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 Cannon Wealth Management Services

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
Raymond Hugh WilcoxCannon Wealth Management Services independent RIAFarther independent RIARIA to RIAJul 22, 2026Jul 13, 2026
William Barron AmburnCannon Wealth Management Services independent RIAFarther independent RIARIA to RIAJul 22, 2026Jul 13, 2026
Matthew David HearnCannon Wealth Management Services independent RIAFarther independent RIARIA to RIAJul 22, 2026Jul 13, 2026
Joseph Charles PerkinsCannon Wealth Management Services independent RIAFarther independent RIARIA to RIAJul 22, 2026Jul 29, 2026
Adam Russell McmillianCannon Wealth Management Services independent RIATidemark, LLC independent RIARIA to RIAJun 12, 2026Jun 25, 2026
Benjamin Parker HaynesCannon Wealth Management Services independent RIACassia Capital Partners LLC independent RIARIA to RIAJun 17, 2025Jun 23, 2025
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6 moves match.