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 Wick Capital Partners, 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 |
|---|---|---|---|---|---|
| Carly Meyer Bentley | Wick Capital Partners, LLC independent RIA | Meyer Bentley Ltd. state registered | RIA to a state-registered adviser | Jan 3, 2024 | Dec 11, 2023 |
| Saundra Jane Gibson Genoni | Wick Capital Partners, LLC independent RIA | Steel Tower Investments independent RIA | RIA to RIA | Dec 13, 2022 | Jan 3, 2023 |
| George Ronald Toulson | Wick Capital Partners, LLC independent RIA | Glass Jacobson Wealth Advisors independent RIA | RIA to RIA | Sep 30, 2021 | Oct 4, 2021 |
| Andrew Blake Sachais | Wick Capital Partners, LLC independent RIA | Brandywine Oak Private Wealth LLC independent RIA | RIA to RIA | Aug 17, 2021 | Aug 12, 2021 |
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4 moves match.