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 Quincy Wells 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
Robert S WieseStrategic Advisers LLC national BDQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 18, 2026Sep 14, 2026 (88 d)
Peyton Graham CulbersonInternational Assets Investment Management, LLC BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 8, 2026Jul 23, 2026 (45 d)
Royce Lee CannonBfc Planning, Inc. BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2026Jan 26, 2026
Peter Alexander KitzerowFreedom Investment Management, Inc. independent RIAQuincy Wells Advisors, LLC independent RIARIA to RIAJul 31, 2025Aug 8, 2025
Rick David MartinezRetirement Wealth Management unclassifiedQuincy Wells Advisors, LLC independent RIAOtherMar 14, 2025Mar 17, 2025
John Fielding CriglerJrl Capital Advisors LLC independent RIAQuincy Wells Advisors, LLC independent RIARIA to RIAFeb 12, 2025Feb 9, 2026 (362 d)
Curtis Jerome SathreJrl Capital Advisors LLC independent RIAQuincy Wells Advisors, LLC independent RIARIA to RIAJan 27, 2025Jan 23, 2025
Donald Troy ViethUnited Planners' Financial Services Of America A Limited Partner independent RIAQuincy Wells Advisors, LLC independent RIARIA to RIAJan 16, 2025Jan 9, 2025
Clemont Lee BevillConcorde Asset Management, LLC BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2024Jan 10, 2025
Stephen T GlasgowConcorde Asset Management, LLC BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2024Jan 9, 2025
Robert Leo VonderharrOsaic Wealth, Inc. BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 17, 2024Oct 16, 2024
Daniel Wade WilliamsAcorn Financial Advisory Services, Inc. independent RIAQuincy Wells Advisors, LLC independent RIARIA to RIAJan 19, 2024Mar 13, 2024 (54 d)
Phillip Wade ParkerTitan Securities unclassifiedQuincy Wells Advisors, LLC independent RIAOtherJun 27, 2023Jun 27, 2023
Paul Eric HogensonConcorde Asset Management, LLC BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 19, 2023Jun 23, 2023
Jonathan FrameOneamerica Securities, Inc. BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2023Mar 28, 2024 (296 d)
James David BeaudoinBerthel Fisher & Company Financial Services, Inc. BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2022Jan 16, 2024 (614 d)
James Michael RichardB Riley Wealth Management BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 2, 2021Nov 8, 2021 (67 d)
Jody GundersonInternational Assets Investment Management, LLC BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2021Sep 12, 2022 (616 d)
Karl Wolfgang SuessConcorde Asset Management, LLC BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 16, 2020Nov 13, 2020
Douglas M ZatorCantor Fitzgerald Investment Advisors mixed wealthQuincy Wells Advisors, LLC independent RIARIA to RIANov 12, 2020Nov 11, 2020
John Peter FerrickArete Wealth Advisors, LLC BD affiliatedQuincy Wells Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 11, 2020Nov 12, 2020
Daniel Allen BramschreiberArque Capital, Ltd. unclassifiedQuincy Wells Advisors, LLC independent RIAOtherOct 20, 2020Sep 23, 2020
Peter Henry KarnowskiBlueskye Investment Advisers, LLC state registeredQuincy Wells Advisors, LLC no RAUMOtherMar 16, 2020Apr 15, 2020
Scott David CarlBlueskye Investment Advisers, LLC state registeredQuincy Wells Advisors, LLC no RAUMOtherMar 16, 2020May 26, 2020 (71 d)
Donald Christopher SchultheisInvst, LLC independent RIAQuincy Wells Advisors, LLC independent RIARIA to RIAMar 3, 2020Aug 12, 2021 (527 d)
Carlyle Alton WimberlyPrimerica Advisors national BDQuincy Wells Advisors, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 10, 2019May 22, 2020 (164 d)
James Patrick LynchSanctuary Advisors, LLC BD affiliatedQuincy Wells Advisors, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 25, 2019Apr 22, 2020 (453 d)
Reed HaimsonMorgan Stanley wirehouseQuincy Wells Advisors, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 8, 2013May 22, 2020 (2660 d)
Ronald Allen GlasgowLPL Financial LLC otherQuincy Wells Advisors, LLC independent RIAOtherNov 9, 2010Oct 10, 2024 (5084 d)
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29 moves match.