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 Wealthquest Financial Services, 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 |
|---|---|---|---|---|---|
| Jeffrey Stuart Chernitzer | Wealthquest Financial Services, LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Apr 19, 2018 | Apr 19, 2018 |
| Cheryl Ann Furlong | Wealthquest Financial Services, LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Apr 19, 2018 | Apr 19, 2018 |
| Rankin Theadore Ring | Wealthquest Financial Services, LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Apr 19, 2018 | Apr 19, 2018 |
| Sandra Lombrano Terronez | Wealthquest Financial Services, LLC other | Bogart Wealth, LLC independent RIA | Other | May 30, 2008 | Oct 26, 2022 (5262 d) |
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4 moves match.