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 Adhesion Wealth Advisor Solutions
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 |
|---|---|---|---|---|---|
| Peyton Edward Pounds | Adhesion Wealth Advisor Solutions asset manager | Advisory Services Network independent RIA | Other | Nov 24, 2025 | Dec 17, 2025 |
| Mark Adam Scanlan | Adhesion Wealth Advisor Solutions asset manager | Vestmark Advisory Solutions, Inc. independent RIA | Other | May 13, 2025 | Dec 23, 2025 (224 d) |
| James Richard Webster | Adhesion Wealth Advisor Solutions asset manager | Wells Fargo Investment Institute, Inc. independent RIA | Other | Sep 20, 2024 | Oct 17, 2024 |
| Andrew Paul Gradus | Adhesion Wealth Advisor Solutions asset manager | Advice And Planning Services BD affiliated | Other | Sep 9, 2022 | Sep 13, 2022 |
| Hugo Vincent Bartell | Adhesion Wealth Advisor Solutions asset manager | Oppenheimer & Co. Inc. BD affiliated | Other | Jan 3, 2022 | May 27, 2021 |
| Lyle Conner Mutter | Adhesion Wealth Advisor Solutions asset manager | Carolinas Wealth Consulting LLC independent RIA | Other | Jan 3, 2022 | Nov 9, 2021 |
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6 moves match.