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 Ascentis Independent 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
Christa MadisonCuri Capital, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAMay 7, 2026May 19, 2026
Elizabeth Christina De MuroProxy Freedom unclassifiedAscentis Independent Advisors, LLC independent RIAOtherJan 12, 2026Sep 6, 2025
Timothy Dean GriffithOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Timothy Paul MillerOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 9, 2026
Sarah Abigail BraceOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Jody Daniel HowardOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Stephanie Ann HunterOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 9, 2026
Julian Anthony KorberOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Thomas Clarkson WorthOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Brian Richard TinkerOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Joseph Clarence LearyOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Jeffrey J CismoskiOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Dominic J MessinaOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
George EliasOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
James Raymond NewmanOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Grant Christopher WilsonOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
Trevin Charles SeskeyOrg Partners independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIAJan 5, 2026Jan 8, 2026
James Louis MattFreedom Investment Management, Inc. independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIADec 16, 2025Jan 8, 2026
Michael Paul OttersonFreedom Investment Management, Inc. independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIADec 16, 2025Jan 8, 2026
Megan Leigh BrownDempsey Lord Smith, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIANov 18, 2025Aug 21, 2026 (276 d)
Colton Montgomery LightnerRaymond James Financial Services Advisors, Inc BD affiliatedAscentis Independent Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2025Oct 2, 2025
John Robert YoungRaymond James Financial Services Advisors, Inc BD affiliatedAscentis Independent Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 16, 2025Jun 16, 2025
Allen W LivingstonAllred Jackson Financial Planning, LLC state registeredAscentis Independent Advisors, LLC independent RIAOtherJun 9, 2025Dec 5, 2024
John ZamboangaNorthwestern Mutual Investment Services,LLC no RAUMAscentis Independent Advisors, LLC independent RIAOtherJan 2, 2024Feb 29, 2024 (58 d)
Mary E. AvellaKestra Advisory Services, LLC BD affiliatedAscentis Independent Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2023Sep 29, 2023
Benjamin James MarshallTownsquare Capital, LLC mixed wealthAscentis Independent Advisors, LLC independent RIARIA to RIAMay 30, 2023May 30, 2023
Shelley Dawn LofAmeriprise Financial Services, LLC national BDAscentis Independent Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2023Feb 1, 2024 (360 d)
Donna Marie GundersonAmeriprise Financial Services, LLC national BDAscentis Independent Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2023Jan 18, 2024 (349 d)
Gina Lee RypkemaAmeriprise Financial Services, LLC national BDAscentis Independent Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2023Jan 31, 2023
Nancy A MccoyneAmeriprise Financial Services, LLC national BDAscentis Independent Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2023Feb 1, 2024 (364 d)
James Gordon MillerIntervest International, Inc. independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIANov 9, 2022Aug 26, 2022
Francisco Blas SalasGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 21, 2022Sep 20, 2022
William Dale ByfordGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 19, 2022
John David PakGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Jonathan Miller LarsenGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Shannon Asher KujawaGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Lee Burton JonesGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Misty Dejon PorterGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Kelli Anne YoungGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 20, 2022
David Edward LeightonGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
David Michael EldridgeGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Todd Aaron SchneiderGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Jean-Paul Simon AfifGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 15, 2022
Timothy John DowdGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Nathan Gonzalo EnriquezGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 19, 2022
Matthew Thomas CatoneGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 15, 2022
Jordan Vander PoortenGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Jan 1, 2025 (834 d)
Page 1 of 1
47 moves match.