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 Kintra Wealth, 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
Melissa Lynne Henderson McstravickGrimes & Company independent RIAKintra Wealth, LLC independent RIARIA to RIAJun 29, 2026Sep 6, 2026 (69 d)
Daniel Enrique TapiaRembrandt Financial Group LLC independent RIAKintra Wealth, LLC independent RIARIA to RIAApr 23, 2026Mar 27, 2026
Mickey Shawn BryanRembrandt Financial Group LLC independent RIAKintra Wealth, LLC independent RIARIA to RIAApr 23, 2026Mar 26, 2026
John Michael CourvilleRembrandt Financial Group LLC independent RIAKintra Wealth, LLC independent RIARIA to RIAApr 23, 2026Apr 8, 2026
Andrew Craig TuplerCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026Apr 21, 2026
Alexander SimonCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026May 7, 2026
Joshua M MurrayCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026May 8, 2026
Amanda Kathryn StandardCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026Apr 30, 2026
Chad KredaCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026Apr 28, 2026
Connor J Barbella-RoeslerCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026May 7, 2026
Jake SchermerhornCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2026May 8, 2026
Keith Louis SprauerCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2026Apr 21, 2026
Jenica Lyn RoffinaCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2026May 8, 2026
Garrett Jordan CollinsCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2026May 7, 2026
Crystal Leigh WildCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2026Mar 17, 2026
Nicholas Alexander LoringCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2026Mar 17, 2026
David Edward DebrotCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2026Mar 17, 2026
Michael Fahrney PrimianiCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2026Mar 17, 2026
Julie Anne DrainvilleCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2026Mar 17, 2026
Carson LeydeckerCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2026Mar 17, 2026
William Scott DinanCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2026Mar 11, 2026
Timothy Minwoo JunCommonwealth Financial Network national BDKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 20, 2026May 19, 2026 (88 d)
Joseph Francis BoyleIntegrity Alliance, LLC BD affiliatedKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2025Dec 2, 2025
Catherine Elizabeth FarleyOxford Financial Group, Ltd independent RIAKintra Wealth, LLC independent RIARIA to RIAJul 2, 2024Jun 10, 2026 (708 d)
Todd Michael RishelLPL Financial LLC BD affiliatedKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2023Jul 7, 2023
Matthew Giauque EdmondsVanguard Advisers, Inc. BD affiliatedKintra Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2022Mar 6, 2026 (1478 d)
James Jonathan DinsmoreCommonwealth Financial Network national BDKintra Wealth, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 5, 2019Jan 29, 2019
Andrew C HarrisCommonwealth Financial Network national BDKintra Wealth, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 5, 2019Jan 29, 2019
Edward Vincent BaroneCommonwealth Financial Network national BDKintra Wealth, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 5, 2019Jan 29, 2019
Michael Paul KolbCommonwealth Financial Network national BDKintra Wealth, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 5, 2019Jan 29, 2019
Rachael Yvonne ClarkM&T Securities, Inc. unclassifiedKintra Wealth, LLC independent RIAOtherFeb 17, 2017Jul 1, 2026 (3421 d)
Christopher Robert CollinsFrank, Russell L. unclassifiedKintra Wealth, LLC independent RIAOtherJun 30, 2010May 5, 2026 (5788 d)
Page 1 of 1
32 moves match.