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 Wilbanks, Smith & Thomas Asset Management, 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.

AdvisorFromToTypeLeftRegistered
Wayne Freeman WilbanksWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 13, 2024May 13, 2024
Lawrence Albert BernertWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 6, 2024May 6, 2024
Robert Downing MundinWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 6, 2024May 6, 2024
Stephen James BoweryWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 2, 2024May 2, 2024
Wayne Turner HouseWilbanks, Smith & Thomas Asset Management, LLC asset managerClearstead; Clearstead Advisory Solutions mixed wealthOtherMay 2, 2024May 2, 2024
Scott M MccluneyWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 29, 2024Apr 29, 2024
Paul Aaron FerwerdaWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Brianna Therese ShughrouWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Roger Herman ScheffelWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Connor Fraser Dabney FanneyWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Luke Hyma ScanlanWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Ryan StallardWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Caroline Wilkes PaceWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 25, 2024Apr 25, 2024
Thomas Francis Xavier McnallyWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 24, 2024Apr 24, 2024
Daniel Fralin PowellWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 23, 2024Apr 23, 2024
David James Kyle ElliottWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Mark Randall WardenWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Amie Slaton BatyWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Sophia Louise IvancichWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Daniel John PizetoskiWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Kurt Wilhelm EvertzWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Andrew Joshua AveryWilbanks, Smith & Thomas Asset Management, LLC independent RIAClearstead; Clearstead Advisory Solutions mixed wealthRIA to RIAApr 19, 2024Apr 21, 2024
Timothy Craig HucksWilbanks, Smith & Thomas Asset Management, LLC independent RIACapital Investment Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 28, 2023Apr 28, 2022
Alondra GarciaWilbanks, Smith & Thomas Asset Management, LLC independent RIAEllevest independent RIARIA to RIAJul 13, 2022Sep 23, 2022 (72 d)
Thomas Griffith BatesWilbanks, Smith & Thomas Asset Management, LLC independent RIATgb Asset Management, LLC state registeredRIA to a state-registered adviserOct 25, 2021Jul 30, 2026 (1739 d)
Adam CarllWilbanks, Smith & Thomas Asset Management, LLC independent RIAGoldman Sachs Wealth Services, L.P. BD affiliatedRIA to affiliated broker-dealer or bankDec 1, 2020May 15, 2025 (1626 d)
Ellen Wohlford AndersonWilbanks, Smith & Thomas Asset Management, LLC otherTull Financial Group, Inc. otherOtherOct 23, 2017Oct 17, 2017
Page 1 of 1
27 moves match.