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 Washington Trust Advisors

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
Marilyn Joanna GentilottiBeacon Light Planning, LLC unclassifiedWashington Trust Advisors independent RIAOtherAug 22, 2025Oct 28, 2025 (67 d)
Stephen Charles PoplaskiLighthouse Financial Management, LLC independent RIAWashington Trust Advisors independent RIARIA to RIAJul 31, 2025Aug 19, 2025
Aaron Pleau WadeLighthouse Financial Management, LLC independent RIAWashington Trust Advisors independent RIARIA to RIAJul 31, 2025Aug 15, 2025
Larry Matthew HendersonLighthouse Financial Management, LLC independent RIAWashington Trust Advisors independent RIARIA to RIAJul 31, 2025Aug 15, 2025
James MaynardNapatree Capital LLC independent RIAWashington Trust Advisors independent RIARIA to RIAJan 28, 2025Feb 26, 2025
Kathleen Ann SmithMorgan Stanley wirehouseWashington Trust Advisors independent RIAWirehouse to independent RIAMar 14, 2022Sep 13, 2022 (183 d)
Andrea Kelly McnamaraWingate Wealth Advisors, Inc. independent RIAWashington Trust Advisors independent RIARIA to RIAJul 14, 2021Mar 23, 2023 (617 d)
Constance A VelanderEquitable Advisors, LLC national BDWashington Trust Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2021Jan 7, 2022 (298 d)
Thomas Nelson EllisHalsey Associates independent RIAWashington Trust Advisors independent RIARIA to RIAOct 1, 2019Sep 15, 2021 (715 d)
James Stephen ZoldyHalsey Associates independent RIAWashington Trust Advisors independent RIARIA to RIAOct 1, 2019Sep 15, 2021 (715 d)
Peter Jonathan SecristHalsey Associates independent RIAWashington Trust Advisors independent RIARIA to RIAOct 1, 2019Jan 8, 2024 (1560 d)
Zachary Maxwell CliffordCitizens Securities, Inc. BD affiliatedWashington Trust Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2017Sep 18, 2018 (277 d)
Michael SheldonNorthstar Wealth Partners LLC otherWashington Trust Advisors independent RIAOtherOct 27, 2016Jul 8, 2025 (3176 d)
James Patrick ScanlanLPL Financial LLC otherWashington Trust Advisors otherOtherMay 25, 2011Feb 7, 2012 (258 d)
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14 moves match.