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 Advus Financial Partners, 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
Todd Justin LernerPfg Advisors independent RIAAdvus Financial Partners, LLC mixed wealthRIA to RIAApr 1, 2026Apr 1, 2026
Christina Ann ShafferAllgen Financial Advisors, Inc. independent RIAAdvus Financial Partners, LLC mixed wealthRIA to RIAMar 3, 2026Mar 25, 2026
Omar Jesus GuevaraMissionsquare Retirement BD affiliatedAdvus Financial Partners, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAAug 27, 2025Feb 23, 2026 (180 d)
James Daniel GayOak Square Advisors unclassifiedAdvus Financial Partners, LLC mixed wealthOtherNov 2, 2022Jan 29, 2025 (819 d)
Joshua J. RoseOak Square Advisors unclassifiedAdvus Financial Partners, LLC mixed wealthOtherAug 25, 2022Jan 1, 2026 (1225 d)
Codie Jamison ThomasVista Management Company unclassifiedAdvus Financial Partners, LLC otherOtherMay 23, 2022May 23, 2022
Sally Ann Hanley-WhitworthLamco Advisory Services Inc. otherAdvus Financial Partners, LLC mixed wealthOtherJun 18, 2021Jan 16, 2025 (1308 d)
Andrew Stephen ZitoLamco Advisory Services Inc. otherAdvus Financial Partners, LLC otherOtherJun 18, 2021Dec 6, 2021 (171 d)
Mitchell Austin LamorielloLamco Advisory Services Inc. otherAdvus Financial Partners, LLC mixed wealthOtherJun 18, 2021Jan 7, 2026 (1664 d)
Jeffrey Stewart RobertsLamco Advisory Services Inc. otherAdvus Financial Partners, LLC mixed wealthOtherSep 28, 2020Jan 29, 2025 (1584 d)
Mark LamorielloNct Financial Services, LLC unclassifiedAdvus Financial Partners, LLC no RAUMOtherMar 31, 2011Apr 14, 2021 (3667 d)
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11 moves match.