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 Wealth Watch Advisors, Inc

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
Meliza BrechtWealth Watch Advisors, Inc independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJun 11, 2026May 14, 2026
Linda Rose JensenWealth Watch Advisors, Inc independent RIASimplicity Wealth mixed wealthRIA to RIADec 11, 2025Dec 15, 2025
Robert Mark CerritoWealth Watch Advisors, Inc independent RIAGradient Advisors, LLC independent RIARIA to RIAApr 9, 2025Apr 7, 2025
Jordan Angelo MangalimanWealth Watch Advisors, Inc independent RIACorecap Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 20, 2025Feb 14, 2025
Maria R GarzaWealth Watch Advisors, Inc independent RIAPortfolio Medics, LLC independent RIARIA to RIAJan 29, 2025Oct 1, 2024
Justin Jay StanfillWealth Watch Advisors, Inc independent RIAGradient Advisors, LLC independent RIARIA to RIADec 19, 2024Jan 7, 2025
John Patrick LynchWealth Watch Advisors, Inc independent RIALynch Financial Group state registeredRIA to a state-registered adviserJul 24, 2024Jul 25, 2023
Timothy Lawrence AdamsWealth Watch Advisors, Inc independent RIAInception Financial Services state registeredRIA to a state-registered adviserMay 3, 2024Jul 2, 2024 (60 d)
Gary Ray HurtWealth Watch Advisors, Inc independent RIASimplicity Wealth otherOtherApr 26, 2024Apr 29, 2024
Bart W GernandtWealth Watch Advisors, Inc independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAApr 15, 2024Apr 11, 2025 (361 d)
Rosa ShalaWealth Watch Advisors, Inc independent RIATucker Asset Management LLC independent RIARIA to RIAMar 4, 2024Jan 1, 2025 (303 d)
Kenneth D SadlerWealth Watch Advisors, Inc independent RIAAmerican Capital Management, Inc. state registeredRIA to a state-registered adviserFeb 1, 2024Feb 1, 2024
Christopher LynchWealth Watch Advisors, Inc independent RIALynch Financial Group state registeredRIA to a state-registered adviserSep 11, 2023Jul 25, 2023
Darren Grant HesselinkWealth Watch Advisors, Inc independent RIAIronwood Financial, LLC independent RIARIA to RIAJul 12, 2023Feb 19, 2026 (953 d)
Kevin B DivechaWealth Watch Advisors, Inc independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 28, 2023Jun 9, 2025 (773 d)
Christian Fernando LunaWealth Watch Advisors, Inc independent RIAMaia Wealth independent RIARIA to RIAApr 12, 2023Apr 17, 2023
Timothy DernWealth Watch Advisors, Inc independent RIAMaia Wealth independent RIARIA to RIAMar 27, 2023Apr 5, 2023
William Stephen GloverWealth Watch Advisors, Inc independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 11, 2022Jul 14, 2022
Jimmy Louis HernandezWealth Watch Advisors, Inc independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 30, 2022Mar 30, 2022
Robert Rocco La SpadaWealth Watch Advisors, Inc independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAMar 11, 2022Mar 3, 2025 (1088 d)
Brian Lee SmithWealth Watch Advisors, Inc independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJan 18, 2022Feb 28, 2022 (41 d)
Michael Thomas LuceyWealth Watch Advisors, Inc independent RIALucey Wealth Advisors LLC state registeredRIA to a state-registered adviserDec 8, 2021Dec 9, 2021
Anita Louise LesterWealth Watch Advisors, Inc independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 27, 2021Oct 27, 2021
Jesse Marichalar GalindoWealth Watch Advisors, Inc independent RIARedwood Private Wealth no RAUMRIA to a newly registered adviserJul 26, 2021Jul 15, 2021
Richard Allen WeinerWealth Watch Advisors, Inc independent RIACuna Brokerage Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 24, 2021Jun 1, 2021
Daniel Mark SaccalWealth Watch Advisors, Inc independent RIAAltitude Capital Management LLC no RAUMRIA to a newly registered adviserApr 15, 2021Mar 4, 2025 (1419 d)
Michael A LewinWealth Watch Advisors, Inc independent RIAFoundations Investment Advisors LLC independent RIARIA to RIANov 16, 2020Nov 23, 2020
Howard Justin HeatherlyWealth Watch Advisors, Inc independent RIAAllstate Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 18, 2020Jun 24, 2020
John Alan HillWealth Watch Advisors, Inc independent RIALuminist Capital, LLC no RAUMOtherJun 18, 2020Jun 19, 2020
Renan Morven GuillouWealth Watch Advisors, Inc independent RIASecure Wealth, Inc. independent RIARIA to RIADec 31, 2019Aug 29, 2019
Paul Conrad StanleyWealth Watch Advisors, Inc independent RIASolomon Api LLC mixed wealthRIA to RIANov 4, 2019Sep 3, 2026 (2495 d)
Donald A SheltonWealth Watch Advisors, Inc independent RIASimplicity Wealth no RAUMRIA to a newly registered adviserOct 15, 2019Oct 28, 2019
Gaetan Reginald PolicardWealth Watch Advisors, Inc independent RIASimplicity Wealth no RAUMRIA to a newly registered adviserOct 15, 2019Oct 22, 2019
Larry Mckinley HalesWealth Watch Advisors, Inc independent RIAGradient Advisors, LLC independent RIARIA to RIAOct 2, 2019Sep 8, 2021 (707 d)
Nicholas Robert SloaneWealth Watch Advisors, Inc independent RIAAe Wealth Management, LLC independent RIARIA to RIASep 24, 2019Sep 23, 2019
Douglas GignacWealth Watch Advisors, Inc independent RIABrookstone Wealth Advisors, LLC no RAUMOtherSep 24, 2019Jan 1, 2026 (2291 d)
Kurt M ArseneauWealth Watch Advisors, Inc independent RIAAe Wealth Management, LLC independent RIARIA to RIASep 3, 2019Sep 3, 2019
Ronald Chris PackardWealth Watch Advisors, Inc independent RIACg Advisory Services independent RIARIA to RIAAug 27, 2019Jun 12, 2019
Scott Christopher CampbellWealth Watch Advisors, Inc independent RIAAe Wealth Management, LLC independent RIARIA to RIAAug 19, 2019Aug 19, 2019
Daniel James PackardWealth Watch Advisors, Inc independent RIACg Advisory Services independent RIARIA to RIAAug 6, 2019Jun 12, 2019
Chad Truman RoseWealth Watch Advisors, Inc independent RIASimplicity Wealth no RAUMRIA to a newly registered adviserJul 1, 2019Apr 16, 2019
Andrew Mitchell AbramsonWealth Watch Advisors, Inc independent RIALa Capital Wealth Management unclassifiedOtherJun 26, 2019Aug 6, 2019 (41 d)
Dylan Matthew KvaaleWealth Watch Advisors, Inc independent RIABalefire, LLC independent RIARIA to RIAJun 14, 2019Sep 22, 2023 (1561 d)
Nicholas Adam BourWealth Watch Advisors, Inc independent RIAAgile Wealth Partners state registeredRIA to a state-registered adviserMay 3, 2019May 8, 2019
Jerry Eugene LinebaughWealth Watch Advisors, Inc independent RIASimplicity Wealth no RAUMRIA to a newly registered adviserApr 30, 2019May 2, 2019
Maximo Gregorio CentenoWealth Watch Advisors, Inc independent RIASupreme Alliance LLC independent RIARIA to RIAApr 3, 2019Feb 25, 2020 (328 d)
Timothy Allen LambrosWealth Watch Advisors, Inc independent RIATrajan Wealth, L.L.C. independent RIARIA to RIAJul 20, 2018Aug 1, 2018
Timothy R WagenknechtWealth Watch Advisors, Inc otherE*Trade Capital Management, LLC independent RIAOtherMar 7, 2018Mar 9, 2018
Adam Jon MoellerWealth Watch Advisors, Inc otherFoundations Investment Advisors LLC otherOtherNov 6, 2017Nov 8, 2017
Lesley PinckardWealth Watch Advisors, Inc otherMutual Of Omaha Investor Services, Inc. no RAUMOtherOct 20, 2017Nov 14, 2017
Lonnie Wayne HoodWealth Watch Advisors, Inc otherHorter Investment Management, LLC otherOtherAug 14, 2017Aug 22, 2017
Gregory John GallWealth Watch Advisors, Inc otherRegal Investment Advisors LLC otherOtherJun 30, 2017Jun 5, 2017
Jessica Lynn BurchWealth Watch Advisors, Inc otherRegal Investment Advisors LLC otherOtherJun 6, 2017May 26, 2017
Alan Stuart FriedWealth Watch Advisors, Inc otherRegal Investment Advisors LLC otherOtherMay 5, 2017Apr 18, 2017
Phillip Chad CastleWealth Watch Advisors, Inc otherRegal Investment Advisors LLC otherOtherMay 5, 2017Apr 25, 2017
John DwyerWealth Watch Advisors, Inc otherRegal Investment Advisors LLC otherOtherApr 27, 2017Apr 26, 2017
Christopher John LesterWealth Watch Advisors, Inc otherRegal Investment Advisors LLC otherOtherApr 4, 2017Apr 7, 2017
Keith Brandon LesterWealth Watch Advisors, Inc otherRegal Investment Advisors LLC otherOtherApr 4, 2017Apr 19, 2017
Howard Elliott KaplanWealth Watch Advisors, Inc otherBrookstone Wealth Advisors, LLC otherOtherMar 31, 2017Apr 19, 2017
Gary Burgess DunneWealth Watch Advisors, Inc otherRegal Investment Advisors LLC otherOtherMar 31, 2017Apr 3, 2017
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66 moves match.