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 Range Advisory, 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
Connor Scott BlackFortis Capital Management LLC independent RIARange Advisory, LLC independent RIARIA to RIAAug 19, 2026Aug 14, 2026
Matthew Thomas StonichStrategic Advisers LLC national BDRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2026Aug 28, 2026 (45 d)
Spencer CroftNorthwestern Mutual Investment Services,LLC no RAUMRange Advisory, LLC independent RIAOtherJun 12, 2026Jul 2, 2026
Jonathan Peter KoumasStrategic Advisers LLC national BDRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2026May 26, 2026
Jillian Jean ToomeyMorgan Stanley wirehouseRange Advisory, LLC independent RIAWirehouse to independent RIAMay 11, 2026Aug 21, 2026 (102 d)
Sean Michael DannCreative Planning independent RIARange Advisory, LLC independent RIARIA to RIAMar 20, 2026Mar 19, 2026
Faisal MagsiProstatis Financial Advisors Group independent RIARange Advisory, LLC independent RIARIA to RIAMar 12, 2026Apr 2, 2026
Tyler GahsStifel, Nicolaus & Company, Incorporated national BDRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 6, 2026Mar 16, 2026
Manuel Alejandro CarranzaKestra Advisory Services, LLC BD affiliatedRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 18, 2026Mar 16, 2026
Clare Elizabeth DandridgeRockefeller Capital Management BD affiliatedRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2026Jan 20, 2026
Joseph DelashoUBS Financial Services Inc. wirehouseRange Advisory, LLC independent RIAWirehouse to independent RIAJan 2, 2026Jan 8, 2026
Jack Ryan KornutikUBS Financial Services Inc. wirehouseRange Advisory, LLC independent RIAWirehouse to independent RIADec 18, 2025Jan 6, 2026
Matthew Arthur RagoneMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRange Advisory, LLC independent RIAWirehouse to independent RIANov 5, 2025Nov 13, 2025
Yakov ZikvashviliBtg Pactual Asset Management US , LLC asset managerRange Advisory, LLC independent RIAOtherOct 3, 2025Nov 16, 2025 (44 d)
Emily Elizabeth PlattWealthspire Advisors independent RIARange Advisory, LLC independent RIARIA to RIASep 17, 2025Sep 23, 2025
Thomas Robert CallahanStrategic Advisers LLC national BDRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2025Sep 23, 2025
Joseph Lewis PowandaModera Wealth Management, LLC independent RIARange Advisory, LLC independent RIARIA to RIASep 5, 2025Sep 11, 2025
Dennis Ernesto EliasAndersen independent RIARange Advisory, LLC independent RIARIA to RIAAug 18, 2025Sep 9, 2025
Justin June Won KimCreative Planning independent RIARange Advisory, LLC independent RIARIA to RIAJul 7, 2025Jul 17, 2025
Dylan MontalEmpower Advisory Group, LLC BD affiliatedRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Nov 16, 2025 (138 d)
Lauren Marie CataneoBlackrock Investment Management, LLC otherRange Advisory, LLC independent RIAOtherJun 2, 2025Nov 17, 2025 (168 d)
Jackson Mathias BrownGhp Investment Advisors Inc independent RIARange Advisory, LLC independent RIARIA to RIAApr 25, 2025Jul 2, 2025 (68 d)
Spencer T EngelkeCetera Planning Partners independent RIARange Advisory, LLC independent RIARIA to RIAApr 21, 2025Apr 29, 2025
Brianna Marie MatroStrategic Advisers LLC national BDRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2025May 5, 2025 (31 d)
Kevin P OhanlonMorgan Stanley wirehouseRange Advisory, LLC independent RIAWirehouse to independent RIAJan 24, 2025Feb 9, 2025
Giovanni TisoCaptrust institutionalRange Advisory, LLC independent RIAOtherJan 22, 2025Feb 9, 2025
Robert John GlotfeltyBetterment independent RIARange Advisory, LLC independent RIARIA to RIAJan 7, 2025Feb 9, 2025 (33 d)
Jewels Agustin OliquianoColdstream Wealth Management independent RIARange Advisory, LLC independent RIARIA to RIAJan 6, 2025Feb 9, 2025 (34 d)
Julienne Eve EgofskeCorient independent RIARange Advisory, LLC independent RIARIA to RIADec 31, 2024Feb 9, 2025 (40 d)
Vasilios Paul RajendraRaymond James & Associates, Inc. national BDRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2024Feb 9, 2025 (47 d)
Emily Louise DarosaSeven Mile Advisory LLC independent RIARange Advisory, LLC independent RIARIA to RIADec 2, 2024Feb 9, 2025 (69 d)
Nina DoehrmanAdero Partners, LLC independent RIARange Advisory, LLC independent RIARIA to RIANov 1, 2024Jan 16, 2026 (441 d)
Joshua David MorrisStrategic Financial Planning, Inc. independent RIARange Advisory, LLC independent RIARIA to RIAOct 25, 2024Nov 4, 2024
Yosef GhebrayBetterment independent RIARange Advisory, LLC independent RIARIA to RIASep 26, 2024Oct 10, 2024
Brooklyn GormlyStepp & Rothwell Inc independent RIARange Advisory, LLC independent RIARIA to RIAMay 23, 2024Jun 26, 2024 (34 d)
Bradford Clayton JeterJ.P. Morgan Securities LLC wirehouseRange Advisory, LLC independent RIAWirehouse to independent RIAMay 9, 2024May 16, 2024
Dylan Randall RaddatzFidelity Personal And Workplace Advisors BD affiliatedRange Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 10, 2024Apr 30, 2024
Cassidy MurphyFintrust Capital Advisors, LLC mixed wealthRange Advisory, LLC independent RIARIA to RIANov 13, 2023Dec 15, 2023 (32 d)
Samuel Kessler SwensonCgn Advisors, LLC independent RIARange Advisory, LLC independent RIARIA to RIASep 20, 2023Sep 11, 2023
Kirstyn Leigh SimonJ.P. Morgan Securities LLC wirehouseRange Advisory, LLC independent RIAWirehouse to independent RIASep 17, 2023Sep 25, 2023
Ryan KlemmCompound Advisers, Inc. independent RIARange Advisory, LLC independent RIARIA to RIASep 13, 2023Feb 26, 2024 (166 d)
Mark Allen StancatoBrooklyn Fi, LLC independent RIARange Advisory, LLC no RAUMOtherMay 25, 2023Jun 14, 2023
Graham Patterson VersawCapasso Planning Partners LLC independent RIARange Advisory, LLC no RAUMRIA to a newly registered adviserOct 15, 2022Oct 14, 2022
Danielle Carlotta AlcideFacet independent RIARange Advisory, LLC no RAUMRIA to a newly registered adviserSep 27, 2022Jun 18, 2023 (264 d)
Jeffrey A LopezTitleist Capital, LLC independent RIARange Advisory, LLC independent RIARIA to RIAJul 18, 2022Jan 11, 2024 (542 d)
Mark A CecchiniRockwood Wealth Management, LLC independent RIARange Advisory, LLC no RAUMRIA to a newly registered adviserMay 5, 2022Jul 13, 2022 (69 d)
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46 moves match.