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 Towers Watson Investment Services, 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
Scott A SchechingerTowers Watson Investment Services, Inc. institutionalRelation Wealth Management, Inc. mixed wealthOtherJun 11, 2026Apr 24, 2026
Mallory Ann SinghTowers Watson Investment Services, Inc. institutionalOnedigital institutionalOtherOct 31, 2025Oct 20, 2025
Kipp ReckTowers Watson Investment Services, Inc. institutionalEmpower Advisory Group, LLC BD affiliatedOtherOct 8, 2024Jun 22, 2026 (622 d)
Nathaniel Louis EcoffTowers Watson Investment Services, Inc. institutionalWaldron Private Wealth independent RIAOtherJan 24, 2020May 17, 2019
Michael John DudkowskiTowers Watson Investment Services, Inc. institutionalHightree Advisors, LLC unclassifiedOtherJan 24, 2020May 7, 2020 (104 d)
Christopher Sean AnastTowers Watson Investment Services, Inc. otherCapital Client Group, Inc. no RAUMOtherJul 27, 2017Aug 14, 2024 (2575 d)
Manuel Alfonso CarvalloTowers Watson Investment Services, Inc. no RAUMMoney Concepts Advisory Service otherOtherJan 31, 2012Sep 22, 2014 (965 d)
Martha Ann SpanoTowers Watson Investment Services, Inc. no RAUMUBS Financial Services Inc. wirehouseOtherJun 30, 2009Mar 7, 2016 (2442 d)
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8 moves match.