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 Cook 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 |
|---|---|---|---|---|---|
| Brian J. Cook | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Michael Thomas Holloway | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Seth Mitchell Large | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Jason Miles Deshayes | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Zachary Q. Carver | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Hunter B Houser | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Elliot Lee Williams | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Gideon Luke Sims | Cook Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| David Angelo Mcdougall | Cook Wealth, LLC independent RIA | Highwind Wealth Management state registered | RIA to a state-registered adviser | Feb 20, 2025 | Jun 10, 2025 (110 d) |
| Derek Thompson Williams | Cook Wealth, LLC independent RIA | Veratis Advisors, Inc. institutional | Other | Jun 8, 2023 | Jun 14, 2023 |
| Robert C Scholes | Cook Wealth, LLC independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 28, 2022 | Feb 26, 2025 (852 d) |
Page 1 of 1
11 moves match.