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 Fifth Third Wealth Advisors 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
Christian Robert GannonKenotic Capital unclassifiedFifth Third Wealth Advisors LLC mixed wealthOtherJan 27, 2026Jan 12, 2026
Elizabeth Rebecca OlsonHightower Advisors, LLC BD affiliatedFifth Third Wealth Advisors LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJan 21, 2026Jan 13, 2026
Kim Ann ChurchillCetera Investment Advisers LLC BD affiliatedFifth Third Wealth Advisors LLC mixed wealthAffiliated broker-dealer or bank to independent RIADec 18, 2025Dec 17, 2025
Kelli HillParr Mcknight Wealth Management Group independent RIAFifth Third Wealth Advisors LLC mixed wealthRIA to RIAJul 28, 2025Aug 12, 2025
Christopher Edward OsmondCentura Wealth Advisory independent RIAFifth Third Wealth Advisors LLC mixed wealthRIA to RIAJul 21, 2025Jul 29, 2025
Shannon Waggy SheltonTruist Advisory Services, Inc. BD affiliatedFifth Third Wealth Advisors LLC bank affiliatedOtherAug 28, 2024Aug 29, 2024
Spencer Mcconnell HugginsTruist Advisory Services, Inc. BD affiliatedFifth Third Wealth Advisors LLC bank affiliatedOtherAug 28, 2024Oct 11, 2024 (44 d)
Jonathan Michael CochraneTruist Advisory Services, Inc. BD affiliatedFifth Third Wealth Advisors LLC bank affiliatedOtherAug 20, 2024Nov 18, 2024 (90 d)
Jeffrey Ian KerstineTruist Advisory Services, Inc. BD affiliatedFifth Third Wealth Advisors LLC bank affiliatedOtherMay 10, 2024Jun 13, 2024 (34 d)
Marcus Brent WalkerTruist Advisory Services, Inc. BD affiliatedFifth Third Wealth Advisors LLC bank affiliatedOtherApr 26, 2024Jul 24, 2024 (89 d)
John Paul HoetingMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 12, 2024
Jonathan AdamsMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 16, 2024
Philip Frederick VergunstMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 16, 2024
Michael Andrew HenkeMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 16, 2024
Ryan James HaartmanMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 16, 2024
Michael KemerMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 8, 2024Jan 18, 2024
Darren Lee EarnhardtTruist Advisory Services, Inc. BD affiliatedFifth Third Wealth Advisors LLC bank affiliatedOtherDec 15, 2023Jan 16, 2024 (32 d)
Guy S LambWells Fargo Advisors wirehouseFifth Third Wealth Advisors LLC bank affiliatedOtherNov 9, 2022Nov 16, 2022
Michael Steven MillmanU.S. Bancorp Investments, Inc. BD affiliatedFifth Third Wealth Advisors LLC bank affiliatedOtherNov 3, 2022Nov 21, 2022
Anders Arne WesleyNorthwest Asset Management independent RIAFifth Third Wealth Advisors LLC mixed wealthRIA to RIAAug 4, 2022May 11, 2026 (1376 d)
Kari Anderson BaerReilly, Fisher & Solomon Investment Advisors, Inc. unclassifiedFifth Third Wealth Advisors LLC bank affiliatedOtherJan 3, 2022Feb 14, 2024 (772 d)
Keith Gregary WatsonFifth Third Securities, Inc. BD affiliatedFifth Third Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 21, 2021Sep 24, 2021 (65 d)
Stephen Francis StarzecCetera Investment Advisers LLC BD affiliatedFifth Third Wealth Advisors LLC mixed wealthAffiliated broker-dealer or bank to independent RIAApr 19, 2021Aug 19, 2025 (1583 d)
Eric Benjamin HousmanFifth Third Securities, Inc. BD affiliatedFifth Third Wealth Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 4, 2021Apr 21, 2021 (76 d)
David C OlsonFifth Third Securities, Inc. BD affiliatedFifth Third Wealth Advisors LLC bank affiliatedOtherDec 23, 2020Nov 5, 2024 (1413 d)
Ryan Philip BierdsTruist Advisory Services, Inc. BD affiliatedFifth Third Wealth Advisors LLC bank affiliatedOtherSep 11, 2020Apr 25, 2024 (1322 d)
Dylan TuttleUBS Financial Services Inc. wirehouseFifth Third Wealth Advisors LLC bank affiliatedOtherMay 15, 2018Jun 15, 2023 (1857 d)
Mary Spalding RobbinsFranklin Street Advisors Inc. otherFifth Third Wealth Advisors LLC bank affiliatedOtherSep 5, 2017Jan 6, 2023 (1949 d)
Lea Rae LevinesBny Mellon Securities Corporation otherFifth Third Wealth Advisors LLC bank affiliatedOtherDec 31, 2015Feb 14, 2024 (2967 d)
Sarah R. WilliamsonUBS Financial Services Inc. wirehouseFifth Third Wealth Advisors LLC mixed wealthWirehouse to independent RIAApr 2, 2015Aug 19, 2025 (3792 d)
Tucker Morrison VeenisMid Atlantic Financial Management, Inc. otherFifth Third Wealth Advisors LLC bank affiliatedOtherMay 5, 2014Jan 22, 2024 (3549 d)
Susan B KubarGfo Advisory Services, LLC otherFifth Third Wealth Advisors LLC bank affiliatedOtherMay 14, 2012Feb 14, 2024 (4293 d)
Seth Adam ScholarCsi Capital Management Inc unclassifiedFifth Third Wealth Advisors LLC bank affiliatedOtherJun 9, 2011Dec 15, 2022 (4207 d)
Scott KremerLancaster Pollard Investment Advisory Group otherFifth Third Wealth Advisors LLC bank affiliatedOtherFeb 9, 2011Feb 28, 2023 (4402 d)
Kevin James SavonaAdvice And Planning Services otherFifth Third Wealth Advisors LLC bank affiliatedOtherJun 24, 2008Jul 20, 2023 (5504 d)
Scott Theodore CisloBb&T Asset Management, Inc. unclassifiedFifth Third Wealth Advisors LLC bank affiliatedOtherMar 31, 2008Nov 12, 2024 (6070 d)
Scott Thomas UlaszekCibc Private Wealth Advisors, Inc. otherFifth Third Wealth Advisors LLC mixed wealthOtherJan 29, 2007Aug 14, 2025 (6772 d)
Scott Donl BaileyTiaa-Cref Trust Company, Fsb unclassifiedFifth Third Wealth Advisors LLC bank affiliatedOtherNov 3, 2006Nov 6, 2024 (6578 d)
Laura Anne VassamilletNatcity Investments, Inc. unclassifiedFifth Third Wealth Advisors LLC bank affiliatedOtherApr 28, 2006Jan 10, 2024 (6466 d)
Adam Garrick WittanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFifth Third Wealth Advisors LLC mixed wealthWirehouse to independent RIAApr 17, 2006Jan 2, 2026 (7200 d)
Robert Michael PlazaA. G. Edwards & Sons, Inc. unclassifiedFifth Third Wealth Advisors LLC bank affiliatedOtherSep 15, 2003Oct 24, 2024 (7710 d)
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41 moves match.