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 Evertern Wealth, 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 |
|---|---|---|---|---|---|
| Tyler Stephens | UBS Financial Services Inc. wirehouse | Evertern Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 24, 2026 | Jul 23, 2026 (90 d) |
| Michael Hodges Heiser | UBS Financial Services Inc. wirehouse | Evertern Wealth, LLC independent RIA | Wirehouse to independent RIA | Apr 13, 2026 | Jul 28, 2026 (106 d) |
| Michael James Lundon | UBS Financial Services Inc. wirehouse | Evertern Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 10, 2026 | Apr 6, 2026 |
| Jason Erik Stephens | UBS Financial Services Inc. wirehouse | Evertern Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 10, 2026 | Apr 6, 2026 |
| Brett Jordan Schumbacker | UBS Financial Services Inc. wirehouse | Evertern Wealth, LLC independent RIA | Wirehouse to independent RIA | Apr 10, 2026 | Aug 20, 2026 (132 d) |
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5 moves match.