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 Cassaday & Company, Inc.

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
Ryan Andrew BranchCassaday & Company, Inc. independent RIAIron Branch Wealth LLC state registeredRIA to a state-registered adviserJan 6, 2026Jan 6, 2026
William Alexander MoirCassaday & Company, Inc. independent RIAAbich Financial Wealth Management, LLC independent RIARIA to RIASep 25, 2025Oct 21, 2025
Joshua Scott RobertsCassaday & Company, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIASep 8, 2025Sep 15, 2025
Bianca Sophie SanCassaday & Company, Inc. independent RIAMonument Wealth Management independent RIARIA to RIAJul 1, 2025Jul 15, 2025
Karen Nicole BlairCassaday & Company, Inc. independent RIACjm Wealth Advisers, Ltd. independent RIARIA to RIAFeb 20, 2025Mar 25, 2025 (33 d)
Ryan Thomas OliverCassaday & Company, Inc. independent RIAAbich Financial Wealth Management, LLC independent RIARIA to RIAFeb 19, 2025Apr 15, 2025 (55 d)
Sarah MouserCassaday & Company, Inc. independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAFeb 10, 2025Mar 3, 2025
Janet L HowardCassaday & Company, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAMay 2, 2024May 23, 2024
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8 moves match.