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 Wealthquest Corporation

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
Shawn Michael ScottWealthquest Corporation independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 4, 2024Jan 2, 2024
Adam Michael DayWealthquest Corporation independent RIARitholtz Wealth Management independent RIARIA to RIADec 8, 2023Dec 11, 2023
Charles Ryan EhrenfriedWealthquest Corporation independent RIAJ. W. Cole Advisors, Inc. independent RIARIA to RIAOct 5, 2022Jun 13, 2022
David Allan EltringhamWealthquest Corporation independent RIABenchmark Investment Advisors LLC independent RIARIA to RIAJul 3, 2018Jul 12, 2018
Matthew David EltringhamWealthquest Corporation independent RIABenchmark Investment Advisors LLC independent RIARIA to RIAJul 3, 2018Jul 12, 2018
Stephen Albert GrecoWealthquest Corporation otherCreative Planning otherOtherNov 13, 2013Sep 24, 2013
Michael Edward MitchellWealthquest Corporation otherCreative Planning otherOtherNov 13, 2013Oct 1, 2013
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7 moves match.