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

Arrivals at Wealth Watch Advisors, 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
Nicholas Robert SloaneSgl Financial, LLC otherWealth Watch Advisors, Inc otherOtherFeb 7, 2018Feb 8, 2018
Scott Christopher CampbellSgl Financial, LLC otherWealth Watch Advisors, Inc otherOtherJan 17, 2018Jan 25, 2018
Dylan Matthew KvaalePrincipal Securities, Inc. otherWealth Watch Advisors, Inc otherOtherDec 14, 2017Dec 11, 2017
Timothy R WagenknechtFortified Financial Services, Inc. unclassifiedWealth Watch Advisors, Inc otherOtherNov 29, 2017Dec 5, 2017
Jeffrey Keegan MartinHorter Investment Management, LLC otherWealth Watch Advisors, Inc independent RIAOtherNov 7, 2017Jul 20, 2018 (255 d)
Renan Morven GuillouFirst Advisors National, LLC otherWealth Watch Advisors, Inc otherOtherNov 1, 2017Oct 25, 2017
Daniel Mark SaccalOsaic Fs, Inc. otherWealth Watch Advisors, Inc independent RIAOtherJul 26, 2017Jul 31, 2019 (735 d)
Alan Stuart FriedHorter Investment Management, LLC otherWealth Watch Advisors, Inc otherOtherOct 25, 2016Oct 24, 2016
Lonnie Wayne HoodHorter Investment Management, LLC otherWealth Watch Advisors, Inc otherOtherAug 23, 2016Aug 22, 2016
Lisa Ann AnthonyOneamerica Securities, Inc. otherWealth Watch Advisors, Inc otherOtherAug 15, 2016Aug 2, 2016
Michael Wayne GiddeonsValic Financial Advisors, Inc. otherWealth Watch Advisors, Inc otherOtherApr 28, 2016May 17, 2016
Mark Alan VosikaTransamerica Financial Advisors, LLC otherWealth Watch Advisors, Inc otherOtherMar 17, 2016Jan 19, 2018 (673 d)
Howard Elliott KaplanLPL Financial LLC otherWealth Watch Advisors, Inc no RAUMOtherFeb 8, 2016Feb 25, 2016
Ronald Chris PackardFidato Wealth LLC otherWealth Watch Advisors, Inc no RAUMOtherJan 27, 2016Feb 5, 2016
Daniel James PackardFidato Wealth LLC otherWealth Watch Advisors, Inc no RAUMOtherJan 27, 2016Feb 23, 2016
Darren Grant HesselinkOn Investment Management Co otherWealth Watch Advisors, Inc independent RIAOtherDec 23, 2015Feb 4, 2019 (1139 d)
Steven Eugene BoyerSolomon Api LLC otherWealth Watch Advisors, Inc no RAUMOtherOct 12, 2015Sep 17, 2015
Christopher John LesterFirst Advisors National, LLC otherWealth Watch Advisors, Inc no RAUMOtherSep 17, 2015Oct 13, 2015
John Cyril KammSolomon Api LLC otherWealth Watch Advisors, Inc no RAUMOtherAug 21, 2015Jul 23, 2015
Gregory John GallSimplicity Solutions, LLC otherWealth Watch Advisors, Inc no RAUMOtherAug 20, 2015Jul 16, 2015
Lesley PinckardQuestar Asset Management, Inc. otherWealth Watch Advisors, Inc no RAUMOtherJul 1, 2015Jul 7, 2015
Ramiro MarmolejoSecurian Financial Services, Inc. otherWealth Watch Advisors, Inc no RAUMOtherMay 26, 2015Jun 1, 2015
Jason Blair ChandlerSimplicity Solutions, LLC otherWealth Watch Advisors, Inc no RAUMOtherMay 1, 2015Jun 8, 2015 (38 d)
Adam Jon MoellerRegal Investment Advisors LLC otherWealth Watch Advisors, Inc otherOtherAug 14, 2014Jul 25, 2016 (711 d)
Matthew Edwin MylandFa Advisor Network, LLC. otherWealth Watch Advisors, Inc no RAUMOtherApr 14, 2014May 23, 2015 (404 d)
Stephen Michael LuscherGreat American Advisors, Inc. otherWealth Watch Advisors, Inc independent RIAOtherAug 4, 2010Feb 28, 2025 (5322 d)
Ladonna Kaye ScottWaddell & Reed otherWealth Watch Advisors, Inc independent RIAOtherDec 31, 2003May 17, 2019 (5616 d)
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87 moves match.