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 Invst, 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.

AdvisorFromToTypeLeftRegistered
Kyle Gregory RiddleValeo Financial Advisors, LLC independent RIAInvst, LLC independent RIARIA to RIAOct 8, 2025Oct 5, 2025
Joseph Francis HartNs Capital, LLC independent RIAInvst, LLC independent RIARIA to RIAJan 9, 2025Jan 14, 2025
Eric Peter HahnNs Capital, LLC independent RIAInvst, LLC independent RIARIA to RIAJan 9, 2025Jan 14, 2025
James Andrew BarnashNs Capital, LLC independent RIAInvst, LLC independent RIARIA to RIAJan 9, 2025Jan 14, 2025
Scott A DunnPark Avenue Securities LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 27, 2024Jan 2, 2026 (401 d)
Edward Gill IIINorthwestern Mutual Investment Services,LLC no RAUMInvst, LLC independent RIAOtherNov 16, 2023Feb 2, 2024 (78 d)
Brianna MadrenEdward Jones national BDInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2023Oct 1, 2023
David J MozeikaPark Avenue Securities LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 10, 2023May 3, 2023
Jeremy SuarezPark Avenue Securities LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 10, 2023May 3, 2023
Stephanie AshleyBeacon Pointe Advisors, LLC independent RIAInvst, LLC independent RIARIA to RIAMar 27, 2023May 2, 2023 (36 d)
Matthew J SantarsieroLPL Financial LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2023Mar 30, 2023
Luz CurielChallenger Wealth Management independent RIAInvst, LLC independent RIARIA to RIAFeb 16, 2023Apr 28, 2023 (71 d)
Camryn Alexis OlsonOmega Wealth Private Capital LLC state registeredInvst, LLC independent RIAOtherJan 24, 2023Feb 16, 2023
Todd S LevinePark Avenue Securities LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 1, 2022Jan 24, 2022
Ben V DuronioPark Avenue Securities LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2022Jan 24, 2022
Barbara Blank DuganProvise Management Group, LLC independent RIAInvst, LLC independent RIARIA to RIAOct 25, 2021Jan 7, 2022 (74 d)
Deborah Jean DarchiProvise Management Group, LLC independent RIAInvst, LLC independent RIARIA to RIAMay 19, 2021Dec 1, 2025 (1657 d)
Dipen Kishore MehtaProsperity Capital Advisors independent RIAInvst, LLC independent RIARIA to RIAMay 3, 2021Jul 16, 2021 (74 d)
Joshua Charles PetersBoston Mountain Money Management, Inc. independent RIAInvst, LLC independent RIARIA to RIADec 4, 2020Aug 30, 2021 (269 d)
Bradley Ryan StevensReliance Wealth & Trust Partners, LLC otherInvst, LLC no RAUMOtherDec 31, 2019Mar 29, 2016
Peter Andrew WelshThurston Springer Financial BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 11, 2019Nov 16, 2019
Dyer B MccabePark Avenue Securities LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 10, 2019Jul 2, 2019 (53 d)
Amanda Jo OakleyCommonwealth Financial Network national BDInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2019Mar 8, 2019
Joseph Michael CopePark Avenue Securities LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 1, 2019Feb 27, 2019
Luis Alonso CorralesPark Avenue Securities LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2019Feb 27, 2019
Ryan C HochPark Avenue Securities LLC BD affiliatedInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2018Aug 13, 2018
Jeffrey Scott MerkowInvestment Philosopher, LLC unclassifiedInvst, LLC independent RIAOtherAug 10, 2018Aug 14, 2018
Ryan M StiphanyCharles Schwab & Co., Inc. national BDInvst, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2018Jan 18, 2019 (284 d)
Michael Phillip ZottoJ.P. Morgan Securities LLC wirehouseInvst, LLC otherOtherSep 13, 2017Sep 20, 2017
Donald Christopher SchultheisGoelzer Investment Management otherInvst, LLC independent RIAOtherMar 9, 2017Feb 19, 2020 (1077 d)
Phillip Christopher ClarkSignator Investors, Inc. otherInvst, LLC otherOtherSep 15, 2016Sep 16, 2016
Christopher Paul CondlePark Avenue Securities LLC otherInvst, LLC otherOtherAug 18, 2016Aug 8, 2016
Scott Andrew JarredPark Avenue Securities LLC otherInvst, LLC no RAUMOtherMay 27, 2016May 2, 2016
Lloyd Rives EastersPark Avenue Securities LLC otherInvst, LLC no RAUMOtherApr 27, 2016May 2, 2016
John Joseph LongHornor, Townsend & Kent, LLC otherInvst, LLC no RAUMOtherApr 20, 2016May 3, 2016
Michael Jason DopazoEquitable Advisors, LLC national BDInvst, LLC otherOtherMay 14, 2012Jul 10, 2017 (1883 d)
Branden Gordon BunchPark Avenue Securities LLC otherInvst, LLC independent RIAOtherApr 3, 2008Oct 2, 2018 (3834 d)
Jason Russell HesslerHarbour Wealth Partners, Inc. state registeredInvst, LLC independent RIAOtherOct 12, 2007Aug 8, 2019 (4318 d)
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38 moves match.