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 Wilmington Trust Investment Management

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
Rex Phillip MaceyWilmington Trust Investment Management otherRed Tortoise independent RIAOtherFeb 16, 2016Feb 19, 2016
Lisa MoreWilmington Trust Investment Management otherB. Riley Wealth Advisors, Inc. BD affiliatedOtherJan 19, 2010Jan 26, 2022 (4390 d)
Takuya KisakaWilmington Trust Investment Management otherA&M Private Wealth Partners, LLC independent RIAOtherJan 19, 2010Apr 9, 2025 (5559 d)
Scott William EdmondsWilmington Trust Investment Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 19, 2010Dec 6, 2021 (4339 d)
Jeffrey Scott BuckWilmington Trust Investment Management otherAlpha Capital Management, LLC otherOtherNov 19, 2009Apr 4, 2007
Gary Bradford MartinWilmington Trust Investment Management otherNicholas Hoffman & Company, LLC otherOtherJan 18, 2008Sep 25, 2009 (616 d)
Bruce Alan SpartzWilmington Trust Investment Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 16, 2008Jun 29, 2010 (895 d)
William Christopher KreickerWilmington Trust Investment Management otherChadds Ford Wealth Partners, LLC no RAUMOtherJan 14, 2008Jun 14, 2019 (4169 d)
Jay Allen RichardsonWilmington Trust Investment Management otherMutual Advisors, LLC BD affiliatedOtherJan 14, 2008Mar 19, 2018 (3717 d)
Paul Matthew DammWilmington Trust Investment Management otherBalentine otherOtherJan 4, 2008Jan 7, 2011 (1099 d)
Wesley Aaron FrenchWilmington Trust Investment Management otherPeachtree Investment Advisors, Inc. otherOtherMay 24, 2007Jan 22, 2007
Stephen Craig McdermottWilmington Trust Investment Management otherWilmington Brokerage Services Company unclassifiedOtherFeb 27, 2007Feb 16, 2007
Marcia Marie MayoueWilmington Trust Investment Management otherMayoue Wealth Management, LLC unclassifiedOtherJan 31, 2007Apr 21, 2008 (446 d)
Margaret Ann CoxWilmington Trust Investment Management otherMbsc, LLC unclassifiedOtherJun 1, 2005Jun 24, 2005
Mark Todd VandiverWilmington Trust Investment Management otherBalentine & Company Of Tennessee unclassifiedOtherJun 14, 2004Mar 9, 2004
Robert Bradley CaldwellWilmington Trust Investment Management otherBalentine & Company Of Tennessee unclassifiedOtherJun 14, 2004Mar 9, 2004
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16 moves match.