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 Vestia Personal Wealth Advisors

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
Laurie Grace CortnerWaddell & Associates, LLC independent RIAVestia Personal Wealth Advisors independent RIARIA to RIAJun 25, 2026May 26, 2026
Andrea Megan FletcherLarson Financial Group, LLC BD affiliatedVestia Personal Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 28, 2026Jul 9, 2026 (42 d)
Brandon Scott SickmillerRaymond James Financial Services Advisors, Inc BD affiliatedVestia Personal Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2026Feb 25, 2026
Luke Bradley WaltersSagespring Wealth Partners independent RIAVestia Personal Wealth Advisors independent RIARIA to RIASep 3, 2025Mar 11, 2026 (189 d)
Colin Douglas SnyderFifth Third Securities, Inc. BD affiliatedVestia Personal Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 13, 2025Jan 15, 2025
Nikole L MiddletonAmeriprise Financial Services, LLC national BDVestia Personal Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 4, 2024Oct 14, 2024
Katelyn Deere DunstanTaylor Securities, Inc. independent RIAVestia Personal Wealth Advisors independent RIARIA to RIAJun 3, 2024Jun 12, 2024
Katie Ann LorbergLPL Financial LLC independent RIAVestia Personal Wealth Advisors independent RIARIA to RIAJan 20, 2023Feb 7, 2023
Forrest Michael FriedowLarson Financial Group, LLC independent RIAVestia Personal Wealth Advisors independent RIARIA to RIASep 30, 2020Sep 30, 2020
Jennifer Anne ChatfieldLarson Financial Group, LLC independent RIAVestia Personal Wealth Advisors independent RIARIA to RIASep 30, 2020Sep 30, 2020
Joseph A MetcalfMosaic Family Wealth, LLC independent RIAVestia Personal Wealth Advisors independent RIARIA to RIAOct 15, 2019Jun 4, 2020 (233 d)
Lindsey Michelle HansonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVestia Personal Wealth Advisors independent RIAWirehouse to independent RIASep 30, 2019Oct 4, 2019
Kameron J HelmuthCetera Investment Advisers LLC BD affiliatedVestia Personal Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2019May 28, 2019
Thomas Scott MartinLarson Financial Group, LLC otherVestia Personal Wealth Advisors no RAUMOtherJan 2, 2018Jan 2, 2018
Andrew William ParkerLarson Financial Group, LLC otherVestia Personal Wealth Advisors no RAUMOtherJan 2, 2018Jan 2, 2018
Cameron Donald HeasleyLarson Financial Group, LLC otherVestia Personal Wealth Advisors independent RIAOtherJan 2, 2018Oct 14, 2019 (650 d)
Lauren Law OschmanLarson Financial Group, LLC otherVestia Personal Wealth Advisors no RAUMOtherJan 2, 2018Jan 12, 2018
Jacquelyn Diane DensonLarson Financial Group, LLC otherVestia Personal Wealth Advisors independent RIAOtherJan 2, 2018Jan 7, 2026 (2927 d)
Michael William TrentLarson Financial Group, LLC otherVestia Personal Wealth Advisors independent RIAOtherJan 2, 2018Jun 20, 2019 (534 d)
Christopher David RobbinsLarson Financial Group, LLC otherVestia Personal Wealth Advisors independent RIAOtherJan 2, 2018Nov 9, 2021 (1407 d)
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20 moves match.