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 Wealthshield Partners, 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
Harry Marc KrigmanWealthshield Partners, LLC independent RIAFarther independent RIARIA to RIAJul 1, 2026Jun 25, 2026
Michael Len HelmsWealthshield Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2026Jul 1, 2026
Philip John CawleyWealthshield Partners, LLC independent RIAFarther independent RIARIA to RIAJul 1, 2026Jun 17, 2026
William Robert ToddWealthshield Partners, LLC independent RIAFarther independent RIARIA to RIAJul 1, 2026Jun 16, 2026
Kenneth BollingerWealthshield Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2026Jul 1, 2026
Scott LordWealthshield Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2026Jul 1, 2026
Robert Alexander LeggettWealthshield Partners, LLC independent RIAWealthshield LLC no RAUMOtherJul 1, 2026Mar 19, 2018
Norman Henry LevesqueWealthshield Partners, LLC independent RIAFarther independent RIARIA to RIAJul 1, 2026Jun 15, 2026
Sean Alan HusseyWealthshield Partners, LLC independent RIAFarther independent RIARIA to RIAJul 1, 2026Jun 15, 2026
Stuart Alexander GayWealthshield Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2026Jul 1, 2026
John MaherWealthshield Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2026Jul 1, 2026
Kayla Caroline KingWealthshield Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2026Jul 1, 2026
Jessica AlpersWealthshield Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2026Jul 1, 2026
Victoria Handley ArajWealthshield Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2026Jul 1, 2026
Mark Alan BareWealthshield Partners, LLC independent RIAGolden Pine Advisory, LLC state registeredRIA to a state-registered adviserApr 17, 2026Mar 16, 2026
Robert Paul MarronaroWealthshield Partners, LLC independent RIALegacy Edge Advisors no RAUMRIA to a newly registered adviserNov 1, 2023Nov 1, 2023
Hui Yao Kelly LinWealthshield Partners, LLC independent RIALegacy Edge Advisors no RAUMRIA to a newly registered adviserNov 1, 2023Nov 1, 2023
Timothy Olin UrieWealthshield Partners, LLC independent RIALegacy Edge Advisors independent RIARIA to RIANov 1, 2023Jan 1, 2026 (792 d)
Nicola Saverio PatulloWealthshield Partners, LLC independent RIALegacy Edge Advisors no RAUMRIA to a newly registered adviserNov 1, 2023Nov 1, 2023
Kevin Marshall BrooksWealthshield Partners, LLC independent RIALegacy Edge Advisors no RAUMRIA to a newly registered adviserNov 1, 2023Nov 1, 2023
Barry Howard GladsteinWealthshield Partners, LLC independent RIALegacy Edge Advisors no RAUMRIA to a newly registered adviserNov 1, 2023Nov 1, 2023
Anca GarciaWealthshield Partners, LLC independent RIALegacy Edge Advisors no RAUMRIA to a newly registered adviserNov 1, 2023Nov 8, 2023
Carman Theodore HicksWealthshield Partners, LLC independent RIAHicks & Associates Wealth Management, LLC no RAUMRIA to a newly registered adviserJan 4, 2023Dec 16, 2022
Paul RichardsWealthshield Partners, LLC independent RIAHicks & Associates Wealth Management, LLC no RAUMRIA to a newly registered adviserJan 4, 2023Nov 16, 2022
Nathan Aaron CherryWealthshield Partners, LLC independent RIAHicks & Associates Wealth Management, LLC no RAUMRIA to a newly registered adviserJan 4, 2023Nov 16, 2022
Ryan Michael UszenskiWealthshield Partners, LLC independent RIAOrg Partners independent RIARIA to RIAAug 30, 2022May 9, 2022
Timothy Dean GriffithWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Jul 30, 2021
Nathan Robert LegrandWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Jul 30, 2021
Sarah Abigail BraceWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Jul 30, 2021
Jody Daniel HowardWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Jul 30, 2021
Brian Richard TinkerWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Jul 8, 2021
Jeffrey J CismoskiWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Jul 30, 2021
Dominic J MessinaWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Aug 5, 2021
George EliasWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Aug 2, 2021
William Joseph DemarcoWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Jul 30, 2021
Angel Richelle WayWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Aug 2, 2021
Douglas Steven RiggertWealthshield Partners, LLC independent RIAOrg Partners no RAUMRIA to a newly registered adviserJul 30, 2021Jul 30, 2021
Matthew J PeckWealthshield Partners, LLC independent RIACarillon Advisors, LLC independent RIARIA to RIAJun 15, 2021Apr 23, 2021
Lauren B KennedyWealthshield Partners, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 25, 2021Jun 4, 2021 (71 d)
Robert Jay WaglerWealthshield Partners, LLC independent RIAReliant Investment Partners, LLC no RAUMRIA to a newly registered adviserJul 2, 2018Oct 19, 2018 (109 d)
James Blake TharinWealthshield Partners, LLC otherEmerald Asset Management, Inc. independent RIAOtherFeb 2, 2015Jan 27, 2015
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41 moves match.