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 Wealthview Capital, 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 |
|---|---|---|---|---|---|
| Jacob Tyler Ryan | Wealthview Capital, LLC independent RIA | Envision Financial Planning, LLC independent RIA | RIA to RIA | May 4, 2026 | Jul 6, 2026 (63 d) |
| Brandon Bergeron | Wealthview Capital, LLC independent RIA | Cookson Peirce Wealth Management independent RIA | RIA to RIA | Jan 27, 2025 | Feb 12, 2025 |
| Lea Anderson Garrott | Wealthview Capital, LLC independent RIA | Securities America Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2023 | Mar 7, 2023 |
| Kelly Lee Adams | Wealthview Capital, LLC other | Wells Fargo Advisors wirehouse | Other | Mar 30, 2016 | Mar 22, 2016 |
| James Russell Morrison | Wealthview Capital, LLC other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Mar 25, 2015 | Mar 31, 2015 |
| Karl William Harrop | Wealthview Capital, LLC other | Tpg Financial Advisors, LLC other | Other | Jan 20, 2012 | Jul 25, 2012 (187 d) |
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6 moves match.