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 Wellth Advisory Services, 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
Andrew Charles WheelerWellth Advisory Services, LLC institutionalLPL Financial LLC BD affiliatedOtherJun 26, 2026Sep 10, 2026 (76 d)
Thatcher Scott SchwendimanWellth Advisory Services, LLC institutionalNew Millennium Group independent RIAOtherDec 9, 2025Jan 28, 2026 (50 d)
Tony M PritchettWellth Advisory Services, LLC institutionalArd Advisory Services, LLC state registeredOtherDec 5, 2025Nov 22, 2025
Garrett Edward LeetWellth Advisory Services, LLC institutionalFacet independent RIAOtherJun 18, 2025Jun 17, 2025
Ivette Marquez HauserWellth Advisory Services, LLC otherRetirement And Wealth At Alliant, LLC institutionalOtherMar 25, 2025Jul 2, 2026 (464 d)
Gregory Phillip RowWellth Advisory Services, LLC otherEdward Jones national BDOtherFeb 5, 2025Sep 13, 2024
Page 1 of 1
6 moves match.