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 Equity Group, 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.

AdvisorFromToTypeLeftRegistered
Scott Foster HoskinsWorld Equity Group, Inc. BD affiliatedBfc Planning, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 22, 2026Feb 27, 2026
Taylor HeifetzWorld Equity Group, Inc. BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 6, 2025Mar 24, 2026 (138 d)
Joel Parker KastenWorld Equity Group, Inc. BD affiliatedNext Generation Investing, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 7, 2025Feb 17, 2023
Kelley Jo BelmonteWorld Equity Group, Inc. BD affiliatedMidway Wealth Partners, LLC no RAUMOtherOct 2, 2024Jan 20, 2023
Scot Patrick SageserWorld Equity Group, Inc. BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherSep 12, 2024Sep 11, 2024
Travis J OlszewskiWorld Equity Group, Inc. BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherAug 19, 2024Aug 27, 2024
Michael Paul BennittWorld Equity Group, Inc. BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJun 5, 2024Jun 3, 2024
Daniel Patrick BieralsWorld Equity Group, Inc. BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 15, 2023Dec 15, 2023
Joseph Andrew ClarkWorld Equity Group, Inc. BD affiliatedFinancial Enhancement Group no RAUMOtherDec 2, 2023Jan 3, 2012
Donald Earl HodsonWorld Equity Group, Inc. BD affiliatedFinancial Enhancement Group no RAUMOtherDec 1, 2023Jan 6, 2012
Adam Michael HarterWorld Equity Group, Inc. BD affiliatedFinancial Enhancement Group no RAUMOtherNov 30, 2023Jan 6, 2012
Martin Edwin JamesWorld Equity Group, Inc. BD affiliatedModern Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2023Oct 16, 2023
Kyle Martin JamesWorld Equity Group, Inc. BD affiliatedModern Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2023Oct 16, 2023
Ara Alexander KachadourianWorld Equity Group, Inc. BD affiliatedAlexander Capital Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 25, 2023May 17, 2023
Matthew Patrick NardolilloWorld Equity Group, Inc. BD affiliatedSummit Financial, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 23, 2023May 8, 2023
Timothy Michael ShawWorld Equity Group, Inc. BD affiliatedGineris Wealth Management state registeredAffiliated broker-dealer or bank to a state-registered adviserDec 2, 2022Apr 30, 2018
Renee Grace FaisonWorld Equity Group, Inc. BD affiliatedKingswood Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 13, 2022Jun 13, 2022
Christopher Michael RodgersWorld Equity Group, Inc. BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2021Feb 15, 2022 (57 d)
Brian Stephen GeorgeWorld Equity Group, Inc. BD affiliatedPlanning Network Partners unclassifiedOtherDec 16, 2021Dec 15, 2021
Jason Karon HulstWorld Equity Group, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 14, 2021Dec 14, 2021
Ryan Michael GarrityWorld Equity Group, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 22, 2021Sep 27, 2021
Glenn Scott SchwaljeWorld Equity Group, Inc. BD affiliatedUhlmann Investment Management, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2021Sep 12, 2022 (357 d)
Casey CasonWorld Equity Group, Inc. BD affiliatedRedwood Private Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 25, 2021Dec 13, 2021 (110 d)
Susan D KerrWorld Equity Group, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 22, 2021Aug 6, 2021
Paul Richard TencerWorld Equity Group, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 7, 2021Jun 2, 2021
Brock Edward BakerWorld Equity Group, Inc. BD affiliatedThrivent Investment Management Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 16, 2021Feb 25, 2021
Daniel P OstlundWorld Equity Group, Inc. BD affiliatedCapital Management Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 10, 2020Dec 7, 2020
Melanie A HuskWorld Equity Group, Inc. BD affiliatedMel Consulting Co. D/B/A Mel & Co state registeredAffiliated broker-dealer or bank to a state-registered adviserMar 31, 2020Apr 6, 2020
Thomas Walter BrownWorld Equity Group, Inc. BD affiliatedCapital Management Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2020Feb 14, 2020
Brian Robert SheehyWorld Equity Group, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 8, 2020Jan 9, 2020
Christopher Alex CokinisWorld Equity Group, Inc. BD affiliatedOneamerica Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 23, 2019Sep 9, 2020 (322 d)
Chesley Hicken EricksonWorld Equity Group, Inc. BD affiliatedTrek Financial independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2019May 13, 2019
John MateykoWorld Equity Group, Inc. BD affiliatedPeachcap Tax & Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2018Sep 28, 2018
Robert Alan WalterWorld Equity Group, Inc. BD affiliatedSanctuary Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2018Dec 21, 2022 (1540 d)
Stephen Stanley DudasWorld Equity Group, Inc. BD affiliatedInvestacorp Advisory Services Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 24, 2018Aug 29, 2018
Kurt MortensonWorld Equity Group, Inc. BD affiliatedCypress Wealth Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 15, 2018May 19, 2018
Michael Reed MortensonWorld Equity Group, Inc. BD affiliatedCypress Wealth Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 15, 2018May 3, 2018
Michele Ka PembertonWorld Equity Group, Inc. otherThe Wealth Consulting Group otherOtherNov 28, 2017Nov 29, 2017
James W AnadonWorld Equity Group, Inc. otherPillar6 Advisors, LLC state registeredOtherSep 1, 2017Sep 8, 2017
John WalkerWorld Equity Group, Inc. otherTrek Financial otherOtherAug 18, 2017Aug 25, 2017
Darcel Dee StuckiWorld Equity Group, Inc. otherTrek Financial otherOtherMay 8, 2017Aug 17, 2017 (101 d)
Richard Robert DwyerWorld Equity Group, Inc. otherSgl Financial, LLC otherOtherMay 2, 2017May 12, 2016
Mark Hwaley ChaoWorld Equity Group, Inc. otherCapital Management Services, Inc. independent RIAOtherDec 31, 2016Feb 17, 2017 (48 d)
Rick Harold JonesWorld Equity Group, Inc. otherTrek Financial otherOtherDec 16, 2016Aug 28, 2017 (255 d)
Daniel Lee KorthWorld Equity Group, Inc. otherProsperity Financial Group, Inc. otherOtherNov 10, 2016Nov 11, 2016
Peter Michael LewisWorld Equity Group, Inc. otherLasalle St. Investment Advisors, L.L.C. otherOtherSep 19, 2016Oct 7, 2016
Ryan CareyWorld Equity Group, Inc. otherIndependent Financial Partners otherOtherJul 19, 2016Jul 20, 2016
Parker R HollandWorld Equity Group, Inc. otherCapital Financial Advisory Group, LLC state registeredOtherJun 17, 2016Jun 20, 2016
Evan G MathewWorld Equity Group, Inc. otherTrek Financial otherOtherMar 31, 2016Jul 27, 2017 (483 d)
Graham Barton McdougalWorld Equity Group, Inc. otherTrek Financial otherOtherMar 31, 2016Jul 28, 2017 (484 d)
Stephen Aaron RodgvellerWorld Equity Group, Inc. otherCentaurus Financial, Inc. otherOtherMar 29, 2016Jun 22, 2017 (450 d)
Steven Paul SuttonWorld Equity Group, Inc. otherNorthview Asset Management, Inc. otherOtherJan 7, 2016Jan 22, 2016
Michael Dean JanakWorld Equity Group, Inc. otherNorthview Asset Management, Inc. otherOtherJan 7, 2016Jan 22, 2016
Jennifer Lynn DonaisWorld Equity Group, Inc. otherLebenthal Wealth Advisors, LLC otherOtherOct 26, 2015Nov 2, 2015
Paul Frederick ValenciaWorld Equity Group, Inc. otherVineyard Wealth Advisory LLC state registeredOtherJan 20, 2015Mar 30, 2022 (2626 d)
Jeffrey Charles BabcockWorld Equity Group, Inc. otherCalton & Associates, Inc. otherOtherJan 2, 2015Jan 2, 2015
Michael Glenn PashakWorld Equity Group, Inc. otherLPL Financial LLC otherOtherOct 24, 2014Nov 5, 2014
Andrew William ThrasherWorld Equity Group, Inc. otherFinancial Enhancement Group otherOtherMay 14, 2014Jun 10, 2014
Christopher John BreitenbachWorld Equity Group, Inc. otherCb3 Financial Group, Inc. state registeredOtherMar 7, 2014Nov 1, 2011
Sean Michael-Thomas DranfieldWorld Equity Group, Inc. otherPt Asset Management, LLC otherOtherFeb 5, 2014Jan 16, 2015 (345 d)
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87 moves match.