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 Tschetter Group
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 |
|---|---|---|---|---|---|
| Keaton Dean | Strategic Advisers LLC national BD | Tschetter Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2026 | May 18, 2026 |
| Henry Bryan Roberts | Holm & Cawley Financial Group LLC independent RIA | Tschetter Group independent RIA | RIA to RIA | Jun 27, 2024 | Aug 14, 2024 (48 d) |
| Heather Yasmeen Michail | D.A. Davidson & Co. independent RIA | Tschetter Group independent RIA | RIA to RIA | Mar 25, 2024 | Jun 26, 2024 (93 d) |
| Peter S Jacobs | Stifel, Nicolaus & Company, Incorporated national BD | Tschetter Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2022 | Aug 18, 2022 |
| Brent Peter Williams | D.A. Davidson & Co. independent RIA | Tschetter Group independent RIA | RIA to RIA | Feb 8, 2021 | Jun 6, 2025 (1579 d) |
| Daniel S Costello | Ek Riley Investments, LLC independent RIA | Tschetter Group independent RIA | RIA to RIA | Nov 6, 2020 | Mar 29, 2022 (508 d) |
| Kelli Nicole Porter | Morgan Stanley wirehouse | Tschetter Group independent RIA | Wirehouse to independent RIA | Sep 25, 2019 | Oct 2, 2019 |
| Dustin Loyal Brumbaugh | Tschetter Wealth Advisors independent RIA | Tschetter Group independent RIA | RIA to RIA | May 6, 2019 | May 1, 2019 |
| Richard William Tschetter | Tschetter Wealth Advisors independent RIA | Tschetter Group independent RIA | RIA to RIA | May 6, 2019 | May 1, 2019 |
| David William Tschetter | Tschetter Wealth Advisors independent RIA | Tschetter Group independent RIA | RIA to RIA | May 6, 2019 | May 1, 2019 |
| Travis Dean Bomgardner | Waddell & Reed other | Tschetter Group independent RIA | Other | May 16, 2006 | Sep 22, 2022 (5973 d) |
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11 moves match.