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 Ruggie Wealth Management

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
Carol Ann MulcahyRuggie Wealth Management independent RIADestiny Wealth Partners, LLC independent RIARIA to RIAJan 7, 2021May 13, 2020
Thomas Huey RuggieRuggie Wealth Management independent RIA401k Generation otherOtherJan 7, 2021Nov 8, 2010
Louis Mitchell ShinamanRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 7, 2021Jul 5, 2017
Anthony Van OreRuggie Wealth Management independent RIADestiny Wealth Partners, LLC independent RIARIA to RIAJan 7, 2021May 13, 2020
Robert ClarkRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 7, 2021Aug 9, 2017
Audrey Marie MancusoRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 7, 2021Jun 23, 2017
Jorge A RomeroRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 7, 2021Aug 9, 2017
Morgan Aileen HatfieldRuggie Wealth Management independent RIA401k Generation otherOtherJan 7, 2021Dec 20, 2010
Colleen ArredondoRuggie Wealth Management independent RIACwm, LLC independent RIARIA to RIAJan 7, 2021Sep 19, 2018
David Justin MelnykRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 6, 2020Apr 17, 2017
Cory Donald ChurchillRuggie Wealth Management independent RIAAe Wealth Management, LLC independent RIARIA to RIANov 21, 2018Oct 26, 2020 (705 d)
Nancy Joeann TushRuggie Wealth Management otherSii Investments, Inc. otherOtherMar 22, 2013May 14, 2013 (53 d)
Kelli Diane RojasRuggie Wealth Management other401k Generation mixed wealthOtherDec 6, 2012Jan 1, 2025 (4409 d)
Timothy Glenn MoyerRuggie Wealth Management otherIndependent Financial Partners otherOtherAug 27, 2012Feb 1, 2018 (1984 d)
Page 1 of 1
14 moves match.