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 W3 Wealth Advisors, 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.

AdvisorFromToTypeLeftRegistered
Austin HusseyW3 Wealth Advisors, LLC state registeredValmark Advisers, Inc. BD affiliatedOtherMar 25, 2026Apr 21, 2026
Jonathan Grant LapineW3 Wealth Advisors, LLC state registeredCommonwealth Financial Network national BDOtherJan 30, 2023Jan 27, 2023
Ryan John GlinnW3 Wealth Advisors, LLC state registeredCommonwealth Financial Network national BDOtherJan 30, 2023Jan 27, 2023
Shawn Michael ArseneauW3 Wealth Advisors, LLC state registeredWealthbridge Capital Management, LLC independent RIAOtherJan 21, 2022Jan 27, 2022
Irene Angela ZurowskiW3 Wealth Advisors, LLC state registeredCetera Investment Advisers LLC BD affiliatedOtherJan 20, 2022Mar 21, 2024 (791 d)
Shelby RobertsW3 Wealth Advisors, LLC state registeredFidelity Personal And Workplace Advisors BD affiliatedOtherAug 9, 2021Sep 2, 2021
Kelley Adams KingW3 Wealth Advisors, LLC state registeredValmark Advisers, Inc. mixed wealthOtherApr 6, 2020Apr 9, 2020
Kenneth Jason DayW3 Wealth Advisors, LLC state registeredGlobal Retirement Partners LLC otherOtherFeb 1, 2018Feb 21, 2018
Jason Jon LukzW3 Wealth Advisors, LLC state registeredAvantax Advisory Services otherOtherApr 24, 2017Oct 10, 2017 (169 d)
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9 moves match.