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 Q3 Advisors, 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
Jacob A SmithFisher Investments independent RIAQ3 Advisors, LLC no RAUMOtherJun 25, 2026Aug 5, 2026 (41 d)
Ryan CollierStrategic Advisers LLC national BDQ3 Advisors, LLC no RAUMOtherJun 3, 2026Jun 16, 2026
Tyson FullerDomain Money Advisors, LLC no RAUMQ3 Advisors, LLC no RAUMOtherApr 22, 2026Mar 23, 2026
Garrett Edward LeetFacet independent RIAQ3 Advisors, LLC no RAUMOtherFeb 2, 2026Feb 12, 2026
Kristen L BarkerThrive Wealth Management, LLC independent RIAQ3 Advisors, LLC no RAUMOtherJan 23, 2026Mar 20, 2026 (56 d)
Marc RussellDiversify Wealth Management, LLC independent RIAQ3 Advisors, LLC no RAUMOtherJan 2, 2026Jan 9, 2026
Tyson FullerA Penny Planned unclassifiedQ3 Advisors, LLC no RAUMOtherDec 31, 2025Jan 30, 2024
Joseph Patrick HenningerThe Kelly Group independent RIAQ3 Advisors, LLC no RAUMOtherDec 2, 2025Mar 9, 2026 (97 d)
Chad MortimoreStrategic Advisers LLC national BDQ3 Advisors, LLC no RAUMOtherDec 1, 2025Dec 4, 2025
Sean R MeyeresIllumination Wealth Management independent RIAQ3 Advisors, LLC no RAUMOtherAug 14, 2025Jul 10, 2025
Ryan Patrick MackClark Asset Management, LLC independent RIAQ3 Advisors, LLC no RAUMOtherMay 23, 2025Aug 27, 2025 (96 d)
Justin WilkeFinancial & Tax Architects, LLC independent RIAQ3 Advisors, LLC no RAUMOtherMay 9, 2025Aug 24, 2026 (472 d)
Brandon DeckardSharkey Howes & Javer Inc independent RIAQ3 Advisors, LLC no RAUMOtherApr 22, 2025Apr 10, 2025
Gonzalo A Figueroa OrtegaOsaic Wealth, Inc. BD affiliatedQ3 Advisors, LLC no RAUMOtherApr 2, 2025Jul 15, 2025 (104 d)
Patrick MagnuszewskiFidelity Personal And Workplace Advisors BD affiliatedQ3 Advisors, LLC no RAUMOtherMar 3, 2025Mar 19, 2025
Ryan C BoyleFisher Investments independent RIAQ3 Advisors, LLC no RAUMOtherNov 19, 2024Dec 9, 2024
Alixandria Ann TucciFacet independent RIAQ3 Advisors, LLC no RAUMOtherNov 12, 2024Nov 13, 2024
Marc Edward FaulerGlobal Wealth Management Investment Advisory, Inc. independent RIAQ3 Advisors, LLC no RAUMOtherAug 6, 2024Sep 30, 2024 (55 d)
Anthony Joseph LabrakeFiduciary Family Office, LLC independent RIAQ3 Advisors, LLC no RAUMOtherJun 24, 2024Sep 30, 2024 (98 d)
Richard RomeroPruco Securities, LLC BD affiliatedQ3 Advisors, LLC no RAUMOtherMar 19, 2024Mar 13, 2024
Stephen John AveryCetera Investment Advisers LLC BD affiliatedQ3 Advisors, LLC no RAUMOtherDec 31, 2023May 2, 2024 (123 d)
Matthew Eric StockburgerMasterworks Advisers, LLC asset managerQ3 Advisors, LLC no RAUMOtherDec 1, 2023Apr 10, 2024 (131 d)
Jonathan Henry SmithAlight Financial Advisors, LLC independent RIAQ3 Advisors, LLC no RAUMOtherNov 9, 2023Mar 19, 2025 (496 d)
Brian Arnold HickoxCetera Investment Advisers LLC BD affiliatedQ3 Advisors, LLC no RAUMOtherSep 18, 2023Oct 24, 2023 (36 d)
Ralph Taylor RiglerCore Wealth Management, Inc. independent RIAQ3 Advisors, LLC no RAUMOtherJun 30, 2023Jan 1, 2026 (916 d)
Daniel Roger JandroAdvisornet Wealth Partners independent RIAQ3 Advisors, LLC no RAUMOtherJun 1, 2023Sep 29, 2023 (120 d)
Derrick Allan DehaysMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseQ3 Advisors, LLC no RAUMOtherDec 7, 2022Apr 21, 2023 (135 d)
Kyle BuffoAssetmark, Inc. BD affiliatedQ3 Advisors, LLC no RAUMOtherOct 12, 2021Oct 18, 2021
Sean R MeyeresDew Wealth Management independent RIAQ3 Advisors, LLC no RAUMOtherAug 27, 2021Oct 4, 2021 (38 d)
Craig Gordon WearEagle Mountain Advisors, LLC unclassifiedQ3 Advisors, LLC no RAUMOtherDec 31, 2017Jan 5, 2021 (1101 d)
Brent Rhudy SutherlandNtellivest unclassifiedQ3 Advisors, LLC no RAUMOtherJul 5, 2017Nov 19, 2024 (2694 d)
Edward C IrwinIgo Capital Management, Inc unclassifiedQ3 Advisors, LLC no RAUMOtherDec 31, 2016May 4, 2023 (2315 d)
James Lamar MotteBcs Wealth Management, LLC otherQ3 Advisors, LLC no RAUMOtherOct 3, 2014Apr 30, 2021 (2401 d)
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33 moves match.