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 Sutton Wealth Advisors, Inc.

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
Wallace Edward SuttonSutton Wealth Advisors, Inc. independent RIACornerstone Wealth independent RIARIA to RIAJan 30, 2024Jan 12, 2024
Zachary Edward SuttonSutton Wealth Advisors, Inc. independent RIACornerstone Wealth independent RIARIA to RIAJan 30, 2024Jan 17, 2024
Katie M WhiteSutton Wealth Advisors, Inc. independent RIAPgi Wealth Management independent RIARIA to RIAAug 30, 2022Dec 16, 2025 (1204 d)
William Patrick HusseySutton Wealth Advisors, Inc. independent RIACleartree Asset Management, Inc. state registeredRIA to a state-registered adviserMay 1, 2018Jul 12, 2018 (72 d)
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4 moves match.