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 Truwealth Advisors, 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 |
|---|---|---|---|---|---|
| Charles Lee Simmons | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | May 19, 2026 | May 19, 2026 |
| Lori Marie Delatorre | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | May 19, 2026 | May 19, 2026 |
| James Carlos Parrie | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 11, 2026 |
| Christopher John Hitzman | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| Erin Lynn Vasseur | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| Cory Marion Faucheux | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| Matthew William Rodrigue | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| David Paul Mire | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| William Brooks Wall | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| William Travis Maisano | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 22, 2026 |
| Garrett Bradley Ulmer | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 8, 2026 |
| Wesley Christian Bouler | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 7, 2026 |
| Katy Lynn Hane | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 18, 2026 |
| Megan Deroche Ulmer | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 8, 2026 |
| Jackson E Young | Truwealth Advisors, LLC independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | Apr 30, 2026 |
| William Hunter Parrie | Truwealth Advisors, LLC independent RIA | Empower Advisory Group, LLC other | Other | Aug 17, 2021 | Sep 2, 2021 |
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16 moves match.