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 Wealth Development Strategies Investment Advisory, Inc.

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
Scott Allen BlackleyHornor, Townsend & Kent, LLC BD affiliatedWealth Development Strategies Investment Advisory, Inc. state registeredAffiliated broker-dealer or bank to a state-registered adviserMay 21, 2024May 30, 2017
Devaron Maurius YatesHornor, Townsend & Kent, LLC BD affiliatedWealth Development Strategies Investment Advisory, Inc. state registeredAffiliated broker-dealer or bank to a state-registered adviserAug 31, 2021Feb 27, 2016
Sonya Johnson TroullierHornor, Townsend & Kent, LLC BD affiliatedWealth Development Strategies Investment Advisory, Inc. state registeredAffiliated broker-dealer or bank to a state-registered adviserMay 1, 2020Jan 13, 2012
David Edgar CarbajalHornor, Townsend & Kent, LLC BD affiliatedWealth Development Strategies Investment Advisory, Inc. state registeredAffiliated broker-dealer or bank to a state-registered adviserMar 1, 2019Nov 17, 2016
Teddy William AwuahHornor, Townsend & Kent, LLC BD affiliatedWealth Development Strategies Investment Advisory, Inc. state registeredAffiliated broker-dealer or bank to a state-registered adviserFeb 22, 2019Jan 1, 2018
Courtney Dannielle Lewis-WilliamsHornor, Townsend & Kent, LLC BD affiliatedWealth Development Strategies Investment Advisory, Inc. state registeredAffiliated broker-dealer or bank to a state-registered adviserNov 27, 2018Jul 2, 2016
Josephine OlmsteadHornor, Townsend & Kent, LLC BD affiliatedWealth Development Strategies Investment Advisory, Inc. state registeredAffiliated broker-dealer or bank to a state-registered adviserSep 13, 2018Sep 8, 2017
Tommy J BrooksHornor, Townsend & Kent, LLC otherWealth Development Strategies Investment Advisory, Inc. state registeredOtherMar 22, 2018Aug 10, 2017
Charles Chizoba AdiHornor, Townsend & Kent, LLC otherWealth Development Strategies Investment Advisory, Inc. state registeredOtherJan 25, 2018May 21, 2014
Berkely R ArrantsHornor, Townsend & Kent, LLC otherWealth Development Strategies Investment Advisory, Inc. state registeredOtherJan 31, 2014Mar 3, 2009
Peter Frederick AcquaroHornor, Townsend & Kent, LLC otherWealth Development Strategies Investment Advisory, Inc. state registeredOtherNov 8, 2013Mar 16, 2010
Jarrett Edward CohenHornor, Townsend & Kent, LLC otherWealth Development Strategies Investment Advisory, Inc. state registeredOtherNov 11, 2010Mar 2, 2010
Patricia Ann MooreHornor, Townsend & Kent, LLC otherWealth Development Strategies Investment Advisory, Inc. state registeredOtherAug 16, 2010Jan 5, 2010
Preston David CherryHornor, Townsend & Kent, LLC otherWealth Development Strategies Investment Advisory, Inc. state registeredOtherApr 1, 2009Jul 25, 2008
Karen Siu Ing Ho1717 Capital Management Company unclassifiedWealth Development Strategies Investment Advisory, Inc. state registeredOtherAug 1, 2008Jan 13, 2003
Jocelyn Diana Wright1717 Capital Management Company unclassifiedWealth Development Strategies Investment Advisory, Inc. state registeredOtherMay 24, 2007Jan 1, 2006
Michael Brett Mcmahon1717 Capital Management Company unclassifiedWealth Development Strategies Investment Advisory, Inc. state registeredOtherMay 15, 2007Sep 18, 2006
Sonya Johnson Troullier1717 Capital Management Company unclassifiedWealth Development Strategies Investment Advisory, Inc. state registeredOtherMar 29, 2007Sep 20, 2002
Geordie Marie Hrdlicka1717 Capital Management Company unclassifiedWealth Development Strategies Investment Advisory, Inc. state registeredOtherMar 28, 2007Jan 13, 2003
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19 moves match.