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 Quest Partners, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Rene Paul De Charon | Wealth Quest Partners, Inc. independent RIA | American Money Management, LLC independent RIA | RIA to RIA | Sep 2, 2021 | Jun 23, 2021 |
| Jeanni Patricia Harrison | Wealth Quest Partners, Inc. independent RIA | American Money Management, LLC independent RIA | RIA to RIA | Sep 2, 2021 | Jun 23, 2021 |
| Marnie Walters Baird | Wealth Quest Partners, Inc. independent RIA | American Money Management, LLC independent RIA | RIA to RIA | Aug 11, 2021 | Jun 23, 2021 |
| Gina Marie Willkomm | Wealth Quest Partners, Inc. independent RIA | Aspiriant, LLC independent RIA | RIA to RIA | Feb 8, 2021 | Feb 28, 2025 (1481 d) |
| Jeffrey Samuel Platt | Wealth Quest Partners, Inc. independent RIA | Platt Wealth Management no RAUM | RIA to a newly registered adviser | Oct 9, 2018 | Jul 6, 2018 |
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5 moves match.