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 Wechter Feldman Wealth Management, 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 |
|---|---|---|---|---|---|
| Gary Allan Herz | Wechter Feldman Wealth Management, Inc. independent RIA | Gyl Financial Synergies, LLC mixed wealth | RIA to RIA | Oct 1, 2021 | Oct 4, 2021 |
| Michael Lawrence Green | Wechter Feldman Wealth Management, Inc. independent RIA | Gyl Financial Synergies, LLC mixed wealth | RIA to RIA | Oct 1, 2021 | Oct 4, 2021 |
| Carlos Daniel Ruiz | Wechter Feldman Wealth Management, Inc. independent RIA | Financial Pathways unclassified | Other | Jan 7, 2020 | Jan 23, 2020 |
| Melissa Lauren Weisz | Wechter Feldman Wealth Management, Inc. other | Regentatlantic other | Other | Feb 13, 2017 | Mar 21, 2017 (36 d) |
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4 moves match.