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 Wela Strategies, 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
Curt Edwin KleinWela Strategies, Inc. independent RIACapital Investment Advisors, LLC otherOtherDec 23, 2025Jul 25, 2011
Wesley Hanes MossWela Strategies, Inc. independent RIACapital Investment Advisors, LLC otherOtherDec 23, 2025Jul 25, 2011
Bryan Justin ReaWela Strategies, Inc. independent RIACapital Investment Advisors, LLC otherOtherDec 23, 2025Jul 25, 2011
Mitchell Buddy ReinerWela Strategies, Inc. independent RIACapital Investment Advisors, LLC otherOtherDec 23, 2025Jul 25, 2011
Ryan Alexander ElyWela Strategies, Inc. independent RIACapital Investment Advisors, LLC otherOtherDec 23, 2025Aug 1, 2011
Edward Francis GoeppWela Strategies, Inc. independent RIACapital Investment Advisors, LLC independent RIARIA to RIADec 23, 2025Dec 21, 2018
Matthew Ross ReinerWela Strategies, Inc. independent RIACapital Investment Advisors, LLC otherOtherDec 23, 2025Jul 25, 2011
James Mcmahon LewisWela Strategies, Inc. independent RIACapital Investment Advisors, LLC otherOtherDec 23, 2025Jan 7, 2014
Matthew Russell LaneWela Strategies, Inc. independent RIACapital Investment Advisors, LLC independent RIARIA to RIADec 23, 2025Aug 15, 2025
Tanner John SterkWela Strategies, Inc. independent RIANilsine Partners, LLC independent RIARIA to RIADec 23, 2025Jul 21, 2026 (210 d)
Justyn Marsalis GradyWela Strategies, Inc. independent RIACapital Investment Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 2, 2025
Kevin MadiganWela Strategies, Inc. independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJul 18, 2025Aug 19, 2025 (32 d)
Thomas Oakley MooreWela Strategies, Inc. independent RIACapital Investment Advisors, LLC otherOtherFeb 13, 2024Aug 1, 2011
Howard Paul AlpernWela Strategies, Inc. otherCapital Investment Advisors, LLC otherOtherSep 6, 2013Jul 8, 2011
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14 moves match.