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 Accurate 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.

AdvisorFromToTypeLeftRegistered
John David Walker HillJ.P. Morgan Securities LLC wirehouseAccurate Wealth Management, LLC independent RIAWirehouse to independent RIAAug 6, 2026Jul 28, 2026
James Eric HutchbyChoreo, LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAApr 21, 2026Apr 14, 2026
Rick Orin HelbingCreativeone Wealth, LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAApr 15, 2026Apr 3, 2026
Claudiu A. BarbosAshton Thomas Securities, LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIANov 17, 2025Dec 1, 2025
Brandon J CromerAshton Thomas Private Wealth independent RIAAccurate Wealth Management, LLC independent RIARIA to RIANov 17, 2025Dec 2, 2025
Keith Brown WoomerFarther independent RIAAccurate Wealth Management, LLC independent RIARIA to RIANov 13, 2025Mar 31, 2026 (138 d)
Derek Allen WilkesIndependent Financial Partners BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2025Sep 2, 2025
Dawn Annette SteinertJ. W. Cole Advisors, Inc. BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2025Aug 1, 2025
Tyler Jeffrey StormentEverstar Asset Management, LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAJun 20, 2025Jul 1, 2025
Patricia Michelleheaton ParkerXypn Sapphire asset managerAccurate Wealth Management, LLC independent RIAOtherMar 6, 2025Aug 7, 2025 (154 d)
Gerard Eugene ClarkRjl Financial Group unclassifiedAccurate Wealth Management, LLC independent RIAOtherJan 6, 2025Apr 19, 2024
Samantha Renee GyeszatBison Wealth, LLC mixed wealthAccurate Wealth Management, LLC independent RIARIA to RIADec 31, 2024Jan 15, 2025
Kenneth Joseph McguireMcguire Financial Services, Inc. unclassifiedAccurate Wealth Management, LLC independent RIAOtherOct 1, 2024Jul 16, 2024
Eric Thomas LingB. Riley Wealth Advisors, Inc. BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2024Jan 2, 2026 (505 d)
Nathan Campbell HelmsLPL Financial LLC BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2024Jun 20, 2024
Kyle M LonsingerLPL Financial LLC BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 24, 2024Jun 20, 2024
Ross David TaylorBison Wealth, LLC mixed wealthAccurate Wealth Management, LLC independent RIARIA to RIAMay 14, 2024Jun 12, 2024
Jon R LeeEagle Wealth Advisors independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAFeb 1, 2024Jun 24, 2022
Vincent DedominicisSentinel Asset Management, LLC state registeredAccurate Wealth Management, LLC independent RIAOtherNov 3, 2023Nov 28, 2023
Meredith Baker FreemanOsaic Wealth, Inc. BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2023Nov 2, 2023
Silas WieczorekFlorida Financial Advisors, LLC BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2023Jan 27, 2024 (127 d)
William Joseph CooperFidelity Personal And Workplace Advisors BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2023Sep 29, 2023 (77 d)
John Joseph DitraniAdvisory Services Network independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAMay 10, 2023Jun 6, 2023
Brian Stephen GeorgePlanning Network Partners unclassifiedAccurate Wealth Management, LLC independent RIAOtherMar 31, 2023Feb 6, 2023
Alexander Joseph BlackstoneBlackstone Wealth Management unclassifiedAccurate Wealth Management, LLC independent RIAOtherDec 31, 2022Sep 25, 2023 (268 d)
James Paul BallIndependent Financial Group, LLC BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2022Aug 22, 2022
Ricky BlackLincoln Investment independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAAug 1, 2022Jan 17, 2025 (900 d)
Sean Collin RhodesOnyx Bridge Wealth Group LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAJun 13, 2022Jun 10, 2022
Patricia Morgenthal BreezeSeacure Advisors LLC unclassifiedAccurate Wealth Management, LLC independent RIAOtherSep 20, 2021Sep 15, 2021
Carolyn Butler HowardSeacure Advisors LLC unclassifiedAccurate Wealth Management, LLC independent RIAOtherSep 20, 2021Oct 27, 2021 (37 d)
Jonathan David HowardSeacure Advisors LLC unclassifiedAccurate Wealth Management, LLC independent RIAOtherSep 20, 2021Sep 15, 2021
Patricia Hagan MayRaymond James Financial Services Advisors, Inc BD affiliatedAccurate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 25, 2020Dec 26, 2025 (1949 d)
Matthew John ZanardoJ. W. Cole Advisors, Inc. independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAAug 19, 2020Aug 11, 2020
John HelmsJ. W. Cole Advisors, Inc. independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAApr 24, 2020Apr 22, 2020
Konstantinos GotsisTruadvice LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAMar 2, 2020Nov 8, 2018
Paul James O'GradyTruadvice LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAMar 2, 2020Nov 8, 2018
Daniel James MarkeseTruadvice LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAMar 2, 2020Jan 15, 2025 (1780 d)
Robert B ScottTruadvice LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAFeb 10, 2020Aug 29, 2019
Roger Clayton DavisWoodridge Wealth Management, LLC unclassifiedAccurate Wealth Management, LLC independent RIAOtherDec 31, 2019Jan 2, 2025 (1829 d)
Julie Rae AbramsSecure Investment Management, LLC independent RIAAccurate Wealth Management, LLC independent RIARIA to RIASep 13, 2019Oct 15, 2019 (32 d)
Elizabeth C BertelsenIntervest International, Inc. independent RIAAccurate Wealth Management, LLC independent RIARIA to RIASep 4, 2019Sep 4, 2019
Trevor T TaylorIntervest International, Inc. independent RIAAccurate Wealth Management, LLC independent RIARIA to RIASep 4, 2019Sep 4, 2019
Gregg Arthur GuintaIntervest International, Inc. independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAJul 16, 2019Jul 12, 2019
Mathew WaymireTransamerica Financial Advisors, LLC otherAccurate Wealth Management, LLC independent RIAOtherJul 15, 2003Mar 8, 2022 (6811 d)
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44 moves match.