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 Smith Salley Wealth Management
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 |
|---|---|---|---|---|---|
| Shannon Dale Burgett | Smith Salley Wealth Management independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | May 12, 2026 | May 14, 2026 |
| Andrew Douglas Davis | Smith Salley Wealth Management independent RIA | Atlantic Union Municipal Advisors, Inc institutional | Other | Jan 7, 2026 | May 27, 2026 (140 d) |
| Adam Richard Wojtkowski | Smith Salley Wealth Management independent RIA | Northwest Asset Management independent RIA | RIA to RIA | Feb 25, 2022 | Feb 11, 2022 |
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3 moves match.