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 Wealthcare Capital Management 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
Richard Lee BartholomewWealthcare Capital Management LLC independent RIAFarther independent RIARIA to RIAJul 17, 2025Jul 1, 2025
Brad William MichelsWealthcare Capital Management LLC independent RIAFinancial Architects, Inc unclassifiedOtherAug 2, 2022May 1, 2013
Mitchell LudwigWealthcare Capital Management LLC independent RIAFsc Securities Corporation BD affiliatedRIA to affiliated broker-dealer or bankMar 9, 2021Apr 7, 2021
Peter Charles YergerWealthcare Capital Management LLC independent RIASowell Management independent RIARIA to RIAFeb 28, 2020Oct 8, 2020 (223 d)
Jennifer Beth ReddingerWealthcare Capital Management LLC independent RIADinuzzo Private Wealth, Inc. independent RIARIA to RIAApr 2, 2019Apr 8, 2019
Louis G FratesWealthcare Capital Management LLC independent RIAThompson Davis Asset Management independent RIARIA to RIAMar 29, 2019Mar 28, 2019
Steven Andrew CooperWealthcare Capital Management LLC independent RIACherry Bekaert Wealth Management LLC independent RIARIA to RIAAug 27, 2018Sep 11, 2018
Walter Andrew LaubWealthcare Capital Management LLC independent RIAAspire Wealth Architects no RAUMRIA to a newly registered adviserJul 30, 2018Aug 22, 2018
Caitlin Nmn CullyWealthcare Capital Management LLC independent RIAAspire Wealth Architects no RAUMRIA to a newly registered adviserJul 2, 2018Jun 30, 2018
John Joseph CullyWealthcare Capital Management LLC independent RIAAspire Wealth Architects no RAUMRIA to a newly registered adviserJul 2, 2018Jul 2, 2018
Ian CullyWealthcare Capital Management LLC independent RIAAspire Wealth Architects no RAUMRIA to a newly registered adviserJun 27, 2018Jun 28, 2018
Richard Lee BartholomewWealthcare Capital Management LLC independent RIAAdviceperiod, LLC independent RIARIA to RIAApr 2, 2018Apr 25, 2018
Michael George CamizziWealthcare Capital Management LLC independent RIAMillennium Advisory Services, Inc. independent RIARIA to RIAMar 27, 2018Apr 11, 2018
Ashley Hall CoakeWealthcare Capital Management LLC otherOlio Financial Planning otherOtherAug 8, 2017Jul 22, 2017
Daniel Charles MccarthyWealthcare Capital Management LLC otherWealthcare Advisory Partners LLC otherOtherJan 11, 2017Jan 11, 2017
Perry Lamar ChesneyWealthcare Capital Management LLC otherRed Rock Advisors unclassifiedOtherNov 25, 2016Mar 20, 2014
Audrey Wehr JonesWealthcare Capital Management LLC otherBauerle Financial, Inc otherOtherJan 22, 2014Apr 9, 2014 (77 d)
John Charles CorriganWealthcare Capital Management LLC otherPersonal Financial Experiences, LLC state registeredOtherSep 21, 2011Oct 7, 2011
Sarah Sau King MackWealthcare Capital Management LLC otherWells Fargo Advisors wirehouseOtherApr 21, 2011Jul 31, 2013 (832 d)
Thomas Rutherfoord FergusonWealthcare Capital Management LLC otherRiverfront Investment Group, LLC otherOtherOct 18, 2010Oct 27, 2010
Stuart Miller PorterfieldWealthcare Capital Management LLC otherCapitol Securities Management, Inc. otherOtherJul 27, 2009May 6, 2010 (283 d)
Jeremy Karl KuhlenWealthcare Capital Management LLC otherMentor Wealth Management unclassifiedOtherJun 30, 2009Jul 30, 2009
Raymond James ReibelWealthcare Capital Management LLC otherEdelman Financial Advisors LLC unclassifiedOtherMay 13, 2008Jun 11, 2008
Jennifer Lynn BerdellWealthcare Capital Management LLC otherWells Fargo Advisors wirehouseOtherNov 9, 2005Feb 9, 2006 (92 d)
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24 moves match.