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 Domain Money 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
Jocelyn Diane MuehlbauerGradient Advisors, LLC independent RIADomain Money Advisors, LLC no RAUMOtherMay 15, 2026May 17, 2026
Brian Andrew TurnerFacet independent RIADomain Money Advisors, LLC no RAUMOtherApr 21, 2026Apr 24, 2026
Macy Rose Fingerhut ReimboldCreative Financial Designs, Inc. BD affiliatedDomain Money Advisors, LLC no RAUMOtherApr 20, 2026May 1, 2026
Alex Garner McdonaldFacet independent RIADomain Money Advisors, LLC no RAUMOtherApr 13, 2026Apr 28, 2026
Ramona Janina MaiorPfg Advisors independent RIADomain Money Advisors, LLC independent RIARIA to RIAMar 27, 2026Jun 3, 2026 (68 d)
Jeffrey Brandon EmmingerGreenway Wealth Advisors, LLC independent RIADomain Money Advisors, LLC no RAUMOtherMar 5, 2026Apr 1, 2026
John Brian SmithNorthstar Investment Advisory LLC no RAUMDomain Money Advisors, LLC no RAUMOtherMar 4, 2026Apr 14, 2026 (41 d)
Kate Frances LaportaRockefeller Capital Management BD affiliatedDomain Money Advisors, LLC no RAUMOtherFeb 20, 2026Apr 28, 2026 (67 d)
Alexandria Bethany Shockey TuckerSolidarity Wealth, LLC independent RIADomain Money Advisors, LLC no RAUMOtherFeb 20, 2026Apr 2, 2026 (41 d)
Kendall MeadeSofi Wealth LLC BD affiliatedDomain Money Advisors, LLC no RAUMOtherJan 21, 2026Jan 14, 2026
Thomas Robert WareingAe Wealth Management, LLC BD affiliatedDomain Money Advisors, LLC no RAUMOtherJan 15, 2026Feb 19, 2026 (35 d)
James Andrew MurphyNorthstar Investment Advisory LLC no RAUMDomain Money Advisors, LLC no RAUMOtherDec 10, 2025Dec 17, 2025
Erin Nicole GrayObsidian Personal Planning Solutions, LLC independent RIADomain Money Advisors, LLC no RAUMOtherDec 4, 2025Jun 12, 2025
Cody Michael WinterNorthstar Investment Advisory LLC no RAUMDomain Money Advisors, LLC no RAUMOtherNov 6, 2025Nov 18, 2025
Chelsea Ann HodlSynergy Fg independent RIADomain Money Advisors, LLC no RAUMOtherOct 17, 2025Sep 29, 2025
Carmina Victoria LongGoldman Sachs Asset Management, L.P. otherDomain Money Advisors, LLC independent RIAOtherAug 25, 2025Sep 2, 2026 (373 d)
Whitney Anne PappasCompound Planning, Inc. independent RIADomain Money Advisors, LLC no RAUMOtherJan 8, 2025Sep 9, 2025 (244 d)
Tyson FullerQ3 Advisors, LLC no RAUMDomain Money Advisors, LLC no RAUMOtherMay 23, 2024Apr 20, 2025 (332 d)
Julian FairchildFacet independent RIADomain Money Advisors, LLC no RAUMOtherDec 4, 2023Jan 15, 2025 (408 d)
Sara Emily WrightNorthwestern Mutual Investment Services,LLC no RAUMDomain Money Advisors, LLC no RAUMOtherNov 9, 2023Jan 16, 2026 (799 d)
Mitchell Alban KotheimerSequoia Financial Group, L.L.C. independent RIADomain Money Advisors, LLC no RAUMOtherSep 19, 2023Jan 25, 2024 (128 d)
Adrianna AdamsMorgan Stanley wirehouseDomain Money Advisors, LLC no RAUMOtherMar 2, 2023Mar 21, 2023
Julia Catherine GroseSchwab Wealth Advisory, Inc. no RAUMDomain Money Advisors, LLC no RAUMOtherNov 21, 2022Apr 2, 2026 (1228 d)
Brian MatthewsConcourse Financial Group Advisors BD affiliatedDomain Money Advisors, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 24, 2022Mar 21, 2023 (301 d)
Kathryn D SongSofi Wealth LLC independent RIADomain Money Advisors, LLC no RAUMRIA to a newly registered adviserDec 21, 2018Jan 28, 2024 (1864 d)
Beau D'AgostinoLearnvest Planning Services, LLC no RAUMDomain Money Advisors, LLC independent RIAOtherJun 7, 2018Jun 12, 2026 (2927 d)
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26 moves match.