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 Waldron Private Wealth

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
Sarah Elizabeth VeverkaWaldron Private Wealth independent RIAGuyasuta Investment Advisors, Incorporated independent RIARIA to RIAAug 25, 2026Sep 6, 2026
Samantha Spitzer SheetzWaldron Private Wealth independent RIAConfluence Financial Partners independent RIARIA to RIAJul 30, 2026Jul 31, 2026
Zachary Arno GreenmanWaldron Private Wealth independent RIAFifth Third Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 13, 2026Aug 5, 2026 (84 d)
Casey John RobinsonWaldron Private Wealth independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 14, 2026May 13, 2026 (119 d)
Patrick CortazzoWaldron Private Wealth independent RIAEmbree Financial Group mixed wealthRIA to RIAOct 28, 2025Nov 24, 2025
Joel Steven SirotaWaldron Private Wealth independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMay 6, 2025Aug 11, 2025 (97 d)
Nathan FreshwaterWaldron Private Wealth independent RIANew Edge Wealth BD affiliatedRIA to affiliated broker-dealer or bankApr 8, 2025Apr 25, 2025
Jack KnaptonWaldron Private Wealth independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAMar 17, 2025Apr 15, 2025
Robert Anthony PryhockiWaldron Private Wealth independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2024May 2, 2024
Craig Aaron SlaubaughWaldron Private Wealth independent RIAThe Coury Firm independent RIARIA to RIAAug 2, 2023Jun 4, 2024 (307 d)
Tucker Mccall BealeWaldron Private Wealth independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2022Dec 13, 2023 (379 d)
Lara Michelle DaltonWaldron Private Wealth independent RIAEmbree Financial Group mixed wealthRIA to RIANov 16, 2022Sep 19, 2023 (307 d)
Joseph Michael MakerWaldron Private Wealth independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 11, 2022Mar 30, 2023 (170 d)
Won Son ErdmanWaldron Private Wealth independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankMay 17, 2022May 25, 2022
William Richard WinkelerWaldron Private Wealth independent RIAConfluence Financial Partners independent RIARIA to RIAFeb 2, 2022Feb 3, 2022
Garrett FreyWaldron Private Wealth independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 2, 2022Feb 4, 2022
Chris Joseph RoeWaldron Private Wealth independent RIAFragasso Financial Advisors otherOtherJan 24, 2022Jun 7, 2005
Maxwell HineWaldron Private Wealth independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseJan 4, 2019Jan 4, 2021 (731 d)
Bradley Scott JurikWaldron Private Wealth independent RIAAmeritas Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 3, 2018Nov 1, 2021 (1186 d)
James Charles MendelsonWaldron Private Wealth independent RIAIronview Capital Management, LLC otherOtherApr 24, 2018Dec 2, 2016
Mark Anthony MorettiWaldron Private Wealth otherMedwealth Advisors state registeredOtherJan 8, 2018May 21, 2021 (1229 d)
Jeffrey Brisbin HowdenWaldron Private Wealth otherLPL Financial LLC otherOtherJul 31, 2015Mar 14, 2006
Stacy Hanlon MchughWaldron Private Wealth otherUnited Capital Financial Advisors otherOtherMay 8, 2013Jan 31, 2014 (268 d)
Michael Vincent WhalenWaldron Private Wealth otherBcr Financial Services, LLC state registeredOtherDec 17, 2012Dec 11, 2012
Kathi Lynn ZimmerWaldron Private Wealth otherZimmer Financial Planning state registeredOtherApr 30, 2012Jun 28, 2012 (59 d)
Christopher D. BurtonWaldron Private Wealth otherCmg Capital Management Group, Inc. otherOtherSep 15, 2010Nov 9, 2010 (55 d)
Jeffrey George WaldronWaldron Private Wealth otherFragasso Financial Advisors otherOtherJun 21, 2010Jun 7, 2005
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27 moves match.