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 Wislar 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 |
|---|---|---|---|---|---|
| George Brailsford Wislar | Wislar Wealth Management, LLC no RAUM | Wislar Investment Management, LLC unclassified | Other | Aug 21, 2013 | Apr 16, 2008 |
| Joseph Patrick Batcha III | Wislar Wealth Management, LLC no RAUM | Optimal Capital Advisors, LLC independent RIA | Other | Jun 27, 2012 | Jan 1, 2025 (4571 d) |
| Arthur Todd Doglione | Wislar Wealth Management, LLC no RAUM | Optimal Capital Advisors, LLC other | Other | Jun 27, 2012 | Oct 29, 2010 |
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3 moves match.