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 Assuredpartners Investment Advisors

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
Jessica L BenningsdorfWorld Investment Advisors, LLC otherAssuredpartners Investment Advisors independent RIAOtherApr 7, 2026Oct 31, 2024
Kathryn RileyWorld Investment Advisors, LLC otherAssuredpartners Investment Advisors independent RIAOtherFeb 27, 2026Jan 29, 2025
Susan Patricia Hubbell SanchezWorld Investment Advisors, LLC institutionalAssuredpartners Investment Advisors independent RIAOtherDec 17, 2024Mar 22, 2024
Stephen Michael ErbChesme Capital Management mixed wealthAssuredpartners Investment Advisors independent RIARIA to RIANov 26, 2024Oct 21, 2024
Douglas Joel VaughnChesme Capital Management mixed wealthAssuredpartners Investment Advisors independent RIARIA to RIANov 26, 2024Oct 7, 2024
Michael John VoorheisChesme Capital Management mixed wealthAssuredpartners Investment Advisors mixed wealthRIA to RIANov 26, 2024Jan 1, 2026 (401 d)
Ned Martin BurnsKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 28, 2024Aug 1, 2024
Kirbe D WilliamsonWorld Investment Advisors, LLC institutionalAssuredpartners Investment Advisors independent RIAOtherAug 22, 2024Aug 27, 2024
Ashley Gabrielle KolweierKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2024Aug 5, 2024
Brian Dee HeckertKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2024Jul 31, 2024
Timothy P StampsKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2024Jul 31, 2024
Leo Dominic BarczewskiKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2024Jul 31, 2024
Kyler Jared SpencerKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors mixed wealthAffiliated broker-dealer or bank to independent RIAAug 2, 2024Jan 7, 2026 (523 d)
Jenna Lee DemossKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2024Jul 31, 2024
Kyler Wayne KlingenbergKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2024Jul 31, 2024
Troy PedtkeKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2024Jul 31, 2024
Justin Cole AuldsKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2024Jul 31, 2024
Charles Earl OsborneIron Capital Advisors Inc. institutionalAssuredpartners Investment Advisors independent RIAOtherJun 14, 2024May 16, 2024
Andrew Murray BuchananKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2024Jun 11, 2024
Michael Brian HeckertKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2024Jun 11, 2024
Brandon R HeckertKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2024May 29, 2024
Richard Alan HultquistM Holdings Securities, Inc. BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 9, 2024Apr 2, 2024
David Michael MillerKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2024May 6, 2024
Milan Patrick WintersLighthouse Financial independent RIAAssuredpartners Investment Advisors independent RIARIA to RIAApr 17, 2024Mar 13, 2025 (330 d)
Ryan Christopher BaumbachLighthouse Financial independent RIAAssuredpartners Investment Advisors independent RIARIA to RIAApr 17, 2024Jul 24, 2023
Joseph William ChristiansonKestra Advisory Services, LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2024Feb 23, 2024
Constantine NicopoulosTd Private Client Wealth LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 23, 2024Feb 22, 2024
Gary Michael CasciolaLPL Financial LLC BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2023Apr 4, 2023
David Christopher RoachFortune 360 Group LLC independent RIAAssuredpartners Investment Advisors mixed wealthRIA to RIAFeb 24, 2023Jan 1, 2026 (1042 d)
Dustin Alan JonesFortune 360 Group LLC independent RIAAssuredpartners Investment Advisors independent RIARIA to RIAFeb 24, 2023Oct 21, 2022
Brandi Lyn LobatoFortune 360 Group LLC independent RIAAssuredpartners Investment Advisors independent RIARIA to RIAFeb 24, 2023Dec 1, 2022
Daniel Glenn StaffordIndependent Financial Partners BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2023Jan 25, 2023
Thomas Dooley MasonFisher Investments independent RIAAssuredpartners Investment Advisors independent RIARIA to RIAJan 5, 2023May 8, 2023 (123 d)
Brooks Eugene StahlneckerMurray Wealth Management independent RIAAssuredpartners Investment Advisors independent RIARIA to RIADec 15, 2022Apr 13, 2022
Beverly Clare BankusMurray Wealth Management independent RIAAssuredpartners Investment Advisors independent RIARIA to RIADec 15, 2022Jan 5, 2023
Solomon Edward ReevesSecurities America Advisors, Inc. BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2021Dec 1, 2022 (513 d)
Ronald Lawrence MyersSecurities America Advisors, Inc. BD affiliatedAssuredpartners Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2021Oct 24, 2022 (475 d)
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37 moves match.