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 Waddell & Associates, 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
Shelly Halford BakerWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
David Sewall WaddellWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Carol Lee RoyerWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Perry Jenkins GreenWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Michael BartlettWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Matthew John GentzkowWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Sean Embry GouldWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Lukas Brian HooperWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 19, 2026
Alexa Verzosa AlcalaWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Robert James GrahamWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Laurie Grace CortnerWaddell & Associates, LLC independent RIAVestia Personal Wealth Advisors independent RIARIA to RIAJun 25, 2026May 26, 2026
Timothy Wayne EllisWaddell & Associates, LLC independent RIARbg Wealth Advisors LLC independent RIARIA to RIAMar 7, 2022May 26, 2022 (80 d)
Tara Dempsey CarlsonWaddell & Associates, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 7, 2018Sep 10, 2018
William Hilliard YatesWaddell & Associates, LLC otherEaglestrong Financial state registeredOtherApr 6, 2017May 19, 2017 (43 d)
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14 moves match.