DFX Intelligence

RIA Intelligence

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
David Michael VaughanClearview 401(K) Consultants Inc. unclassifiedWorld Investment Advisors, LLC BD affiliatedOtherNov 29, 2020Jul 2, 2019
Ryan Douglas GensickeClearview 401(K) Consultants Inc. unclassifiedWorld Investment Advisors, LLC institutionalOtherNov 29, 2020Jan 1, 2025 (1494 d)
Carly SenecaLPL Enterprise, LLC no RAUMWorld Investment Advisors, LLC BD affiliatedOtherOct 30, 2020Dec 7, 2020 (38 d)
Eleana Touris MclaneNationwide Investment Advisors, LLC BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 18, 2020Oct 7, 2020
Paul J. PhelanGlobal Retirement Partners LLC institutionalWorld Investment Advisors, LLC BD affiliatedOtherSep 1, 2020Sep 1, 2020
James Douglas HollyNationwide Investment Advisors, LLC BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 31, 2020Aug 26, 2020
Nicholas Frank SefchokLPL Enterprise, LLC no RAUMWorld Investment Advisors, LLC BD affiliatedOtherJul 17, 2020Jul 2, 2020
Robert Ralph BrownMeeder Asset Management, Inc. asset managerWorld Investment Advisors, LLC institutionalOtherJun 15, 2020May 19, 2023 (1068 d)
Jason Nmn KolinskyAmerican Portfolios Advisors, Inc independent RIAWorld Investment Advisors, LLC institutionalOtherJan 17, 2020Apr 2, 2025 (1902 d)
Fred HamsayehThe Wealth Consulting Group independent RIAWorld Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2019Oct 29, 2019
Byron Daniel ClarkFinancial Life Advisors independent RIAWorld Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 13, 2019Sep 18, 2019
Logan Christopher SpawAe Wealth Management, LLC independent RIAWorld Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 30, 2019Aug 29, 2019
Erick Glenn SchenkhuizenIndependent Financial Partners BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2019Jun 20, 2019
Scott Allan UlvesIndependent Financial Partners BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2019May 21, 2019
Russell ByromCapital Client Group, Inc. no RAUMWorld Investment Advisors, LLC BD affiliatedOtherJun 18, 2019Nov 5, 2019 (140 d)
Kelly Suzanne MajdanCabana Asset Management independent RIAWorld Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 14, 2019Jun 10, 2019
Marek P PfeilCreative Planning Institutional Advisors, LLC otherWorld Investment Advisors, LLC BD affiliatedOtherMar 26, 2019Apr 9, 2019
Kristen Ann DeevyKestra Advisory Services, LLC BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 6, 2019Mar 6, 2019
Ann Margaret JohnsonIndependent Financial Partners BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 19, 2019Feb 28, 2019
Michael AbateCapital One Advisors, LLC no RAUMWorld Investment Advisors, LLC BD affiliatedOtherJan 22, 2019Jan 15, 2019
Harold James KlumbachVoya Financial Advisors, Inc. BD affiliatedWorld Investment Advisors, LLC otherOtherDec 31, 2018Oct 31, 2025 (2496 d)
Tom Mitchell HesslerSecurities America Advisors, Inc. BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 21, 2018Jul 1, 2019 (192 d)
Melanie Heather BrownLPL Financial LLC independent RIAWorld Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 11, 2018Dec 5, 2018
Shaun Trevyr KingLPL Financial LLC independent RIAWorld Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 11, 2018Dec 5, 2018
Harold Anthony HoltmanSecurian Financial Services, Inc. BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 6, 2018Dec 4, 2018
Jonathan MartinezLPL Financial LLC independent RIAWorld Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2018Jan 3, 2019 (35 d)
Matthew Alton DavisBoston Harbor Wealth Advisors, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 30, 2018Jun 28, 2024 (2068 d)
Ryan David HendricksonBoston Harbor Wealth Advisors, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 30, 2018Jul 3, 2024 (2073 d)
Samuel Robert ChamberlainBoston Harbor Wealth Advisors, LLC independent RIAWorld Investment Advisors, LLC institutionalOtherOct 30, 2018Jun 28, 2024 (2068 d)
Maren CuykendallRetirement Wellness Group no RAUMWorld Investment Advisors, LLC BD affiliatedOtherOct 10, 2018Oct 11, 2018
Brian William HalbertMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWorld Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 16, 2018Jul 16, 2018
Molly KnappGlobal Retirement Partners LLC institutionalWorld Investment Advisors, LLC BD affiliatedOtherJul 2, 2018Aug 9, 2018 (38 d)
Panfilo CostantiniGlobal Retirement Partners LLC institutionalWorld Investment Advisors, LLC BD affiliatedOtherJul 2, 2018Aug 18, 2018 (47 d)
Jason AceitunoGlobal Retirement Partners LLC institutionalWorld Investment Advisors, LLC otherOtherJul 2, 2018Jan 2, 2026 (2741 d)
Claire Lee JacksonConcourse Financial Group Advisors BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2018Nov 26, 2018 (153 d)
Patrick John RatzWells Fargo Advisors wirehouseWorld Investment Advisors, LLC otherOtherMay 30, 2018Oct 15, 2025 (2695 d)
Erik Edward GotrikEmpower Advisory Group, LLC institutionalWorld Investment Advisors, LLC BD affiliatedOtherMay 16, 2018May 15, 2018
Rogelio RochaCentaurus Financial, Inc. otherWorld Investment Advisors, LLC BD affiliatedOtherMay 3, 2018Oct 26, 2020 (907 d)
Gregory Conibear KutrowKestra Advisory Services, LLC BD affiliatedWorld Investment Advisors, LLC institutionalOtherApr 12, 2018Nov 9, 2021 (1307 d)
Shelly Ann HorwitzKestra Advisory Services, LLC BD affiliatedWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 2, 2018Apr 5, 2018
Khirstine Lumban LesserFisher Investments otherWorld Investment Advisors, LLC BD affiliatedOtherFeb 9, 2018Jul 25, 2018 (166 d)
Michael Emmett MorrisKestra Advisory Services, LLC otherWorld Investment Advisors, LLC otherOtherJan 2, 2018Jan 3, 2018
William Payne Adams OrrForesters Equity Services, Inc. otherWorld Investment Advisors, LLC otherOtherOct 31, 2017Jan 10, 2018 (71 d)
Benjamin William WestneySecurian Financial Services, Inc. otherWorld Investment Advisors, LLC otherOtherOct 24, 2017Oct 27, 2017
Thomas ZenobyAdp Strategic Plan Services, LLC otherWorld Investment Advisors, LLC institutionalOtherOct 4, 2017May 10, 2023 (2044 d)
Mark ScaleraRaymond James Financial Services Advisors, Inc otherWorld Investment Advisors, LLC otherOtherAug 30, 2017Aug 28, 2017
Travis O'Dell TullockLabrum Wealth Management, LLC otherWorld Investment Advisors, LLC institutionalOtherAug 11, 2017Mar 10, 2025 (2768 d)
Dan CsontosMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWorld Investment Advisors, LLC otherOtherJul 11, 2017Oct 28, 2025 (3031 d)
Christopher BarrettStadion Money Management, LLC otherWorld Investment Advisors, LLC BD affiliatedOtherJul 10, 2017Jun 21, 2019 (711 d)
Robert J ScherzerRidge Retirement Consultants, LLC otherWorld Investment Advisors, LLC otherOtherDec 31, 2016Jun 28, 2016
James Antonio LydayRidge Retirement Consultants, LLC otherWorld Investment Advisors, LLC otherOtherDec 31, 2016May 25, 2016
James Daniel McafeeConcourse Financial Group Advisors otherWorld Investment Advisors, LLC otherOtherDec 31, 2016Oct 14, 2025 (3209 d)
Anthony Trung Thien BuiInvesco Advisers, Inc. otherWorld Investment Advisors, LLC otherOtherDec 2, 2016Apr 10, 2025 (3051 d)
Charles Brooker BlantonCambridge Investment Research Advisors, Inc. otherWorld Investment Advisors, LLC otherOtherNov 22, 2016Dec 2, 2016
Michael Daniel VasseyPts Brokerage, LLC independent RIAWorld Investment Advisors, LLC otherOtherNov 17, 2016Oct 28, 2025 (3267 d)
Sarabjeet Singh ThaparQuestar Asset Management, Inc. otherWorld Investment Advisors, LLC otherOtherNov 11, 2016Jan 22, 2026 (3359 d)
Eric Anthony WardIndependent Financial Group, LLC otherWorld Investment Advisors, LLC otherOtherNov 8, 2016Nov 28, 2016
Paul Michael LassalleStrategic Advisers LLC national BDWorld Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 14, 2016Sep 7, 2018 (693 d)
Mark DuranIndependent Financial Partners otherWorld Investment Advisors, LLC otherOtherAug 8, 2016Sep 1, 2016
Jeffrey Scott StuckertOsaic Wealth, Inc. otherWorld Investment Advisors, LLC institutionalOtherMar 16, 2016Oct 5, 2023 (2759 d)
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263 moves match.