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 Wpwealth Llp

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
Bryan MonksWpwealth Llp independent RIAMrm Financial Advisors, LLC state registeredRIA to a state-registered adviserMay 6, 2026Jul 14, 2026 (69 d)
Shane Christopher MillerWpwealth Llp independent RIAPrime Capital Financial mixed wealthRIA to RIAJan 13, 2026Apr 1, 2026 (78 d)
Matt MageeWpwealth Llp independent RIASanctuary Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 21, 2024Nov 20, 2024
Austin Robert CollinsWpwealth Llp independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 29, 2024Sep 6, 2024 (39 d)
Eleanor Wilson RayWpwealth Llp independent RIAFarther independent RIARIA to RIAOct 2, 2023Oct 2, 2023
Alicia Marie LangdonWpwealth Llp independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 11, 2023May 9, 2023
Christopher Ryan ManrossWpwealth Llp independent RIARogers Wealth Group, Inc. independent RIARIA to RIAJul 11, 2022Jul 18, 2022
Matthew Garrett LarsonWpwealth Llp independent RIARBC Rochdale, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 9, 2020Oct 1, 2021 (387 d)
Chad Wesley HolmesWpwealth Llp independent RIAFormula Wealth state registeredRIA to a state-registered adviserJun 12, 2020Jan 21, 2021 (223 d)
Page 1 of 1
9 moves match.