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 Waypoint Strategic Advisors

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
Joseph David CasselmanWaypoint Strategic Advisors independent RIAFarther independent RIARIA to RIAMar 31, 2026Jul 28, 2025
Benjamin Don CoakleyWaypoint Strategic Advisors independent RIAFarther independent RIARIA to RIAMar 31, 2026Aug 7, 2025
Matthew Scott CoakleyWaypoint Strategic Advisors independent RIAFarther independent RIARIA to RIAMar 31, 2026Aug 7, 2025
Robert Brent SmithWaypoint Strategic Advisors independent RIAFarther independent RIARIA to RIAMar 31, 2026Jul 11, 2025
David Pierre PlaisanceWaypoint Strategic Advisors independent RIAFarther independent RIARIA to RIAJan 16, 2026Jan 20, 2026
Joe Edgar YoungWaypoint Strategic Advisors independent RIAFarther independent RIARIA to RIAJan 16, 2026Jan 20, 2026
Tyler Steven CampbellWaypoint Strategic Advisors independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 18, 2025Aug 26, 2025 (161 d)
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7 moves match.