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 Alongside, 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 |
|---|---|---|---|---|---|
| Sarah Estrella Villalobos | Commonwealth Financial Network national BD | Alongside, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2026 | Jul 1, 2026 |
| Dustin Scott Millard | Commonwealth Financial Network national BD | Alongside, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2026 | Jul 1, 2026 |
| Kevin Jeffrey Christensen | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Other | Dec 31, 2025 | Dec 1, 2025 |
| Daniel Stephen Sinnen | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Other | Dec 31, 2025 | Dec 1, 2025 |
| Timothy James Demuth | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Other | Dec 31, 2025 | Dec 1, 2025 |
| Noel Patrick Soderblom | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Other | Dec 23, 2025 | Jun 4, 2025 |
| Sean Scruggs | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 2, 2025 |
| Jeremy Phillip Keil | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 2, 2025 |
| Peter Michael Lee | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 2, 2025 |
| Matthew Thomas Swarbrick | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 2, 2025 |
| Jason Samoon Jupiterwala | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 2, 2025 |
| Joseph Brandenburg | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 4, 2025 |
| Brian Wayne Elliott | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 2, 2025 |
| John M. Kurcz | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 2, 2025 |
| Patrick Scanlan | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 5, 2025 |
| Evan David Salentine | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 2, 2025 |
| Daria Joanna Zalewska | Thrivent Advisor Network, LLC BD affiliated | Alongside, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2025 | Jun 20, 2025 |
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17 moves match.