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 Wealthway Financial Advisors
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 |
|---|---|---|---|---|---|
| Cody Wayne Hawkins | Wealthway Financial Advisors independent RIA | Peacelink Financial Planning state registered | RIA to a state-registered adviser | Nov 18, 2024 | Aug 9, 2024 |
| Andrea L Rice | Wealthway Financial Advisors independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Aug 19, 2023 | Aug 30, 2023 |
| Allison Kay Dubreuil | Wealthway Financial Advisors independent RIA | Greystone Financial Group, LLC independent RIA | RIA to RIA | Aug 4, 2023 | Sep 26, 2023 (53 d) |
| Joshua Remson Stromberg | Wealthway Financial Advisors independent RIA | Divergent Planning independent RIA | RIA to RIA | Jan 3, 2022 | Jan 3, 2022 |
| Kevin John Zywna | Wealthway Financial Advisors other | Waypoint Advisors, LLC other | Other | Jan 10, 2003 | Jan 28, 2003 |
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5 moves match.