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 Wacker Wealth Partners, 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 |
|---|---|---|---|---|---|
| Ryan Nicholas Caldwell | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Jul 1, 2024 | Dec 15, 2025 (532 d) |
| Patrick Colm O'Hara | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 30, 2024 | Jan 1, 2025 (246 d) |
| Matthew Randall Wilson | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 30, 2024 | Jan 15, 2025 (260 d) |
| Joan Clare Wenglikowski | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 30, 2024 | Jan 23, 2025 (268 d) |
| Norman Dillon Mcgill | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 30, 2024 | Nov 12, 2025 (561 d) |
| Megan Ashley Carden | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 30, 2024 | Apr 17, 2024 |
| Stuart Campbell | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 30, 2024 | May 1, 2024 |
| Brynne Colleen Speizer | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 30, 2024 | May 1, 2024 |
| Emily Sarah Goodman | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 30, 2024 | Apr 18, 2024 |
| Ryan Jeffrey Hall | Wacker Wealth Partners, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Apr 30, 2024 | Dec 15, 2025 (594 d) |
| Joshua Irwin Rocha | Wacker Wealth Partners, LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | May 10, 2022 | Jan 17, 2023 (252 d) |
| Louis Truman Summer | Wacker Wealth Partners, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Feb 7, 2022 | Jun 28, 2021 |
Page 1 of 1
12 moves match.