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 Westwood 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.

AdvisorFromToTypeLeftRegistered
Nnamdi Chibuzo OdiWestwood Wealth Management mixed wealthMercer Global Advisors Inc. independent RIARIA to RIAMar 26, 2026Mar 25, 2026
Brent Allan ThomasWestwood Wealth Management mixed wealthCaptrust institutionalOtherMar 2, 2026Apr 14, 2026 (43 d)
Cole Cedric CharltonWestwood Wealth Management mixed wealthScs Capital Management LLC independent RIARIA to RIAMay 5, 2025May 29, 2025
Jason Michael CarasWestwood Wealth Management mixed wealthTruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 17, 2025Feb 27, 2025
Leah Rebecca BennettWestwood Wealth Management mixed wealthConcurrent Investment Advisors, LLC independent RIARIA to RIAJan 13, 2025Mar 4, 2025 (50 d)
Greg Albert CasamayorWestwood Wealth Management mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 12, 2024Oct 28, 2024 (77 d)
Maria AsherWestwood Wealth Management mixed wealthTruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 20, 2024May 22, 2024
Thomas Wesley CaywoodWestwood Wealth Management mixed wealthPave Investment Advisors, LLC. independent RIARIA to RIAApr 1, 2024Mar 25, 2024
Justin MourningWestwood Wealth Management mixed wealthBeacon Pointe Advisors, LLC independent RIARIA to RIAMay 2, 2023Jun 6, 2023 (35 d)
Jacqueline Leigh FinleyWestwood Wealth Management independent RIAMomentum Independent Network Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 6, 2023Mar 7, 2023
Michael Lee MeadowsWestwood Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 24, 2022Nov 12, 2020
Christophor Alan RowellWestwood Wealth Management independent RIACreative Planning independent RIARIA to RIAMar 24, 2022Mar 21, 2022
Donald Wayne RobertsWestwood Wealth Management independent RIALogic Capital Management, LLC independent RIARIA to RIANov 3, 2021Nov 9, 2020
Lauren Gadkowski LindsayWestwood Wealth Management independent RIABeacon Financial Planning, Inc independent RIARIA to RIADec 18, 2020Dec 18, 2020
Thomas B WilliamsWestwood Wealth Management independent RIAMerit Financial Advisors independent RIARIA to RIAFeb 24, 2020Mar 24, 2020
Nicholas William EnglishWestwood Wealth Management independent RIAAdviceperiod, LLC independent RIARIA to RIAJan 16, 2020Sep 23, 2019
Michael Chase ReidWestwood Wealth Management independent RIAStonekeep Investments, LLC independent RIARIA to RIAOct 29, 2019Nov 18, 2019
Neal Douglas WadleyWestwood Wealth Management independent RIALinscomb Wealth, Inc. independent RIARIA to RIAApr 29, 2019Nov 5, 2025 (2382 d)
Mark Sebastian WalshWestwood Wealth Management independent RIATrue North Advisors, LLC independent RIARIA to RIAApr 16, 2019Sep 21, 2024 (1985 d)
Nicholas Alan WilwerdingWestwood Wealth Management independent RIABridges Investment Management Inc otherOtherJan 22, 2018Feb 10, 2018
Andrea Patricia McmahonWestwood Wealth Management otherAvior Wealth Management, LLC otherOtherNov 5, 2013Nov 7, 2013
Jason Dean HileyWestwood Wealth Management otherKarstens Investment Counsel, Inc. otherOtherJan 10, 2006Jan 11, 2006
Darren C ObrechtWestwood Wealth Management otherKarstens Investment Counsel, Inc. otherOtherJan 10, 2006Jan 11, 2006
Stacie Lynn GiddingsWestwood Wealth Management otherKarstens Investment Counsel, Inc. otherOtherJan 10, 2006Jan 11, 2006
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24 moves match.