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 Adamsbrown Wealth Consultants 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brent Alan Wieck | Mma Securities LLC no RAUM | Adamsbrown Wealth Consultants LLC independent RIA | Other | Nov 26, 2025 | Jan 20, 2026 (55 d) |
| Duane Moppin | Mma Securities LLC no RAUM | Adamsbrown Wealth Consultants LLC independent RIA | Other | Nov 26, 2025 | Dec 11, 2025 |
| Quincey Thomas Bernard | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Adamsbrown Wealth Consultants LLC independent RIA | Wirehouse to independent RIA | Aug 20, 2024 | Aug 23, 2024 |
| Todd Robert Sullivant | Valic Financial Advisors, Inc. BD affiliated | Adamsbrown Wealth Consultants LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 16, 2023 | Aug 9, 2023 |
| Grover Cleaveland Musser | Fbl Wealth Management, LLC no RAUM | Adamsbrown Wealth Consultants LLC independent RIA | Other | Mar 18, 2021 | Apr 21, 2021 (34 d) |
| Clark Cary Armor | Agh Wealth Advisors, LLC mixed wealth | Adamsbrown Wealth Consultants LLC no RAUM | RIA to a newly registered adviser | Jul 16, 2020 | Sep 3, 2020 (49 d) |
| Jeffrey A Smith | LPL Financial LLC BD affiliated | Adamsbrown Wealth Consultants LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 14, 2020 | Jul 29, 2020 |
| Steven Ray Baumrucker | Avantax Advisory Services BD affiliated | Adamsbrown Wealth Consultants LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 25, 2020 | Jul 2, 2020 |
| Justin Trent Mitchell | Avantax Advisory Services BD affiliated | Adamsbrown Wealth Consultants LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 25, 2020 | Jun 22, 2020 |
| Brian Chad Staats | Avantax Advisory Services BD affiliated | Adamsbrown Wealth Consultants LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 25, 2020 | Jun 22, 2020 |
| Trent Lyndon Woodcock | Avantax Advisory Services BD affiliated | Adamsbrown Wealth Consultants LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 25, 2020 | Jun 23, 2020 |
| Jude Anthony Fox | Avantax Advisory Services BD affiliated | Adamsbrown Wealth Consultants LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 25, 2020 | Jun 22, 2020 |
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12 moves match.