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 Wheatland Advisors Inc

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.

AdvisorFromToTypeLeftRegistered
Paul James RitchieWheatland Advisors Inc independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 17, 2020Jun 29, 2023 (1046 d)
Robert Jude RussoliWheatland Advisors Inc independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 17, 2020Jun 29, 2023 (1046 d)
Galilee Thomas HarterWheatland Advisors Inc independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 17, 2020Jun 29, 2023 (1046 d)
Ernie Seaton IrwinWheatland Advisors Inc independent RIAJfs Wealth Advisors, LLC independent RIARIA to RIAAug 17, 2020Jan 25, 2023 (891 d)
Elizabeth Andes BrownWheatland Advisors Inc independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2020Jun 29, 2023 (1093 d)
Richard Paul HeiligWheatland Advisors Inc independent RIAChestnut Street Investment Counsel, LLC independent RIARIA to RIASep 20, 2019Jul 21, 2020 (305 d)
Jeremy Franklin StahlWheatland Advisors Inc independent RIAFma Advisory Inc independent RIARIA to RIAJul 12, 2019Jun 28, 2019
Michael Ryan MillerWheatland Advisors Inc independent RIAMillers Financial Group, LLC state registeredRIA to a state-registered adviserSep 11, 2018May 21, 2018
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8 moves match.