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 Almanack Investment Partners

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
Samuel Clay BridgersRedwood Wealth Management Group, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAMay 13, 2026Apr 30, 2026
Michael David YoungRedwood Wealth Management Group, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAMay 13, 2026Apr 30, 2026
William Sapp MerrikenRedwood Wealth Management Group, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAMay 13, 2026Jun 23, 2026 (41 d)
Erich William YostSavvy independent RIAAlmanack Investment Partners independent RIARIA to RIAJun 25, 2024Jul 22, 2024
Donna M TeetsOsaic Fa, Inc. BD affiliatedAlmanack Investment Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2024Apr 2, 2024
Eric James ViavatteneDobbins Wealth Management, Pllc unclassifiedAlmanack Investment Partners independent RIAOtherJan 24, 2024Feb 29, 2024 (36 d)
Austen Michael DelahayePlanning For Wealth, LLC otherAlmanack Investment Partners independent RIAOtherNov 23, 2022Nov 18, 2022
James Adam GonnasonAuerbach Investment Services, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIASep 15, 2021Aug 25, 2021
Christopher Glynn YoderJfs Wealth Advisors, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAAug 13, 2021Aug 13, 2021
Kyle Phillip StuckeyJfs Wealth Advisors, LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAAug 13, 2021Aug 13, 2021
Michael N De QuevedoBfc Planning, Inc. BD affiliatedAlmanack Investment Partners independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2021Jul 16, 2021
Michael Dennis MaloneMercap Advisors, Inc. no RAUMAlmanack Investment Partners independent RIAOtherNov 5, 2020Nov 5, 2020
Brendan M GilmoreMercap Advisors, Inc. no RAUMAlmanack Investment Partners independent RIAOtherNov 3, 2020Nov 4, 2020
Robert Todd ValleauMercap Advisors, Inc. no RAUMAlmanack Investment Partners independent RIAOtherNov 2, 2020Nov 2, 2020
Joshua D PalettaHuntington Financial Advisors BD affiliatedAlmanack Investment Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2020Aug 13, 2021 (346 d)
Bard Daniel MalovanyOsaic Fa, Inc. BD affiliatedAlmanack Investment Partners independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2020Jul 29, 2020
Tyler Shawn McardleOsaic Fa, Inc. BD affiliatedAlmanack Investment Partners independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2020Jul 29, 2020
Benjamin Thomas SeamansOsaic Fa, Inc. BD affiliatedAlmanack Investment Partners independent RIAAffiliated broker-dealer or bank to independent RIAJul 24, 2020Jul 29, 2020
Lindsey Andrea VardiOsaic Fa, Inc. BD affiliatedAlmanack Investment Partners independent RIAAffiliated broker-dealer or bank to independent RIAJul 24, 2020Jul 29, 2020
Eugene William StoneAvalon Investment & Advisory independent RIAAlmanack Investment Partners independent RIARIA to RIAMay 4, 2020Aug 24, 2020 (112 d)
Alexander Haab NikpourWells Fargo Advisors wirehouseAlmanack Investment Partners independent RIAWirehouse to independent RIAApr 7, 2020Apr 9, 2020
Jamie Michelle StapfWells Fargo Advisors wirehouseAlmanack Investment Partners independent RIAWirehouse to independent RIAFeb 19, 2019Mar 1, 2019
William Lowry LaneWells Fargo Advisors wirehouseAlmanack Investment Partners independent RIAWirehouse to independent RIAFeb 19, 2019Feb 13, 2019
Dustin Scott DowlingPeters Wealth Advisors LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAJul 27, 2018Jun 29, 2018
Donna M TeetsUnited Capital Financial Advisors independent RIAAlmanack Investment Partners independent RIARIA to RIAJul 17, 2018Aug 16, 2018
Dania Fitzgerald TanguisPeters Wealth Advisors LLC independent RIAAlmanack Investment Partners independent RIARIA to RIAJul 9, 2018Jul 6, 2018
Seth Eli BittnerHornor, Townsend & Kent, LLC otherAlmanack Investment Partners otherOtherNov 10, 2017Nov 1, 2017
Arthur Richard EglingtonNiche Registered Investment Advisory Services, LLC unclassifiedAlmanack Investment Partners otherOtherAug 14, 2017Jun 26, 2017
Jeffrey Paul WrabelPruco Securities, LLC otherAlmanack Investment Partners otherOtherJul 27, 2016Dec 6, 2016 (132 d)
Michael Charles McconahySevenbridge Financial Group, LLC otherAlmanack Investment Partners otherOtherMay 13, 2016May 13, 2016
Robert Scott PulsiferSpire Wealth Management, LLC otherAlmanack Investment Partners otherOtherApr 29, 2016Mar 31, 2016
Deborah Ann DeckmanSpire Wealth Management, LLC otherAlmanack Investment Partners otherOtherApr 13, 2016Apr 11, 2016
Kevin Raymond HarperSpire Wealth Management, LLC otherAlmanack Investment Partners otherOtherMar 31, 2016Apr 1, 2016
Daniel Cook GuySpire Wealth Management, LLC otherAlmanack Investment Partners otherOtherMar 31, 2016Apr 1, 2016
James William JudgeSpire Wealth Management, LLC otherAlmanack Investment Partners otherOtherMar 1, 2016Mar 4, 2016
H Clark Gaines JrThirtynorth Investments, LLC otherAlmanack Investment Partners otherOtherFeb 29, 2016Mar 18, 2016
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36 moves match.