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 Wootton Financial Group 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dudley Irwin Lehmer | Wootton Financial Group Inc independent RIA | Pinkerton Wealth Partners independent RIA | RIA to RIA | Apr 14, 2026 | Mar 30, 2026 |
| Christopher Jason Wootton | Wootton Financial Group Inc independent RIA | Pinkerton Wealth Partners independent RIA | RIA to RIA | Apr 14, 2026 | Mar 30, 2026 |
| Craig Gordon Wear | Wootton Financial Group Inc other | Eagle Mountain Advisors, LLC unclassified | Other | Mar 1, 2017 | Mar 12, 2014 |
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3 moves match.