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 Cw 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 |
|---|---|---|---|---|---|
| Ryan Patrick Carroll | Cw Advisors, LLC independent RIA | Moneco Advisors independent RIA | RIA to RIA | Apr 6, 2026 | Apr 3, 2026 |
| Derek Tyghe Carstens | Cw Advisors, LLC independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Jul 30, 2025 | Aug 28, 2025 |
| Erich Fradenburg | Cw Advisors, LLC independent RIA | Leigh Baldwin & Co., LLC independent RIA | RIA to RIA | Jul 22, 2025 | Jul 23, 2025 |
| Joshua David Lipscomb | Cw Advisors, LLC independent RIA | Cassaday & Company, Inc. independent RIA | RIA to RIA | Jun 6, 2025 | Aug 19, 2025 (74 d) |
| Stefani N/M/I Tueme | Cw Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 28, 2025 | Jun 12, 2025 |
| Lauren Ann Manning | Cw Advisors, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 25, 2025 | Apr 29, 2025 (35 d) |
| Patrick Vincent Scherer | Cw Advisors, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Feb 14, 2025 | Feb 14, 2025 |
| Daniel Harold Honsberger | Cw Advisors, LLC independent RIA | Reel Financial Planning state registered | RIA to a state-registered adviser | Oct 2, 2024 | Dec 18, 2024 (77 d) |
| Haley Pink | Cw Advisors, LLC independent RIA | J.P. Morgan Private Wealth Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2022 | Sep 22, 2022 (48 d) |
| Raoul Rodriguez-Walters | Cw Advisors, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | May 24, 2022 | May 1, 2023 (342 d) |
| Gerald Jay Graves | Cw Advisors, LLC independent RIA | Filigree Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | May 16, 2022 | Mar 8, 2022 |
| Chris G. Dudley | Cw Advisors, LLC independent RIA | Filigree Wealth Advisors, LLC independent RIA | RIA to RIA | May 16, 2022 | Dec 18, 2024 (947 d) |
| Griffin James Graves | Cw Advisors, LLC independent RIA | Filigree Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | May 16, 2022 | Mar 7, 2022 |
| Kelly Robert Wright | Cw Advisors, LLC independent RIA | Verdence Capital Advisors, LLC independent RIA | RIA to RIA | Apr 18, 2022 | Jun 24, 2022 (67 d) |
| Salim P Boutagy | Cw Advisors, LLC independent RIA | Gratus Capital, LLC independent RIA | RIA to RIA | Mar 10, 2022 | Mar 13, 2022 |
| Joshua Akeroyd Mason | Cw Advisors, LLC independent RIA | Wbh Advisory, Inc. independent RIA | RIA to RIA | Sep 9, 2021 | Sep 3, 2021 |
| Carrie Eloise Durbin Beren | Cw Advisors, LLC independent RIA | Wbh Advisory, Inc. independent RIA | RIA to RIA | Sep 9, 2021 | Sep 3, 2021 |
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17 moves match.