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 Origin Investment Advisory 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
Anders Johnson SkagerbergAlbion Financial Group independent RIAOrigin Investment Advisory LLC independent RIARIA to RIASep 2, 2026Sep 10, 2026
Donovan Jordan BrooksProspurpose Wealth unclassifiedOrigin Investment Advisory LLC independent RIAOtherJul 20, 2026May 24, 2023
David Alan FowlerHigh Mountain Financial Planning state registeredOrigin Investment Advisory LLC independent RIAOtherJul 13, 2026Jul 27, 2022
Luis Francisco RosaBuild A Better Financial Future LLC unclassifiedOrigin Investment Advisory LLC independent RIAOtherFeb 23, 2026Jan 14, 2025
Michelle PetrowskiBeing In Abundance, LLC unclassifiedOrigin Investment Advisory LLC no RAUMOtherFeb 18, 2026Jan 31, 2022
Nancy Anne NawnWatchdog Planning LLC unclassifiedOrigin Investment Advisory LLC no RAUMOtherDec 31, 2025Jun 25, 2021
Hong Quoc TranLogic Wealth Management, LLC independent RIAOrigin Investment Advisory LLC no RAUMOtherDec 31, 2025Nov 2, 2021
Andrew John BencivengaTrunorth Advisors independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAOct 24, 2025Jul 15, 2025
Nicholas Wayne RygielIronclad Financial unclassifiedOrigin Investment Advisory LLC independent RIAOtherOct 23, 2025Dec 7, 2022
Cherita ChurchTime2plan Financial, LLC unclassifiedOrigin Investment Advisory LLC no RAUMOtherAug 11, 2025Nov 29, 2021
Jamie Michael LimaWoodson Wealth Management unclassifiedOrigin Investment Advisory LLC no RAUMOtherJul 15, 2025May 4, 2021
Peter Gregg BoboliaFamily First Financial Planning state registeredOrigin Investment Advisory LLC no RAUMOtherJun 4, 2025Jan 24, 2022
Carlos Daniel RuizZero Day Capital Enterprises LLC independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAMay 29, 2025Sep 17, 2025 (111 d)
Jared Toshiyuki TanimotoSedai Wealth Partners LLC unclassifiedOrigin Investment Advisory LLC no RAUMOtherMay 23, 2025Feb 12, 2021
Eric Jeffrey PresognaOne-Up Financial LLC unclassifiedOrigin Investment Advisory LLC no RAUMOtherMay 19, 2025Nov 3, 2021
Matthew James FaubionFaubion Wealth Management LLC unclassifiedOrigin Investment Advisory LLC independent RIAOtherFeb 5, 2025May 2, 2022
Vincent Roy BarberaNewbridge Wealth Management independent RIAOrigin Investment Advisory LLC no RAUMOtherDec 31, 2024Jan 10, 2022
Christopher Charles MarroneMarrone Wealth Management state registeredOrigin Investment Advisory LLC no RAUMOtherDec 31, 2024Dec 15, 2021
Steven Bradley KingsleyCast Financial unclassifiedOrigin Investment Advisory LLC no RAUMOtherDec 8, 2024Mar 28, 2022
Nandita DasDas Financial Health unclassifiedOrigin Investment Advisory LLC no RAUMOtherNov 8, 2024Jan 19, 2022
Shannon G GreyInvestedge Planning state registeredOrigin Investment Advisory LLC independent RIAOtherOct 31, 2024Oct 31, 2022
Jill Elaine IsbellCreative Financial Services, Inc unclassifiedOrigin Investment Advisory LLC no RAUMOtherSep 25, 2024Jun 24, 2021
Amy Margaret HamasakiMountain Wealth Planning unclassifiedOrigin Investment Advisory LLC no RAUMOtherSep 5, 2024Sep 16, 2021
Danielle Dabney HarmonBoundless Financial unclassifiedOrigin Investment Advisory LLC no RAUMOtherAug 19, 2024Sep 8, 2021
Devin Sami FaddoulAdda Financial LLC unclassifiedOrigin Investment Advisory LLC independent RIAOtherJul 8, 2024Dec 21, 2022
Christopher Stephen KimmetSteady Climb Financial Planning unclassifiedOrigin Investment Advisory LLC independent RIAOtherJun 18, 2024Nov 4, 2022
Blaine Alexander ThiedermanProgress Wealth Management unclassifiedOrigin Investment Advisory LLC no RAUMOtherMay 24, 2024Dec 14, 2021
Angel Gilberto EscobedoCapasso Planning Partners LLC independent RIAOrigin Investment Advisory LLC no RAUMOtherMay 13, 2024Jan 10, 2022
Paul Edward KobilkaBrookstone Wealth Advisors, LLC no RAUMOrigin Investment Advisory LLC no RAUMOtherApr 30, 2024Dec 22, 2021
Frederick Allan PhillipsTree Street Advisory, LLC unclassifiedOrigin Investment Advisory LLC independent RIAOtherMar 29, 2024Jun 28, 2022
Margaret Jean KlokkengaMake A Money Mindshift, LLC unclassifiedOrigin Investment Advisory LLC independent RIAOtherMar 14, 2024Jun 2, 2022
Deborah Weis EllisCogent Independent Advisors, Inc. independent RIAOrigin Investment Advisory LLC no RAUMOtherJan 24, 2024Oct 11, 2021
Justin Karl BolmgrenBolmgren Retireplan, Inc. unclassifiedOrigin Investment Advisory LLC independent RIAOtherDec 31, 2023Nov 16, 2022
Angel MelgozaMylife Financial unclassifiedOrigin Investment Advisory LLC no RAUMOtherDec 14, 2023Jan 4, 2022
Richard Allen CoenCoen Investments, LLC unclassifiedOrigin Investment Advisory LLC no RAUMOtherNov 15, 2023Dec 16, 2021
Brad Lee ReichertReichert Asset Management, LLC unclassifiedOrigin Investment Advisory LLC independent RIAOtherNov 6, 2023May 18, 2022
Heath Edward HamptonNdvr independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAOct 31, 2023Dec 12, 2025 (773 d)
Drew William SchlotterWoodson Wealth Management unclassifiedOrigin Investment Advisory LLC independent RIAOtherOct 13, 2023Sep 20, 2022
David Grant MetzgerOnyx Wealth Management LLC unclassifiedOrigin Investment Advisory LLC no RAUMOtherAug 28, 2023Jan 10, 2022
James Tyler HornFacet independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAApr 20, 2023Jan 2, 2025 (623 d)
Khwan HathaiMotley Fool Wealth Management, LLC independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAMar 13, 2023Jan 14, 2025 (673 d)
Michelle WuCore Planning independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAMar 2, 2023Oct 18, 2022
James WoodallWoodall Wealth Management unclassifiedOrigin Investment Advisory LLC independent RIAOtherJan 23, 2023Oct 28, 2022
Nycole Berlyn FreerJ.P. Morgan Securities LLC wirehouseOrigin Investment Advisory LLC independent RIAWirehouse to independent RIAJan 17, 2023Jan 1, 2025 (715 d)
Sean Patrick NisilLiving Well Financial Advisors unclassifiedOrigin Investment Advisory LLC independent RIAOtherDec 31, 2022Oct 4, 2022
Matthew Thomas GrayAnthrofi Wealth Group unclassifiedOrigin Investment Advisory LLC no RAUMOtherDec 31, 2022Feb 1, 2022
Sonny M. BlanchardBlanchard Wealth Partners unclassifiedOrigin Investment Advisory LLC no RAUMOtherDec 31, 2022Nov 3, 2021
Victoria E FergusonEllevest independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAOct 31, 2022Dec 2, 2022 (32 d)
Daniel Glen CourtneyBasis Financial Planning unclassifiedOrigin Investment Advisory LLC no RAUMOtherAug 24, 2022Sep 17, 2021
Matthew Dowd HaleFacet independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAJul 22, 2022Sep 13, 2022 (53 d)
Susan E. GardinerForbes Financial Planning, Inc. independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAJul 19, 2022Sep 20, 2022 (63 d)
Jesse L PerryJP Wealth Management LLC unclassifiedOrigin Investment Advisory LLC independent RIAOtherJul 5, 2022Apr 13, 2022
Jodi RuddEllevest independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAJun 28, 2022Aug 5, 2022 (38 d)
Ryan Joseph LanganFidelity Personal And Workplace Advisors BD affiliatedOrigin Investment Advisory LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2022Jun 24, 2022
Roch Earl MonnigPya Waltman Capital, LLC mixed wealthOrigin Investment Advisory LLC independent RIARIA to RIAMay 27, 2022Jun 6, 2022
Aaron Wayne ClarkeHalpern Financial, Inc. independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAMay 24, 2022Jun 28, 2022 (35 d)
Michael John McgeoghanMcgeoghan Wealth Management And Financial Planning unclassifiedOrigin Investment Advisory LLC no RAUMOtherMay 16, 2022Feb 8, 2022
Kimberly Ann HoustonKaydan Wealth Management, Inc. independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAMay 9, 2022May 19, 2022
Eric Eugene NiergarthIllumination Wealth Management independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAMay 2, 2022Jul 20, 2022 (79 d)
Desiree FisherFreeman Capital Advisors independent RIAOrigin Investment Advisory LLC no RAUMOtherApr 20, 2022Jan 7, 2022
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89 moves match.