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 Laidlaw 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 |
|---|---|---|---|---|---|
| Kai Kang | Laidlaw Wealth Management LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Oct 13, 2025 | Sep 18, 2025 |
| Theologos Stavros Basis | Laidlaw Wealth Management LLC independent RIA | Spartan Capital Private Wealth Management LLC state registered | RIA to a state-registered adviser | Feb 28, 2025 | Apr 16, 2025 (47 d) |
| Kenneth Mathieson | Laidlaw Wealth Management LLC independent RIA | U.S. Capital Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2025 | Jan 13, 2025 |
| Keith Hassan | Laidlaw Wealth Management LLC independent RIA | U.S. Capital Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | Jan 7, 2025 |
| John Walter Cross | Laidlaw Wealth Management LLC independent RIA | U.S. Capital Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | Jan 28, 2025 |
| John Mcdermott | Laidlaw Wealth Management LLC independent RIA | U.S. Capital Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | Jan 7, 2025 |
| Andrew Benjamin Ciampichini | Laidlaw Wealth Management LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 30, 2024 | Jul 19, 2024 |
| Richard J Calhoun | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Mar 18, 2024 | Apr 8, 2024 |
| Brian J Solomon | Laidlaw Wealth Management LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 18, 2024 | Feb 22, 2024 |
| Ron Jacob Zuckerman | Laidlaw Wealth Management LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 26, 2023 | Dec 14, 2023 |
| John Paul Zagroba Mcmanus | Laidlaw Wealth Management LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 26, 2023 | Dec 14, 2023 |
| Patrick F Ceccacci | Laidlaw Wealth Management LLC independent RIA | Prosperiant Wealth Management, LLC state registered | RIA to a state-registered adviser | Dec 26, 2023 | Dec 19, 2023 |
| Mark William Cassidy | Laidlaw Wealth Management LLC independent RIA | Prosperiant Wealth Management, LLC state registered | RIA to a state-registered adviser | Nov 13, 2023 | Oct 16, 2023 |
| Andrew Joseph Krone | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Jul 28, 2023 |
| Craig Daniel Price | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Aug 29, 2023 |
| Michael J Iacampo | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Sep 7, 2023 (34 d) |
| Nancy Zehr | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Jul 11, 2023 |
| Mackenzie C Rickman | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Jul 14, 2023 |
| Sean D Mcvey | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Jul 14, 2023 |
| Jenee C Peters | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Jul 21, 2023 |
| John Cimino | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Jul 17, 2023 |
| Nelson Pereira | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Jul 17, 2023 |
| Marco Antonio Oliveira Muricy | Laidlaw Wealth Management LLC independent RIA | Brasil Plural Investment Advisor LLC no RAUM | Other | Aug 4, 2023 | Aug 7, 2025 (734 d) |
| Laurence Elliott Hulbert | Laidlaw Wealth Management LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Aug 4, 2023 | Jul 14, 2023 |
| Steven Anthony Bencivenga | Laidlaw Wealth Management LLC independent RIA | Alexander Capital Wealth Management LLC independent RIA | RIA to RIA | Jul 27, 2023 | Jul 21, 2023 |
| Gregory William Melendez | Laidlaw Wealth Management LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 13, 2022 | Jan 4, 2023 |
| Thomas G. Figgiani | Laidlaw Wealth Management LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Nov 22, 2021 | Mar 30, 2022 (128 d) |
| Joseph William Davis | Laidlaw Wealth Management LLC independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Sep 24, 2021 | Aug 30, 2021 |
| Brian Robertson | Laidlaw Wealth Management LLC independent RIA | Maxim Financial Advisors LLC independent RIA | RIA to RIA | Jun 14, 2018 | May 31, 2018 |
| Thomas Edwards Grimm | Laidlaw Wealth Management LLC independent RIA | Millennial Advisers, LLC. independent RIA | RIA to RIA | Mar 15, 2018 | Mar 9, 2018 |
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30 moves match.