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 World Investment 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.

AdvisorFromToTypeLeftRegistered
Teresa Gay EdgemonAmeriprise Financial Services, LLC national BDWorld Investment Advisors, LLC institutionalOtherJul 8, 2024Jul 22, 2024
Gerald MorlitzAmerican Portfolios Advisors, Inc BD affiliatedWorld Investment Advisors, LLC otherOtherJul 2, 2024Oct 29, 2025 (484 d)
Christopher Michael BriamonteCommonwealth Financial Network national BDWorld Investment Advisors, LLC otherOtherJun 11, 2024Oct 22, 2025 (498 d)
Lindsay Ann BlackMercer Global Advisors Inc. independent RIAWorld Investment Advisors, LLC institutionalOtherMay 7, 2024May 15, 2024
Michael James RodriguezKnights Of Columbus Asset Advisors LLC institutionalWorld Investment Advisors, LLC institutionalOtherMay 6, 2024Jun 4, 2024
Courtney Ann SindelarOnedigital institutionalWorld Investment Advisors, LLC institutionalOtherApr 1, 2024Jun 3, 2024 (63 d)
Nathaniel John LouderbackKestra Advisory Services, LLC BD affiliatedWorld Investment Advisors, LLC institutionalOtherMar 18, 2024Mar 25, 2024
Leah MandersonVoya Financial Advisors, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherFeb 27, 2024Mar 15, 2024
Laura OrtegaCharles Schwab & Co., Inc. national BDWorld Investment Advisors, LLC institutionalOtherFeb 16, 2024Feb 6, 2024
Catherine Marie McgrathCetera Advisors LLC BD affiliatedWorld Investment Advisors, LLC institutionalOtherJan 4, 2024Jan 22, 2024
Nabih George NabtiPotomac Financial Services, Inc. unclassifiedWorld Investment Advisors, LLC institutionalOtherDec 31, 2023Dec 19, 2023
Nicholas Joseph RussoR2 Capital Management, LLC unclassifiedWorld Investment Advisors, LLC institutionalOtherDec 31, 2023Oct 17, 2023
Kyle Robert BochatIfg Advisory, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherDec 21, 2023Dec 19, 2023
Evan Bandler AdamsVanguard Advisers, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherDec 18, 2023Jan 4, 2024
Susan Patricia Hubbell SanchezCreative Planning independent RIAWorld Investment Advisors, LLC institutionalOtherDec 4, 2023Dec 22, 2023
George F KilbornCompton Capital Management Inc independent RIAWorld Investment Advisors, LLC institutionalOtherOct 24, 2023Jan 17, 2023
Timothy Dennis McgrathFinancial Solutions, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 9, 2023Oct 4, 2023
Horace Seely-BrownFinancial Solutions, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 9, 2023Oct 19, 2023
James D McquaidFinancial Solutions, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 9, 2023Oct 9, 2023
James P. McquaidFinancial Solutions, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 9, 2023Oct 6, 2023
Robert Patrick GibsonMma Securities LLC no RAUMWorld Investment Advisors, LLC institutionalOtherSep 11, 2023Sep 20, 2023
William David AlfordFidelity Personal And Workplace Advisors BD affiliatedWorld Investment Advisors, LLC institutionalOtherAug 9, 2023Aug 25, 2023
Robert Joseph SeidelEmpower Advisory Group, LLC BD affiliatedWorld Investment Advisors, LLC institutionalOtherJun 30, 2023Jul 17, 2023
Nathan Otis GarrisonCambridge Investment Research Advisors, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherJun 7, 2023Jun 16, 2023
Robert Christopher HobaicaHnp Capital LLC independent RIAWorld Investment Advisors, LLC institutionalOtherMay 9, 2023Apr 14, 2023
George WarburgLPL Financial LLC BD affiliatedWorld Investment Advisors, LLC institutionalOtherMay 1, 2023May 2, 2023
Prashant J RavaniCbiz Investment Advisory Services, LLC institutionalWorld Investment Advisors, LLC institutionalOtherApr 5, 2023Apr 7, 2023
Spencer Paul WrightHalbert Wealth Management, Inc independent RIAWorld Investment Advisors, LLC institutionalOtherMar 14, 2023Dec 6, 2022
Jonathan E CurleyLaffer Tengler Investments, Inc. independent RIAWorld Investment Advisors, LLC institutionalOtherMar 1, 2023May 2, 2023 (62 d)
Jason John CohnRaymond James & Associates, Inc. national BDWorld Investment Advisors, LLC institutionalOtherFeb 17, 2023Mar 9, 2023
Peter ScidaIbn Advisory Services, Inc. independent RIAWorld Investment Advisors, LLC institutionalOtherFeb 6, 2023Feb 7, 2023
Michele Marie FarfanPrincipal Advised Services independent RIAWorld Investment Advisors, LLC institutionalOtherJan 23, 2023Jan 26, 2023
Michael AbateEisneramper Wealth Management & Corporate Benefits, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherJan 18, 2023Jan 24, 2023
Robert ApplemanOnedigital institutionalWorld Investment Advisors, LLC institutionalOtherJan 3, 2023Feb 7, 2023 (35 d)
Joseph Robert McfaddenSwm Advisors independent RIAWorld Investment Advisors, LLC institutionalOtherDec 19, 2022Oct 18, 2022
Matthew Richard DigennaroSwm Advisors independent RIAWorld Investment Advisors, LLC institutionalOtherDec 19, 2022Sep 16, 2022
Emily HopkinsWealthspire Retirement Advisory institutionalWorld Investment Advisors, LLC institutionalOtherOct 14, 2022Nov 10, 2022
Eduardo Badillo GarzaStancorp Investment Advisers, Inc. otherWorld Investment Advisors, LLC institutionalOtherSep 27, 2022Oct 4, 2022
Richard HabibPark Avenue Securities LLC BD affiliatedWorld Investment Advisors, LLC otherOtherJun 28, 2022Oct 3, 2025 (1193 d)
Clayton BooneBrighton Jones LLC independent RIAWorld Investment Advisors, LLC institutionalOtherJun 24, 2022Mar 2, 2023 (251 d)
Mia Medina-BohananIma Advisory Services, Inc. independent RIAWorld Investment Advisors, LLC institutionalOtherJun 17, 2022Jun 29, 2022
Joseph Timothy NilsenCreative Planning independent RIAWorld Investment Advisors, LLC institutionalOtherMar 21, 2022Mar 30, 2022
Stephen R WhitehornHornor, Townsend & Kent, LLC BD affiliatedWorld Investment Advisors, LLC otherOtherMar 11, 2022Nov 12, 2025 (1342 d)
Kyle Adam LacroixFidelity Personal And Workplace Advisors BD affiliatedWorld Investment Advisors, LLC institutionalOtherMar 7, 2022May 24, 2022 (78 d)
Katherine MachLaffer Tengler Investments, Inc. independent RIAWorld Investment Advisors, LLC otherOtherMar 4, 2022Jan 5, 2026 (1403 d)
Sarah Ann FullertonPrincipal Securities, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherJan 14, 2022Jan 12, 2022
Jaron Dale NemesPrincipal Securities, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherJan 4, 2022Jan 5, 2022
Paige Tallette LarsonForusall institutionalWorld Investment Advisors, LLC institutionalOtherNov 9, 2021Jan 10, 2022 (62 d)
David Nicolas GonzagaEdward Jones national BDWorld Investment Advisors, LLC institutionalOtherOct 12, 2021Jun 24, 2024 (986 d)
John Christopher KimOsaic Fa, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherAug 25, 2021Aug 23, 2021
Michael Andre AguadoOsaic Fa, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherAug 24, 2021Aug 23, 2021
Antonio DominguezOsaic Fa, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherAug 24, 2021Jan 1, 2025 (1226 d)
Rachel Marie HarrisOsaic Fa, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherAug 24, 2021Aug 23, 2021
Daniel Spector-FransonOsaic Fa, Inc. BD affiliatedWorld Investment Advisors, LLC institutionalOtherAug 24, 2021Aug 23, 2021
Jason David CarmackKestra Advisory Services, LLC BD affiliatedWorld Investment Advisors, LLC institutionalOtherJul 1, 2021Jul 2, 2021
Daniel Hennessy MulroeMML Investors Services, LLC BD affiliatedWorld Investment Advisors, LLC otherOtherJun 24, 2021Oct 2, 2025 (1561 d)
Roman SpearEquitable Advisors, LLC national BDWorld Investment Advisors, LLC institutionalOtherMay 11, 2021Mar 8, 2024 (1032 d)
Jim Dinshaw PonchaVantage Wealth Management LLC state registeredWorld Investment Advisors, LLC otherOtherMar 9, 2021Nov 25, 2025 (1722 d)
Ryan Patrick OtooleMorgan Stanley wirehouseWorld Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 21, 2020Dec 23, 2020
Christopher D PhillipsPrincipal Securities, Inc. BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 4, 2020Dec 8, 2020
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263 moves match.