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.
Registered advisor
John Edward Levangie
Feed of 09/14/2026
At current firm
0 y
since Jul 15, 2026
In the industry
15 y
since Apr 1, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Darrow Wealth Management independent RIA currentsince Jul 15, 2026 · Needham, Ma
- Anchor Capital Advisors LLC mixed wealthMar 25, 2025 to Jun 26, 2026 · Boston, Ma
- Wedmont Private Capital independent RIAJun 6, 2022 to Jan 7, 2025 · Braintree, Ma
- Darrow Wealth Management independent RIAJun 8, 2021 to May 27, 2022 · Boston, Ma
- Gw & Wade, LLC formerOct 4, 2018 to May 28, 2021 · Wellesley, Ma
Moves
a registration end followed by a registration begin elsewhere
- Anchor Capital Advisors LLC to Darrow Wealth Managementleft Jun 26, 2026, registered Jul 15, 2026 (19 days) · RIA to RIA
- Wedmont Private Capital to Anchor Capital Advisors LLCleft Jan 7, 2025, registered Mar 25, 2025 (77 days) · RIA to RIA
- Darrow Wealth Management to Wedmont Private Capitalleft May 27, 2022, registered Jun 6, 2022 (10 days) · RIA to RIA
- Gw & Wade, LLC to Darrow Wealth Managementleft May 28, 2021, registered Jun 8, 2021 (11 days) · RIA to RIA
Signals
- John Edward Levangie left Anchor Capital Advisors Llc for Darrow Wealth Management (registered 2026-07-15)Jun 26, 2026 · Advisor changed firm · fact
- John Edward Levangie left Wedmont Private Capital for Anchor Capital Advisors Llc (registered 2025-03-25)Jan 7, 2025 · Advisor changed firm · fact
- John Edward Levangie left Darrow Wealth Management for Wedmont Private Capital (registered 2022-06-06)May 27, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address