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 Wfg Advisors, LP

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
David Wilson McadamsWfg Advisors, LP otherSound Income Strategies, LLC otherOtherSep 28, 2017Sep 28, 2017
Gary Lynn OsingWfg Advisors, LP otherSound Income Strategies, LLC independent RIAOtherSep 22, 2017Jan 9, 2025 (2666 d)
Debbie Louise FeuerWfg Advisors, LP otherFulcrum Wealth Management otherOtherSep 21, 2017Aug 17, 2017
Joshua Aaron RuddWfg Advisors, LP otherStyre Wealth no RAUMOtherSep 21, 2017Aug 23, 2017
Gregory Vincent MangelsdorfWfg Advisors, LP otherApeiron no RAUMOtherSep 21, 2017Aug 31, 2017
Edward Raymond ForakerWfg Advisors, LP otherClarus Wealth Advisors, LLC otherOtherSep 21, 2017Aug 16, 2017
Kyle Douglas WaltersWfg Advisors, LP otherApeiron no RAUMOtherSep 20, 2017Aug 4, 2017
Philip Benson AtheyWfg Advisors, LP otherApeiron no RAUMOtherSep 20, 2017Aug 7, 2017
Adam Patrick KellerWfg Advisors, LP otherApeiron no RAUMOtherSep 20, 2017Aug 4, 2017
Scott Dale HammelWfg Advisors, LP otherApeiron no RAUMOtherSep 20, 2017Aug 4, 2017
James Michael MarsdenWfg Advisors, LP otherApeiron no RAUMOtherSep 20, 2017Aug 4, 2017
Terry William MclemoreWfg Advisors, LP otherScf Investment Advisors, Inc. otherOtherSep 18, 2017Sep 18, 2017
Ephimia CoumanakosWfg Advisors, LP otherB. Riley Wealth Advisors, Inc. otherOtherSep 6, 2017Sep 1, 2017
Richard Coolidge FordWfg Advisors, LP otherSecurities America Advisors, Inc. otherOtherSep 1, 2017Sep 1, 2017
Brian Patrick KinneyWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherSep 1, 2017Sep 11, 2017
Bonnie Lee BoydWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherSep 1, 2017Sep 11, 2017
David Ryan DroppoWfg Advisors, LP otherApeiron no RAUMOtherSep 1, 2017Sep 1, 2017
Karine Renee BeardWfg Advisors, LP otherClarus Wealth Advisors, LLC otherOtherAug 31, 2017Aug 15, 2017
Jonathon Allen StaatsWfg Advisors, LP otherClarus Wealth Advisors, LLC otherOtherAug 31, 2017Oct 24, 2016
Sherry Ann HardinWfg Advisors, LP otherClarus Wealth Advisors, LLC no RAUMOtherAug 30, 2017Mar 28, 2016
Harold William WalpoleWfg Advisors, LP otherClarus Wealth Advisors, LLC otherOtherAug 30, 2017Aug 15, 2017
James Michael GrahamWfg Advisors, LP otherClarus Wealth Advisors, LLC otherOtherAug 30, 2017Aug 15, 2017
Bert Allen CooperWfg Advisors, LP otherClarus Wealth Advisors, LLC no RAUMOtherAug 30, 2017Mar 25, 2016
Damon Marshall ZahlmannWfg Advisors, LP otherClarus Wealth Advisors, LLC otherOtherAug 30, 2017Oct 24, 2016
Joshua Allen CooperWfg Advisors, LP otherClarus Wealth Advisors, LLC no RAUMOtherAug 30, 2017Mar 25, 2016
Jeremy Robert Bain McclymondsWfg Advisors, LP otherClarus Wealth Advisors, LLC otherOtherAug 30, 2017Aug 15, 2017
Brian Matthew BeanWfg Advisors, LP otherCommonwealth Financial Network national BDOtherAug 29, 2017Aug 25, 2017
Marilyn Laux EvansWfg Advisors, LP otherSowell Management otherOtherAug 29, 2017Aug 31, 2017
Robert James MillerWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 25, 2017Aug 25, 2017
Robert Thomas ArmstrongWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 25, 2017Aug 24, 2017
William Elliott KingWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 25, 2017Aug 23, 2017
Eric Stanton HauserWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 25, 2017Aug 23, 2017
Jeffrey Eric DoedenWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 25, 2017Aug 23, 2017
Max K AtenWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 25, 2017Aug 24, 2017
Daniel Jacob EichingerWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 25, 2017Aug 23, 2017
Todd J ReuberWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 25, 2017Aug 23, 2017
Cathy Hall CouchWfg Advisors, LP otherDempsey Lord Smith, LLC otherOtherAug 25, 2017Aug 30, 2017
George Einar RayWfg Advisors, LP otherB. Riley Wealth Advisors, Inc. otherOtherAug 25, 2017Sep 21, 2017
Bruce Emery CarlsonWfg Advisors, LP otherCarlson Asset Management unclassifiedOtherAug 24, 2017Jan 30, 2014
Victor Jeffrey LarsenWfg Advisors, LP otherB. Riley Wealth Advisors, Inc. otherOtherAug 24, 2017Aug 23, 2017
Andrew F WilliamsWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 24, 2017Sep 22, 2017
Todd Alan BogganWfg Advisors, LP otherSecurities America Advisors, Inc. otherOtherAug 24, 2017Sep 19, 2017
Stephen Edward WalkerWfg Advisors, LP otherThe Quantitative Group, L.P. unclassifiedOtherAug 24, 2017Sep 23, 2005
Jon Michael FletcherWfg Advisors, LP otherSpc otherOtherAug 23, 2017Aug 23, 2017
Wesley Greg AlstonWfg Advisors, LP otherAkf Holdings, LLC no RAUMOtherAug 23, 2017Jul 12, 2012
Stephen Nye BouslogWfg Advisors, LP otherKestra Advisory Services, LLC otherOtherAug 23, 2017Sep 7, 2017
Mark Kevin KingWfg Advisors, LP otherCambridge Investment Research Advisors, Inc. otherOtherAug 22, 2017Aug 22, 2017
John David WiedmaierWfg Advisors, LP otherCommonwealth Financial Network national BDOtherAug 21, 2017Aug 21, 2017
William Chadwick BarberWfg Advisors, LP otherAdvisory Services Network otherOtherAug 18, 2017Aug 16, 2017
Ryan Anthony SmithWfg Advisors, LP otherCommonwealth Financial Network national BDOtherAug 17, 2017Aug 17, 2017
George James CoulesWfg Advisors, LP otherSound Income Strategies, LLC otherOtherAug 16, 2017Aug 18, 2017
Charles Beaman JimersonWfg Advisors, LP otherSunbelt Securities otherOtherAug 15, 2017Aug 3, 2017
Marty HarariWfg Advisors, LP otherSunbelt Securities otherOtherAug 15, 2017Aug 10, 2017
Neal Thomas LeischWfg Advisors, LP otherB. Riley Wealth Advisors, Inc. otherOtherAug 14, 2017Aug 21, 2017
William Martin PerryWfg Advisors, LP otherScf Investment Advisors, Inc. otherOtherAug 11, 2017Aug 11, 2017
Stephanie Denee StewartWfg Advisors, LP otherB. Riley Wealth Advisors, Inc. otherOtherAug 8, 2017Nov 13, 2017 (97 d)
Ky Lance FiserWfg Advisors, LP otherAmeriprise Financial Services, LLC national BDOtherAug 4, 2017Aug 10, 2017
Dusty Robert NicholsWfg Advisors, LP otherAmeriprise Financial Services, LLC national BDOtherAug 4, 2017Aug 10, 2017
Kerry Mark RigdonWfg Advisors, LP otherSunbelt Securities otherOtherAug 3, 2017Aug 10, 2017
Jay B GadberryWfg Advisors, LP otherB. Riley Wealth Advisors, Inc. otherOtherAug 3, 2017Aug 23, 2017
Page 1 of 4Next
224 moves match.