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 Oneascent Wealth Management

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
Brent Wayne WhiddonOneascent Wealth Management independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 3, 2026Jul 1, 2026
Thomas James ClaudOneascent Wealth Management independent RIAOneascent Family Offices no RAUMOtherApr 27, 2026Nov 21, 2022
David Andrew HinshawOneascent Wealth Management independent RIABmss Wesson Wealth Solutions independent RIARIA to RIAJan 31, 2025Feb 5, 2025
John Douglas BeattyOneascent Wealth Management independent RIAThe Welch Group, LLC independent RIARIA to RIAMar 28, 2023Mar 16, 2023
Hugh Holden GullyOneascent Wealth Management independent RIASagespring Wealth Partners independent RIARIA to RIAFeb 18, 2022Apr 1, 2022 (42 d)
Lee Olayvar SpratlingOneascent Wealth Management independent RIAWells Fargo Advisors wirehouseRIA to wirehouseOct 6, 2021Nov 15, 2021 (40 d)
Page 1 of 1
6 moves match.