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 Farther
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 |
|---|---|---|---|---|---|
| Michael Emil Cear | Summit Financial, LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2026 | Sep 17, 2026 |
| Marc Campbell | Five Oceans Advisors independent RIA | Farther independent RIA | RIA to RIA | Sep 11, 2026 | Sep 10, 2026 |
| Craig M Sarembock | Bartlett & Co. Wealth Management LLC independent RIA | Farther independent RIA | RIA to RIA | Sep 4, 2026 | Aug 10, 2026 |
| Eric C Fischer | Hfg Advisors independent RIA | Farther independent RIA | RIA to RIA | Aug 31, 2026 | Apr 1, 2026 |
| Cheryl Annette Green | First Investment Corporation other | Farther independent RIA | Other | Aug 31, 2026 | May 5, 2026 |
| Kenneth Wayne Green | First Investment Corporation other | Farther independent RIA | Other | Aug 31, 2026 | May 7, 2026 |
| Ryan Christopher Gappinger | Hfg Advisors independent RIA | Farther independent RIA | RIA to RIA | Aug 31, 2026 | Apr 2, 2026 |
| Morgan Faye Barnhill | First Investment Corporation other | Farther independent RIA | Other | Aug 31, 2026 | May 5, 2026 |
| Jeffrey Keith Presley | Mountain Peak Wealth Advisors, LLC no RAUM | Farther independent RIA | Other | Aug 20, 2026 | May 5, 2026 |
| Dalton Bradley Atchison | Mountain Peak Wealth Advisors, LLC no RAUM | Farther independent RIA | Other | Aug 20, 2026 | Apr 22, 2026 |
| Austin Chandler Presley | Mountain Peak Wealth Advisors, LLC no RAUM | Farther independent RIA | Other | Aug 20, 2026 | Apr 23, 2026 |
| Paul E Salvetti | Lvw Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Aug 17, 2026 | Aug 20, 2026 |
| Peter A. Sullivan | Strategic Advisers LLC national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2026 | Jul 13, 2026 |
| Christopher Cooper Young | Meridian Investment Counsel, Inc. independent RIA | Farther independent RIA | RIA to RIA | Jul 27, 2026 | Jul 1, 2026 |
| Raymond Hugh Wilcox | Cannon Wealth Management Services independent RIA | Farther independent RIA | RIA to RIA | Jul 22, 2026 | Jul 13, 2026 |
| William Barron Amburn | Cannon Wealth Management Services independent RIA | Farther independent RIA | RIA to RIA | Jul 22, 2026 | Jul 13, 2026 |
| Matthew David Hearn | Cannon Wealth Management Services independent RIA | Farther independent RIA | RIA to RIA | Jul 22, 2026 | Jul 13, 2026 |
| Joseph Charles Perkins | Cannon Wealth Management Services independent RIA | Farther independent RIA | RIA to RIA | Jul 22, 2026 | Jul 29, 2026 |
| Zachary James Staggs | Hollencrest Capital Management independent RIA | Farther independent RIA | RIA to RIA | Jul 17, 2026 | Jun 24, 2026 |
| Sean Seung Lee | Hollencrest Capital Management independent RIA | Farther independent RIA | RIA to RIA | Jul 17, 2026 | Jun 24, 2026 |
| Jason Edward Brown | Fisher Investments independent RIA | Farther independent RIA | RIA to RIA | Jul 7, 2026 | Jul 6, 2026 |
| Harry Marc Krigman | Wealthshield Partners, LLC independent RIA | Farther independent RIA | RIA to RIA | Jul 1, 2026 | Jun 25, 2026 |
| Philip John Cawley | Wealthshield Partners, LLC independent RIA | Farther independent RIA | RIA to RIA | Jul 1, 2026 | Jun 17, 2026 |
| William Robert Todd | Wealthshield Partners, LLC independent RIA | Farther independent RIA | RIA to RIA | Jul 1, 2026 | Jun 16, 2026 |
| Norman Henry Levesque | Wealthshield Partners, LLC independent RIA | Farther independent RIA | RIA to RIA | Jul 1, 2026 | Jun 15, 2026 |
| Sean Alan Hussey | Wealthshield Partners, LLC independent RIA | Farther independent RIA | RIA to RIA | Jul 1, 2026 | Jun 15, 2026 |
| Michael Edward Daudelin | Bay Colony Advisors independent RIA | Farther independent RIA | RIA to RIA | Jun 30, 2026 | May 7, 2026 |
| Muhammed Mosa Kaleel | Kaleel Investment Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Jun 30, 2026 | Jun 15, 2026 |
| Laura Smith Alspaugh | Kaleel Investment Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Jun 30, 2026 | Jun 22, 2026 |
| Mark David Phillips | Clearview Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Jun 23, 2026 | Aug 10, 2026 (48 d) |
| Bryan David Sitzer | Able Wealth Management LLC independent RIA | Farther independent RIA | RIA to RIA | Jun 16, 2026 | Jun 15, 2026 |
| Charles Cleveland Thomas | Northstar Financial Planners, Inc. independent RIA | Farther independent RIA | RIA to RIA | Jun 12, 2026 | Jun 30, 2026 |
| Robert Michael Olsen | Advisors Capital Management, LLC independent RIA | Farther independent RIA | RIA to RIA | Jun 8, 2026 | Jun 9, 2026 |
| Brayden James Little | Advisors Capital Management, LLC independent RIA | Farther independent RIA | RIA to RIA | Jun 8, 2026 | Jun 9, 2026 |
| Melissa Alice Fradenburg | Antonelli Financial Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Jun 4, 2026 | Jun 1, 2026 |
| Joshua Becker | Equitable Advisors, LLC national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2026 | May 6, 2026 |
| Syed Mohammed Ali Farooq | Jaffe Tilchin Investment Partners, LLC independent RIA | Farther independent RIA | RIA to RIA | May 5, 2026 | Apr 13, 2026 |
| David Michael Eldridge | Kingdom Financial Group, LLC independent RIA | Farther independent RIA | RIA to RIA | Apr 27, 2026 | Jun 2, 2026 (36 d) |
| Samuel Brennan Lingo | Park Avenue Securities LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 22, 2026 | Apr 1, 2026 |
| Thomas E Gray | Ch Douglas & Gray Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Apr 9, 2026 | Jan 7, 2026 |
| Christopher Hilton Douglas | Ch Douglas & Gray Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Apr 9, 2026 | Jan 7, 2026 |
| Jonathan Dunn Cracraft | Ch Douglas & Gray Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Apr 9, 2026 | Jan 17, 2026 |
| Justin Rose | Ch Douglas & Gray Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Apr 9, 2026 | Jan 14, 2026 |
| Victoria Hall | Ch Douglas & Gray Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Apr 9, 2026 | Jan 12, 2026 |
| James Samuel Cartright | Ch Douglas & Gray Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Apr 9, 2026 | Jan 14, 2026 |
| Zinaida Kumok | Ch Douglas & Gray Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Apr 9, 2026 | Jan 7, 2026 |
| Kirby A Houchin | Arbor Capital Management Inc independent RIA | Farther independent RIA | RIA to RIA | Apr 7, 2026 | Apr 1, 2026 |
| Ronald William Manning | Eggert Financial Management, Inc. unclassified | Farther independent RIA | Other | Apr 3, 2026 | Aug 14, 2025 |
| Christopher Ryan Thomas | Zermatt Wealth Partners independent RIA | Farther independent RIA | RIA to RIA | Apr 2, 2026 | Mar 24, 2026 |
| Nathanial Allen Chapel | Royal Fund Management, LLC independent RIA | Farther independent RIA | RIA to RIA | Apr 2, 2026 | Apr 2, 2026 |
| Scott M. Svoboda | Royal Fund Management, LLC independent RIA | Farther independent RIA | RIA to RIA | Apr 2, 2026 | Apr 2, 2026 |
| Grant Michael Sylvester | Zermatt Wealth Partners independent RIA | Farther independent RIA | RIA to RIA | Apr 2, 2026 | Apr 2, 2026 |
| James William Thompson | Value Wealth Management LLC independent RIA | Farther independent RIA | RIA to RIA | Mar 31, 2026 | Dec 8, 2025 |
| Joseph David Casselman | Waypoint Strategic Advisors independent RIA | Farther independent RIA | RIA to RIA | Mar 31, 2026 | Jul 28, 2025 |
| Benjamin Don Coakley | Waypoint Strategic Advisors independent RIA | Farther independent RIA | RIA to RIA | Mar 31, 2026 | Aug 7, 2025 |
| Matthew Scott Coakley | Waypoint Strategic Advisors independent RIA | Farther independent RIA | RIA to RIA | Mar 31, 2026 | Aug 7, 2025 |
| John Mcqueen Hawley | Value Wealth Management LLC independent RIA | Farther independent RIA | RIA to RIA | Mar 31, 2026 | Dec 4, 2025 |
| Robert Brent Smith | Waypoint Strategic Advisors independent RIA | Farther independent RIA | RIA to RIA | Mar 31, 2026 | Jul 11, 2025 |
| Patrick Charles Golden | Golden Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Mar 27, 2026 | Mar 26, 2026 |
| Joseph Francis Curtin | Golden Wealth Management independent RIA | Farther independent RIA | RIA to RIA | Mar 27, 2026 | Mar 25, 2026 |
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328 moves match.