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 Diversify 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 |
|---|---|---|---|---|---|
| William Carroll Parente | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2026 | Jun 30, 2026 |
| Adilene Calixtro | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2026 | Aug 28, 2026 |
| Lauren Parente Stapleton | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2026 | May 15, 2026 |
| Benjamin Thomas Newhouse | Integrated Advisors Network LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Aug 21, 2026 | Oct 1, 2025 |
| John Peter Newhouse | Integrated Advisors Network LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Aug 21, 2026 | Oct 1, 2025 |
| Jennifer Hope Newhouse | Integrated Advisors Network LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Aug 21, 2026 | Oct 30, 2025 |
| Stephen Scott Hall | Integrated Advisors Network LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Aug 21, 2026 | Oct 24, 2025 |
| Uma Ashok Khandkar | Stonebriar Wealth, LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Mar 6, 2026 | Mar 9, 2026 |
| Michael Mccabe | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2025 | Apr 10, 2025 |
| Janice Marie Powell | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2025 | Feb 22, 2024 |
| Peter R Burnham | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2025 | Dec 11, 2024 |
| Krista B Baker | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2025 | Mar 27, 2024 |
| Matthew Cordery Rigby | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2025 | Mar 27, 2024 |
| Robin Leon Andersen | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2025 | Mar 14, 2025 |
| Sara Ellen Hadad-Dembs | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2025 | Mar 13, 2025 |
| Tyler Haskell | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2025 | Mar 14, 2025 |
| Christopher Lynn Cook | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2025 | Mar 27, 2024 |
| Tyler James Fagergren | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2025 | Mar 4, 2024 |
| Todd Hills | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2025 | Mar 4, 2024 |
| Kye Daniel Moser | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2025 | Mar 27, 2024 |
| Jenifer Lalane Connors | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2025 | Mar 4, 2024 |
| Colton Austin Jensen | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2025 | Mar 27, 2024 |
| Ruben E Vilorio | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2025 | Mar 4, 2024 |
| Stephen Litman | Stifel, Nicolaus & Company, Incorporated national BD | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2025 | Feb 26, 2025 |
| Joseph Richards Broadbent | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2025 | Jan 7, 2025 |
| Gary Curtis Warnica | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2025 | Jan 7, 2025 |
| Michael Joseph Mchugh | Robert W. Baird & Co. Incorporated mixed wealth | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Oct 29, 2024 | Oct 7, 2024 |
| Breanne Nicole Polonia | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 27, 2024 | Mar 12, 2024 |
| Michael Patrick Mccann | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Jul 18, 2024 |
| James Joseph Mailliard | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Jul 18, 2024 |
| Patrick Buck Ming Eng | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Jul 18, 2024 |
| Michael Amado Larriva | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Jul 18, 2024 |
| Marc Edward Brock | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Jul 18, 2024 |
| Guadalupe Arambula Camargo | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Jul 18, 2024 |
| Bryant Armstrong | Diversify Wealth Management LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Jul 17, 2024 | Feb 5, 2024 |
| Jacob Alexander Cavaleri | Thrivent Advisor Network, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2024 | Jul 18, 2024 |
| David B Gardner | Caliber Wealth Management, LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Jul 16, 2024 | Mar 25, 2024 |
| Todd Michael Nuttall | Caliber Wealth Management, LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Jul 16, 2024 | Mar 25, 2024 |
| Madison Mae Forrest | Caliber Wealth Management, LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Jul 16, 2024 | Mar 27, 2024 |
| Ben Brackett | Caliber Wealth Management, LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Jul 16, 2024 | Mar 27, 2024 |
| Joseph William Adair | Caliber Wealth Management, LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Jul 16, 2024 | Mar 27, 2024 |
| Nicholas Brian Stecklein | North Capital independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Jun 10, 2024 | Mar 10, 2025 (273 d) |
| Eric Scott Koford | Diversify Advisory Services, LLC BD affiliated | Diversify Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 10, 2024 | May 14, 2024 |
| Timothy Kirkpatrick Whipple | Diversify Wealth Management, Inc. unclassified | Diversify Wealth Management, LLC independent RIA | Other | Mar 30, 2016 | Mar 5, 2024 (2897 d) |
| James E Spainhower | Diversify Wealth Management, Inc. unclassified | Diversify Wealth Management, LLC independent RIA | Other | Mar 30, 2016 | Mar 27, 2024 (2919 d) |
| Brad Lyons Wilson | Voya Financial Advisors, Inc. other | Diversify Wealth Management, LLC independent RIA | Other | Nov 27, 2002 | Jan 8, 2025 (8078 d) |
Page 1 of 1
46 moves match.