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 Sc&H Wealth
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 |
|---|---|---|---|---|---|
| Andrew Lewis Hollingsworth Thompson | Sc&H Wealth independent RIA | Meta Wealth Advisory no RAUM | RIA to a newly registered adviser | Aug 13, 2025 | Aug 29, 2025 |
| Victoria Mary Trosset | Sc&H Wealth independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Jun 9, 2023 | Jun 14, 2023 |
| Timothy Page Chesser | Sc&H Wealth independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Aug 17, 2022 | Oct 26, 2022 (70 d) |
| Christopher Lee Deblanc | Sc&H Wealth independent RIA | Civvy Wealth LLC unclassified | Other | Dec 9, 2021 | Apr 14, 2022 (126 d) |
| Robert John Schmitt | Sc&H Wealth independent RIA | Verdence Capital Advisors, LLC independent RIA | RIA to RIA | Aug 10, 2021 | Aug 10, 2021 |
| Michael T Westwick | Sc&H Wealth other | Integrated Wealth Concepts LLC independent RIA | Other | May 24, 2016 | May 9, 2018 (715 d) |
| Audrey Bieber Drossner | Sc&H Wealth other | Symphonic Financial Advisors LLC other | Other | Jun 24, 2008 | Jun 27, 2008 |
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7 moves match.