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 Wise Wealth, 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.

AdvisorFromToTypeLeftRegistered
Mark Turner RieferWise Wealth, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 3, 2025Nov 3, 2025
Stephen StricklinWise Wealth, LLC independent RIABright Portfolios, LLC no RAUMOtherDec 3, 2025Sep 18, 2017
Paul Christian BrockWise Wealth, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 3, 2025Nov 3, 2025
Nicholas Lawrence PhillipsWise Wealth, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 3, 2025Nov 3, 2025
Brandon Michael SmithWise Wealth, LLC independent RIAFisher Investments independent RIARIA to RIANov 3, 2025Jan 14, 2026 (72 d)
Melissa Dea DaigleWise Wealth, LLC independent RIACreative Planning independent RIARIA to RIAAug 4, 2025Jul 17, 2025
Brian Keith WronkoWise Wealth, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAFeb 4, 2025Jun 25, 2024
Jonathan A DoldWise Wealth, LLC independent RIALakeshore Wealth Management LLC state registeredRIA to a state-registered adviserFeb 4, 2025May 30, 2024
Samantha Marie ComptonWise Wealth, LLC independent RIAEversource Wealth Advisors, LLC independent RIARIA to RIAMay 2, 2024May 3, 2024
Marvin L MusickWise Wealth, LLC independent RIASequent Planning, LLC independent RIARIA to RIAJan 5, 2024Jul 15, 2024 (192 d)
David S SandhuWise Wealth, LLC independent RIAEversource Wealth Advisors, LLC independent RIARIA to RIAJan 5, 2024Dec 7, 2023
Todd Michael KrossWise Wealth, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMar 6, 2023Nov 14, 2022
Brian Lee TaylorWise Wealth, LLC independent RIACornerstone Securities LLC independent RIARIA to RIASep 28, 2017Sep 28, 2017
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13 moves match.