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 Christopher Weil & Co 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 |
|---|---|---|---|---|---|
| Kimberly Higgins Day | Christopher Weil & Co Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Feb 3, 2026 (50 d) |
| Roy Isaiah | Christopher Weil & Co Inc independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 4, 2022 | Mar 7, 2024 (489 d) |
| Gina Crosetto Hurford | Christopher Weil & Co Inc other | The Advisory Group Of San Francisco, LLC other | Other | Jun 21, 2011 | Oct 19, 2011 (120 d) |
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3 moves match.