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 The Martin Worley Group
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 |
|---|---|---|---|---|---|
| Brian Andrew Worley | The Martin Worley Group independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Oct 22, 2025 | Jul 28, 2025 |
| Jack L Griffin | The Martin Worley Group independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Oct 22, 2025 | Jul 15, 2025 |
| Terra Jo Thurgood | The Martin Worley Group independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Oct 22, 2025 | Jul 28, 2025 |
| Barry Todd Watson | The Martin Worley Group independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Oct 22, 2025 | Jul 28, 2025 |
| Shandon Dale Johnson | The Martin Worley Group independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Oct 22, 2025 | Jul 28, 2025 |
| William Jeffrey Draper | The Martin Worley Group other | Foresight Wealth Management, LLC independent RIA | Other | Oct 14, 2016 | Sep 9, 2019 (1060 d) |
| James Rhead Sweeney | The Martin Worley Group other | Switchpoint Financial Planning LLC independent RIA | Other | Feb 24, 2016 | Mar 31, 2016 (36 d) |
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7 moves match.