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 Waverly Advisors, 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
Harrison Douglas SaundersWaverly Advisors, LLC independent RIASynovus Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 10, 2026Aug 27, 2026 (78 d)
Peter E LauterWaverly Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankApr 2, 2026May 20, 2026 (48 d)
James Thomas PechinWaverly Advisors, LLC independent RIAMclaughlin Asset Management, Inc. independent RIARIA to RIAJan 29, 2026May 27, 2026 (118 d)
Colin P CoineWaverly Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMay 9, 2025May 29, 2025
Nicholas James SturgisWaverly Advisors, LLC independent RIALido independent RIARIA to RIADec 23, 2024Jan 10, 2025
Daniel Mcclain HudspethWaverly Advisors, LLC independent RIABna Wealth independent RIARIA to RIADec 13, 2024Jan 17, 2025 (35 d)
Ryan Michael VaudrinWaverly Advisors, LLC independent RIAHolderness Investments Co independent RIARIA to RIAAug 12, 2024Aug 25, 2024
Nathan David SmithWaverly Advisors, LLC independent RIAOnedigital institutionalOtherSep 8, 2023Sep 18, 2023
Mary Patton Peeples GilmerWaverly Advisors, LLC independent RIASagespring Wealth Partners independent RIARIA to RIANov 11, 2021Dec 2, 2021
Irby Jones ThompsonWaverly Advisors, LLC independent RIARfg Advisory, LLC independent RIARIA to RIAJan 2, 2020Jan 3, 2020
Joshua Wyatt LancasterWaverly Advisors, LLC independent RIABrown Financial Advisory independent RIARIA to RIAAug 21, 2018Sep 12, 2018
Christopher Blair DriverWaverly Advisors, LLC otherDriver Capital, LLC unclassifiedOtherMay 4, 2017Jun 14, 2022 (1867 d)
James Andrew WebbWaverly Advisors, LLC otherFsa Investment Group, LLC otherOtherMar 24, 2015Jan 6, 2023 (2845 d)
James Samuel FitchWaverly Advisors, LLC otherBridgeworth Wealth Management otherOtherFeb 9, 2015Feb 17, 2015
Michael Christopher HallWaverly Advisors, LLC otherCharles Schwab & Co., Inc. national BDOtherJan 2, 2015Jan 26, 2015
Daniel KopackWaverly Advisors, LLC otherFsa Investment Group, LLC otherOtherFeb 11, 2013Apr 2, 2013 (50 d)
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16 moves match.