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 Wms Partners, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nathan Richardson Allen | Wms Partners, LLC asset manager | Hb Wealth independent RIA | Other | Jun 27, 2025 | Jan 29, 2025 |
| Lisa Antoinette Edwards | Wms Partners, LLC asset manager | Choreo, LLC independent RIA | Other | Feb 18, 2025 | Jan 28, 2026 (344 d) |
| Bryan Michael Lopez | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 10, 2025 | Jan 22, 2025 |
| Todd Michael Wickwire | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 8, 2025 | Jan 31, 2025 |
| Martin Joseph Eby | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 7, 2025 | Jan 29, 2025 |
| Chad Joseph Norfolk | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 7, 2025 | Jan 22, 2025 |
| Jeffrey Leigh Hill | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 7, 2025 | Feb 5, 2025 |
| Daniel John Mento | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 7, 2025 | Jan 22, 2025 |
| Lesa Lea Crosser | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Samuel Porter Callard | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 16, 2026 (378 d) |
| John Bernard Finigan | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Hugh William Palmer | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Sean Anderson | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Harrison D Rafiq | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Amelia Claire Huppert | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Paul A Speargas | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 1, 2026 (335 d) |
| Zakia Khan Weber | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 31, 2025 |
| Rebecca Jane Streamo | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 31, 2025 |
| Timothy Robert Riley | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 31, 2025 |
| Zachary M. Ruchman | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 31, 2025 |
| Joel Jerome Houck | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 1, 2026 (336 d) |
| Christopher Brian Walczak | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 22, 2025 |
| Joshua F Rowe | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 24, 2025 |
| Eric Matthew Bland | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 24, 2025 |
| Malgorzata Elashmawy | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Alexander Robert Price | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 22, 2025 |
| Kaitlin Carlson Zook | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Kyle Anthony Cotoia | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Natalie Ellender Whelton | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Eun Suk Ha | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 24, 2025 |
| Kelly Moore Nowottnick | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 26, 2026 (361 d) |
| Andrew Joseph Michaels | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 22, 2025 |
| Cari Pauline Elliott | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 24, 2025 |
| Michael Dante Mele | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Emilio Lincoln Egea | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 22, 2025 |
| Bryan Jacob Kelly | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 22, 2025 |
| Megan Victoria Belliveau | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Simeon Spruill | Wms Partners, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Aug 26, 2024 | Jan 23, 2025 (150 d) |
| Daniel Spencer Pereira | Wms Partners, LLC independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Apr 24, 2023 | Aug 22, 2023 (120 d) |
| Michael Robert Pirolli | Wms Partners, LLC independent RIA | Chesapeake Financial Advisors independent RIA | RIA to RIA | Apr 24, 2023 | May 10, 2023 |
| Nicholas Edward Cooper | Wms Partners, LLC independent RIA | Rmr Wealth Builders, Inc. independent RIA | RIA to RIA | Nov 3, 2022 | Jan 31, 2023 (89 d) |
| Maxine Dara Shevlin | Wms Partners, LLC independent RIA | Rtd Financial Advisors Inc independent RIA | RIA to RIA | Mar 10, 2022 | Oct 1, 2025 (1301 d) |
| Jessica Katherine Nyce Parker | Wms Partners, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 16, 2020 | Nov 30, 2021 (379 d) |
| Pace Roy Kessenich | Wms Partners, LLC independent RIA | Brightside Partners no RAUM | RIA to a newly registered adviser | Nov 26, 2019 | Nov 12, 2019 |
| Lauren Poe Watson | Wms Partners, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Nov 26, 2019 | Jun 16, 2020 (203 d) |
| Abigail Caso Holmes | Wms Partners, LLC independent RIA | Brightside Partners no RAUM | RIA to a newly registered adviser | Nov 26, 2019 | Nov 12, 2019 |
| Kevin Francis Mahon | Wms Partners, LLC independent RIA | Bbr Partners, LLC independent RIA | RIA to RIA | Mar 11, 2019 | Mar 29, 2021 (749 d) |
| Gregory Edward Blake | Wms Partners, LLC other | United Capital Financial Advisors other | Other | Apr 26, 2017 | Aug 21, 2017 (117 d) |
| Christine Michelle Buckley | Wms Partners, LLC other | Hwa Financial Group other | Other | Jun 18, 2012 | Dec 11, 2012 (176 d) |
| Phillip Andrew Dyer | Wms Partners, LLC other | Dyer Financial Advisory state registered | Other | Mar 14, 2003 | Nov 4, 2002 |
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50 moves match.