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 Journey Wealth Management

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
Matthew J BurnhamAuxin Group Wealth Management, LLC independent RIAJourney Wealth Management independent RIARIA to RIASep 4, 2025Jul 7, 2025
Kevin Allen McpeekSequoia Financial Group, L.L.C. independent RIAJourney Wealth Management independent RIARIA to RIAJun 6, 2025Jul 2, 2025
Douglas James AmbroseOsaic Wealth, Inc. BD affiliatedJourney Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2025Jun 16, 2025
Danijel RomicFidelity Personal And Workplace Advisors BD affiliatedJourney Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 25, 2024Nov 21, 2024 (210 d)
Michael Ryan BakerMariner BD affiliatedJourney Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2023Feb 28, 2024 (145 d)
Bryan Joseph CostinBeacon Financial Advisory LLC independent RIAJourney Wealth Management independent RIARIA to RIADec 20, 2022Aug 29, 2022
Nicholas Anthony PaternitiBeacon Financial Advisory LLC independent RIAJourney Wealth Management independent RIARIA to RIADec 20, 2022Aug 15, 2022
David George OlsonBeacon Financial Advisory LLC independent RIAJourney Wealth Management independent RIARIA to RIAOct 20, 2022Aug 29, 2022
Peter R FranzBeacon Financial Advisory LLC independent RIAJourney Wealth Management independent RIARIA to RIAMay 5, 2022Feb 3, 2021
Amy Lynne WhiteSignal Tree Financial Partners LLC no RAUMJourney Wealth Management independent RIAOtherMar 9, 2022Mar 17, 2022
Terence James GlihaSequoia Financial Group, L.L.C. independent RIAJourney Wealth Management independent RIARIA to RIAJan 22, 2021Feb 3, 2021
Anthony Thomas GarganoCbiz Investment Advisory Services, LLC institutionalJourney Wealth Management independent RIAOtherDec 15, 2020Jan 29, 2021 (45 d)
Lauren Irene MaclarenSequoia Financial Group, L.L.C. independent RIAJourney Wealth Management independent RIARIA to RIAFeb 1, 2019Mar 1, 2019
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13 moves match.