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 Lexaurum Advisors

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
Michael Jay MurkinsSyverson Strege independent RIALexaurum Advisors independent RIARIA to RIAJan 23, 2026Jan 28, 2026
Stephen Richard ArmstrongWhitaker-Myers Wealth Managers, Ltd. independent RIALexaurum Advisors independent RIARIA to RIANov 7, 2025Oct 9, 2025
Joshua D PalettaWhitaker-Myers Wealth Managers, Ltd. independent RIALexaurum Advisors independent RIARIA to RIAOct 7, 2025Sep 10, 2025
Kelly C KranstuberWhitaker-Myers Wealth Managers, Ltd. independent RIALexaurum Advisors independent RIARIA to RIAOct 6, 2025Oct 15, 2025
Ian Robert YarberryOsaic Wealth, Inc. BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2024Sep 23, 2024
George Peter FieldsOsaic Wealth, Inc. BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2024Sep 23, 2024
Don SpicerSpicer Retirement Advisors, LLC unclassifiedLexaurum Advisors independent RIAOtherNov 27, 2023Sep 15, 2023
Karen Kay BenefielCambridge Advisors Inc independent RIALexaurum Advisors independent RIARIA to RIAApr 4, 2023May 31, 2023 (57 d)
Kris Alan PersingerSummit Financial Group Inc BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 21, 2021Apr 19, 2021
Andrew Firman ClarkSummit Financial Group Inc BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2021Jan 1, 2025 (1352 d)
Lewis Wade PartridgeSowell Management independent RIALexaurum Advisors independent RIARIA to RIANov 10, 2020Oct 14, 2022 (703 d)
Matthew James TooleyNorthwestern Mutual Investment Services,LLC no RAUMLexaurum Advisors independent RIAOtherSep 14, 2020Sep 9, 2020
Kyle Michael HarshaRise Retirement, LLC state registeredLexaurum Advisors independent RIAOtherJun 3, 2020Jun 5, 2020
Gary Martin ChidseyNationwide Securities, LLC no RAUMLexaurum Advisors independent RIAOtherDec 31, 2019Jan 2, 2020
Richard Frederick SchaufertSummit Financial Group Inc BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2019Dec 5, 2019
Linda Louise StapfProsperity - An Eisneramper Company independent RIALexaurum Advisors independent RIARIA to RIADec 13, 2019Dec 12, 2019
Nixon D JamesU.S. Bancorp Investments, Inc. BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 29, 2019Nov 15, 2019
Joseph Richard HassenNationwide Securities, LLC no RAUMLexaurum Advisors independent RIAOtherOct 9, 2019Oct 3, 2019
Kenneth Edward DonnellyAvantax Advisory Services BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 1, 2019Sep 16, 2019
Victoria Anne DavisU.S. Bancorp Investments, Inc. BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2019Feb 11, 2020 (174 d)
Rochelle Andrea TocchiniSummit Financial Group Inc BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 14, 2018May 2, 2018
Brandon David JohnsonSummit Financial Group Inc BD affiliatedLexaurum Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 14, 2018Jun 2, 2018
Brent HoskinsAmerican Century Investments Private Client Group, Inc. no RAUMLexaurum Advisors independent RIAOtherMar 20, 2018Apr 23, 2018 (34 d)
Ronald Bernard AdrianSummit Financial Group Inc otherLexaurum Advisors otherOtherJul 18, 2017Jul 18, 2017
Edna KowitzSummit Financial Group Inc otherLexaurum Advisors otherOtherJul 11, 2017Jul 3, 2017
Steven Wayne EllisSummit Financial Group Inc otherLexaurum Advisors otherOtherJul 6, 2017Jun 30, 2017
Jon Michael StanfieldVsr Advisory Services otherLexaurum Advisors independent RIAOtherNov 11, 2016Jul 19, 2018 (615 d)
Michael Allen DesantisVsr Advisory Services otherLexaurum Advisors independent RIAOtherNov 1, 2016Apr 15, 2020 (1261 d)
Virginia Bowling ShieldsVsr Advisory Services otherLexaurum Advisors otherOtherOct 3, 2016Oct 12, 2016
Richard Albert GagneVsr Advisory Services otherLexaurum Advisors no RAUMOtherAug 15, 2016Aug 15, 2016
Timothy John HawkinsVsr Advisory Services otherLexaurum Advisors no RAUMOtherAug 1, 2016Aug 8, 2016
Robert Alan WileyVsr Advisory Services otherLexaurum Advisors no RAUMOtherJul 14, 2016Jul 13, 2016
Michael Joe CarpenterVsr Advisory Services otherLexaurum Advisors no RAUMOtherJun 23, 2016Jun 23, 2016
Peter Wellington HughesVsr Advisory Services otherLexaurum Advisors no RAUMOtherMay 16, 2016Jun 2, 2016
John Anthony LeisAmerican Century Advisory Services, Inc. no RAUMLexaurum Advisors independent RIAOtherDec 31, 2012Jun 4, 2018 (1981 d)
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35 moves match.