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 Wealthfront Advisers 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.

AdvisorFromToTypeLeftRegistered
Nathaniel J GandyWealthfront Advisers LLC independent RIAObar Wealth Management LLC state registeredRIA to a state-registered adviserAug 2, 2024Oct 30, 2024 (89 d)
Elisa Marie GaribayWealthfront Advisers LLC independent RIACache Advisors LLC asset managerOtherNov 15, 2023May 16, 2024 (183 d)
Amanda Ellen FitzWealthfront Advisers LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseFeb 22, 2023Mar 16, 2023
Anton TkachenkoWealthfront Advisers LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankSep 19, 2018Dec 8, 2020 (811 d)
Emiliano Rios CabanWealthfront Advisers LLC independent RIAM1 Advisory no RAUMOtherMay 7, 2018Nov 7, 2019 (549 d)
John Thomas TorolaWealthfront Advisers LLC independent RIAInter Advisors LLC no RAUMRIA to a newly registered adviserDec 31, 2017Nov 12, 2025 (2873 d)
Brian DennenWealthfront Advisers LLC otherAlly Invest Advisors otherOtherNov 3, 2016Jul 10, 2017 (249 d)
Jennifer A SunWealthfront Advisers LLC otherJ.P. Morgan Private Wealth Advisors LLC otherOtherJun 24, 2016Oct 5, 2016 (103 d)
Steven Mark CervantesWealthfront Advisers LLC otherLarson Financial Group, LLC otherOtherJun 3, 2016Oct 23, 2017 (507 d)
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9 moves match.