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 The Welch Group, 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 |
|---|---|---|---|---|---|
| Jennifer Hamner Kendall | The Welch Group, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Nov 4, 2025 | Feb 5, 2026 (93 d) |
| Jonathan Luke Brooks | The Welch Group, LLC independent RIA | Bmss Wesson Wealth Solutions independent RIA | RIA to RIA | Oct 23, 2024 | Nov 1, 2024 |
| Ansley Grace Bridges | The Welch Group, LLC independent RIA | Lexington Hill Partners, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Jan 17, 2023 |
| Berkley Kelleher Bryan | The Welch Group, LLC independent RIA | Rockefeller Capital Management BD affiliated | RIA to affiliated broker-dealer or bank | Dec 2, 2021 | Feb 16, 2022 (76 d) |
| Brett Patrick Norris | The Welch Group, LLC independent RIA | Keen Wealth Advisors independent RIA | RIA to RIA | Jan 5, 2021 | Feb 2, 2021 |
| Henry Marshall Clay | The Welch Group, LLC other | Welch Investments, LLC other | Other | Dec 18, 2012 | Dec 19, 2012 |
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6 moves match.