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 Cassady Schiller Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| James Barry Mcgrath | Cassady Schiller Wealth Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2025 | Feb 12, 2025 |
| Michael William Clark | Cassady Schiller Wealth Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2025 | Mar 6, 2025 |
| Garrett L Cobb | Cassady Schiller Wealth Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2025 | Jan 31, 2025 |
| Ethan Thomas Jackson | Cassady Schiller Wealth Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2025 | Feb 10, 2025 |
| Luke Hardy Kremzar | Cassady Schiller Wealth Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2025 | Feb 10, 2025 |
| Elise Catherine Schulok | Cassady Schiller Wealth Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2025 | Feb 10, 2025 |
| Timothy Jon Witham | Cassady Schiller Wealth Management, LLC independent RIA | Balanced Life Planning state registered | RIA to a state-registered adviser | May 29, 2024 | Nov 4, 2024 (159 d) |
| Megan Kathleen Hammann | Cassady Schiller Wealth Management, LLC independent RIA | Wealthquest Corporation independent RIA | RIA to RIA | Jul 26, 2022 | Jan 8, 2024 (531 d) |
| Marc James Wambaugh | Cassady Schiller Wealth Management, LLC independent RIA | Total Wealth Planning, LLC independent RIA | RIA to RIA | Dec 8, 2020 | Jul 16, 2021 (220 d) |
| Brad Paul Schueler | Cassady Schiller Wealth Management, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2020 | Aug 11, 2020 (46 d) |
| Kelly Marie Murphy | Cassady Schiller Wealth Management, LLC independent RIA | Schneider Downs Wealth Management Advisors, LP independent RIA | RIA to RIA | Jun 14, 2019 | Jan 15, 2020 (215 d) |
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11 moves match.