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 Insight Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Preston Mayo | LPL Enterprise, LLC BD affiliated | Insight Wealth Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 11, 2026 | Mar 9, 2026 |
| Paul Alexander Austin | Foster Victor independent RIA | Insight Wealth Strategies, LLC independent RIA | RIA to RIA | May 17, 2021 | Jun 21, 2021 (35 d) |
| Timothy Justin Raftis | B|O|S independent RIA | Insight Wealth Strategies, LLC independent RIA | RIA to RIA | Jan 19, 2021 | Dec 16, 2025 (1792 d) |
| Stacy L Chretien | Charles Schwab & Co., Inc. national BD | Insight Wealth Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2020 | Apr 3, 2020 |
| Tyler William Brooks | LPL Financial LLC BD affiliated | Insight Wealth Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2019 | Jan 6, 2020 |
| Paolo Jarin Coronel | Ameriprise Financial Services, LLC national BD | Insight Wealth Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 26, 2019 | Oct 14, 2019 (110 d) |
| James Derek Hebert | Ep Wealth Advisors independent RIA | Insight Wealth Strategies, LLC independent RIA | RIA to RIA | Nov 12, 2018 | Nov 13, 2018 |
| Andre Luiz Miranda Paiva | J.P. Morgan Securities LLC wirehouse | Insight Wealth Strategies, LLC independent RIA | Wirehouse to independent RIA | Jul 6, 2018 | Oct 24, 2018 (110 d) |
| David Matthew Thailing | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2018 | Apr 27, 2018 |
| Dragos Georgescu | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2018 | Apr 27, 2018 |
| Cortland Luster Golightly | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2018 | Apr 28, 2018 |
| Aaron Paul Karas | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2018 | Apr 27, 2018 |
| Dennis Wayne Culver | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2018 | Apr 30, 2018 |
| Cole Edward Durkin | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2018 | Apr 27, 2018 |
| Brian Keith Stormont | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 2, 2018 | Apr 27, 2018 |
| Chad Gene Seegers | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 2, 2018 | Apr 27, 2018 |
| Nathaniel J Hintz | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 2, 2018 | Apr 30, 2018 |
| Trenton Larsen | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 2, 2018 | Apr 27, 2018 |
| Alexander Sasha Izmailov | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2018 | Apr 27, 2018 |
| Robert Michael Agorastos | Osaic Fa, Inc. BD affiliated | Insight Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2018 | Apr 27, 2018 |
| Anthony Rod Ortale | Fisher Investments other | Insight Wealth Strategies, LLC independent RIA | Other | Feb 22, 2018 | Oct 24, 2018 (244 d) |
| Parker James O'Sullivan | Tran Capital Management, L.P. other | Insight Wealth Strategies, LLC independent RIA | Other | Aug 16, 2016 | Jul 15, 2019 (1063 d) |
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22 moves match.