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 Kinetic Investment Management, Inc.

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
Steven Michael MartinezRegal Investment Advisors LLC BD affiliatedKinetic Investment Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 19, 2026May 20, 2026
Joel SillowayArcadia Wealth Management, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAJul 30, 2025Aug 15, 2025
Mark BiggsSimplicity Wealth independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAFeb 22, 2024Feb 28, 2024
Jamale Trevon CarothersSimplicity Wealth independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAFeb 22, 2024Feb 28, 2024
Jackson SowellSimplicity Wealth independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAFeb 22, 2024Mar 7, 2024
Andrew Kent ToolsonVerity Asset Management independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAFeb 1, 2024Mar 17, 2025 (410 d)
Alex ZepkowskiLake Avenue Financial LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAJun 13, 2023Jul 1, 2026 (1114 d)
Marissa Emily SmithFirst Command Advisory Services BD affiliatedKinetic Investment Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 9, 2023Mar 21, 2023
Michael Eric MurraySagepoint Financial, Inc. BD affiliatedKinetic Investment Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 23, 2023Jan 1, 2025 (678 d)
Paul Luis DigerolamoMadison Avenue Securities, LLC BD affiliatedKinetic Investment Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 29, 2022Dec 2, 2022
Yvette SpillmanOneamerica Securities, Inc. BD affiliatedKinetic Investment Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2022Nov 23, 2022 (110 d)
Michael Alan WienandtCreativeone Wealth, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAJun 27, 2022Jun 16, 2022
Jason Allen GrothCreativeone Wealth, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAJun 27, 2022Jun 23, 2022
Gary Joseph PreisserPolley Wealth Management LLC state registeredKinetic Investment Management, Inc. independent RIAOtherFeb 28, 2022Mar 3, 2022
John Stanley KornagaFisher Investments independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAJan 12, 2022Feb 14, 2022 (33 d)
James Matthew FoleyAe Wealth Management, LLC BD affiliatedKinetic Investment Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 16, 2021Jan 3, 2022
Jason D ProvostIntegrity Alliance, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAAug 30, 2021Sep 15, 2021
Thomas Henry KelleySgl Financial, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAMay 12, 2021May 19, 2021
Gregory Scott ShumanGradient Advisors, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAApr 16, 2021Apr 15, 2021
Stephen Schoen BaldwinGibbs Wealth Management, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAApr 8, 2021Mar 16, 2021
Anthony Perry DesantisAe Wealth Management, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIADec 9, 2020Dec 9, 2020
Adam Lee TafoyaFirst Heartland Consultants, Inc. BD affiliatedKinetic Investment Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2019May 18, 2020 (231 d)
Charles MccallTd Ameritrade Investment Management, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAJul 3, 2019Jul 10, 2019
Samuel AdamsFoundations Investment Advisors LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAMay 14, 2019Jun 12, 2019
Lisa Ann BussengerGlobal Financial Private Capital, Inc. otherKinetic Investment Management, Inc. independent RIAOtherDec 18, 2017Nov 13, 2017
Ali Arash HashemianProfectus Wealth Management unclassifiedKinetic Investment Management, Inc. independent RIAOtherAug 26, 2016Apr 4, 2016
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26 moves match.