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 Worthpointe
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 |
|---|---|---|---|---|---|
| Joshua Erastus Young | Worthpointe independent RIA | Pax Financial Group independent RIA | RIA to RIA | Apr 30, 2026 | Apr 23, 2026 |
| Matt Gregg Addington | Worthpointe independent RIA | Constitution Wealth LLC no RAUM | Other | Mar 27, 2026 | May 6, 2022 |
| Kermit Johns | Worthpointe independent RIA | Hilltop Securities Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 22, 2023 | Jan 20, 2023 |
| Kenneth A Corlett | Worthpointe other | Corlett Financial, Inc. state registered | Other | Sep 14, 2017 | Sep 15, 2017 |
| Qing Selby | Worthpointe other | Relyon Financial Advisors, LLC state registered | Other | Jun 4, 2015 | Aug 13, 2015 (70 d) |
| Scott Alan Leonard | Worthpointe other | Trovena, LLC. other | Other | Aug 21, 2013 | Jan 6, 2012 |
| Eric Seiji Toya | Worthpointe other | Trovena, LLC. other | Other | Aug 21, 2013 | Jan 6, 2012 |
| Thomas Woodward Hulick | Worthpointe other | Holly Street Wealth Advisors no RAUM | Other | May 1, 2013 | Apr 24, 2013 |
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8 moves match.