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 Wealthpoint Advisors 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
Brent WalkerWealthpoint Advisors LLC independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2024Dec 2, 2024
Matthew Patrick HolmesWealthpoint Advisors LLC independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2024Dec 2, 2024
Jack NewcomerWealthpoint Advisors LLC independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2024Dec 2, 2024
Bryan Robert ByrerWealthpoint Advisors LLC independent RIADeerfield independent RIARIA to RIAAug 21, 2024Sep 16, 2024
Nathan W EixWealthpoint Advisors LLC independent RIATruepoint, Inc. independent RIARIA to RIADec 18, 2023May 5, 2025 (504 d)
Joshua B BentzWealthpoint Advisors LLC independent RIATruepoint, Inc. independent RIARIA to RIAMar 22, 2023Mar 24, 2023
Brianna Mieko BlackWealthpoint Advisors LLC independent RIAFinancial Life Advisors independent RIARIA to RIANov 7, 2022Nov 9, 2022
Daniel Alexander PerkinsWealthpoint Advisors LLC independent RIAPerkins Wealth Advantage state registeredRIA to a state-registered adviserJun 1, 2022Apr 18, 2022
Stephanie Lynn WillisonWealthpoint Advisors LLC otherTreybourne Wealth Planners otherOtherJan 4, 2011Jan 3, 2011
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9 moves match.