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 Advisor Share Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Jason SiebertAdvisor Share Wealth Management, LLC independent RIASimplicity Wealth mixed wealthRIA to RIAAug 27, 2026Sep 14, 2026
Bryan Anthony RichardsonAdvisor Share Wealth Management, LLC independent RIAConsolidated Portfolio Review Corp independent RIARIA to RIAMar 25, 2026Mar 25, 2026
Lonnie Wayne EppersonAdvisor Share Wealth Management, LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 15, 2026Apr 28, 2026 (103 d)
William Harold RiggsAdvisor Share Wealth Management, LLC independent RIAStrategic Wealth Partners LLC independent RIARIA to RIANov 17, 2025Nov 13, 2025
Zachary Alexander CashmoreAdvisor Share Wealth Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankNov 4, 2025Jan 16, 2026 (73 d)
Randall J. CashmoreAdvisor Share Wealth Management, LLC independent RIASignal Advisors Wealth, LLC independent RIARIA to RIAAug 5, 2025Jul 25, 2025
Andrew Joseph KatholAdvisor Share Wealth Management, LLC independent RIAOne Wealth Map, LLC independent RIARIA to RIAApr 1, 2025Apr 14, 2025
Adam SmithAdvisor Share Wealth Management, LLC independent RIAWatership Private Capital Management, LLC state registeredRIA to a state-registered adviserJan 6, 2025Apr 11, 2025 (95 d)
Courtney Lashay Wiley IngramAdvisor Share Wealth Management, LLC independent RIACornerstone Advisors LLC independent RIARIA to RIAAug 19, 2024Aug 5, 2024
Spenser Thomas VagoAdvisor Share Wealth Management, LLC independent RIAStratos Wealth Partners, Ltd BD affiliatedRIA to affiliated broker-dealer or bankFeb 14, 2024Dec 17, 2025 (672 d)
Zachary Alexander CashmoreAdvisor Share Wealth Management, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJan 30, 2024Jan 3, 2024
Frederick Charles WhitfordAdvisor Share Wealth Management, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJan 19, 2024Jan 16, 2024
Page 1 of 1
12 moves match.