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 Baker Tilly 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.

AdvisorFromToTypeLeftRegistered
Quantrel Wes HedrickBaker Tilly Wealth Management, LLC otherBox Financial Advisors, LLC independent RIAOtherMar 30, 2026Apr 16, 2026
Alec Bruce AbbottBaker Tilly Wealth Management, LLC mixed wealthThe Norden Group LLC independent RIARIA to RIAMay 31, 2024May 31, 2024
Christopher Sean CoxBaker Tilly Wealth Management, LLC mixed wealthPortside Wealth Group, LLC independent RIARIA to RIAApr 22, 2024May 22, 2024
Andres Esteban GuzmanBaker Tilly Wealth Management, LLC mixed wealthPortside Wealth Group, LLC independent RIARIA to RIAApr 22, 2024Jul 15, 2024 (84 d)
Jason Morgan PerkinsBaker Tilly Wealth Management, LLC mixed wealthThe Norden Group LLC independent RIARIA to RIAApr 1, 2024Apr 3, 2024
Michael T JanisBaker Tilly Wealth Management, LLC mixed wealthSteelpeak Wealth, LLC independent RIARIA to RIAJan 29, 2024Jan 30, 2024
Michael Anthony DellisantBaker Tilly Wealth Management, LLC mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseJan 26, 2024Jan 29, 2024
David LevinBaker Tilly Wealth Management, LLC mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseJan 26, 2024Jan 29, 2024
Jerry Robert SneedBaker Tilly Wealth Management, LLC mixed wealthProcyon mixed wealthRIA to RIAJul 26, 2023Jun 27, 2023
Francis John MckiernanBaker Tilly Wealth Management, LLC mixed wealthProcyon mixed wealthRIA to RIAJul 26, 2023Jun 27, 2023
Jared Scott NevenBaker Tilly Wealth Management, LLC mixed wealthSowell Management independent RIARIA to RIAJul 19, 2023Jul 19, 2023
Maryanna Elizabeth BraunBaker Tilly Wealth Management, LLC mixed wealthSowell Management independent RIARIA to RIAJul 19, 2023Jul 19, 2023
Amanda Maria DiguiseppeBaker Tilly Wealth Management, LLC mixed wealthProcyon mixed wealthRIA to RIAJun 26, 2023Jun 27, 2023
Christopher Mathew SneedBaker Tilly Wealth Management, LLC mixed wealthProcyon mixed wealthRIA to RIAJun 26, 2023Jun 27, 2023
John Thomas HarringtonBaker Tilly Wealth Management, LLC mixed wealthFairbanks Capital Management, Inc. independent RIARIA to RIAFeb 28, 2023Mar 10, 2023
John Allan AdamsBaker Tilly Wealth Management, LLC mixed wealthJ.P. Morgan Securities LLC wirehouseRIA to wirehouseFeb 28, 2023May 2, 2023 (63 d)
Faiez AhmedBaker Tilly Wealth Management, LLC mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseDec 16, 2022Dec 15, 2022
Abby R BareBaker Tilly Wealth Management, LLC mixed wealthWealthspire Advisors independent RIARIA to RIASep 17, 2021Sep 20, 2021
Steven Michael ScharffBaker Tilly Wealth Management, LLC mixed wealthNorthland Asset Management independent RIARIA to RIAJan 8, 2021Jan 6, 2021
Kevin Ray HermisBaker Tilly Wealth Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMar 20, 2020Mar 20, 2020
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20 moves match.