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 Guardian Wealth Advisors, 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
Douglas Carl GoodmundsonGreat Waters Financial independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 6, 2026
Morgan Thomas GojanovichAdvisory Services Network independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAJul 11, 2025Sep 16, 2026 (432 d)
Nathan Robert LegrandOrg Partners independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAJan 2, 2025Jan 5, 2025
Micah Nathaniel WheatOrg Partners independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAJan 2, 2025Jan 13, 2025
Douglas Steven RiggertOrg Partners independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAJan 2, 2025Jan 5, 2025
Isaac Wayne MccoyOrg Partners independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAJan 2, 2025Jan 3, 2025
Matthew Piper JamesBrighton Jones LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAJan 2, 2025Feb 3, 2025 (32 d)
Elliot Washburn SyversonAll Star Financial independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAFeb 15, 2024Jan 29, 2025 (349 d)
Robert George FalconerLPL Financial LLC BD affiliatedGuardian Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2023Oct 27, 2023
Samuel David SextonAll Star Financial independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIASep 12, 2023Jan 8, 2024 (118 d)
Brian Gregory SenskeAll Star Financial Inc independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAOct 5, 2022Dec 22, 2022 (78 d)
Stacie Lynn GiddingsPerigon Wealth Management, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAOct 3, 2022Oct 25, 2022
Russell Brenton SmithAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 13, 2022
Gregory Thompson RhinehardtAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022Jun 1, 2022
Michael Jay HensleyAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 23, 2022
Christian David KeedyAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 12, 2022
David Todd MisenheimerAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022Jun 7, 2022
Ervin Randolph MillwoodAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 13, 2022
Brandon Duke FentressAptus Capital Advisors, LLC independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAMay 11, 2022May 16, 2022
Russell William IngramOn Investment Management Co BD affiliatedGuardian Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2022Apr 20, 2022
Russell William IngramOn Investment Management Co BD affiliatedGuardian Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2022Apr 6, 2022
Carter Lindsay EllisKuhn Advisors, Inc. independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAJan 4, 2022Jan 4, 2022
Martin Parsons HardyHornor, Townsend & Kent, LLC BD affiliatedGuardian Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2021Oct 22, 2021
Barbara Esther DeitelOsaic Advisory Services, LLC BD affiliatedGuardian Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2021Jul 1, 2021
Matthew Benjamin DeitelOsaic Advisory Services, LLC BD affiliatedGuardian Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2021Jul 2, 2021
Stephanie Haynes CampbellOsaic Advisory Services, LLC BD affiliatedGuardian Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2021Jul 2, 2021
Nathan Pratt BudrowNorthwestern Mutual Investment Services,LLC no RAUMGuardian Wealth Advisors, LLC independent RIAOtherApr 29, 2021Jul 16, 2021 (78 d)
Milton Dario CastellanosHarbor Capital Management Inc independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAFeb 18, 2021Dec 7, 2020
David Patrick ClarkBts Asset Management, Inc. independent RIAGuardian Wealth Advisors, LLC independent RIARIA to RIAJan 22, 2021Feb 15, 2022 (389 d)
Conor CloughertyAptus Capital Advisors, LLC mixed wealthGuardian Wealth Advisors, LLC independent RIARIA to RIAJul 7, 2020Jun 29, 2020
Jeffrey David LinkAptus Capital Advisors, LLC mixed wealthGuardian Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 1, 2020May 6, 2020
Roger Allen LingleAnthem Wealth Management, LLC unclassifiedGuardian Wealth Advisors, LLC no RAUMOtherApr 13, 2020Apr 16, 2020
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32 moves match.