026 |
| Joshua Erickson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 21, 2026 | Apr 17, 2026 |
| Robert Montierth | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 21, 2026 | Apr 17, 2026 |
| Phillip Smith Gomez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 21, 2026 | Apr 17, 2026 |
| Kyle W Vasel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 14, 2026 | Apr 8, 2026 |
| Christoph Stadler | Edward Jones national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Apr 17, 2026 |
| David Michael Rowland | Ameriprise Financial Services, LLC national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Apr 13, 2026 |
| Serena Mao | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 8, 2026 | Jul 30, 2026 (113 d) |
| Adam Zielske | Edward Jones national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 23, 2026 | Mar 26, 2026 |
| Julien Luca Blancon | Black Diamond Financial, LLC independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 4, 2026 | Mar 12, 2026 |
| Griffin Rathgeb | Thrivent Investment Management Inc. BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2026 | Mar 18, 2026 |
| Angela Kay Wascom Gantt | Blackrock Financial Management, Inc other | Sanctuary Advisors, LLC BD affiliated | Other | Jan 21, 2026 | Sep 8, 2026 (230 d) |
| Mark Emerson Marquez | Wealth Management Consultants Colorado, LLC independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2026 | Sep 30, 2025 |
| Bryan Robert Blackburn | Carnegie Investment Counsel independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2026 | Jan 16, 2026 |
| Angel Ruben Tineo | Citigroup Global Markets Inc. BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2025 | Dec 19, 2025 |
| Matthew Prince | Edelman Financial Engines independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 10, 2025 | Dec 16, 2025 |
| Christopher Carter Davis | Focus Partners Wealth, LLC independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 24, 2025 | Mar 19, 2026 (115 d) |
| Bobby Lea Schmid | D.A. Davidson & Co. independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 20, 2025 | Nov 13, 2025 |
| Matthew Strough | Cetera Investment Advisers LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2025 | Nov 12, 2025 |
| Jeffrey John Dattilo | Lighthouse Financial Planning unclassified | Sanctuary Advisors, LLC BD affiliated | Other | Nov 7, 2025 | Mar 13, 2026 (126 d) |
| Ashweene Hassan | Ameriprise Financial Services, LLC national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Nov 12, 2025 |
| April Leigh Van Nieuwland | Capital Investment Advisory Services, LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2025 | Nov 4, 2025 |
| Eric Alexander Davalos | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 7, 2025 | Oct 3, 2025 |
| James Thomas Moran | Ameriprise Financial Services, LLC national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2025 | Sep 22, 2025 |
| Lance James Huebner | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 15, 2025 | Sep 12, 2025 |
| James Edward Chiate | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 10, 2025 | Aug 15, 2025 |
| Anthony Daniel Guinane | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 10, 2025 | Aug 15, 2025 |
| Matthew Muzyka | Wells Fargo Advisors wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 9, 2025 | Sep 11, 2025 |
| Jaden Butnaru | Charles Schwab & Co., Inc. national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2025 | Aug 20, 2025 |
| Richard S Lesavoy | Lincoln Investment independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 2, 2025 | Sep 2, 2025 |
| Owen Joseph Galasso | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 26, 2025 | Aug 15, 2025 |
| Andrew Miller | Equitable Advisors, LLC national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 13, 2025 |
| Larry Carlton Milton | Truist Advisory Services, Inc. BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Erin Michelle Smith | Truist Advisory Services, Inc. BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Robert Edward Brown | Truist Advisory Services, Inc. BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Lauren Gadkowski Lindsay | Beacon Financial Planning, Inc independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 10, 2025 | Apr 21, 2025 |
| Justin Ray Koch | Edward Jones national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2025 | Jun 27, 2025 |
| Kari Lynne Payne | Edward Jones national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2025 | Jun 27, 2025 |
| Kelsey Lynn Berndt | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 1, 2025 | Jun 24, 2025 |
| John Christian Nejedly | Pantheon Wealth Planning state registered | Sanctuary Advisors, LLC BD affiliated | Other | Jun 30, 2025 | Jun 5, 2025 |
| Kevin Anthony Newbert | Mycio Wealth Partners, LLC independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2025 | May 20, 2025 |
| Jennifer M Woods | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 13, 2025 | May 13, 2025 |
| Melanie Rose Woods | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 13, 2025 | May 9, 2025 |
| Arthur Edward Rozema | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 12, 2025 | Jul 22, 2025 (40 d) |
| Mitchell Jason Benedon | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 9, 2025 | Jun 6, 2025 |
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445 moves match.