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 Wr Wealth Planners 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 |
|---|---|---|---|---|---|
| Joni Rametta | Wr Wealth Planners LLC independent RIA | Oneseven independent RIA | RIA to RIA | Mar 27, 2025 | Feb 6, 2025 |
| Carroll Wayne Wilkerson | Wr Wealth Planners LLC independent RIA | Wilkerson Advisory Group LLC no RAUM | RIA to a newly registered adviser | Mar 27, 2025 | Feb 16, 2025 |
| Jason Anthony Kemble | Wr Wealth Planners LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 27, 2025 | Sep 13, 2024 |
| Jeffrey Joe Kaufman | Wr Wealth Planners LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 27, 2025 | Sep 5, 2024 |
| Thomas Paden Squires | Wr Wealth Planners LLC independent RIA | Wilkerson Advisory Group LLC no RAUM | RIA to a newly registered adviser | Mar 27, 2025 | Feb 16, 2025 |
| Benjamin John Dierkes | Wr Wealth Planners LLC independent RIA | Wilkerson Advisory Group LLC no RAUM | RIA to a newly registered adviser | Mar 27, 2025 | Feb 14, 2025 |
| Cooper J Kaufman | Wr Wealth Planners LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 27, 2025 | Sep 5, 2024 |
| Robert Joseph Steinmetz | Wr Wealth Planners LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 27, 2025 | Sep 5, 2024 |
| Graham Michael Buresh | Wr Wealth Planners LLC independent RIA | Wilkerson Advisory Group LLC no RAUM | RIA to a newly registered adviser | Mar 27, 2025 | Feb 16, 2025 |
| Gina Marie Tedesco | Wr Wealth Planners LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2025 | Jan 1, 2026 (325 d) |
| Simon Mahonri Abegg | Wr Wealth Planners LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 30, 2025 | Jan 14, 2025 |
| Jared Wayne Reynolds | Wr Wealth Planners LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2025 | Jan 7, 2025 |
| Daniel Paul Kellar | Wr Wealth Planners LLC independent RIA | Farther independent RIA | RIA to RIA | Apr 2, 2024 | Apr 1, 2024 |
| Jeffrey William Speers | Wr Wealth Planners LLC independent RIA | Rise Financial Partners state registered | RIA to a state-registered adviser | Jun 14, 2023 | Jun 19, 2023 |
| Ryan Joseph Potts | Wr Wealth Planners LLC independent RIA | Barber Financial Group independent RIA | RIA to RIA | Jan 5, 2022 | Jan 6, 2022 |
Page 1 of 1
15 moves match.