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 Wealthcare 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 |
|---|---|---|---|---|---|
| Nathan Mark Mersereau | Wealthcare Advisors, LLC other | Planning Alternatives Ltd other | Other | Feb 9, 2018 | Feb 14, 2018 |
| James Conrad Niedzinski | Wealthcare Advisors, LLC other | Planning Alternatives Ltd other | Other | Feb 9, 2018 | Feb 14, 2018 |
| Nicole Gopoian Wirick | Wealthcare Advisors, LLC other | Planning Alternatives Ltd other | Other | Feb 9, 2018 | Jan 12, 2015 |
| Jason Sheldon Close | Wealthcare Advisors, LLC other | Tru Independence Asset Management, LLC independent RIA | Other | May 17, 2016 | Mar 14, 2020 (1397 d) |
| Joseph Olekszyk | Wealthcare Advisors, LLC other | Rehmann Wealth other | Other | Jan 31, 2014 | Feb 11, 2014 |
Page 1 of 1
5 moves match.