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 Wealth Covenant Group 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dennis Wayne Stavinoha | Wealth Covenant Group LLC independent RIA | Captrust institutional | Other | Mar 20, 2025 | Jan 10, 2025 |
| Dylan Michael Tarpey | Wealth Covenant Group LLC independent RIA | Captrust institutional | Other | Mar 20, 2025 | Jan 10, 2025 |
| Kelli Marie Hernandez | Wealth Covenant Group LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Oct 22, 2019 | Nov 6, 2019 |
| William Rhett Roberson | Wealth Covenant Group LLC independent RIA | Brookstone Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 31, 2018 | May 6, 2019 (187 d) |
Page 1 of 1
4 moves match.