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 Foguth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Camden Eric Riegel | River Raisin Investment Partners, Inc. independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Aug 5, 2026 | Jul 24, 2026 |
| Daniel L Anderson | Northwestern Mutual Investment Services,LLC no RAUM | Foguth Wealth Management, LLC. independent RIA | Other | Jul 9, 2026 | Jul 24, 2026 |
| James R Newman | Portside Wealth Group, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Jul 1, 2026 | Jul 24, 2026 |
| John Richard Kohout | Creativeone Wealth, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Jun 8, 2026 | Jun 18, 2026 |
| Cory James Hamlin | Kaizen Wealth Management, LLC state registered | Foguth Wealth Management, LLC. independent RIA | Other | Jun 3, 2026 | Jul 24, 2026 (51 d) |
| Lauren Borkowski | Strategic Advisers LLC national BD | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2026 | Jun 18, 2026 |
| Cory Robert Carlson | Hantz Financial Services, Inc. independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | May 15, 2026 | Jun 18, 2026 (34 d) |
| Daniel Louis Herzig | MML Investors Services, LLC BD affiliated | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Jul 24, 2026 (165 d) |
| Drew A. Green | Strategic Advisers LLC national BD | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2025 | Dec 9, 2025 |
| Andrew Nicholas Knapp | Hill Island Financial LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Nov 3, 2025 | Jan 20, 2026 (78 d) |
| Dylan Cole Kennedy | Creativeone Wealth, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Sep 24, 2025 | Sep 25, 2025 |
| Rhoda Vashti Woods | Perigon Wealth Management, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Sep 23, 2025 | Oct 16, 2025 |
| Teressa Hupfer | Pnc Wealth Management BD affiliated | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2025 | Aug 11, 2025 |
| Timothy Thomas Alfieri | Creativeone Wealth, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Jul 15, 2025 | Jan 6, 2026 (175 d) |
| Jacob Ryan Black | Blue Jay Financial Group, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | May 12, 2025 | Jul 25, 2025 (74 d) |
| David Andrew Lindley | Gem Asset Management, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Mar 20, 2025 | Sep 22, 2025 (186 d) |
| Wendy A Morin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Foguth Wealth Management, LLC. independent RIA | Wirehouse to independent RIA | Dec 11, 2024 | Dec 17, 2024 |
| William Cody Campbell | Atlas independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Dec 5, 2024 | Feb 19, 2025 (76 d) |
| Adam Charles Peak | Spc BD affiliated | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2024 | Nov 17, 2024 |
| Kade Douglas Peterson | Equitable Advisors, LLC national BD | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2024 | Nov 18, 2025 (378 d) |
| Benjamin Patrick Sellenraad | Sequent Planning, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Sep 17, 2024 | Oct 16, 2024 |
| Anthony Joseph Endress | Hantz Financial Services, Inc. independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Aug 29, 2024 | Sep 18, 2024 |
| Brad Nathaniel Rohde | Fidelity Personal And Workplace Advisors BD affiliated | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 27, 2024 | Jan 3, 2025 (129 d) |
| Vanessa Marie Thomas | Executive Wealth Management, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Aug 23, 2024 | Sep 6, 2024 |
| Kenneth Voog | MML Investors Services, LLC BD affiliated | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2024 | Aug 28, 2024 |
| James Tietema | Secure Asset Management, L.L.C. independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Jun 21, 2024 | Jul 11, 2025 (385 d) |
| Chad Peter Barrios | Usaa Investment Services Company no RAUM | Foguth Wealth Management, LLC. independent RIA | Other | May 29, 2024 | Sep 10, 2024 (104 d) |
| Caleb Marsh | Strategic Advisory Partners independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | May 28, 2024 | Jan 6, 2026 (588 d) |
| Seth Gregory Downing | Fisher Investments independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | May 2, 2024 | Jul 11, 2024 (70 d) |
| Leyland Angus Lindie | Alight Financial Advisors, LLC independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Feb 27, 2024 | Sep 6, 2024 (192 d) |
| Ryan Michael Gauche | Bridgeriver Advisors LLC state registered | Foguth Wealth Management, LLC. independent RIA | Other | Jan 10, 2024 | Jan 6, 2026 (727 d) |
| Bradley D Vey | Truadvice LLC mixed wealth | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Dec 13, 2023 | Sep 15, 2023 |
| Joseph Charles Wilkinson | Truadvice LLC mixed wealth | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Dec 13, 2023 | Sep 12, 2023 |
| Nicholas Gerard Calvaneso | Truadvice LLC mixed wealth | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Dec 13, 2023 | Jan 7, 2024 |
| Charles Edmund Dillon | Truadvice LLC mixed wealth | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Dec 13, 2023 | Sep 14, 2023 |
| Kevin Scott Beazley | Truadvice LLC mixed wealth | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Dec 13, 2023 | Sep 12, 2023 |
| Alexander Clark Pushman | Truadvice LLC mixed wealth | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Dec 13, 2023 | Sep 12, 2023 |
| Katie Marie Gushen | Truadvice LLC mixed wealth | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Dec 13, 2023 | Sep 15, 2023 |
| Jeremy Johnathon Mcmullen | Truadvice LLC mixed wealth | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Dec 13, 2023 | Sep 12, 2023 |
| Adam Christopher Spears | Truadvice LLC mixed wealth | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Dec 13, 2023 | Sep 27, 2023 |
| Charleen Nicole Maune | C2 Private Wealth independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Dec 1, 2023 | Dec 11, 2023 |
| Jeffrey A Newsome | Cg Advisory Services independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Nov 15, 2023 | Feb 21, 2024 (98 d) |
| Paul James Sullivan | Fidelity Personal And Workplace Advisors BD affiliated | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2023 | Jul 15, 2025 (615 d) |
| Sheila Ruth Maloney | Retirement Resources, LLC independent RIA | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Nov 2, 2023 | Nov 13, 2023 |
| Thomas J Myers | Cg Advisory Services independent RIA | Foguth Wealth Management, LLC. no RAUM | RIA to a newly registered adviser | Sep 11, 2023 | Oct 10, 2023 |
| James T Katikos | Morgan Stanley wirehouse | Foguth Wealth Management, LLC. independent RIA | Wirehouse to independent RIA | Aug 14, 2023 | Oct 3, 2024 (416 d) |
| Jeffrey Dennis | Fifth Third Securities, Inc. BD affiliated | Foguth Wealth Management, LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 26, 2023 | Sep 12, 2023 (78 d) |
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47 moves match.