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 Astra Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Laurence Maness | Wells Fargo Advisors wirehouse | Astra Wealth Management Group independent RIA | Wirehouse to independent RIA | Jun 23, 2026 | Jun 11, 2026 |
| Gregory Coleman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Astra Wealth Management Group independent RIA | Wirehouse to independent RIA | Apr 17, 2026 | Jun 18, 2026 (62 d) |
| Roddy Wayne Warren | Avior Wealth Management, LLC independent RIA | Astra Wealth Management Group independent RIA | RIA to RIA | Jul 16, 2025 | Jun 19, 2025 |
| Brandon James Anderson | LPL Enterprise, LLC no RAUM | Astra Wealth Management Group independent RIA | Other | Mar 28, 2025 | Mar 25, 2025 |
| Madison Day Broyles | Americana Partners, LLC independent RIA | Astra Wealth Management Group independent RIA | RIA to RIA | Dec 13, 2023 | Jan 24, 2024 (42 d) |
| Mark Filardi | Wells Fargo Advisors wirehouse | Astra Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 24, 2023 | May 15, 2023 |
| Candy Rene Hawkins | Wells Fargo Advisors wirehouse | Astra Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 24, 2023 | May 15, 2023 |
| Charles Andrew Evans | Wells Fargo Advisors wirehouse | Astra Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 24, 2023 | May 17, 2023 |
| Gail Carrion | Wells Fargo Advisors wirehouse | Astra Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 24, 2023 | May 15, 2023 |
| Steven Zurlis | Wells Fargo Advisors wirehouse | Astra Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 24, 2023 | May 15, 2023 |
| Bradley Thomas Vineyard | Wells Fargo Advisors wirehouse | Astra Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 24, 2023 | May 17, 2023 |
| Owen Turner Mccabe | Wells Fargo Advisors wirehouse | Astra Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 24, 2023 | May 15, 2023 |
| John Randall Darden | Wells Fargo Advisors wirehouse | Astra Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 24, 2023 | May 15, 2023 |
| Robert Edward Holland | Wells Fargo Advisors wirehouse | Astra Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 24, 2023 | May 17, 2023 |
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14 moves match.