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 Brookwood Investment Group

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
Stephen Anthony CallahanCallahan Investment Advisor, LLC state registeredBrookwood Investment Group independent RIAOtherAug 20, 2026Jun 29, 2026
Otis Caleb BarnardWealthbuilders Investments independent RIABrookwood Investment Group independent RIARIA to RIAJul 7, 2026Jun 8, 2026
Claire Johnson AlexanderCrux Wealth Advisors independent RIABrookwood Investment Group independent RIARIA to RIAJun 15, 2026Aug 19, 2026 (65 d)
Terry Eugene DupontDupont Advisory Group unclassifiedBrookwood Investment Group independent RIAOtherDec 31, 2025Jan 23, 2026
Shawn Patrick KilmurrayMML Investors Services, LLC BD affiliatedBrookwood Investment Group independent RIAAffiliated broker-dealer or bank to independent RIASep 10, 2025Sep 23, 2025
Sergio Rivera VazquezEdward Jones national BDBrookwood Investment Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2025Oct 21, 2025 (106 d)
Ali El SayedBedrock Investment Advisors independent RIABrookwood Investment Group independent RIARIA to RIAMay 22, 2025Sep 11, 2025 (112 d)
Chris Chetwode BelchamberCb Investment Management unclassifiedBrookwood Investment Group independent RIAOtherApr 29, 2025May 2, 2025
Angelica RoxasSecure Investment Management, LLC independent RIABrookwood Investment Group independent RIARIA to RIAApr 22, 2025Mar 25, 2026 (337 d)
Philip Jeffrey LeeCas Wealth Strategies LLC unclassifiedBrookwood Investment Group independent RIAOtherDec 31, 2024Jan 6, 2025
Nicholas Adam BourRedwood Private Wealth independent RIABrookwood Investment Group independent RIARIA to RIADec 31, 2024Nov 22, 2025 (326 d)
Carlos Q IngramCornerstone Advisors LLC independent RIABrookwood Investment Group independent RIARIA to RIAOct 9, 2024May 6, 2025 (209 d)
Jonathan Leif HolljesRedwood Private Wealth independent RIABrookwood Investment Group independent RIARIA to RIASep 5, 2024May 2, 2025 (239 d)
Andrew Jacob KeehnOwlfi independent RIABrookwood Investment Group independent RIARIA to RIADec 21, 2023Jun 23, 2025 (550 d)
Terry Glenn RobinsonTerra Wealth independent RIABrookwood Investment Group independent RIARIA to RIAOct 12, 2023Aug 18, 2025 (676 d)
Steven Lester SchippelBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jun 8, 2023
Sandra Lynn CrookBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jun 21, 2023
Adam Leslie KleinBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jun 19, 2023
Stephen John CarusoBelpointe Asset Management LLC independent RIABrookwood Investment Group independent RIARIA to RIAJun 30, 2023Mar 25, 2026 (999 d)
Carol Jeanette PipitoneBelpointe Asset Management LLC independent RIABrookwood Investment Group independent RIARIA to RIAJun 30, 2023Dec 19, 2025 (903 d)
Robert William RaimondoBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jan 17, 2023
Daniel Robert AngeloneBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023Jul 5, 2023
Rostam Kevon AtefiBelpointe Asset Management LLC independent RIABrookwood Investment Group independent RIARIA to RIAJun 30, 2023Oct 22, 2025 (845 d)
Margaret Mary KoosaBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023May 8, 2023
David Earl HendershottBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 30, 2023May 8, 2023
Richard Sherman RogersBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 29, 2023Sep 27, 2023 (90 d)
Tracy Lynn CobbBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJun 29, 2023Jul 25, 2023
Cassie Seungrim KangBelpointe Asset Management LLC independent RIABrookwood Investment Group independent RIARIA to RIAJun 28, 2023Nov 29, 2025 (885 d)
Richard Gray MowrerFidelity Personal And Workplace Advisors BD affiliatedBrookwood Investment Group independent RIAAffiliated broker-dealer or bank to independent RIAMay 26, 2023Jan 6, 2025 (591 d)
Zachary Yale JonesNorthwestern Mutual Investment Services,LLC no RAUMBrookwood Investment Group no RAUMOtherApr 11, 2023Mar 2, 2023
Todd Justin MannBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherMar 29, 2023Feb 6, 2023
Brent William BurgesserBelpointe Asset Management LLC independent RIABrookwood Investment Group no RAUMOtherJan 27, 2023Jan 23, 2023
Christopher Ryan CoolidgeClearview Portfolio Consulting LLC state registeredBrookwood Investment Group no RAUMOtherMar 30, 2021Dec 26, 2023 (1001 d)
James Barrie HodgeTenet Capital LLC unclassifiedBrookwood Investment Group independent RIAOtherAug 17, 2007Nov 10, 2025 (6660 d)
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34 moves match.