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 Brady Martz Wealth Solutions, 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 |
|---|---|---|---|---|---|
| Logan James Zeisler | Mariner BD affiliated | Brady Martz Wealth Solutions, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2026 | Jul 27, 2026 |
| Ted Andrew Ferik | Avantax Advisory Services BD affiliated | Brady Martz Wealth Solutions, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2025 | Jul 25, 2025 |
| Zachary William Motl | Northwestern Mutual Investment Services,LLC no RAUM | Brady Martz Wealth Solutions, LLC independent RIA | Other | May 2, 2025 | May 14, 2025 |
| Brian Paul Fisher | Avantax Planning Partners, Inc. BD affiliated | Brady Martz Wealth Solutions, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 17, 2024 | Jul 19, 2024 |
| Jason John Ernst | Avantax Planning Partners, Inc. BD affiliated | Brady Martz Wealth Solutions, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 13, 2024 | Jul 19, 2024 |
| Monica Lynn Murphy | Avantax Planning Partners, Inc. BD affiliated | Brady Martz Wealth Solutions, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 13, 2024 | Jul 19, 2024 |
| Jonathan Andrew Beehler | Avantax Planning Partners, Inc. BD affiliated | Brady Martz Wealth Solutions, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 13, 2024 | Jul 19, 2024 |
| Stephanie Lynn Bussan | Creative Planning independent RIA | Brady Martz Wealth Solutions, LLC no RAUM | RIA to a newly registered adviser | Jun 10, 2024 | Jul 15, 2024 (35 d) |
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8 moves match.