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 Wcm Investment Management
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew David Papendieck | Sheppard Wealth Management, LLC independent RIA | Wcm Investment Management other | Other | Nov 18, 2022 | Aug 6, 2024 (627 d) |
| Chad Edward Hoffman | Kennedy Capital Management other | Wcm Investment Management other | Other | Dec 27, 2018 | Mar 24, 2020 (453 d) |
| Reid Christopher Weaver | Martin Capital Partners, LLC other | Wcm Investment Management other | Other | Dec 31, 2016 | Aug 20, 2024 (2789 d) |
| Andrew Neil Buchanan | Morgan Stanley wirehouse | Wcm Investment Management other | Other | Jan 11, 2013 | Feb 15, 2024 (4052 d) |
| John Matthew Macarthur | Praetorian Guard, A Division Of Centurion Alliance, Inc. unclassified | Wcm Investment Management other | Other | Oct 1, 2008 | Feb 8, 2023 (5243 d) |
| Trace Wilson Thurlby | Praetorian Guard, A Division Of Centurion Alliance, Inc. unclassified | Wcm Investment Management other | Other | Oct 1, 2008 | Mar 12, 2024 (5641 d) |
| Aaron Allen Reed | Rittenhouse Asset Management, Inc. unclassified | Wcm Investment Management other | Other | May 16, 2007 | Sep 21, 2021 (5242 d) |
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7 moves match.