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 Advisory Solutions 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 |
|---|---|---|---|---|---|
| Spencer Shelman | Palouse Capital Management, Inc. independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Aug 12, 2026 | Jun 1, 2026 |
| Devin Matthew Paine | Palouse Capital Management, Inc. independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Aug 12, 2026 | Jun 1, 2026 |
| Sharlee Lorene Cretors | Avior Wealth Management, LLC independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jul 2, 2026 | Jul 1, 2026 |
| Tiffany Elaine Riedel | Avior Wealth Management, LLC independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jul 2, 2026 | Jul 1, 2026 |
| Kurt Cretors | Avior Wealth Management, LLC independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jul 2, 2026 | Jul 1, 2026 |
| Kenneth Dale Bolton | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | Jul 16, 2026 (44 d) |
| Renee Robin Reksc | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Hoon Kang | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Matthew John Fevola | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | May 29, 2026 |
| Kelly Stecklein | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Kevin Krieg | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | May 7, 2026 |
| Nicholas Lance Seltun | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Taylor Thomas Leary | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Eric A Hallin | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 4, 2026 |
| Kathleen Thayer Rentz | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Wesley Chan-Young Kang | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Christian Seung-Ri Kang | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Michael P Reksc | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 2, 2026 | May 1, 2026 |
| Andrea Lynn Anastasio | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | May 11, 2026 |
| Ashley Nicole Eckles | Cs Planning Corp independent RIA | Advisory Solutions Group independent RIA | RIA to RIA | Jun 2, 2026 | Jul 6, 2026 (34 d) |
| Robert William Burns | Cs Planning Corp independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | Jun 1, 2026 | May 1, 2026 |
| Noemi Lopez Ortega | Union Capital Company independent RIA | Advisory Solutions Group no RAUM | RIA to a newly registered adviser | May 22, 2026 | May 1, 2026 |
Page 1 of 1
22 moves match.