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 Terra Wealth
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dawn Edythe Campbell | Apollon Wealth Management, LLC independent RIA | Terra Wealth independent RIA | RIA to RIA | Dec 19, 2024 | Jan 24, 2025 (36 d) |
| Eric Daniel Gauthier | Val Vista Capital Management, LLC state registered | Terra Wealth independent RIA | Other | May 31, 2024 | May 1, 2024 |
| Bryan Matthew Dewhurst | Uncommon Wealth Partners, LLC state registered | Terra Wealth independent RIA | Other | Mar 17, 2023 | Mar 8, 2023 |
| Joseph Osborne | Primerica Advisors national BD | Terra Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 19, 2022 | Oct 20, 2022 |
| Ryan Biesinger Wall | Primerica Advisors national BD | Terra Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2022 | Oct 11, 2022 |
| Brian Robert Eckert | Primerica Advisors national BD | Terra Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2022 | Oct 17, 2022 |
| Marcus Joel White | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2022 | Sep 30, 2022 |
| Timothy Andrew Thompson | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 23, 2022 | Sep 16, 2022 |
| Jack Louis Knetter | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 23, 2022 | Sep 22, 2022 |
| Paul Richard Debuhr | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 23, 2022 | Sep 21, 2022 |
| Janelle Johnson Thompson | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 23, 2022 | Sep 16, 2022 |
| Taylor Jesse Thompson | Primerica Advisors national BD | Terra Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2022 | Oct 7, 2022 |
| Karen L Dins | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 20, 2022 | Sep 19, 2022 |
| Larry Alexander Celaya | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 19, 2022 | Sep 28, 2022 |
| Korey John Doucette | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 19, 2022 | Sep 23, 2022 |
| Klaine Michael Doucette | Primerica Advisors national BD | Terra Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2022 | Aug 10, 2023 (325 d) |
| Dillon Reza Kazemi | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 19, 2022 | Sep 30, 2022 |
| Aaron Ray Fisher | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 13, 2022 | Sep 9, 2022 |
| Richard Wilkinson | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 13, 2022 | Sep 12, 2022 |
| Michelle Wilkinson | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 13, 2022 | Sep 14, 2022 |
| James Morgan Shaffer | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 13, 2022 | Sep 9, 2022 |
| Justin Lee Pierce | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 13, 2022 | Sep 9, 2022 |
| William Mitchell Zerillo | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 13, 2022 | Sep 9, 2022 |
| Gregory Kent Diamond | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 12, 2022 | Aug 12, 2022 |
| William Carlisle Bone | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 8, 2022 | Aug 26, 2022 |
| William Jason Ogles | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 16, 2022 | Jul 26, 2022 (40 d) |
| Narsing Venkat Kommireddi | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 8, 2022 | Jul 26, 2022 (48 d) |
| Adam Denton Smith | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 8, 2022 | Jul 15, 2022 (37 d) |
| Roy Leon Matlock | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2022 | Jul 12, 2022 (64 d) |
| Joshua Mauk | Primerica Advisors national BD | Terra Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 21, 2022 | Jul 18, 2022 (88 d) |
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30 moves match.