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 V Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brett Alan Lange | V Wealth Advisors LLC independent RIA | Newedge Advisors independent RIA | RIA to RIA | Dec 31, 2023 | Aug 22, 2018 |
| Brad J Richardson | V Wealth Advisors LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Oct 9, 2023 | Dec 15, 2023 (67 d) |
| Debra Susan Shultz | V Wealth Advisors LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Jan 25, 2023 | Feb 15, 2019 |
| Elizabeth Ann Trimble | V Wealth Advisors LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 24, 2023 | Dec 5, 2022 |
| Jeffrey L Wetta | V Wealth Advisors LLC independent RIA | Gentry Private Wealth no RAUM | RIA to a newly registered adviser | Dec 21, 2022 | Nov 13, 2022 |
| Maria F Martin | V Wealth Advisors LLC independent RIA | Gentry Private Wealth no RAUM | RIA to a newly registered adviser | Dec 21, 2022 | Nov 13, 2022 |
| Grant Michael Trimble | V Wealth Advisors LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2022 | Jan 5, 2022 |
| Candice Graham | V Wealth Advisors LLC independent RIA | United Capital Management Of Kansas, Inc. independent RIA | RIA to RIA | Mar 1, 2021 | Mar 8, 2021 |
| Michael E Howey | V Wealth Advisors LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2021 | May 20, 2021 (112 d) |
| Carroll Wayne Wilkerson | V Wealth Advisors LLC independent RIA | Wr Wealth Planners LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2020 | May 7, 2020 |
| Jared Wayne Reynolds | V Wealth Advisors LLC independent RIA | Wr Wealth Planners LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2020 | May 5, 2020 |
| Benjamin John Dierkes | V Wealth Advisors LLC independent RIA | Wr Wealth Planners LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2020 | May 7, 2020 |
| Daniel Paul Kellar | V Wealth Advisors LLC independent RIA | Wr Wealth Planners LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2020 | May 7, 2020 |
| Shawn Boyd Shepherd | V Wealth Advisors LLC independent RIA | Advisors Asset Management, Inc. mixed wealth | RIA to RIA | Nov 27, 2018 | Feb 26, 2019 (91 d) |
| Craig Joseph Kurth | V Wealth Advisors LLC independent RIA | Pcg Wealth Management no RAUM | RIA to a newly registered adviser | Dec 31, 2017 | Jan 3, 2018 |
| Christopher Raymond Wade | V Wealth Advisors LLC independent RIA | Pcg Wealth Management no RAUM | RIA to a newly registered adviser | Dec 31, 2017 | Jan 2, 2018 |
| Herman Edvin Lall | V Wealth Advisors LLC independent RIA | Pcg Wealth Management no RAUM | RIA to a newly registered adviser | Dec 31, 2017 | Jan 3, 2018 |
| Jonathan David Lall | V Wealth Advisors LLC independent RIA | Pcg Wealth Management no RAUM | RIA to a newly registered adviser | Dec 31, 2017 | Jan 2, 2018 |
| Alexandra Kiley Kurth Garden | V Wealth Advisors LLC independent RIA | Pcg Wealth Management no RAUM | RIA to a newly registered adviser | Dec 31, 2017 | Jan 2, 2018 |
| Michael Kevin Garden | V Wealth Advisors LLC independent RIA | Pcg Wealth Management no RAUM | RIA to a newly registered adviser | Dec 31, 2017 | Jan 2, 2018 |
| Neal David Furlong | V Wealth Advisors LLC other | Hightower Advisors, LLC other | Other | Mar 24, 2017 | Mar 28, 2017 |
| Omar R Qureshi | V Wealth Advisors LLC other | Hightower Advisors, LLC other | Other | Mar 24, 2017 | Mar 24, 2017 |
| Brian Daniel Copeland | V Wealth Advisors LLC other | Hightower Advisors, LLC other | Other | Mar 24, 2017 | Mar 24, 2017 |
| Laura Jeanne Boedges | V Wealth Advisors LLC other | Hightower Advisors, LLC other | Other | Mar 24, 2017 | Mar 24, 2017 |
| Richard Joseph Groebl | V Wealth Advisors LLC other | Onedigital other | Other | Jan 3, 2017 | Nov 20, 2015 |
| Timothy Alan Groebl | V Wealth Advisors LLC other | Onedigital other | Other | Jan 3, 2017 | Nov 20, 2015 |
| Geoffrey Allen Lanceley | V Wealth Advisors LLC other | Wealth Enhancement Advisory Services, LLC other | Other | Sep 6, 2016 | Aug 8, 2016 |
| Melissa P Figeac-Nanez | V Wealth Advisors LLC other | Triune Financial Partners, LLC other | Other | Jan 21, 2016 | Mar 16, 2016 (55 d) |
| Bryan O'Connor | V Wealth Advisors LLC other | LPL Financial LLC other | Other | Mar 5, 2015 | Jul 29, 2016 (512 d) |
| Andrew David Scianna | V Wealth Advisors LLC other | Summit Financial Group Inc other | Other | Jun 26, 2013 | Jun 25, 2013 |
| Michael L Suellentrop | V Wealth Advisors LLC other | Frontier Wealth Management, LLC other | Other | Jun 10, 2013 | Aug 9, 2013 (60 d) |
| Scott Stuart Ciullo | V Wealth Advisors LLC other | LPL Financial LLC other | Other | Feb 21, 2012 | Feb 24, 2012 |
| John Brian Franklin | V Wealth Advisors LLC other | LPL Financial LLC other | Other | Jan 23, 2012 | Feb 7, 2012 |
| Anthony Michael Cox | V Wealth Advisors LLC other | Invest Financial Corporation other | Other | Jan 12, 2012 | Jan 12, 2012 |
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34 moves match.