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 Cbiz Investment Advisory Services, 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
Ernest Lee SmithNewsong Capital Management, Inc. independent RIACbiz Investment Advisory Services, LLC institutionalOtherSep 1, 2026Jun 16, 2026
Robert Thomas WalshSlavic Mutual Funds Management Corp. institutionalCbiz Investment Advisory Services, LLC institutionalOtherAug 25, 2026Jun 23, 2026
Kevin Michael ZoulCharles Schwab & Co., Inc. national BDCbiz Investment Advisory Services, LLC institutionalOtherJul 25, 2026Sep 9, 2026 (46 d)
Michael R. StuartAmeriprise Financial Services, LLC national BDCbiz Investment Advisory Services, LLC institutionalOtherJun 4, 2026Jun 2, 2026
Martin Barnwell BelCbiz Retirement Plan Advisory Services institutionalCbiz Investment Advisory Services, LLC independent RIAOtherApr 9, 2026Jan 28, 2019
Dominic Depaul TrupianoOnedigital institutionalCbiz Investment Advisory Services, LLC institutionalOtherJan 7, 2026Mar 9, 2026 (61 d)
Nicholas Wayne KroegerOnedigital institutionalCbiz Investment Advisory Services, LLC institutionalOtherNov 4, 2025Dec 8, 2025 (34 d)
Brian John KlecanUsi Securities, Inc. no RAUMCbiz Investment Advisory Services, LLC institutionalOtherOct 23, 2025Sep 9, 2026 (321 d)
Jennifer HutchinsAvantax Planning Partners, Inc. BD affiliatedCbiz Investment Advisory Services, LLC institutionalOtherAug 13, 2025Sep 12, 2025
Natasha Colleen DockstaderGallagher Fiduciary Advisors, LLC institutionalCbiz Investment Advisory Services, LLC institutionalOtherJun 27, 2025Sep 2, 2025 (67 d)
R Scott NichollsGlobal Retirement Partners LLC institutionalCbiz Investment Advisory Services, LLC institutionalOtherJun 6, 2025Jun 17, 2025
Peter John RivielloMondrian Investment Partners (U.S.), Inc. state registeredCbiz Investment Advisory Services, LLC institutionalOtherMay 16, 2025Aug 14, 2025 (90 d)
Elizabeth Ann HooverHoover Financial Advisors unclassifiedCbiz Investment Advisory Services, LLC institutionalOtherMar 31, 2025Oct 1, 2024
Jennifer Anne GageCbiz Retirement Plan Advisory Services institutionalCbiz Investment Advisory Services, LLC otherOtherMar 14, 2025Mar 25, 2020
Valerie Kay BrennanHuntleigh Advisors, Inc. BD affiliatedCbiz Investment Advisory Services, LLC institutionalOtherOct 27, 2023Oct 30, 2023
Julian SimmermanCetera Investment Advisers LLC BD affiliatedCbiz Investment Advisory Services, LLC institutionalOtherJul 12, 2022Jun 30, 2026 (1449 d)
Trevor Wade TurnerForusall institutionalCbiz Investment Advisory Services, LLC institutionalOtherMar 15, 2022Dec 12, 2024 (1003 d)
Jacob Charles AdamczykRaymond James Financial Services Advisors, Inc BD affiliatedCbiz Investment Advisory Services, LLC institutionalOtherDec 23, 2021Jan 7, 2022
Travis D. HelmichFifth Third Securities, Inc. BD affiliatedCbiz Investment Advisory Services, LLC institutionalOtherOct 22, 2021Nov 12, 2021
Scott Bruce RobisonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCbiz Investment Advisory Services, LLC institutionalOtherMay 6, 2021May 18, 2021
Karen Barabutes BartaStephen James Butler LLC no RAUMCbiz Investment Advisory Services, LLC otherOtherDec 31, 2020Feb 18, 2020
Jason Benito IbarraUsi Advisors institutionalCbiz Investment Advisory Services, LLC institutionalOtherAug 12, 2020Sep 17, 2020 (36 d)
Peter Daniel WalkeyMj Retirement institutionalCbiz Investment Advisory Services, LLC institutionalOtherAug 5, 2020Oct 19, 2020 (75 d)
Ricardo GardeaEdelman Financial Engines mixed wealthCbiz Investment Advisory Services, LLC institutionalOtherJul 22, 2020Jun 17, 2022 (695 d)
Robert Alan LongfieldGavion, LLC institutionalCbiz Investment Advisory Services, LLC otherOtherDec 11, 2019Jul 31, 2019
Michael Edward PerdzockGavion, LLC institutionalCbiz Investment Advisory Services, LLC otherOtherDec 11, 2019Jul 31, 2019
Brian L JonesGavion, LLC institutionalCbiz Investment Advisory Services, LLC otherOtherDec 11, 2019Jul 31, 2019
Jeffrey Forrest BarnesGavion, LLC institutionalCbiz Investment Advisory Services, LLC otherOtherDec 11, 2019Jul 31, 2019
Ian M JanecekGavion, LLC institutionalCbiz Investment Advisory Services, LLC otherOtherDec 11, 2019Jul 31, 2019
Scott Alan ArnwineGavion, LLC institutionalCbiz Investment Advisory Services, LLC otherOtherDec 11, 2019Jul 31, 2019
Michael Bernard GlackinInr Advisory Services, LLC otherCbiz Investment Advisory Services, LLC independent RIAOtherApr 1, 2019May 29, 2018
Christopher John TomlinsonInr Advisory Services, LLC otherCbiz Investment Advisory Services, LLC independent RIAOtherApr 1, 2019May 29, 2018
Bradley Patrick WarnerInr Advisory Services, LLC otherCbiz Investment Advisory Services, LLC independent RIAOtherApr 1, 2019May 29, 2018
Richard Christian RitzerInr Advisory Services, LLC otherCbiz Investment Advisory Services, LLC independent RIAOtherApr 1, 2019May 29, 2018
Stephen Douglas ThompsonVoya Financial Advisors, Inc. BD affiliatedCbiz Investment Advisory Services, LLC institutionalOtherMar 19, 2019Aug 31, 2026 (2722 d)
Anthony M. ScalfaroLincoln Investment BD affiliatedCbiz Investment Advisory Services, LLC institutionalOtherJan 9, 2019Aug 19, 2020 (588 d)
Stanley Donald MilovancevSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Kimberly Lynn OrosSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Joseph Scott LongSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 20, 2018
Kevin Patrick VaillancourtSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Morgan Lee DesalvoSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Anthony Thomas GarganoSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 19, 2018
Jonathan J SquireSequoia Financial Group, L.L.C. independent RIACbiz Investment Advisory Services, LLC independent RIARIA to RIADec 31, 2018Dec 20, 2018
Robert ZeidmanPnc Capital Advisors LLC otherCbiz Investment Advisory Services, LLC institutionalOtherAug 4, 2017Jun 9, 2026 (3231 d)
Matthew Gordon PaderaPlan Strategies Inc no RAUMCbiz Investment Advisory Services, LLC institutionalOtherDec 9, 2016Jul 20, 2023 (2414 d)
Scott AdamsLockton Investment Advisors, LLC no RAUMCbiz Investment Advisory Services, LLC institutionalOtherJul 24, 2015Jul 2, 2026 (3996 d)
Michael R TirneyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCbiz Investment Advisory Services, LLC institutionalOtherAug 30, 2014Mar 31, 2023 (3135 d)
James Patrick WinchesterCbiz Wealth Management, LLC unclassifiedCbiz Investment Advisory Services, LLC no RAUMOtherMay 26, 2011Sep 26, 2017 (2315 d)
Andrew Charles VanburenCbiz Wealth Management, LLC unclassifiedCbiz Investment Advisory Services, LLC otherOtherApr 1, 2011Sep 30, 2019 (3104 d)
Brian Edward DeanCbiz Wealth Management, LLC unclassifiedCbiz Investment Advisory Services, LLC no RAUMOtherApr 1, 2011Aug 11, 2017 (2324 d)
Timothy Michael SchannepCbiz Wealth Management, LLC unclassifiedCbiz Investment Advisory Services, LLC no RAUMOtherApr 1, 2011Aug 11, 2017 (2324 d)
Michael John SwallowCbiz Wealth Management, LLC unclassifiedCbiz Investment Advisory Services, LLC no RAUMOtherApr 1, 2011Aug 14, 2017 (2327 d)
Eric Michael EndressCbiz Wealth Management, LLC unclassifiedCbiz Investment Advisory Services, LLC otherOtherApr 1, 2011Mar 9, 2018 (2534 d)
Charles Garlin StoutUsallianz Securities, Inc. unclassifiedCbiz Investment Advisory Services, LLC independent RIAOtherJun 16, 2006Jan 4, 2019 (4585 d)
James Frederick HarmonCbiz Retirement Plan Advisory Services otherCbiz Investment Advisory Services, LLC institutionalOtherMar 3, 2005Jul 9, 2020 (5607 d)
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55 moves match.