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 Wealthcare Advisory 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
Wesley Spaulding BrownWealthcare Advisory Partners LLC independent RIACogentblue independent RIARIA to RIANov 3, 2021Nov 3, 2025 (1461 d)
Robert Verne BolenWealthcare Advisory Partners LLC independent RIACogentblue independent RIARIA to RIAOct 4, 2021Jan 2, 2025 (1186 d)
Christopher Stephen CotterellWealthcare Advisory Partners LLC independent RIAWater Street Financial LLC no RAUMRIA to a newly registered adviserSep 30, 2021Oct 1, 2021
Thomas Eric StineWealthcare Advisory Partners LLC independent RIAWater Street Financial LLC no RAUMRIA to a newly registered adviserSep 30, 2021Oct 1, 2021
Jeffrey Alan ReidWealthcare Advisory Partners LLC independent RIAWater Street Financial LLC no RAUMRIA to a newly registered adviserSep 30, 2021Oct 1, 2021
Ryan Charles OatesWealthcare Advisory Partners LLC independent RIAWater Street Financial LLC no RAUMRIA to a newly registered adviserSep 30, 2021Oct 1, 2021
Anthony Corbin SuttonWealthcare Advisory Partners LLC independent RIAWater Street Financial LLC no RAUMRIA to a newly registered adviserSep 30, 2021Oct 1, 2021
Timothy Yeats ThomasWealthcare Advisory Partners LLC independent RIAIntegrative Investing unclassifiedOtherSep 29, 2021Oct 1, 2021
Laurence GillstonWealthcare Advisory Partners LLC independent RIAProvident Wealth Management, LLC independent RIARIA to RIAAug 19, 2021Aug 24, 2021
Allison Ferrentino DunlapWealthcare Advisory Partners LLC independent RIAPennington Partners & Co., LLC independent RIARIA to RIAAug 12, 2021Aug 9, 2021
Timothy Ryan HallWealthcare Advisory Partners LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 13, 2021Jul 12, 2021
Thomas Avery SkelleyWealthcare Advisory Partners LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 13, 2021Jul 9, 2021
Garrett RohrbaughWealthcare Advisory Partners LLC independent RIAOsaic Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 5, 2020Oct 19, 2020
Grant Reid RaskinWealthcare Advisory Partners LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 21, 2020Oct 16, 2023 (1273 d)
Ernest Paul CarreraWealthcare Advisory Partners LLC independent RIAIht Wealth Management LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 4, 2020Feb 3, 2026 (2191 d)
Albert Duncan KaufmanWealthcare Advisory Partners LLC independent RIAAdk Wealthcare Partners unclassifiedOtherJan 21, 2020Jan 23, 2020
Donna Marie KellyWealthcare Advisory Partners LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankNov 26, 2019Jul 28, 2020 (245 d)
Jill Melissa BertkeWealthcare Advisory Partners LLC independent RIATvamp, LLC independent RIARIA to RIAOct 10, 2019Oct 11, 2019
David George SpenceWealthcare Advisory Partners LLC independent RIACapital One Investing, Inc. independent RIARIA to RIAJan 7, 2019Jan 8, 2019
Timothy Theodore PicciottWealthcare Advisory Partners LLC independent RIAInnovative Advisory Group independent RIARIA to RIAFeb 15, 2018May 21, 2018 (95 d)
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80 moves match.