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 Moran Wealth Management, 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
Brett Michael SlatteryWillis Investment Counsel Inc otherMoran Wealth Management, LLC independent RIAOtherFeb 25, 2026May 13, 2026 (77 d)
Charissa Ann KonzRaymond James & Associates, Inc. national BDMoran Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2026Mar 10, 2026
Trent Louis GrzegorczykResilient Financial Planning, LLC unclassifiedMoran Wealth Management, LLC independent RIAOtherMay 31, 2024Feb 15, 2024
Tyler William HardtPelican Bay Capital Management unclassifiedMoran Wealth Management, LLC independent RIAOtherFeb 24, 2023Jan 24, 2023
Michael John MonginWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 14, 2022
Julie RichWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 2, 2022
Kathleen Marie HergetWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 19, 2022
Jeffrey LebritonWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 12, 2022
Chelsea Rae GaneyWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 2, 2022
Ryan Elizabeth FrankWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 20, 2022
Thomas Michael MoranWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Aug 22, 2022
Shichen XuWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 8, 2022Mar 20, 2024 (590 d)
Christina ShawWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 24, 2022May 31, 2022
Richard A SimpsonWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 24, 2022May 31, 2022
Corey GrantWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 24, 2022May 31, 2022
Charles Edward ChesebroughWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 24, 2022May 31, 2022
Donald Edward DruryWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 6, 2022May 16, 2022
Kylen Shea O'KeeffeWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 6, 2022May 16, 2022
Mark Anthony MatosHbks Wealth Advisors independent RIAMoran Wealth Management, LLC independent RIARIA to RIAJan 21, 2022Jul 7, 2023 (532 d)
Andrew W BrowneMML Investors Services, LLC BD affiliatedMoran Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2018Apr 30, 2026 (2841 d)
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20 moves match.