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
Sabrina Phillips FreemanWorld Investment Advisors, LLC institutionalLPL Financial LLC BD affiliatedOtherMay 26, 2021Jun 18, 2021
Russell ByromWorld Investment Advisors, LLC BD affiliatedPrecision Fiduciary Partners, LLC institutionalOtherFeb 3, 2021Dec 10, 2021 (310 d)
Devyn Lisa-Amber DuexWorld Investment Advisors, LLC BD affiliatedCaptrust otherOtherDec 31, 2020Dec 7, 2015
Panfilo CostantiniWorld Investment Advisors, LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherNov 18, 2020Dec 3, 2020
Scott Robertson OndekWorld Investment Advisors, LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherNov 4, 2020Nov 5, 2020
Logan Christopher SpawWorld Investment Advisors, LLC BD affiliatedThree Sixty Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2020Sep 16, 2020 (34 d)
Timothy Michael HoganWorld Investment Advisors, LLC BD affiliatedWaddell & Reed BD affiliatedAffiliated broker-dealer or bank to anotherJun 1, 2020May 26, 2020
Michael AbateWorld Investment Advisors, LLC BD affiliatedTd Ameritrade Investment Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2020May 8, 2020
Erick Glenn SchenkhuizenWorld Investment Advisors, LLC BD affiliatedClaraphi Advisory Network, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2020Mar 11, 2020
Thomas Paul MuldoonWorld Investment Advisors, LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 13, 2020Mar 17, 2020 (33 d)
Angela D MansfieldWorld Investment Advisors, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 11, 2020Apr 1, 2020 (50 d)
Paul Michael LassalleWorld Investment Advisors, LLC BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 31, 2019Dec 14, 2020 (563 d)
Steven Edward SansoneWorld Investment Advisors, LLC BD affiliatedEmpower Advisory Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 25, 2019Jan 1, 2025 (2048 d)
Kenneth RogersWorld Investment Advisors, LLC BD affiliatedCaptrust institutionalOtherFeb 13, 2019Jan 29, 2019
Jenifer Heatwole NesselrodtWorld Investment Advisors, LLC BD affiliatedCaptrust institutionalOtherFeb 13, 2019Jan 22, 2019
Ralph R CoppolaWorld Investment Advisors, LLC BD affiliatedIvy Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2018Dec 27, 2018
Brittney Renee Roberts MarshallWorld Investment Advisors, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherFeb 1, 2018Jan 28, 2020 (726 d)
Raymond Eugene GayWorld Investment Advisors, LLC otherPrivate Advisor Group, LLC otherOtherFeb 13, 2017Jan 5, 2017
Deanna Raquel BamfordWorld Investment Advisors, LLC otherCaptrust institutionalOtherDec 31, 2016Jan 1, 2025 (2923 d)
Taria Dawn AgbelusiWorld Investment Advisors, LLC otherCaptrust otherOtherDec 31, 2016Dec 7, 2015
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80 moves match.