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 Watts Capital 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.

AdvisorFromToTypeLeftRegistered
Ty Richard BuckelewWatts Capital Partners LLC independent RIAArrowpoint Asset Advisors, LLC state registeredRIA to a state-registered adviserDec 31, 2025Feb 25, 2026 (56 d)
John Thomas PrestonWatts Capital Partners LLC independent RIAWealthedge Investment Advisors, LLC independent RIARIA to RIAJun 21, 2024Jun 19, 2024
Enri DamaWatts Capital Partners LLC independent RIAWealthedge Investment Advisors, LLC independent RIARIA to RIAJun 21, 2024May 9, 2024
James A McmahonWatts Capital Partners LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2021Oct 30, 2019
David Flores WilsonWatts Capital Partners LLC independent RIASincerus Advisory independent RIARIA to RIAMay 28, 2020May 15, 2020
Zachary Patrick GrattanWatts Capital Partners LLC independent RIAFisher Investments independent RIARIA to RIAAug 28, 2019Nov 20, 2019 (84 d)
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6 moves match.