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 Wfa Asset Management Corp
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 |
|---|---|---|---|---|---|
| Nicholas Enea | Wfa Asset Management Corp independent RIA | Annex Wealth Management, LLC independent RIA | RIA to RIA | Dec 4, 2025 | Nov 13, 2025 |
| Marilou Davido | Wfa Asset Management Corp independent RIA | Annex Wealth Management, LLC independent RIA | RIA to RIA | Dec 4, 2025 | Nov 13, 2025 |
| Jake Robert Janicek | Wfa Asset Management Corp independent RIA | Annex Wealth Management, LLC independent RIA | RIA to RIA | Dec 4, 2025 | Nov 13, 2025 |
| Russell Joseph Enea | Wfa Asset Management Corp independent RIA | Annex Wealth Management, LLC independent RIA | RIA to RIA | Dec 4, 2025 | Nov 13, 2025 |
| Ryan Jeffrey Komas | Wfa Asset Management Corp independent RIA | Annex Wealth Management, LLC independent RIA | RIA to RIA | Dec 4, 2025 | Nov 13, 2025 |
| Michael James Tyler | Wfa Asset Management Corp independent RIA | Wealthspire Advisors independent RIA | RIA to RIA | Aug 23, 2024 | Sep 11, 2024 |
| Daniel Kenneth Smith | Wfa Asset Management Corp independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Oct 14, 2020 | Sep 28, 2020 |
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7 moves match.