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 Madison Partners

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
Keaton H HamiltonLotusgroup Advisors independent RIAMadison Partners independent RIARIA to RIAAug 12, 2026Aug 14, 2026
Mark Stuart SchafferArmstrong Advisory Group Inc. independent RIAMadison Partners independent RIARIA to RIAJul 3, 2026Aug 14, 2026 (42 d)
Michael D GrossWells Fargo Advisors wirehouseMadison Partners independent RIAWirehouse to independent RIAJun 23, 2026Sep 16, 2026 (85 d)
Julia Mclean EllisorOpenarc Corporate Advisory, LLC independent RIAMadison Partners independent RIARIA to RIAJun 12, 2026Apr 30, 2026
Brian Joseph AnaniaMorgan Stanley wirehouseMadison Partners independent RIAWirehouse to independent RIAMay 29, 2026Jun 9, 2026
Daniel MachadoJ.P. Morgan Securities LLC wirehouseMadison Partners independent RIAWirehouse to independent RIAMay 20, 2026Sep 4, 2026 (107 d)
Altug DincturkSchwab Wealth Advisory, Inc. no RAUMMadison Partners independent RIAOtherMay 18, 2026Jun 3, 2026
Paul Joseph ValenteFisher Investments independent RIAMadison Partners independent RIARIA to RIAMay 18, 2026Jun 2, 2026
Christopher Ellis MccoyStrategic Advisers LLC national BDMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 8, 2026May 28, 2026
Patrick Ernest IhnkenStrategic Advisers LLC national BDMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2026Sep 1, 2026 (131 d)
Yu LiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMadison Partners independent RIAWirehouse to independent RIAMar 11, 2026Apr 17, 2026 (37 d)
John Louis FrigeriVoya Financial Advisors, Inc. BD affiliatedMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2026May 6, 2026 (68 d)
Dina Siracusa TupperSchwab Wealth Advisory, Inc. no RAUMMadison Partners independent RIAOtherFeb 11, 2026Feb 4, 2026
Cole Ronald McilroyLPL Enterprise, LLC BD affiliatedMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2026Feb 3, 2026
Eric Daniel HencleyFrancis LLC no RAUMMadison Partners independent RIAOtherJan 7, 2026Jan 6, 2026
Rosemary BarnesRosemary Barnes CFP unclassifiedMadison Partners independent RIAOtherDec 31, 2025Jul 30, 2025
Thomas Joseph DohogneLPL Financial LLC BD affiliatedMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 11, 2025Dec 5, 2025
Laura Perez NashMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMadison Partners independent RIAWirehouse to independent RIADec 8, 2025Dec 8, 2025
Richard Carl PreciousLPL Enterprise, LLC BD affiliatedMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 2, 2025Nov 20, 2025
Nikita A. KibardinAnnex Wealth Management, LLC independent RIAMadison Partners independent RIARIA to RIANov 13, 2025Nov 20, 2025
Benjamin L'EmpereurRussell Investments otherMadison Partners independent RIAOtherNov 13, 2025Nov 20, 2025
Mary O MorrowGuardian Financial unclassifiedMadison Partners independent RIAOtherOct 21, 2025Oct 29, 2025
John ClearyThe Wealthgarden F.S. LLC independent RIAMadison Partners independent RIARIA to RIAOct 13, 2025Feb 11, 2026 (121 d)
Aidan Michael DonahueEquitable Advisors, LLC national BDMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 10, 2025Mar 4, 2026 (175 d)
Ronald Richard DemersRobert W. Baird & Co. Incorporated mixed wealthMadison Partners independent RIARIA to RIAAug 9, 2025Oct 3, 2025 (55 d)
Kai B. SchusterFisher Investments independent RIAMadison Partners independent RIARIA to RIAJan 22, 2025Sep 18, 2025 (239 d)
David RoasaLPL Financial LLC BD affiliatedMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 16, 2024Sep 3, 2025 (261 d)
John Edward CressPractical Portfolios LLC unclassifiedMadison Partners independent RIAOtherDec 4, 2024May 1, 2024
David Christopher MasiasWells Fargo Advisors wirehouseMadison Partners independent RIAWirehouse to independent RIADec 20, 2023Dec 1, 2023
Shelley Marie MoffattEdward Jones national BDMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 19, 2023Dec 15, 2023
Nathaniel Macon HeddenMusser Capital Advisors, LLC unclassifiedMadison Partners independent RIAOtherDec 6, 2023Jan 1, 2026 (757 d)
Coty Allen HainseyEdward Jones national BDMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 18, 2021May 14, 2021
Zachary Thomas KuehlEdward Jones national BDMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2021May 7, 2021
George CarpenterEdward Jones national BDMadison Partners independent RIAAffiliated broker-dealer or bank to independent RIAOct 20, 2020Oct 16, 2020
Mark Peter McfarlandEdward Jones national BDMadison Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 9, 2020Mar 6, 2020
Shane Daniel KielerEdward Jones national BDMadison Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 9, 2020Mar 6, 2020
Andrew Austin PageLinscomb Wealth, Inc. otherMadison Partners independent RIAOtherApr 4, 2011Jul 27, 2026 (5593 d)
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37 moves match.