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 World Investment Advisors, 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
Kyle Robert BochatWorld Investment Advisors, LLC otherFinancial Potential Wealth Management no RAUMOtherSep 8, 2026Aug 28, 2026
Timothy Brock BolemanWorld Investment Advisors, LLC otherFinancial Potential Wealth Management no RAUMOtherSep 8, 2026Sep 3, 2026
Mary Kathleen FlahertyWorld Investment Advisors, LLC otherProspera Financial Services, Inc. BD affiliatedOtherAug 11, 2026Aug 13, 2026
Kevin Adam TakinenWorld Investment Advisors, LLC otherMariner BD affiliatedOtherJul 30, 2026Aug 25, 2026
Reid Scott WilsonWorld Investment Advisors, LLC otherOnedigital institutionalOtherJun 23, 2026Jun 24, 2026
William David AlfordWorld Investment Advisors, LLC otherTitleist Asset Management, LLC independent RIAOtherMay 4, 2026May 7, 2026
Jessica L BenningsdorfWorld Investment Advisors, LLC otherAssuredpartners Investment Advisors independent RIAOtherApr 7, 2026Oct 31, 2024
Thomas Edward BrussardWorld Investment Advisors, LLC otherSpc BD affiliatedOtherApr 7, 2026Apr 10, 2026
William Gerard TuckerWorld Investment Advisors, LLC otherLPL Enterprise, LLC BD affiliatedOtherMar 17, 2026Mar 16, 2026
Kathryn RileyWorld Investment Advisors, LLC otherAssuredpartners Investment Advisors independent RIAOtherFeb 27, 2026Jan 29, 2025
Anatoly KhaitWorld Investment Advisors, LLC otherProspera Financial Services, Inc. BD affiliatedOtherFeb 23, 2026Feb 17, 2026
Bolaji Richard OdusanyaWorld Investment Advisors, LLC otherOneamerica Securities, Inc. BD affiliatedOtherJan 21, 2026Jun 22, 2026 (152 d)
David Nicolas GonzagaWorld Investment Advisors, LLC otherWells Fargo Advisors wirehouseOtherJan 8, 2026Jan 9, 2026
Spencer Paul WrightWorld Investment Advisors, LLC otherHalbert Wealth Management, Inc asset managerOtherNov 2, 2025Sep 15, 2025
Brian M. MarinoWorld Investment Advisors, LLC otherOneseven independent RIAOtherOct 9, 2025Sep 15, 2025
Eugen CraciunWorld Investment Advisors, LLC otherOneseven independent RIAOtherOct 9, 2025Sep 15, 2025
Timothy Ray MartinWorld Investment Advisors, LLC otherOneseven independent RIAOtherOct 9, 2025Sep 15, 2025
Michael Robert CianciolaWorld Investment Advisors, LLC otherOneseven independent RIAOtherOct 9, 2025Sep 15, 2025
Matthew Michael MaraschWorld Investment Advisors, LLC otherOneseven independent RIAOtherOct 9, 2025Sep 15, 2025
Jeanne Kearns HagarWorld Investment Advisors, LLC otherOneseven independent RIAOtherOct 8, 2025Sep 8, 2025
Thomas Michael BurgerWorld Investment Advisors, LLC otherOneseven independent RIAOtherOct 8, 2025Sep 17, 2025
Johnathan Charles BreenWorld Investment Advisors, LLC otherOneseven independent RIAOtherOct 8, 2025Sep 17, 2025
Dylan Christopher AdlerWorld Investment Advisors, LLC otherAnnex Wealth Management, LLC independent RIAOtherSep 24, 2025Sep 30, 2025
Christopher BarrettWorld Investment Advisors, LLC otherMayflower Advisors mixed wealthOtherAug 19, 2025Aug 25, 2025
Brian William HalbertWorld Investment Advisors, LLC otherHalbert Wealth Management, Inc asset managerOtherJul 31, 2025Jul 21, 2025
Leah MandersonWorld Investment Advisors, LLC otherMercer Global Advisors Inc. independent RIAOtherJul 16, 2025Jul 28, 2025
Mero Joseph CapoWorld Investment Advisors, LLC otherNewedge Advisors BD affiliatedOtherJul 9, 2025Jul 18, 2025
Glen Michael OconnorWorld Investment Advisors, LLC otherNewedge Advisors BD affiliatedOtherJul 9, 2025Jul 18, 2025
Joshua Cade JohnsonWorld Investment Advisors, LLC otherChristensen Group Financial, LLC independent RIAOtherJun 27, 2025Jul 1, 2025
Joseph OrdonezWorld Investment Advisors, LLC institutionalKestra Advisory Services, LLC BD affiliatedOtherFeb 12, 2025Feb 20, 2025
Joseph Robert McfaddenWorld Investment Advisors, LLC institutionalProvise Management Group, LLC independent RIAOtherDec 20, 2024Sep 10, 2025 (264 d)
Susan Patricia Hubbell SanchezWorld Investment Advisors, LLC institutionalAssuredpartners Investment Advisors independent RIAOtherDec 17, 2024Mar 22, 2024
Paige Tallette LarsonWorld Investment Advisors, LLC institutionalRetirement And Wealth At Alliant, LLC institutionalOtherNov 22, 2024Dec 5, 2024
Emily HopkinsWorld Investment Advisors, LLC institutionalWealthspire Retirement Advisory institutionalOtherOct 7, 2024Nov 5, 2024
Evan Bandler AdamsWorld Investment Advisors, LLC institutionalAlera Investment Advisors, LLC mixed wealthOtherSep 13, 2024Jan 23, 2025 (132 d)
Michele Marie FarfanWorld Investment Advisors, LLC institutionalAlera Investment Advisors, LLC mixed wealthOtherSep 13, 2024May 12, 2025 (241 d)
Kirbe D WilliamsonWorld Investment Advisors, LLC institutionalAssuredpartners Investment Advisors independent RIAOtherAug 22, 2024Aug 27, 2024
Roman SpearWorld Investment Advisors, LLC institutionalCwm, LLC BD affiliatedOtherAug 16, 2024Aug 23, 2024
Laura OrtegaWorld Investment Advisors, LLC institutionalCreative Planning independent RIAOtherJun 12, 2024Sep 19, 2024 (99 d)
Michael AbateWorld Investment Advisors, LLC institutionalUnited Asset Strategies Inc. independent RIAOtherMay 1, 2024Jun 18, 2024 (48 d)
Patrick DuffyWorld Investment Advisors, LLC institutionalAdvice And Planning Services BD affiliatedOtherJan 23, 2024Feb 15, 2024
Khirstine Lumban LesserWorld Investment Advisors, LLC institutionalNewfront Retirement Services, Inc. institutionalOtherSep 7, 2023Sep 21, 2023
Raul SandovalWorld Investment Advisors, LLC institutionalJ.P. Morgan Securities LLC wirehouseOtherJul 24, 2023Feb 23, 2024 (214 d)
Thomas ZenobyWorld Investment Advisors, LLC institutionalAscensus Investment Advisors, LLC institutionalOtherJun 21, 2023Nov 15, 2023 (147 d)
Ronnie David CoxWorld Investment Advisors, LLC institutionalHuman Interest Advisors LLC independent RIAOtherApr 5, 2023Aug 2, 2023 (119 d)
Eleana Touris MclaneWorld Investment Advisors, LLC institutionalRedwood Financial Planning, LLC independent RIAOtherMar 7, 2023Feb 6, 2024 (336 d)
Kelly Suzanne MajdanWorld Investment Advisors, LLC institutionalOnedigital institutionalOtherDec 31, 2022Oct 23, 2024 (662 d)
Eugenia Cristina Georgescu-HansenWorld Investment Advisors, LLC institutionalSanctuary Wealth Management, LLC independent RIAOtherDec 31, 2022Dec 16, 2022
Peter James ButlerWorld Investment Advisors, LLC institutionalHelmstar Wealth Management independent RIAOtherDec 20, 2022Feb 28, 2023 (70 d)
Daniel Spector-FransonWorld Investment Advisors, LLC institutionalSummitry, LLC independent RIAOtherDec 6, 2022Dec 20, 2022
Taylor M ClarkWorld Investment Advisors, LLC institutionalMma Securities LLC no RAUMOtherNov 4, 2022Nov 29, 2022
Nicholas Frank SefchokWorld Investment Advisors, LLC institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherOct 3, 2022Sep 30, 2022
Carly SenecaWorld Investment Advisors, LLC institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherOct 3, 2022Sep 30, 2022
Max M CrownoverWorld Investment Advisors, LLC institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherOct 3, 2022Sep 30, 2022
Keaton SecretanWorld Investment Advisors, LLC institutionalJrs Wealth Management LLC independent RIAOtherMay 5, 2022Aug 2, 2022 (89 d)
Donovan RobersonWorld Investment Advisors, LLC institutionalWalpole Financial Advisors, LLC independent RIAOtherApr 20, 2022May 5, 2022
Steven Samuel SansoneWorld Investment Advisors, LLC institutionalCreative Planning Institutional Advisors, LLC institutionalOtherMar 16, 2022Mar 17, 2022
Stephan John MiskjianWorld Investment Advisors, LLC institutionalCreative Planning Institutional Advisors, LLC institutionalOtherMar 16, 2022Mar 17, 2022
Rafael MoraWorld Investment Advisors, LLC institutionalFidelity Personal And Workplace Advisors BD affiliatedOtherNov 1, 2021Jun 2, 2023 (578 d)
Daniel MoralesWorld Investment Advisors, LLC institutionalAmeritas Advisory Services BD affiliatedOtherOct 4, 2021Oct 13, 2021
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80 moves match.