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 Van Clemens Wealth Management, 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 |
|---|---|---|---|---|---|
| Kurt David Wedewer | Contego Capital Group, Inc. mixed wealth | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | Aug 28, 2026 | Aug 26, 2026 |
| Dilan David Simon | Contego Capital Group, Inc. mixed wealth | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | Aug 28, 2026 | Aug 26, 2026 |
| Sebastien Thomas Gilles | Florida Financial Advisors, LLC BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2026 | Aug 3, 2026 |
| Carol Freeman Lindberg | Cetera Investment Advisers LLC BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Jul 7, 2026 |
| Thomas Henry Stapleton | Collective Wealth Partners, LLC independent RIA | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | May 13, 2026 | May 21, 2026 |
| Aaron Jo Shanklin | U.S. Bancorp Investments, Inc. BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Feb 12, 2026 |
| Robyn Renee Honeycutt | Wells Fargo Advisors wirehouse | Van Clemens Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Feb 5, 2026 | May 11, 2026 (95 d) |
| Neal James Hebert | LPL Financial LLC BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2026 | Mar 10, 2026 (42 d) |
| Dylan Thomas Paul | Raymond James & Associates, Inc. national BD | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2025 | Sep 9, 2026 (384 d) |
| Thomas Arthur Paske | Cherry Tree Wealth Management, LLC independent RIA | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | Jun 4, 2025 | Dec 10, 2025 (189 d) |
| Ryan Mark Quade | Efs Advisors BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2025 | May 14, 2026 (393 d) |
| Robert Kendall Hahn | Beyond Tangible Wealth unclassified | Van Clemens Wealth Management, LLC independent RIA | Other | Apr 15, 2025 | Feb 18, 2025 |
| Brian Wayne Willet | Beyond Tangible Wealth unclassified | Van Clemens Wealth Management, LLC independent RIA | Other | Apr 15, 2025 | Feb 18, 2025 |
| Javier Fernandez | Osaic Wealth, Inc. BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Jun 24, 2025 (84 d) |
| Whitney L Christeson | Usadvisors Wealth Management, LLC independent RIA | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | Jan 31, 2025 | Apr 19, 2024 |
| Melissa Anne Cox | Isc Advisors, Inc. independent RIA | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 8, 2025 |
| Yanyi Tang | Equitable Advisors, LLC national BD | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2024 | Aug 13, 2025 (280 d) |
| Wei Qiao | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Van Clemens Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Sep 27, 2024 | Sep 26, 2024 |
| Daniel Upchurch | Financial & Tax Architects, LLC independent RIA | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | May 20, 2024 | May 6, 2026 (716 d) |
| Brendan Daniel O'Rourke | Kestra Advisory Services, LLC BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2024 | May 6, 2024 |
| Alan Markham | Ameriprise Financial Services, LLC national BD | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2024 | Feb 26, 2024 |
| Robert Eugene Long | The Oak Ridge Financial Services Group, Inc BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2023 | Sep 14, 2023 |
| Jeffrey Robert Mahoney | Fbl Wealth Management, LLC BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2023 | Sep 11, 2023 |
| Robert Boll | Fiduciary Financial Planning Network independent RIA | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Mar 31, 2026 (1186 d) |
| Joseph Charles Godfrey | LPL Financial LLC BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2022 | Jun 2, 2022 (113 d) |
| Terry Morrell Lindner | Waddell & Reed BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2021 | Feb 6, 2026 (1743 d) |
| Benjamin Carroll | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Van Clemens Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jan 7, 2021 | Jan 5, 2023 (728 d) |
| Gregory Paul Grunsted | Feltl Advisors other | Van Clemens Wealth Management, LLC independent RIA | Other | Jun 29, 2017 | Mar 23, 2023 (2093 d) |
| Aaron Lynn Suriff | Morgan Stanley wirehouse | Van Clemens Wealth Management, LLC independent RIA | Wirehouse to independent RIA | May 15, 2017 | Apr 28, 2026 (3270 d) |
| Bryan James Havighurst | Fifth Third Securities, Inc. other | Van Clemens Wealth Management, LLC independent RIA | Other | Mar 16, 2012 | Jul 13, 2026 (5232 d) |
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30 moves match.