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 Wealth Management 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
Kevin Sumner McgrewWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
Diane Coe DercherWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
Paul Lewis WatkinsWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
Matthew Dwayne IsonWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
Christopher M WurstWealth Management Advisors Inc independent RIARubinbrown Advisors LLC independent RIARIA to RIAMay 6, 2020May 1, 2020
Ronald Nelson SandersWealth Management Advisors Inc otherOne Advisory Partners, LLC no RAUMOtherMay 9, 2013Mar 22, 2012
Jonathan Lawrence BoozeWealth Management Advisors Inc otherOne Advisory Partners, LLC no RAUMOtherMay 9, 2013Mar 22, 2012
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7 moves match.