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 Eversource Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Erin D Emnett | Rogan & Associates independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 19, 2026 | Jun 23, 2026 |
| Chandler Moeller | Equitable Advisors, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Sep 17, 2026 (157 d) |
| Robert Scott Stamm | Strategic Income Group LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 16, 2025 | Dec 16, 2025 |
| Easton R Upchurch | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eversource Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Dec 3, 2025 | Dec 1, 2025 |
| Keaton Burke | Oliver Lagore Vanvalin Investment Group, Inc. independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 14, 2025 | Nov 13, 2025 |
| Glenn Edward Frank | Frank Advising LLC unclassified | Eversource Wealth Advisors, LLC independent RIA | Other | Oct 9, 2025 | Aug 25, 2025 |
| Eric Thomas Koeplin | Alpha Principle, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Sep 25, 2025 | May 5, 2025 |
| Madelyn G Hogeland | Alpha Principle, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Sep 25, 2025 | May 5, 2025 |
| Carlos Jacob Poblano | Mai Capital Management, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jul 16, 2025 | Sep 12, 2025 (58 d) |
| Roger Conant Moulton | LPL Financial LLC BD affiliated | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2025 | Feb 24, 2026 (229 d) |
| Cody Willer Hobelmann | Turning Point Financial independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | May 16, 2025 | May 16, 2025 |
| Tucker N Bryan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eversource Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | May 7, 2025 | Apr 22, 2025 |
| Charles Harbin Andrew | Cwm, LLC BD affiliated | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2025 | Feb 3, 2025 |
| Shawn Robert White | Rogan & Associates independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 15, 2025 | Feb 12, 2025 |
| Bryan John Erickson | Harvest Investment Services, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 16, 2024 | Aug 25, 2025 (252 d) |
| Emmett Wesley Mankin | Future Financial Partners unclassified | Eversource Wealth Advisors, LLC independent RIA | Other | Dec 11, 2024 | Oct 10, 2024 |
| William Dee Houser | Aligned Advisors, LLC unclassified | Eversource Wealth Advisors, LLC independent RIA | Other | Dec 2, 2024 | Jul 14, 2026 (589 d) |
| David Allen Sims | Brs Financial LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 25, 2024 | Nov 13, 2024 |
| William Cole Somers | Brs Financial LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 25, 2024 | Nov 13, 2024 |
| Rhonda Fields Hitchcock | Bmss Wesson Wealth Solutions independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 13, 2024 | Aug 30, 2024 |
| Jim Martyn Williams | Fortress Wealth Planning independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 11, 2024 | Oct 7, 2024 |
| Joseph Schmidt | Sunrise Personal Finance unclassified | Eversource Wealth Advisors, LLC independent RIA | Other | Aug 13, 2024 | Aug 19, 2024 |
| Andrew Russell Varnedoe | Thrivent Investment Management Inc. BD affiliated | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 3, 2024 | Jul 9, 2024 |
| Ryan Nelson | Equitable Advisors, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 18, 2024 | Aug 20, 2024 (63 d) |
| Samantha Marie Compton | Wise Wealth, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | May 2, 2024 | May 3, 2024 |
| Brandi Lyn Lobato | Assuredpartners Investment Advisors independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 4, 2024 | Mar 28, 2024 |
| Kelly Leann Conner Haslbeck | Commonwealth Financial Network national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2024 | Mar 8, 2024 |
| Nicholas Hart | Commonwealth Financial Network national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2024 | Mar 8, 2024 |
| David William Young | Commonwealth Financial Network national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 | Mar 8, 2024 |
| Christian Robert Polito | Commonwealth Financial Network national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 | Mar 8, 2024 |
| Chase Ivan Boardman | Bmss Wesson Wealth Solutions independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 10, 2024 | Jan 3, 2024 |
| David S Sandhu | Wise Wealth, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2024 | Dec 7, 2023 |
| W Ben Fox | Northwestern Mutual Investment Services,LLC no RAUM | Eversource Wealth Advisors, LLC independent RIA | Other | Oct 20, 2023 | Oct 16, 2023 |
| Joseph Allen Simpson | Barnes Pettey Financial Advisors, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 18, 2023 | Jan 23, 2026 (828 d) |
| William Frederic Stevens | Raymond James Financial Services Advisors, Inc BD affiliated | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 6, 2023 | Sep 1, 2023 |
| Deborah Marie Stouffer | Raymond James Financial Services Advisors, Inc BD affiliated | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 6, 2023 | Sep 1, 2023 |
| Ronald Travis Hodge | Securian Financial Services, Inc. independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 7, 2023 | Jan 1, 2025 (574 d) |
| James Allen Vandenheuvel | Securian Financial Services, Inc. independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 6, 2023 | Jun 14, 2023 |
| John Arthur Graybill | Evidence Wealth, LLC state registered | Eversource Wealth Advisors, LLC independent RIA | Other | Jun 1, 2023 | Feb 19, 2025 (629 d) |
| Kevin Thomas Grady | Cambridge Investment Research Advisors, Inc. BD affiliated | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 10, 2023 | Apr 18, 2023 |
| Eric John Reinhold | Ameriprise Financial Services, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2023 | Mar 29, 2023 |
| Jordan K Twogood | Merwin Capital Management LLC unclassified | Eversource Wealth Advisors, LLC independent RIA | Other | Jan 2, 2023 | Oct 20, 2022 |
| Robert Clarkson Collins | Equitable Advisors, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2022 | Jan 9, 2023 |
| Osni Ferreira Filho | Thrivent Investment Management Inc. BD affiliated | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 21, 2022 | Nov 18, 2022 |
| Paul Thomas Rutkowski | Equitable Advisors, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2022 | Nov 16, 2022 |
| Daniel Jay Twogood | Equitable Advisors, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2022 | Oct 20, 2022 |
| Grant Robert Twogood | Equitable Advisors, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2022 | Oct 20, 2022 |
| Anthony Scott Doble | Trutina Financial mixed wealth | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Sep 27, 2022 | Aug 23, 2024 (696 d) |
| Daniel Joseph Flanagan | Canby Financial Advisors unclassified | Eversource Wealth Advisors, LLC independent RIA | Other | May 11, 2022 | Aug 25, 2025 (1202 d) |
| Timothy Lane Lewis | Tlg Advisors, Inc. BD affiliated | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2022 | Apr 13, 2022 |
| Abigail Marie Casady | Buckingham Strategic Wealth, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 14, 2022 | Nov 22, 2021 |
| Micky Chamberlain Reeves | Buckingham Strategic Wealth, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 9, 2021 | Oct 15, 2021 |
| James Kellett Darlington | UBS Financial Services Inc. wirehouse | Eversource Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Sep 21, 2021 | Sep 10, 2021 |
| Rachel Lynn Mcdonough | Ameriprise Financial Services, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 10, 2021 | Aug 6, 2021 |
| Stephen W Miller | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eversource Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | May 3, 2021 | Apr 30, 2021 |
| James Miller | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eversource Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | May 3, 2021 | Apr 30, 2021 |
| Jack Parker Morris | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eversource Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | May 3, 2021 | Apr 30, 2021 |
| Jonathan M Tue | Integrity Alliance, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Mar 23, 2021 | Mar 23, 2021 |
| Daniel Tedford Phillips | Bmss Wesson Wealth Solutions independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 1, 2020 | Oct 1, 2020 |
| Caleb Michael Bagwell | Commonwealth Financial Network national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2019 | Nov 13, 2019 |
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63 moves match.