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 Evermay 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 |
|---|---|---|---|---|---|
| Carrie Helene Malatesta | Evermay Wealth Management, LLC independent RIA | Bogart Wealth, LLC independent RIA | RIA to RIA | Jan 7, 2026 | Jan 8, 2026 |
| Jennifer Stewart | Evermay Wealth Management, LLC independent RIA | Glassman Wealth Services, LLC independent RIA | RIA to RIA | Jan 8, 2025 | Jan 16, 2025 |
| Chris Alan Whalen | Evermay Wealth Management, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2024 | Jun 1, 2026 (609 d) |
| Jordan Rubin | Evermay Wealth Management, LLC independent RIA | Bernhardt Wealth Management, Inc. independent RIA | RIA to RIA | Jan 28, 2022 | Feb 17, 2022 |
| Ryan Christopher Phillips | Evermay Wealth Management, LLC independent RIA | Guidepoint Financial Planning state registered | RIA to a state-registered adviser | May 8, 2020 | Jul 10, 2020 (63 d) |
| John Arnold Edwards | Evermay Wealth Management, LLC other | Chesapeake Investment Management LLC other | Other | Jan 30, 2012 | Mar 26, 2012 (56 d) |
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6 moves match.