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 Wealth Development Strategies Investment Advisory, 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.

AdvisorFromToTypeLeftRegistered
Scott Allen BlackleyWealth Development Strategies Investment Advisory, Inc. state registeredRossby Financial, LLC independent RIAOtherOct 29, 2021May 22, 2024 (936 d)
Tommy J BrooksWealth Development Strategies Investment Advisory, Inc. state registeredHornor, Townsend & Kent, LLC BD affiliatedOtherOct 29, 2021Jun 20, 2019
Sonya Johnson TroullierWealth Development Strategies Investment Advisory, Inc. state registeredPruco Securities, LLC BD affiliatedOtherMay 28, 2020Jun 1, 2020
Teddy William AwuahWealth Development Strategies Investment Advisory, Inc. state registeredSphere, LLC unclassifiedOtherMar 5, 2019Feb 19, 2019
David Edgar CarbajalWealth Development Strategies Investment Advisory, Inc. state registeredPaul Comstock Partners independent RIAOtherMar 5, 2019Mar 25, 2019
Courtney Dannielle Lewis-WilliamsWealth Development Strategies Investment Advisory, Inc. state registeredTd Ameritrade Investment Management, LLC independent RIAOtherNov 28, 2018Dec 4, 2018
Charles Chizoba AdiWealth Development Strategies Investment Advisory, Inc. state registeredBlueprint 360 LLC state registeredOtherNov 28, 2018Feb 9, 2018
Josephine OlmsteadWealth Development Strategies Investment Advisory, Inc. state registeredPruco Securities, LLC BD affiliatedOtherNov 28, 2018Oct 1, 2018
Stephanie Irving BlakesWealth Development Strategies Investment Advisory, Inc. state registeredHornor, Townsend & Kent, LLC otherOtherMar 10, 2016May 22, 2013
Berkely R ArrantsWealth Development Strategies Investment Advisory, Inc. state registeredMML Investors Services, LLC otherOtherApr 3, 2014Feb 24, 2014
Peter Frederick AcquaroWealth Development Strategies Investment Advisory, Inc. state registeredSagepoint Financial, Inc. otherOtherDec 31, 2011Feb 25, 2014 (787 d)
Sonya Johnson TroullierWealth Development Strategies Investment Advisory, Inc. state registeredHornor, Townsend & Kent, LLC otherOtherDec 31, 2011Apr 2, 2007
Charles Chizoba AdiWealth Development Strategies Investment Advisory, Inc. state registeredHornor, Townsend & Kent, LLC otherOtherDec 31, 2011Dec 19, 2011
Jarrett Edward CohenWealth Development Strategies Investment Advisory, Inc. state registeredMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 16, 2010Nov 9, 2010
Geordie Marie HrdlickaWealth Development Strategies Investment Advisory, Inc. state registeredHornor, Townsend & Kent, LLC otherOtherAug 30, 2010Apr 2, 2007
Patricia Ann MooreWealth Development Strategies Investment Advisory, Inc. state registeredValmark Advisers, Inc. otherOtherAug 30, 2010Aug 3, 2010
Preston David CherryWealth Development Strategies Investment Advisory, Inc. state registeredNfp Advisor Services, LLC otherOtherOct 9, 2009Feb 18, 2010 (132 d)
Michael Brett McmahonWealth Development Strategies Investment Advisory, Inc. state registeredNext Financial Group, Inc. otherOtherJan 9, 2008Apr 17, 2007
Jocelyn Diana WrightWealth Development Strategies Investment Advisory, Inc. state registeredLPL Financial LLC otherOtherOct 1, 2007May 23, 2007
Karen Siu Ing HoWealth Development Strategies Investment Advisory, Inc. state registeredNationwide Securities, LLC no RAUMOtherOct 1, 2007Aug 1, 2008 (305 d)
Jocelyn Diana WrightWealth Development Strategies Investment Advisory, Inc. state registered1717 Capital Management Company unclassifiedOtherDec 31, 2005Oct 31, 2002
Earl Eugene NewsomeWealth Development Strategies Investment Advisory, Inc. state registered1717 Capital Management Company unclassifiedOtherDec 16, 2003Oct 16, 2002
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22 moves match.