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 Fullcircle Wealth 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 |
|---|---|---|---|---|---|
| Brent Sikes | Fullcircle Wealth LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2026 | Apr 23, 2026 |
| Wesley Robert Pingelton | Fullcircle Wealth LLC independent RIA | Northill Aims, LLC no RAUM | RIA to a newly registered adviser | May 5, 2026 | Dec 16, 2025 |
| Jamie Jenkins | Fullcircle Wealth LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2026 | Apr 16, 2026 |
| Kimberly Anne Vesely | Fullcircle Wealth LLC independent RIA | Northill Aims, LLC no RAUM | RIA to a newly registered adviser | Feb 18, 2026 | Jan 7, 2026 |
| Mary Macintosh Harris | Fullcircle Wealth LLC independent RIA | Quadcap Wealth Management, LLC other | Other | Aug 1, 2017 | Jul 19, 2017 |
| Caryn Taurog Borden | Fullcircle Wealth LLC independent RIA | Prospera Financial Services, Inc. independent RIA | RIA to RIA | Feb 25, 2016 | Dec 21, 2020 (1761 d) |
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6 moves match.