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 Advocacy Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Rush Merrill James | Advocacy Wealth Management, LLC independent RIA | Bison Wealth, LLC independent RIA | RIA to RIA | Nov 18, 2025 | Feb 10, 2026 (84 d) |
| Robert Wright | Advocacy Wealth Management, LLC independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Jun 9, 2025 | Aug 20, 2025 (72 d) |
| Isis Lashae Waites | Advocacy Wealth Management, LLC independent RIA | Temperance Wealth Management state registered | RIA to a state-registered adviser | Sep 11, 2024 | Jan 29, 2025 (140 d) |
| Joanna Nineen Amberger | Advocacy Wealth Management, LLC independent RIA | Continuum Advisory, LLC independent RIA | RIA to RIA | Jul 18, 2023 | Apr 22, 2026 (1009 d) |
| Justin Christopher Morganti | Advocacy Wealth Management, LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 4, 2023 | Oct 10, 2024 (645 d) |
| Bethany R. Wheeler | Advocacy Wealth Management, LLC independent RIA | Bison Wealth, LLC independent RIA | RIA to RIA | Jul 13, 2022 | Jul 13, 2023 (365 d) |
| Ehijie Mofeolu Sado | Advocacy Wealth Management, LLC independent RIA | Ellevest independent RIA | RIA to RIA | Nov 23, 2021 | Dec 2, 2021 |
| Jacob Charles Duvall | Advocacy Wealth Management, LLC independent RIA | Bison Wealth, LLC mixed wealth | RIA to RIA | May 7, 2021 | Nov 19, 2021 (196 d) |
| Jacob Lee Tornow | Advocacy Wealth Management, LLC independent RIA | Bison Wealth, LLC mixed wealth | RIA to RIA | Aug 6, 2020 | Jan 18, 2022 (530 d) |
| John Ratchford | Advocacy Wealth Management, LLC independent RIA | Fefa Financial no RAUM | RIA to a newly registered adviser | Dec 13, 2019 | Aug 8, 2023 (1334 d) |
| Anthony William Hosfeld | Advocacy Wealth Management, LLC independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 5, 2019 | Nov 6, 2019 |
| Justin Caldwell Boller | Advocacy Wealth Management, LLC independent RIA | Liquid Strategies, LLC asset manager | Other | Jul 18, 2019 | Oct 2, 2019 (76 d) |
| Robert Thompson Davis | Advocacy Wealth Management, LLC independent RIA | Bison Wealth, LLC no RAUM | RIA to a newly registered adviser | Jan 22, 2019 | Feb 13, 2019 |
| Lane Manning Turner | Advocacy Wealth Management, LLC independent RIA | Bison Wealth, LLC no RAUM | RIA to a newly registered adviser | Jan 22, 2019 | Feb 11, 2019 |
| Blake Ryan Schaper | Advocacy Wealth Management, LLC independent RIA | Bison Wealth, LLC no RAUM | RIA to a newly registered adviser | Jan 22, 2019 | Feb 19, 2019 |
| Victor Patrick Wilkerson | Advocacy Wealth Management, LLC independent RIA | Cape Investment Advisory, Inc. independent RIA | RIA to RIA | Dec 11, 2018 | Feb 20, 2019 (71 d) |
| Kent Duane Davis | Advocacy Wealth Management, LLC independent RIA | Bernhardt Wealth Management, Inc. independent RIA | RIA to RIA | Oct 8, 2018 | Oct 24, 2018 |
| Diane Carol Brown | Advocacy Wealth Management, LLC independent RIA | Triad Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 24, 2018 | Jul 1, 2019 (403 d) |
| John David Darer | Advocacy Wealth Management, LLC other | Groove Financial Advisors, LLC state registered | Other | Dec 31, 2016 | Feb 9, 2018 (405 d) |
| John Joseph Imming | Advocacy Wealth Management, LLC other | Ae Wealth Management, LLC no RAUM | Other | Dec 18, 2015 | Apr 1, 2016 (105 d) |
| Yisen Cai | Advocacy Wealth Management, LLC other | Mercer Global Advisors Inc. other | Other | Aug 5, 2015 | Nov 27, 2017 (845 d) |
| Scott Alan Shows | Advocacy Wealth Management, LLC other | Family Wms, LLC independent RIA | Other | Jun 30, 2011 | Dec 18, 2024 (4920 d) |
Page 1 of 1
22 moves match.