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 Wealthspire Retirement Advisory

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
Eszter Klara KochWealthspire Retirement Advisory otherKestra Advisory Services, LLC otherOtherOct 2, 2015Apr 21, 2016 (202 d)
Marjory Grannis BlackmerWealthspire Retirement Advisory otherNfp Advisor Services, LLC otherOtherOct 2, 2015Sep 1, 2015
Sara Lyn StrasserWealthspire Retirement Advisory otherNfp Advisor Services, LLC otherOtherOct 2, 2015Sep 1, 2015
Frederick James BlockWealthspire Retirement Advisory otherKestra Advisory Services, LLC otherOtherOct 2, 2015May 5, 2016 (216 d)
Brent Richard HulbertWealthspire Retirement Advisory otherChoreo, LLC otherOtherOct 2, 2015May 14, 2018 (955 d)
David De TagyosWealthspire Retirement Advisory otherNfp Advisor Services, LLC otherOtherOct 2, 2015Sep 1, 2015
Michael Leo CampioneWealthspire Retirement Advisory otherOppenheimer & Co. Inc. BD affiliatedOtherSep 1, 2015Apr 7, 2021 (2045 d)
Rodryan Angeles MarayagWealthspire Retirement Advisory otherKestra Advisory Services, LLC otherOtherJun 22, 2015Apr 20, 2016 (303 d)
Ruth RiveraWealthspire Retirement Advisory otherOnedigital otherOtherJan 13, 2015Jan 29, 2015
Michael Edward RichWealthspire Retirement Advisory otherNfp Advisor Services, LLC otherOtherSep 17, 2014Jan 28, 2015 (133 d)
Austin Douglas GwilliamWealthspire Retirement Advisory otherGlobal Retirement Partners LLC no RAUMOtherAug 8, 2014Jul 28, 2014
Kyle Robert PosvistakWealthspire Retirement Advisory otherGlobal Retirement Partners LLC no RAUMOtherAug 8, 2014Jul 28, 2014
Jason Stephen JeskeyWealthspire Retirement Advisory otherGlobal Retirement Partners LLC no RAUMOtherAug 8, 2014Jul 28, 2014
Marguerite Ann Fagan-WhitmoreWealthspire Retirement Advisory otherCaptrust institutionalOtherMar 11, 2014Mar 8, 2019 (1823 d)
Steven T WilkinsonWealthspire Retirement Advisory otherCambridge Investment Research Advisors, Inc. otherOtherFeb 22, 2014Aug 25, 2014 (184 d)
David Michael BrisnehanWealthspire Retirement Advisory otherUsi Advisors otherOtherFeb 19, 2014Feb 12, 2014
Melinda Marie MarburgerWealthspire Retirement Advisory otherEquitable Advisors, LLC national BDOtherOct 15, 2012Nov 15, 2012 (31 d)
Karen Sue CasillasWealthspire Retirement Advisory otherFinancial Telesis, Inc. otherOtherNov 29, 2010Jun 30, 2011 (213 d)
Loreen M GilbertWealthspire Retirement Advisory otherLPL Financial LLC otherOtherMay 23, 2005Oct 30, 2007 (890 d)
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79 moves match.