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 Smart Money Group, 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
Derrick Jovon Gray GibbsHdq Wealth state registeredSmart Money Group, LLC independent RIAOtherMay 29, 2026Jun 9, 2026
Brian MckinneyRe-Envision Wealth independent RIASmart Money Group, LLC independent RIARIA to RIAJul 30, 2022Jun 19, 2020
Jon Darrell McconahayFbl Wealth Management, LLC BD affiliatedSmart Money Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 12, 2022May 11, 2022
Michelle Marie LeichtnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSmart Money Group, LLC independent RIAWirehouse to independent RIAJul 17, 2018Aug 6, 2018
Christopher Blake RadfordDuet Advisory Services LLC independent RIASmart Money Group, LLC otherOtherJan 31, 2018Mar 13, 2017
Steven Douglas KaestnerSummit Financial Group Inc otherSmart Money Group, LLC otherOtherMay 15, 2017May 9, 2017
Jamie Louise KaestnerSummit Financial Group Inc otherSmart Money Group, LLC otherOtherMay 15, 2017May 9, 2017
Lisa Ann AllenVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherAug 15, 2016Aug 17, 2016
Mikiel Ray FeatherstonVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherAug 15, 2016Aug 16, 2016
James Roy KennedyVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherJul 29, 2016Aug 4, 2016
Aaron Neal KennedyVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherJul 29, 2016Jul 28, 2016
Angela Nicole Kennedy RobinsonVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherJul 29, 2016Jul 28, 2016
Matthew Scott ErvinVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherJul 29, 2016Jul 28, 2016
Blake Vaughan BarnettVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherJul 1, 2016Jun 30, 2016
Bret Dale RobinsonVsr Advisory Services otherSmart Money Group, LLC no RAUMOtherJun 23, 2016Jul 28, 2016 (35 d)
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15 moves match.