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 Connecticut 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 |
|---|---|---|---|---|---|
| Lucas Lycksell | Connecticut Wealth Management, LLC independent RIA | Tailored Wealth, LLC state registered | RIA to a state-registered adviser | Aug 3, 2026 | Sep 10, 2026 (38 d) |
| Sarah Catherine Rioux | Connecticut Wealth Management, LLC independent RIA | Tfc Financial Management Inc independent RIA | RIA to RIA | Jul 8, 2026 | Jul 30, 2026 |
| Ekaterini Roberts | Connecticut Wealth Management, LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Apr 27, 2026 | Aug 7, 2026 (102 d) |
| Emily Rebekah Wood | Connecticut Wealth Management, LLC independent RIA | Jeffrey N. Mehler, CFP LLC independent RIA | RIA to RIA | May 27, 2025 | Sep 24, 2025 (120 d) |
| Nicolas Good | Connecticut Wealth Management, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | May 1, 2025 | Jun 3, 2025 (33 d) |
| William Walker Lohrey | Connecticut Wealth Management, LLC independent RIA | Edelman Financial Engines mixed wealth | RIA to RIA | Jan 17, 2024 | Feb 22, 2024 (36 d) |
| Taylor King | Connecticut Wealth Management, LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 16, 2023 | Jul 11, 2024 (330 d) |
| Laura Sundquist | Connecticut Wealth Management, LLC independent RIA | Sage Financial Design, Inc unclassified | Other | Jan 23, 2023 | Jan 20, 2023 |
| Elizabeth Anne Debassio | Connecticut Wealth Management, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2022 | Aug 12, 2022 |
| Patrick Mchale | Connecticut Wealth Management, LLC independent RIA | Bbr Partners, LLC independent RIA | RIA to RIA | Sep 8, 2021 | Sep 14, 2021 |
| Timothy John Ressler | Connecticut Wealth Management, LLC independent RIA | Cetera Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2021 | Oct 18, 2021 (164 d) |
| Tyler Westervelt Potts | Connecticut Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2021 | May 7, 2021 |
| Kayse Ann Kress | Connecticut Wealth Management, LLC other | More With Less Financial Planning, LLC unclassified | Other | May 4, 2017 | Aug 3, 2017 (91 d) |
| Patricia Clark Kane | Connecticut Wealth Management, LLC other | Kane Financial Planning state registered | Other | Nov 12, 2015 | May 6, 2016 (176 d) |
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14 moves match.