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 Wilmington Trust Investment 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.

Advisor	From	To	Type	Left	Registered
Camilla B Merrick	Wilmington Trust Investment Advisors, Inc. other	Key Investment Services LLC BD affiliated	Other	May 7, 2026	May 28, 2026
Amy Jo Mayhew	Wilmington Trust Investment Advisors, Inc. other	LPL Financial LLC BD affiliated	Other	Jan 22, 2026	Aug 25, 2026 (215 d)
Joel C Dimartino	Wilmington Trust Investment Advisors, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 31, 2025	Nov 14, 2025 (106 d)
Terri Fogarty Rumans	Wilmington Trust Investment Advisors, Inc. other	LPL Financial LLC BD affiliated	Other	Jun 17, 2025	Apr 23, 2026 (310 d)
Gregory William Timeranko	Wilmington Trust Investment Advisors, Inc. other	Snowden Capital Advisors LLC BD affiliated	Other	Jan 17, 2024	May 8, 2024 (112 d)
Tyler Valerio Calder	Wilmington Trust Investment Advisors, Inc. other	LPL Financial LLC independent RIA	Other	May 16, 2022	Jun 1, 2022
Cynthia Rose Stroik	Wilmington Trust Investment Advisors, Inc. other	The Retirement Corporation Of America bank affiliated	Other	Sep 13, 2021	Oct 1, 2021
James Edward Fisher	Wilmington Trust Investment Advisors, Inc. other	Truist Advisory Services, Inc. BD affiliated	Other	Nov 1, 2018	Oct 12, 2021 (1076 d)
Todd Robert Murphy	Wilmington Trust Investment Advisors, Inc. other	Garrison Murphy Wealth Management, LLC independent RIA	Other	Jul 25, 2018	Jul 30, 2021 (1101 d)
Edward A Bird	Wilmington Trust Investment Advisors, Inc. other	M&T Securities, Inc. unclassified	Other	Jul 25, 2018	Apr 23, 2015
Eric Bradford Paul	Wilmington Trust Investment Advisors, Inc. other	Edward Jones national BD	Other	Sep 26, 2017	Aug 11, 2017
David Andrew Trossman	Wilmington Trust Investment Advisors, Inc. other	Passive Capital Management, LLC independent RIA	Other	Mar 14, 2016	Jan 1, 2026 (3580 d)
David Lawrence Crabtree	Wilmington Trust Investment Advisors, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Mar 14, 2016	Mar 26, 2026 (3664 d)
Valerie Joan Gospodarek	Wilmington Trust Investment Advisors, Inc. other	Vg Financial Consulting, LLC state registered	Other	Mar 14, 2016	Mar 7, 2017 (358 d)
Thomas Vincent Bonvissuto	Wilmington Trust Investment Advisors, Inc. other	Financial Consulate other	Other	Jan 10, 2014	Oct 14, 2013
Bradley Alan Williams	Wilmington Trust Investment Advisors, Inc. other	Lowe Wealth Advisors, LLC other	Other	Jan 10, 2014	Dec 23, 2014 (347 d)
Thomas J Mcgimpsey	Wilmington Trust Investment Advisors, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	May 22, 2013	Jun 21, 2021 (2952 d)
Thomas Elliott Baker	Wilmington Trust Investment Advisors, Inc. other	Sandhill Investment Management independent RIA	Other	Nov 6, 2012	Jun 6, 2021 (3134 d)
Nicholas Joseph Gagliardo	Wilmington Trust Investment Advisors, Inc. other	Advice And Planning Services other	Other	Sep 6, 2012	Dec 22, 2014 (837 d)
Rajiv Randhir Vyas	Wilmington Trust Investment Advisors, Inc. other	Genter Capital Management independent RIA	Other	Nov 3, 2010	Mar 30, 2020 (3435 d)
Suzanne Mckenna Moran	Wilmington Trust Investment Advisors, Inc. other	Td Private Client Wealth LLC other	Other	Aug 31, 2010	Jan 9, 2017 (2323 d)
Bradley Scott Eaton	Wilmington Trust Investment Advisors, Inc. other	S.E.E.D. Planning Group, LLC independent RIA	Other	May 27, 2009	Nov 29, 2022 (4934 d)
Van Buren Davis	Wilmington Trust Investment Advisors, Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Mar 5, 2009	Apr 26, 2021 (4435 d)
James George Walls	Wilmington Trust Investment Advisors, Inc. other	M&T Securities, Inc. unclassified	Other	Nov 10, 2008	Jul 7, 2008
Nathaniel Sartell Prentice	Wilmington Trust Investment Advisors, Inc. other	Oppenheimer & Co. Inc. other	Other	Mar 24, 2008	Apr 11, 2008
Scot Andrew Millen	Wilmington Trust Investment Advisors, Inc. other	Baltimore Washington Financial Advisors Inc other	Other	Sep 10, 2007	Nov 19, 2007 (70 d)
Barry William Randall	Wilmington Trust Investment Advisors, Inc. other	Crabtree Asset Management L.L.C. unclassified	Other	May 1, 2007	Jan 13, 2014 (2449 d)
Clyde Lamb Randall	Wilmington Trust Investment Advisors, Inc. other	Bolton Investment other	Other	Aug 2, 2006	Mar 5, 2008 (581 d)
Nicholas Charles Ey	Wilmington Trust Investment Advisors, Inc. other	M&T Securities, Inc. unclassified	Other	Aug 2, 2006	Jun 17, 2003
Barbara Lascuola Rishel	Wilmington Trust Investment Advisors, Inc. other	Citigroup Global Markets Inc. other	Other	Aug 2, 2006	Feb 17, 2006
Bernard Edward Reidy	Wilmington Trust Investment Advisors, Inc. other	Boyd Watterson Asset Management, LLC other	Other	Mar 11, 2004	Nov 30, 2005 (629 d)
David Gary Robertson	Wilmington Trust Investment Advisors, Inc. other	Investment Counselors Of Maryland other	Other	Mar 11, 2004	Jul 31, 2003
Steven Mark Gradow	Wilmington Trust Investment Advisors, Inc. other	Morley Capital Management, Inc. other	Other	Jul 5, 2002	Oct 31, 2002 (118 d)

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33 moves match.