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 Wealthcare Capital Management 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
Audrey SandersCitigroup Global Markets Inc. BD affiliatedWealthcare Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 7, 2024Apr 16, 2024
Ashleigh N. LemasterMillennium Advisory Services, Inc. independent RIAWealthcare Capital Management LLC independent RIARIA to RIAMay 28, 2024Apr 9, 2026 (681 d)
Di WuWhalen Financial independent RIAWealthcare Capital Management LLC independent RIARIA to RIAMar 27, 2024Jun 24, 2024 (89 d)
Ayad AmaryAdvice And Planning Services BD affiliatedWealthcare Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2021Dec 6, 2021
William Hartwell CoxElite Investment Team LLC independent RIAWealthcare Capital Management LLC independent RIARIA to RIAJan 6, 2021Jul 20, 2021 (195 d)
Richard Lee BartholomewAdviceperiod, LLC independent RIAWealthcare Capital Management LLC independent RIARIA to RIAJun 28, 2019Jun 28, 2019
Holly A SharpCapitol Securities Management, Inc. independent RIAWealthcare Capital Management LLC independent RIARIA to RIAApr 9, 2019Apr 8, 2019
Peter Charles YergerEquitable Advisors, LLC national BDWealthcare Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 24, 2018Sep 12, 2018
Kimberly Noelle NicholsLPL Financial LLC independent RIAWealthcare Capital Management LLC independent RIARIA to RIAApr 2, 2018Apr 9, 2018
Louis G FratesSecurities America Advisors, Inc. otherWealthcare Capital Management LLC otherOtherApr 18, 2017Sep 7, 2017 (142 d)
Ashley Hall CoakeStifel, Nicolaus & Company, Incorporated national BDWealthcare Capital Management LLC otherOtherJan 19, 2016Feb 2, 2016
Ronald Eliot MadeySightline Investments, LLC otherWealthcare Capital Management LLC otherOtherMar 31, 2014Mar 27, 2014
Kevin Laurence LondonSightline Investments, LLC otherWealthcare Capital Management LLC independent RIAOtherMar 31, 2014Jun 4, 2019 (1891 d)
Kenneth David KideckelSightline Investments, LLC otherWealthcare Capital Management LLC otherOtherMar 31, 2014Mar 27, 2014
Steven Allen BergeronCambridge Investment Research Advisors, Inc. otherWealthcare Capital Management LLC otherOtherJun 17, 2013Jun 4, 2013
Henry Benjamin SupinskiAffinity Wealth Management LLC otherWealthcare Capital Management LLC independent RIAOtherFeb 1, 2013Nov 18, 2023 (3942 d)
Scarlott Leigh CagleSummit Wealth Management, Inc otherWealthcare Capital Management LLC otherOtherDec 12, 2012Jan 7, 2013
Diane Lynn DixonDld Consulting, LLC unclassifiedWealthcare Capital Management LLC otherOtherNov 26, 2012Nov 30, 2012
James D MirendaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthcare Capital Management LLC otherOtherAug 14, 2012Aug 27, 2012
Brad William MichelsConcentric Fiduciary Advisors unclassifiedWealthcare Capital Management LLC otherOtherJun 12, 2012Jun 8, 2012
Scott Thomas DavisonPlante Moran Financial Advisors otherWealthcare Capital Management LLC otherOtherMay 14, 2012Apr 9, 2014 (695 d)
Perry Lamar ChesneySuntrust Investment Services, Inc. otherWealthcare Capital Management LLC otherOtherMar 22, 2011Apr 12, 2011
Christopher Harrison HessenflowPrp Advisors LLC unclassifiedWealthcare Capital Management LLC otherOtherJan 4, 2011Dec 16, 2010
Richard Chamblee Van ZandtSignator Financial Services, Inc. otherWealthcare Capital Management LLC otherOtherDec 31, 2010Jan 31, 2011 (31 d)
Brian Leland HydeQuantitative Advantage, LLC otherWealthcare Capital Management LLC independent RIAOtherDec 1, 2010Dec 9, 2020 (3661 d)
Bradley Noel JoubertBb&T Asset Management, Inc. unclassifiedWealthcare Capital Management LLC independent RIAOtherSep 28, 2010Jan 2, 2025 (5210 d)
Caitlin Nmn CullyPwa Wealth Management otherWealthcare Capital Management LLC otherOtherMar 23, 2010Jun 10, 2010 (79 d)
Richard Lee BartholomewConcourse Financial Group Advisors otherWealthcare Capital Management LLC otherOtherMar 19, 2010Apr 23, 2010 (35 d)
Mowry Wayne YoungSignator Investors, Inc. otherWealthcare Capital Management LLC otherOtherFeb 18, 2010Feb 17, 2010
Bryan George BrownSignator Investors, Inc. otherWealthcare Capital Management LLC otherOtherFeb 18, 2010Feb 17, 2010
Audrey Wehr JonesFirstwave Financial otherWealthcare Capital Management LLC otherOtherJan 4, 2010Mar 8, 2010 (63 d)
Russell Garrett ThorntonThornton Wealth Management, LLC unclassifiedWealthcare Capital Management LLC otherOtherNov 25, 2009Feb 19, 2010 (86 d)
Nicholas Alan MitchellEdelman Financial Advisors LLC unclassifiedWealthcare Capital Management LLC otherOtherJan 21, 2009Dec 22, 2009 (335 d)
Sarah Sau King MackMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthcare Capital Management LLC otherOtherDec 22, 2008Oct 11, 2010 (658 d)
John Joseph CullyWells Fargo Advisors wirehouseWealthcare Capital Management LLC otherOtherJul 30, 2008Jul 9, 2008
Stuart Miller PorterfieldWells Fargo Advisors wirehouseWealthcare Capital Management LLC otherOtherMay 2, 2008Nov 19, 2008 (201 d)
Edward Garrett WirwilleWells Fargo Advisors wirehouseWealthcare Capital Management LLC otherOtherDec 20, 2007Jun 23, 2008 (186 d)
John Charles CorriganTransamerica Financial Advisors, LLC otherWealthcare Capital Management LLC otherOtherDec 31, 2006Mar 19, 2007 (78 d)
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38 moves match.