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 Wildes Financial Strategies, 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 |
|---|---|---|---|---|---|
| Jadyn Caroline Watson | Wildes Financial Strategies, Inc independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | May 23, 2025 | Jun 13, 2025 |
| Nathan Edward White | Wildes Financial Strategies, Inc independent RIA | Morris Financial Concepts, Inc. independent RIA | RIA to RIA | Jul 10, 2024 | Feb 11, 2026 (581 d) |
| Corbett Atwell Mckinney | Wildes Financial Strategies, Inc independent RIA | Osaic Fa, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 1, 2023 | Oct 8, 2024 (587 d) |
| Amanda Vail Ridgeway | Wildes Financial Strategies, Inc independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Feb 15, 2019 | Jan 10, 2019 |
Page 1 of 1
4 moves match.