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 Waypoint Wealth Counsel 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 |
|---|---|---|---|---|---|
| Michael Hayes Rollauer | Waypoint Wealth Counsel LLC independent RIA | Highbrook Capital Partners no RAUM | RIA to a newly registered adviser | Feb 10, 2026 | Jan 13, 2026 |
| Daniel Charles Hall | Waypoint Wealth Counsel LLC independent RIA | Highbrook Capital Partners no RAUM | RIA to a newly registered adviser | Feb 10, 2026 | Jan 13, 2026 |
| Timothy Sean Daughtry | Waypoint Wealth Counsel LLC independent RIA | Access Investment Management, LLC no RAUM | Other | Mar 27, 2025 | Sep 15, 2022 |
| Matthew Darren Reams | Waypoint Wealth Counsel LLC independent RIA | Access Investment Management, LLC no RAUM | Other | Nov 16, 2023 | Sep 19, 2022 |
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4 moves match.