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 Wealth Advisors, 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.

AdvisorFromToTypeLeftRegistered
Paul Edward DrolsonWealth Advisors, Inc. independent RIAIndependent Financial Group, LLC otherOtherFeb 16, 2024Feb 9, 2009
Kenneth Dean FincherWealth Advisors, Inc. independent RIAIndependent Financial Group, LLC otherOtherFeb 16, 2024Feb 9, 2009
Trevin Lamont EppsWealth Advisors, Inc. independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAFeb 16, 2024Jan 2, 2026 (686 d)
Timothy James KaiserWealth Advisors, Inc. independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAFeb 16, 2024Nov 17, 2023
Jason Allen GrothWealth Advisors, Inc. independent RIAIndependent Financial Group, LLC otherOtherJun 18, 2013Feb 9, 2009
Donald Keo DoungpanyaWealth Advisors, Inc. independent RIASalt Capital Management unclassifiedOtherFeb 4, 2009Sep 9, 2008
Kevin G ThompsonWealth Advisors, Inc. independent RIAMorgan Stanley & Co. LLC unclassifiedOtherApr 1, 2005Oct 16, 2008 (1294 d)
Ernest Junior MiarsWealth Advisors, Inc. independent RIAB.B. Graham & Company, Inc. otherOtherDec 31, 2004Jun 14, 2011 (2356 d)
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8 moves match.