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 Bt 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 |
|---|---|---|---|---|---|
| Clifford Weldon Draughn | Bt Wealth Management, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Jul 28, 2022 | Jul 29, 2022 |
| Orlow Medwin Walstad | Bt Wealth Management, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Jul 28, 2022 | Aug 29, 2022 (32 d) |
| Scott Edward Craig | Bt Wealth Management, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Jul 28, 2022 | Sep 28, 2022 (62 d) |
| Kay S Wilson | Bt Wealth Management, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jul 28, 2022 | Mar 6, 2023 (221 d) |
| Jeffrey Joseph Call | Bt Wealth Management, LLC independent RIA | Bt Financial Services LLC state registered | RIA to a state-registered adviser | Jul 28, 2022 | Sep 14, 2022 (48 d) |
| Teresa R Munro | Bt Wealth Management, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Jul 28, 2022 | Jul 27, 2022 |
| William Clay Mcdaniel | Bt Wealth Management, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Jul 28, 2022 | Sep 2, 2022 (36 d) |
| Benjamin Grey Logan | Bt Wealth Management, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Jul 28, 2022 | Sep 2, 2022 (36 d) |
| Abigail Elizabeth Nathu | Bt Wealth Management, LLC independent RIA | Smartpath Advisors no RAUM | RIA to a newly registered adviser | Jan 11, 2019 | Sep 23, 2019 (255 d) |
| Kyle Kvalheim | Bt Wealth Management, LLC other | Kv Financial Planning unclassified | Other | May 31, 2016 | Jun 14, 2016 |
| Patricia Dampf Sklar | Bt Wealth Management, LLC other | Ci Brightworth Private Wealth other | Other | Feb 2, 2016 | Jun 24, 2016 (143 d) |
| Jeffrey Alan Eischeid | Bt Wealth Management, LLC other | Galleria Financial Advisors, LLC other | Other | Oct 3, 2011 | Nov 19, 2010 |
| Gary Edwin Weld | Bt Wealth Management, LLC other | Galleria Financial Advisors, LLC other | Other | Oct 3, 2011 | Nov 17, 2011 (45 d) |
Page 1 of 1
13 moves match.