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 Whitaker-Myers Wealth Managers, Ltd.

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
Jacob R ShoemakerWhitaker-Myers Wealth Managers, Ltd. independent RIALido independent RIARIA to RIADec 11, 2025Jan 30, 2026 (50 d)
Stephen Richard ArmstrongWhitaker-Myers Wealth Managers, Ltd. independent RIALexaurum Advisors independent RIARIA to RIANov 7, 2025Oct 9, 2025
Joshua D PalettaWhitaker-Myers Wealth Managers, Ltd. independent RIALexaurum Advisors independent RIARIA to RIAOct 7, 2025Sep 10, 2025
Kelly C KranstuberWhitaker-Myers Wealth Managers, Ltd. independent RIALexaurum Advisors independent RIARIA to RIAOct 6, 2025Oct 15, 2025
Grant JenningsWhitaker-Myers Wealth Managers, Ltd. independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankApr 7, 2025Sep 29, 2025 (175 d)
Amanda A SharrattWhitaker-Myers Wealth Managers, Ltd. independent RIAYour Wealth Financial Solutions, LLC state registeredRIA to a state-registered adviserApr 17, 2024Jun 20, 2024 (64 d)
Dustin Edward BurkhartWhitaker-Myers Wealth Managers, Ltd. independent RIASummit Wealth And Retirement Partners independent RIARIA to RIAOct 24, 2022Nov 1, 2022
Griffin James LuskWhitaker-Myers Wealth Managers, Ltd. independent RIAValic Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 14, 2022Jun 16, 2023 (245 d)
Page 1 of 1
8 moves match.