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 Dixon Hughes Goodman Wealth Advisors 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
William Thompson SneedDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Clayton Lenhart ThorntonDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Dorsey Webster TyndallDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Ellen Hawke LindhDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Jason Andrew LunsfordDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 13, 2022
Carson Skottowe WannamakerDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Suzanne R. HolbertDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Dollie Beddingfield HalfordDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
William Fraser LairdDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 16, 2022
Sarah Karp CharlesDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Amy Elizabeth ManningDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Marie Christine HadwinDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Justin Robert BaasDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Ashley Witt IsraelDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Colby Brittan RobinsonDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
John Davis FlemingDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
David John KoppenhefferDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Adrian George Castner VassalloDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
Brooke Taylor StanfordDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 16, 2022
Steven Paul PhillipsDixon Hughes Goodman Wealth Advisors LLC independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIAAug 24, 2022Jun 1, 2022
David William WinnDixon Hughes Goodman Wealth Advisors LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJul 6, 2021Jul 2, 2021
Joe Philip MoserDixon Hughes Goodman Wealth Advisors LLC independent RIAFive Oceans Advisors independent RIARIA to RIAAug 24, 2020Jan 21, 2026 (1976 d)
Harry SchwarzDixon Hughes Goodman Wealth Advisors LLC otherBrown Edwards Wealth Strategies independent RIAOtherFeb 13, 2017Feb 16, 2017
Abram Doyle EarlyDixon Hughes Goodman Wealth Advisors LLC otherM Holdings Securities, Inc. otherOtherNov 18, 2011Mar 19, 2014 (852 d)
Mary Susan Brockington PerryDixon Hughes Goodman Wealth Advisors LLC otherWells Fargo Advisors wirehouseOtherJul 12, 2011Jul 14, 2011
Page 1 of 1
25 moves match.