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 Willingdon 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.

AdvisorFromToTypeLeftRegistered
James Andrew BaileyWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Lewis Michael KayesWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Craig Matthew WezenskiWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Christopher Jason BrownWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Jeffrey Brian HibbelerWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Pete TrontisWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Kaye Haverstock TahilianiWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Karen Lynn BoschertWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Peter James HuntWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
David Clayton PoudrierWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Sean KayesWillingdon Wealth Management LLC independent RIAExencial Wealth Advisors independent RIARIA to RIAJul 10, 2020Jun 9, 2020
Matthew Joseph HaddadWillingdon Wealth Management LLC independent RIADakota Wealth, LLC independent RIARIA to RIAMay 27, 2020Jul 19, 2020 (53 d)
Brian Summers JonesWillingdon Wealth Management LLC otherProvidence Capital Advisors, LLC no RAUMOtherFeb 5, 2015Feb 2, 2015
Thomas Michael SearsonWillingdon Wealth Management LLC otherProvidence Capital Advisors, LLC no RAUMOtherFeb 5, 2015Feb 2, 2015
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14 moves match.