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 Advisor Share Wealth Management, 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
Cecil Matthew HightStewardship Advisory Group, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 9, 2026Apr 29, 2026
Tony Lee AdkisonStewardship Advisory Group, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 9, 2026May 13, 2026
Michael Timmy TranPortfolio Medics, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 28, 2026May 7, 2026
Michael L WursterVirtue Capital Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 27, 2026Aug 4, 2026 (99 d)
Jason SiebertFoundations Investment Advisors LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 16, 2026Apr 20, 2026
Jeffrey Stephen BlockerFoundations Investment Advisors LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 8, 2026Jul 2, 2026 (85 d)
Clifford Jonathan CamardaCamarda Wealth Advisory Group independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJan 16, 2026Dec 23, 2025
Jared Shawn ArgoCreative Financial Designs, Inc. BD affiliatedAdvisor Share Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2025Sep 10, 2026 (253 d)
Ian Patrick SchrupRedhawk Wealth Advisors, Inc. independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAAug 12, 2025Sep 2, 2025
Stephen Scott HarperSimplicity Wealth mixed wealthAdvisor Share Wealth Management, LLC independent RIARIA to RIAJul 2, 2025Jul 2, 2025
James SilvagniEsi Financial Advisors independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 3, 2025Jun 26, 2025
William Harold RiggsFoundations Investment Advisors LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 7, 2025Apr 7, 2025
Larry Mckinley HalesBrookstone Wealth Advisors, LLC no RAUMAdvisor Share Wealth Management, LLC independent RIAOtherMar 12, 2025Jul 3, 2025 (113 d)
John Theodore KozakVirtue Capital Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJan 23, 2025Feb 20, 2025
Kurt Allen BerryFirst Advisors National, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJan 6, 2025Jan 2, 2025
James Lee WisdomHarvest Investment Services, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIADec 23, 2024Dec 22, 2025 (364 d)
Michael Patrick NolanSequent Planning, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAOct 30, 2024Oct 16, 2024
Andrew Joseph KatholSequent Planning, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAOct 22, 2024Oct 30, 2024
Donald Nathan CameronBrookstone Capital Management LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAOct 1, 2024Oct 16, 2024
Gary James SiposBrookstone Wealth Advisors, LLC no RAUMAdvisor Share Wealth Management, LLC independent RIAOtherSep 16, 2024Jan 1, 2025 (107 d)
Thomas W RepaskeySpc BD affiliatedAdvisor Share Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 12, 2024Oct 18, 2024 (36 d)
John Andrew WhiteSequent Planning, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIASep 10, 2024Oct 1, 2024
Jeffrey Paul RiesbergSequent Planning, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAAug 16, 2024Aug 5, 2024
Larry Wayne DykesSequent Planning, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJul 25, 2024Jul 25, 2024
Zachary Alexander CashmoreImpact Partnership Wealth, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAMay 23, 2024Jun 2, 2024
David Robert MonterminiCorecap Advisors BD affiliatedAdvisor Share Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 14, 2024May 15, 2024
Courtney Lashay Wiley IngramFiscal Wisdom Wealth Management LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 5, 2024May 9, 2024 (34 d)
Rexford Kent CattanachSequent Planning, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 2, 2024Jan 2, 2026 (640 d)
Arthur John BernaducciRetirement Income Advisory Group LLC state registeredAdvisor Share Wealth Management, LLC independent RIAOtherFeb 27, 2024Jan 1, 2026 (674 d)
Frederick Charles WhitfordFirst Down Financial state registeredAdvisor Share Wealth Management, LLC independent RIAOtherOct 25, 2023Nov 7, 2023
Richard Scott ShelleyAegis Wealth Management, Inc. independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIASep 25, 2023Jul 20, 2024 (299 d)
Adam SmithSimplyria Advisor Network independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAAug 30, 2023Aug 25, 2023
John James LowryRedhawk Wealth Advisors, Inc. mixed wealthAdvisor Share Wealth Management, LLC independent RIARIA to RIAJul 27, 2023May 30, 2024 (308 d)
Timothy Edward MeyerRedwood Private Wealth independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 9, 2023Jan 2, 2025 (573 d)
Richard John LuckowGradient Advisors, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 6, 2023Jun 2, 2023
Walter Marvin WittrockTrek Financial independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAMay 16, 2023May 19, 2023
Randall J. CashmoreSimplyria Advisor Network independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 11, 2023Apr 3, 2023
Zachary Alexander CashmoreSimplyria Advisor Network independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 11, 2023Mar 30, 2023
David MerskyAdvanced Retirement Solutions, Inc. state registeredAdvisor Share Wealth Management, LLC independent RIAOtherDec 16, 2022Jan 16, 2026 (1127 d)
Donald Craig HoffmanHorter Investment Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAAug 25, 2022Mar 26, 2024 (579 d)
Robert Rocco La SpadaWealth Watch Advisors, Inc independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAMar 11, 2022Mar 3, 2025 (1088 d)
Spenser Thomas VagoVirtue Capital Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAAug 2, 2021Jun 12, 2023 (679 d)
Robert Richard WolfFirst Advisors National, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 2, 2021Jun 3, 2025 (1462 d)
Veronica OsmonovHorter Investment Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAApr 19, 2021Aug 10, 2021 (113 d)
Kara Lynn MitchellHorter Investment Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAMar 26, 2021Mar 24, 2023 (728 d)
Jeffrey Alan BettermannW&S Brokerage Services, Inc. BD affiliatedAdvisor Share Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 11, 2021Jul 26, 2021 (137 d)
Blair Bruce SchadlerHorter Investment Management, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAAug 27, 2020Oct 19, 2020 (53 d)
Susan Marie IversonFinancial Gravity Asset Management, Inc. independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJul 30, 2019Feb 11, 2026 (2388 d)
John Burke MarshallPlanmember Securities Corporation otherAdvisor Share Wealth Management, LLC independent RIAOtherMar 13, 2003Jan 23, 2026 (8352 d)
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49 moves match.