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
Departures from West Coast Financial, 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 |
|---|---|---|---|---|---|
| Steven A Weintraub | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 13, 2025 | Nov 24, 2025 (42 d) |
| Clayton Thomas Murdy | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 13, 2025 | Apr 1, 2025 |
| Kristen Elizabeth Koch | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 13, 2025 | Apr 1, 2025 |
| Jessica Katherine Layman | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 13, 2025 | Mar 9, 2026 (147 d) |
| Lisa Ann Neff | West Coast Financial, LLC independent RIA | Cerity Partners Retirement Plan Consultants institutional | Other | Apr 4, 2025 | Apr 1, 2025 |
| Joseph Eugene Ferreira | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 16, 2025 |
| Patrick Dane Corrigan | West Coast Financial, LLC independent RIA | Cerity Partners Retirement Plan Consultants institutional | Other | Apr 4, 2025 | Apr 1, 2025 |
| Jeremy Michael Runnels | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Jackson Paul Rabuck | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| James Clayton Weimer | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Jonathan Larson Bartfeld | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Sara Rose Feder | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Samuel Stuart Marshall | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Alissa Jade Rennacker | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Dalton William Dixon | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Ryan Scott Reiff | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Kyle Brian Lantow | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Andrew Vining Paulsen | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Jeffrey Michael Houghtby | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Riley David Johnson | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Aaron Edward Simmons | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Avalon Kathryn Denecochea | West Coast Financial, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 4, 2025 | Apr 1, 2025 |
| Katerina Evelyn Stern | West Coast Financial, LLC independent RIA | Ieq Capital, LLC independent RIA | RIA to RIA | Oct 11, 2021 | Sep 1, 2021 |
| Justin Michael Vlaanderen | West Coast Financial, LLC independent RIA | Maia Wealth independent RIA | RIA to RIA | Jan 26, 2021 | Feb 9, 2021 |
| Evan William Hunter | West Coast Financial, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 20, 2020 | Jul 24, 2020 (155 d) |
| Megan Kendall Van Den Mar | West Coast Financial, LLC independent RIA | Painted Porch Advisors LLC no RAUM | RIA to a newly registered adviser | Aug 8, 2019 | Jan 2, 2020 (147 d) |
| Brian Dennis Lloyd | West Coast Financial, LLC independent RIA | Painted Porch Advisors LLC independent RIA | RIA to RIA | Jun 17, 2019 | Jan 29, 2020 (226 d) |
| Aaron David Ritter | West Coast Financial, LLC other | Abundant Wealth Partners, LLC unclassified | Other | Jun 21, 2016 | Jul 22, 2016 (31 d) |
| Nathan Edward Cultice | West Coast Financial, LLC other | Castle Wealth Planning independent RIA | Other | Dec 11, 2006 | Aug 29, 2021 (5375 d) |
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29 moves match.