DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Waverly 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
Kaleigh Stovall ShipmanHightower Advisors, LLC BD affiliatedWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2024Dec 9, 2024
Peter E LauterRaymond James & Associates, Inc. national BDWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2024Oct 11, 2024
Emmett Barry BeardDerbend Asset Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 23, 2024May 21, 2024
Brian Mathew ChustzDerbend Asset Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 23, 2024Jun 21, 2024
Preston Cody SharpeDerbend Asset Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 23, 2024Jun 6, 2024
Nathan EllysonDerbend Asset Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 23, 2024Jun 24, 2024
Ryan Michael VaudrinMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 12, 2024May 3, 2024
Sean LaceyT. Rowe Price Advisory Services, Inc. BD affiliatedWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2024Aug 6, 2024
William Orlando StoneEfp Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAMay 7, 2024Apr 2, 2024
Douglas Max McdanielEfp Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAMay 6, 2024Mar 29, 2024
Christopher James RegisterEfp Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAMay 6, 2024Mar 29, 2024
Rhonda Karen HolifieldHolifield Financial Advisory Services/Prosper Financial Advisers no RAUMWaverly Advisors, LLC independent RIAOtherApr 25, 2024Dec 8, 2023
Cheryl Benton BottHolifield Financial Advisory Services/Prosper Financial Advisers no RAUMWaverly Advisors, LLC independent RIAOtherApr 25, 2024Feb 5, 2024
Ellis Dwight RainsbergerRainsberger Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAApr 2, 2024Nov 17, 2023
Erik James AspelinRainsberger Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAApr 2, 2024Nov 16, 2023
Malinda Dawn SuttonRainsberger Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAApr 2, 2024Nov 20, 2023
Brett Michael BrownfieldRainsberger Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAApr 2, 2024Nov 16, 2023
Chad Eric HassingerStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Bradley Jon RatheStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Stephen Joseph BarrettStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Doug Justin HooverStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Steven Michael GronceskiStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Nicole Marie ClarkeStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Jeremy D. ScharesStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 10, 2024
James Thomas PechinStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Kashish MeghaniStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Pamela Ann MartinStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 18, 2024
Ashlynne Michelle PalaStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 9, 2024
Jennifer Suzanne RyanStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Madeline Mclean BrownStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 9, 2024
Bradley Michael SteinmanStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Colin P CoineStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Blake Andrew MackeStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Victoria Elizabeth Mae ChatmanStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Christian ResendizStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Douglas Paul MuenzenmaySoundpath Investment Advisors, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIANov 16, 2023Oct 27, 2023
Julius M RidgwaySoundpath Investment Advisors, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIANov 16, 2023Oct 26, 2023
Edward L. CarlisleSoundpath Investment Advisors, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIANov 16, 2023Oct 26, 2023
Harrison Flint DeshazoFidelity Personal And Workplace Advisors BD affiliatedWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2023Sep 19, 2023
Nicholas James SturgisPaces Ferry Wealth Advisors, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIASep 11, 2023Sep 18, 2023
James Allen WernerSilicon Hills Wealth Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 17, 2023Jul 14, 2023
Glenda Marie MolinaSilicon Hills Wealth Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 17, 2023Jul 14, 2023
Thomas William BrownSilicon Hills Wealth Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 17, 2023Jul 14, 2023
Katia Muriel PalzaSilicon Hills Wealth Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 17, 2023Jul 13, 2023
David Bradley FieldsGwynn Management Co independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 3, 2023Sep 26, 2023 (54 d)
Brian Kelly HershbergerOmni Wealth Advisors, LLC otherWaverly Advisors, LLC independent RIAOtherAug 2, 2023Apr 24, 2023
Irby Jones ThompsonRaymond James & Associates, Inc. national BDWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 8, 2023Jun 28, 2023
Hosler Lee WallWall Advisors, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 10, 2023Feb 10, 2023
Christopher James McgarveyWall Advisors, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 10, 2023Feb 8, 2023
Thomas Allen DicesareWall Advisors, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 10, 2023Feb 7, 2023
James Edward SandiferSandifer Wealth Management, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 9, 2023Jan 3, 2023
Marc Douglas SalyersSandifer Wealth Management, Inc. no RAUMWaverly Advisors, LLC independent RIAOtherMar 9, 2023Jan 3, 2023
Clifford Weldon DraughnBt Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAJul 28, 2022Jul 29, 2022
Orlow Medwin WalstadBt Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAJul 28, 2022Aug 29, 2022 (32 d)
Scott Edward CraigBt Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAJul 28, 2022Sep 28, 2022 (62 d)
Teresa R MunroBt Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAJul 28, 2022Jul 27, 2022
William Clay McdanielBt Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAJul 28, 2022Sep 2, 2022 (36 d)
Benjamin Grey LoganBt Wealth Management, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAJul 28, 2022Sep 2, 2022 (36 d)
Laura Turner BakerClark Financial Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAJun 8, 2022May 6, 2022
Leigh Ann ThrashClark Financial Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAJun 8, 2022May 6, 2022
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199 moves match.