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

Angel Richelle Way

Way Street Financial, LLCstate registeredBrunswick, OhIA-onlyIAPD 6262105

Feed of 09/14/2026

Also filed as Angel R Way

At current firm

2 y

since Jun 24, 2024

In the industry

13 y

since Feb 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/angel-wayreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Way Street Financial, LLC state registered current
since Jun 24, 2024 · Brunswick, Oh
Org Partners former
Aug 2, 2021 to Jun 25, 2024 · Brunswick, Oh
Wealthshield Partners, LLC independent RIA
Jun 12, 2020 to Jul 30, 2021 · Brunswick, Oh
Regal Investment Advisors LLC BD affiliated
Sep 1, 2017 to Jun 8, 2020 · Brunswick, Oh
Integrity Alliance, LLC BD affiliated
Nov 5, 2015 to Sep 1, 2017 · Hot Springs, Ar
Harvest Financial Group, LLC former
Oct 16, 2014 to Dec 22, 2015 · Richmond, Va
Hynes Advisory Group LLC state registered
Jun 13, 2014 to Oct 14, 2014 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Org Partners to Way Street Financial, LLC
left Jun 25, 2024, registered Jun 24, 2024 (-1 days) · RIA to a state-registered adviser
Wealthshield Partners, LLC to Org Partners
left Jul 30, 2021, registered Aug 2, 2021 (3 days) · RIA to a newly registered adviser · moved with a team
Regal Investment Advisors LLC to Wealthshield Partners, LLC
left Jun 8, 2020, registered Jun 12, 2020 (4 days) · Affiliated broker-dealer or bank to independent RIA
Integrity Alliance, LLC to Regal Investment Advisors LLC
left Sep 1, 2017, registered Sep 1, 2017 (0 days) · Other
Harvest Financial Group, LLC to Integrity Alliance, LLC
left Dec 22, 2015, registered Nov 5, 2015 (-47 days) · Other
Hynes Advisory Group LLC to Harvest Financial Group, LLC
left Oct 14, 2014, registered Oct 16, 2014 (2 days) · Other

Signals

Angel Richelle Way left Org Partners for Way Street Financial, Llc (registered 2024-06-24)
Jun 25, 2024 · 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: STATE REGISTEREDderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address