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 Shepherd Wealth Management
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 |
|---|---|---|---|---|---|
| Brady Jackson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Shepherd Wealth Management independent RIA | Wirehouse to independent RIA | Oct 3, 2025 | Oct 2, 2025 |
| Jeffrey Ray Albright | Creative Planning independent RIA | Shepherd Wealth Management independent RIA | RIA to RIA | Aug 22, 2025 | Nov 13, 2025 (83 d) |
| John Eugene Ashcroft | Girard Advisory Services, LLC independent RIA | Shepherd Wealth Management independent RIA | RIA to RIA | Jan 4, 2023 | Dec 23, 2022 |
| Joshua Casey Garland | Td Ameritrade, Inc. no RAUM | Shepherd Wealth Management independent RIA | Other | Dec 26, 2019 | Jun 4, 2021 (526 d) |
Page 1 of 1
4 moves match.