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 Wiser 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 |
|---|---|---|---|---|---|
| Melissa Kemper Beach | Wiser Wealth Management, Inc independent RIA | Creative Planning independent RIA | RIA to RIA | Mar 3, 2025 | Apr 7, 2025 (35 d) |
| Michael S Sava | Wiser Wealth Management, Inc independent RIA | Synovus Securities, Inc. independent RIA | RIA to RIA | Jan 3, 2023 | Apr 20, 2023 (107 d) |
| Matthews Steven Barnett | Wiser Wealth Management, Inc independent RIA | Day & Ennis, LLC independent RIA | RIA to RIA | Jul 19, 2022 | Sep 20, 2022 (63 d) |
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3 moves match.