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 Blueprint Financial 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
John Charles PanterPlan To Invest Capital Management, Inc. otherBlueprint Financial Advisors independent RIAOtherAug 17, 2026May 7, 2026
David Bart HillDiamond Wealth Management, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAAug 14, 2026Sep 4, 2026
Richard Darren SimonsDiamond Wealth Management, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAJul 21, 2026Jul 23, 2026
Adam Spencer CareyProsperity Capital Advisors independent RIABlueprint Financial Advisors independent RIARIA to RIAJul 16, 2026Aug 28, 2026 (43 d)
Ronald Todd SperryDiamond Wealth Management, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAJun 18, 2026Jun 17, 2026
Noel Zerna CajigasDiamond Wealth Management, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAJun 15, 2026May 4, 2026
Jonathan Hammond GardnerDiamond Wealth Management, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAJun 15, 2026May 1, 2026
Leah Grace WilliamsHornor, Townsend & Kent, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAFeb 6, 2026Feb 6, 2026
Luis Miguel DieguezHornor, Townsend & Kent, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAJan 26, 2026Jan 28, 2026
Patrick Jay GalvinHornor, Townsend & Kent, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAJan 26, 2026Jan 26, 2026
Bryan Carson WoodellHornor, Townsend & Kent, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAJan 23, 2026Jan 29, 2026
Robin Renee WoodellHornor, Townsend & Kent, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAJan 23, 2026Jan 23, 2026
Michael Ashley CaslinEdward Jones national BDBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2025Dec 12, 2025
Marvin Brent MorseMorse Capital Partners, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIANov 10, 2025Jun 16, 2026 (218 d)
Robert Mallory FreemanMorse Capital Partners, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIANov 10, 2025Oct 1, 2025
Michael L AllisonNewedge Advisors BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2025Aug 25, 2025
Jeffrey Marlin PhillipsOsaic Wealth, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 4, 2025
Lori Hooper HaddockOsaic Wealth, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 4, 2025
William Bradley SmithOsaic Wealth, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 4, 2025
Dwain Michael GullionOsaic Wealth, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 4, 2025
Richard Van Dyke WestoverOsaic Wealth, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 5, 2025
Graham Andrew JonesOsaic Wealth, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 4, 2025
Shepard Clay OttawayOsaic Wealth, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 4, 2025
Bradley Gene NagelNavigen Wealth Management independent RIABlueprint Financial Advisors independent RIARIA to RIAMay 20, 2025Apr 15, 2025
Brian John VerseyNavigen Wealth Management independent RIABlueprint Financial Advisors independent RIARIA to RIAMay 20, 2025Apr 16, 2025
Christopher Allan WattsKeystone Financial Group, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAFeb 20, 2025Feb 20, 2025
Hunter Mirek BoydKeystone Financial Group, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAFeb 19, 2025Feb 13, 2025
Eric J WarrenSpartan Planning Group independent RIABlueprint Financial Advisors independent RIARIA to RIAJan 8, 2025Jan 7, 2025
Steven John MrozekBfc Planning, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 29, 2024Jul 29, 2024
David L RogersEdward Jones national BDBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2024Jun 21, 2024
Nicholas Andrew DavisRaymond James Financial Services Advisors, Inc BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2024Jun 24, 2024 (34 d)
Sarah Lee DavisRaymond James Financial Services Advisors, Inc BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2024Jun 24, 2024 (34 d)
David M WentlandMsh Capital Advisors LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAFeb 21, 2024Feb 13, 2024
Christopher B. KemperCambridge Investment Research Advisors, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2023May 26, 2023
Melissa L MillerCambridge Investment Research Advisors, Inc. BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2023May 26, 2023
Brent Christopher EugenidesAvantax Advisory Services BD affiliatedBlueprint Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 19, 2023Apr 19, 2023
Michael Brian KomaraSolas Wealth unclassifiedBlueprint Financial Advisors independent RIAOtherMar 7, 2023Mar 5, 2024 (364 d)
Larry Wayne DeyoungBluegrass Capital Advisors, LLC unclassifiedBlueprint Financial Advisors no RAUMOtherDec 12, 2022Jul 19, 2022
Andrea Louise SwopeWoodbury Financial Services, Inc. BD affiliatedBlueprint Financial Advisors no RAUMOtherSep 30, 2022Oct 3, 2022
Adam Patrick SchererGreenbeat Financial LLC unclassifiedBlueprint Financial Advisors no RAUMOtherMay 3, 2022Mar 3, 2022
Johnny Brandon BerryCredit Union Investment Services state registeredBlueprint Financial Advisors independent RIAOtherOct 30, 2020Oct 14, 2025 (1810 d)
Page 1 of 1
41 moves match.