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 The Welch Group, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James Hansen Mccown | Bcr Wealth Strategies independent RIA | The Welch Group, LLC independent RIA | RIA to RIA | Oct 29, 2025 | Nov 19, 2025 |
| Cason Wayne Westmoreland | Hightower Advisors, LLC BD affiliated | The Welch Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2025 | Sep 24, 2025 |
| Bradley Lewis Moore | Bmss Wesson Wealth Solutions independent RIA | The Welch Group, LLC independent RIA | RIA to RIA | Apr 21, 2025 | Apr 30, 2025 |
| John Douglas Beatty | Oneascent Wealth Management independent RIA | The Welch Group, LLC independent RIA | RIA to RIA | Mar 28, 2023 | Mar 16, 2023 |
| Sean Alastair Tweedy | Valic Financial Advisors, Inc. BD affiliated | The Welch Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 12, 2021 | Dec 16, 2021 (34 d) |
| Jay Hallowes Mcgowan | LPL Financial LLC BD affiliated | The Welch Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2021 | Jun 29, 2021 |
| Clay William Wood | Bcr Wealth Strategies independent RIA | The Welch Group, LLC independent RIA | RIA to RIA | May 17, 2021 | Jun 2, 2021 |
| Henry Marshall Clay | Welch Investments, LLC other | The Welch Group, LLC other | Other | Mar 15, 2018 | Mar 10, 2018 |
| Callie Suzanne Waldrop | Welch Investments, LLC other | The Welch Group, LLC other | Other | Mar 15, 2018 | Mar 10, 2018 |
| Elisabeth Linley Moody | Welch Investments, LLC other | The Welch Group, LLC other | Other | Dec 18, 2012 | Dec 19, 2012 |
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10 moves match.