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 Prime Capital Financial

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
Jack Ryan KornutikRange Advisory, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAAug 28, 2026Sep 14, 2026
Cameron LindholmLPL Financial LLC BD affiliatedPrime Capital Financial mixed wealthAffiliated broker-dealer or bank to independent RIAAug 19, 2026Aug 3, 2026
Michael Johnathan VinesHornor, Townsend & Kent, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAJul 21, 2026Jul 20, 2026
Brendan John KennyEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIAJun 5, 2026May 8, 2026
Norman Trent BradshawUnited Planners' Financial Services Of America A Limited Partner independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 18, 2026Mar 16, 2026
Joan N GreensponEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 6, 2026Feb 13, 2026
Amanda Rose SalyerEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 6, 2026Feb 13, 2026
Shateela Monique WintersEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIAFeb 20, 2026Feb 13, 2026
Sonali Mahendra PatelTexas Capital Bank Private Wealth Advisors independent RIAPrime Capital Financial mixed wealthRIA to RIAFeb 18, 2026Mar 2, 2026
Alexander Frederick McclainLido independent RIAPrime Capital Financial mixed wealthRIA to RIAFeb 13, 2026Feb 2, 2026
Brandon Michael RogersUnited Planners' Financial Services Of America A Limited Partner independent RIAPrime Capital Financial mixed wealthRIA to RIAJan 28, 2026Jan 12, 2026
Carlyle Prescott SherrillUnited Planners' Financial Services Of America A Limited Partner independent RIAPrime Capital Financial mixed wealthRIA to RIAJan 28, 2026Jan 12, 2026
Mallory ArmijoCreative Planning Institutional Advisors, LLC institutionalPrime Capital Financial mixed wealthOtherJan 26, 2026Jan 29, 2026
Shane Christopher MillerWpwealth Llp independent RIAPrime Capital Financial mixed wealthRIA to RIAJan 13, 2026Apr 1, 2026 (78 d)
John Pershing SayersEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIADec 23, 2025Dec 15, 2025
Eric Thomas PailingEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIADec 23, 2025Dec 15, 2025
Angela Dawn SheltonEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIADec 23, 2025Dec 15, 2025
Christy Jo Drake DodgeTriad Wealth Partners, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIADec 2, 2025Apr 1, 2026 (120 d)
Alfonso BurgosEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIASep 26, 2025Aug 29, 2025
Joanna Lynn Cecilia-FlemingEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIASep 26, 2025Sep 5, 2025
Edmund Michael CallahanEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIASep 18, 2025Aug 22, 2025
Thomas Gerhard GreulingStokes Family Office LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAAug 28, 2025Oct 27, 2025 (60 d)
Lindsey Ann KemsleyBuck Wealth Strategies, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAAug 26, 2025May 18, 2026 (265 d)
Brandon Lee Van GoethenRaymond James Financial Services Advisors, Inc BD affiliatedPrime Capital Financial mixed wealthAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 4, 2025
James Patrick MarxAlera Investment Advisors, LLC mixed wealthPrime Capital Financial mixed wealthRIA to RIAJun 11, 2025Aug 4, 2025 (54 d)
Jordan Bradford PetersonCapital Advisors, Inc. independent RIAPrime Capital Financial mixed wealthRIA to RIAMay 2, 2025Aug 12, 2025 (102 d)
Debora Marie StranmanWealthspire Retirement Advisory institutionalPrime Capital Financial mixed wealthOtherApr 23, 2025Apr 25, 2025
Christopher David CoppoloSound Income Strategies, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 28, 2025Aug 11, 2025 (136 d)
Connee Berckart SullivanSinecera Capital, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 27, 2025Feb 28, 2025
Kevin Andrew KaylakieSinecera Capital, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 27, 2025Mar 3, 2025
Dyson James DechantMariner BD affiliatedPrime Capital Financial mixed wealthAffiliated broker-dealer or bank to independent RIAMar 17, 2025Mar 14, 2025
Nash Taylor HolmOsaic Wealth, Inc. BD affiliatedPrime Capital Financial mixed wealthAffiliated broker-dealer or bank to independent RIAMar 12, 2025Mar 4, 2025
Christopher Martin KohneSugarloaf Wealth Management, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 7, 2025Mar 6, 2025
Kyle Charles GainesSugarloaf Wealth Management, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 7, 2025Mar 6, 2025
Adam Chapman WilsonSugarloaf Wealth Management, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 6, 2025Mar 5, 2025
Taylor Snell ManrySugarloaf Wealth Management, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 6, 2025Mar 5, 2025
Preston Mark HenrySugarloaf Wealth Management, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 6, 2025Mar 6, 2025
Eric Boyd PhilipsSugarloaf Wealth Management, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 6, 2025Mar 5, 2025
Nicholas Austin SchuesslerSugarloaf Wealth Management, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 6, 2025Mar 5, 2025
Emory LinderSugarloaf Wealth Management, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAMar 6, 2025Mar 5, 2025
Dustin Robert StanleyStrategic Wealth Investment Group, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAFeb 11, 2025Feb 27, 2025
Terry M LevenbergDouble Diamond Investment Group, LLC otherPrime Capital Financial mixed wealthOtherJan 23, 2025Oct 16, 2024
Stuart Edward BerrinEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIADec 19, 2024Dec 6, 2024
Jared Hendrik CopingaEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIADec 6, 2024Nov 8, 2024
Andrew Nelesoni SeluEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIADec 6, 2024Nov 8, 2024
Jania Elaine StoutOnedigital institutionalPrime Capital Financial mixed wealthOtherNov 4, 2024Nov 7, 2024
John M CervantesTexas Capital Bank Private Wealth Advisors independent RIAPrime Capital Financial mixed wealthRIA to RIANov 4, 2024Jan 2, 2025 (59 d)
Josh Douglas HederickEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIAOct 25, 2024Sep 27, 2024
John James ObrienMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrime Capital Financial mixed wealthWirehouse to independent RIAOct 11, 2024Jun 10, 2025 (242 d)
Benjamin Jack SightNovadius Wealth Management independent RIAPrime Capital Financial mixed wealthRIA to RIASep 27, 2024Sep 27, 2024
Andrew John HeffernonCreative Planning independent RIAPrime Capital Financial mixed wealthRIA to RIASep 23, 2024Sep 23, 2024
Felix Jonathan KwanEdelman Financial Engines independent RIAPrime Capital Financial mixed wealthRIA to RIAAug 29, 2024Aug 2, 2024
Devoda D OwensLinscomb Wealth, Inc. independent RIAPrime Capital Financial mixed wealthRIA to RIAJul 15, 2024Jul 29, 2024
Aaron J StockmannMorgan Stanley wirehousePrime Capital Financial mixed wealthWirehouse to independent RIAJul 11, 2024Jul 15, 2024
John HuberEdward Jones national BDPrime Capital Financial mixed wealthAffiliated broker-dealer or bank to independent RIAJun 17, 2024Jun 14, 2024
Conor Randal KellyNovadius Wealth Management independent RIAPrime Capital Financial mixed wealthRIA to RIAApr 1, 2024Mar 28, 2024
Jennifer Roniet StabenEdelman Financial Engines mixed wealthPrime Capital Financial mixed wealthRIA to RIAMar 15, 2024Feb 16, 2024
Timothy Joel DahlbergMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrime Capital Financial mixed wealthWirehouse to independent RIAMar 6, 2024Mar 5, 2024
Tim James DowdenEdelman Financial Engines mixed wealthPrime Capital Financial mixed wealthRIA to RIAFeb 12, 2024Jan 12, 2024
Scott Joseph SzymulaEdelman Financial Engines mixed wealthPrime Capital Financial mixed wealthRIA to RIAFeb 12, 2024Jan 12, 2024
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180 moves match.